Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Clarity Financial LLC (CIK 1862145) reported $919.3M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IEI ($109.2M, 11.88%), MBB ($53.2M, 5.79%), ABBV ($39.7M, 4.32%), MSFT ($38.4M, 4.17%), GOOG ($38.0M, 4.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEI | ISHARES TR | $109.2M | 11.88% | 920,520 | Trimmed |
| 2 | MBB | ISHARES TR | $53.2M | 5.79% | 560,574 | New |
| 3 | ABBV | ABBVIE INC | $39.7M | 4.32% | 182,676 | Added |
| 4 | MSFT | MICROSOFT CORP | $38.4M | 4.17% | 103,603 | Added |
| 5 | GOOG | ALPHABET INC | $38.0M | 4.13% | 132,396 | Trimmed |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $36.2M | 3.94% | 36,372 | Added |
| 7 | AMZN | AMAZON COM INC | $33.5M | 3.65% | 161,082 | Added |
| 8 | LLY | ELI LILLY & CO | $31.8M | 3.46% | 34,626 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $29.4M | 3.20% | 168,526 | Trimmed |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.2M | 3.18% | 61,019 | Trimmed |
| 11 | AAPL | APPLE INC | $28.1M | 3.06% | 110,740 | Added |
| 12 | XLK | SELECT SECTOR SPDR TR | $26.2M | 2.86% | 197,512 | Trimmed |
| 13 | GEV | GE VERNOVA INC | $25.5M | 2.77% | 29,161 | Trimmed |
| 14 | MGK | VANGUARD WORLD FD | $23.0M | 2.51% | 62,697 | Trimmed |
| 15 | SHY | ISHARES TR | $21.6M | 2.35% | 262,188 | Added |
| 16 | PLTR | PALANTIR TECHNOLOGIES INC | $21.1M | 2.30% | 144,481 | Trimmed |
| 17 | DUK | DUKE ENERGY CORP NEW | $20.7M | 2.25% | 157,710 | Trimmed |
| 18 | XLF | SELECT SECTOR SPDR TR | $19.9M | 2.16% | 402,258 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $19.5M | 2.13% | 115,182 | Trimmed |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $19.4M | 2.11% | 385,515 | Trimmed |
| 21 | WMT | WALMART INC | $18.7M | 2.04% | 150,653 | Trimmed |
| 22 | BLK | BLACKROCK INC | $17.7M | 1.93% | 18,407 | Trimmed |
| 23 | PANW | PALO ALTO NETWORKS INC | $17.2M | 1.87% | 107,504 | Trimmed |
| 24 | XLC | SELECT SECTOR SPDR TR | $16.8M | 1.83% | 151,375 | Trimmed |
| 25 | JPM | JPMORGAN CHASE & CO | $15.6M | 1.70% | 52,989 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31