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.
St. Clair Advisors, LLC (CIK 2056292) reported $375.8M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($116.2M, 30.93%), IEMG ($21.5M, 5.72%), AAPL ($20.8M, 5.52%), MSFT ($18.6M, 4.96%), JEPI ($15.9M, 4.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $116.2M | 30.93% | 177,961 | Trimmed |
| 2 | IEMG | ISHARES INC | $21.5M | 5.72% | 308,187 | Trimmed |
| 3 | AAPL | APPLE INC | $20.8M | 5.52% | 81,796 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $18.6M | 4.96% | 50,344 | Trimmed |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $15.9M | 4.22% | 279,654 | Added |
| 6 | PGR | PROGRESSIVE CORP | $13.1M | 3.50% | 66,286 | Trimmed |
| 7 | IEFA | ISHARES TR | $12.6M | 3.36% | 139,459 | Added |
| 8 | IWB | ISHARES TR | $11.7M | 3.11% | 32,760 | Added |
| 9 | RWR | SPDR SERIES TRUST | $8.9M | 2.38% | 88,450 | Trimmed |
| 10 | SCHF | SCHWAB STRATEGIC TR | $8.8M | 2.34% | 355,244 | New |
| 11 | GOOGL | ALPHABET INC | $6.2M | 1.64% | 21,465 | Trimmed |
| 12 | IVW | ISHARES TR | $5.4M | 1.45% | 48,017 | Trimmed |
| 13 | JNJ | JOHNSON & JOHNSON | $5.4M | 1.43% | 21,970 | Hold |
| 14 | ETN | EATON CORP PLC | $5.2M | 1.38% | 14,519 | Added |
| 15 | GOOG | ALPHABET INC | $4.8M | 1.27% | 16,694 | Trimmed |
| 16 | DVY | ISHARES TR | $4.5M | 1.20% | 29,817 | Trimmed |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | $4.0M | 1.05% | 16,301 | Hold |
| 18 | KO | COCA COLA CO | $3.9M | 1.03% | 50,917 | Added |
| 19 | IWR | ISHARES TR | $3.8M | 1.02% | 39,470 | Added |
| 20 | PEP | PEPSICO INC | $3.6M | 0.97% | 23,371 | Trimmed |
| 21 | XOM | EXXON MOBIL CORP | $3.6M | 0.96% | 21,266 | Trimmed |
| 22 | SYK | STRYKER CORPORATION | $3.4M | 0.89% | 10,218 | Trimmed |
| 23 | PG | PROCTER AND GAMBLE CO | $3.1M | 0.84% | 21,741 | Trimmed |
| 24 | IVE | ISHARES TR | $3.1M | 0.82% | 14,519 | Trimmed |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $3.1M | 0.82% | 14,339 | Added |
Source: SEC Form 13F filings · as of 2026-03-31