Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Clarity Financial LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Clarity Financial LLC (CIK 1862145) reported $1.18B across 127 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MBB ($110.8M, 9.41%), IEI ($63.0M, 5.35%), MSFT ($56.9M, 4.83%), GOOG ($53.7M, 4.56%), ABBV ($50.0M, 4.25%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1MBBISHARES TR$110.8M9.41%1.2MAdded
2IEIISHARES TR$63.0M5.35%536,456Trimmed
3MSFTMICROSOFT CORP$56.9M4.83%152,532Added
4GOOGALPHABET INC$53.7M4.56%151,877Added
5ABBVABBVIE INC$50.0M4.25%198,762Added
6AMZNAMAZON COM INC$49.9M4.24%209,300Added
7COSTCOSTCO WHOLESALE CORPORATION$49.3M4.19%52,658Added
8NVDANVIDIA CORPORATION$46.9M3.99%234,596Added
9LLYELI LILLY & CO$44.0M3.73%36,647Added
10AAPLAPPLE INC$43.5M3.69%150,242Added
11XLKSELECT SECTOR SPDR TR$35.3M3.00%185,491Trimmed
12PLTRPALANTIR TECHNOLOGIES INC$34.6M2.94%296,764Added
13RTXRTX CORPORATION$30.5M2.59%160,523Added
14GEVGE VERNOVA INC$29.5M2.50%25,075Trimmed
15MGKVANGUARD WORLD FD$27.4M2.33%311,650Added
16VRTVERTIV HOLDINGS CO$24.3M2.07%72,715New
17JPMJPMORGAN CHASE & CO$23.9M2.03%73,022Added
18AVGOBROADCOM INC$23.7M2.01%62,704Added
19WMTWALMART INC$22.4M1.90%197,868Added
20SHYISHARES TR$21.9M1.86%266,695Added
21XLFSELECT SECTOR SPDR TR$21.8M1.85%407,163Added
22BLKBLACKROCK INC$18.9M1.60%19,606Added
23VZVERIZON COMMUNICATIONS INC$17.5M1.48%412,296Added
24XLVSELECT SECTOR SPDR TR$17.5M1.48%110,053Added
25BXSLBLACKSTONE SECD LENDING FD$17.0M1.45%718,144New

Source: SEC Form 13F filings · as of 2026-06-30