Claar Advisors LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 83.1%; sector active share 47.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 53.2% | $165,006,571 |
| Financial Services | 13.6% | $42,254,160 |
| Communication Services | 9.9% | $30,732,643 |
| Consumer Cyclical | 9.8% | $30,404,741 |
| Technology | 9.2% | $28,687,137 |
| Industrials | 1.7% | $5,121,990 |
| Consumer Defensive | 1.6% | $5,067,003 |
| Healthcare | 1.0% | $3,136,509 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FBTC | Fidelity Wise Origin Bitcoin Fund | −201,248 | 35,000 | $1,786,750 | |
| GOOG | Alphabet Inc. | −21,521 | 86,980 | $30,732,643 | |
| MA | Mastercard Inc | −2,538 | 21,695 | $11,142,552 | |
| V | Visa Inc. | −2,359 | 22,662 | $7,775,105 | |
| SPGI | S&P Global Inc. | −1,220 | 23,494 | $9,568,166 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | −1,213 | 993,607 | $163,219,821 | |
| NOMD | Nomad Foods Ltd | −379 | 462,740 | $5,067,003 | |
| VIA | Via Transportation, Inc. | −230 | 180,081 | $3,266,669 | |
| BUR | Burford Capital Ltd | −142 | 839,708 | $3,442,802 | |
| UBER | Uber Technologies, Inc | −89 | 109,687 | $7,915,013 | |
| AMZN | Amazon Com Inc | −86 | 104,353 | $24,871,494 | |
| BABA | Alibaba Group Holding Ltd | −47 | 57,650 | $5,533,247 | |
| ICE | Intercontinental Exchange, Inc. | −47 | 57,615 | $7,092,982 | |
| MSFT | Microsoft Corp | −37 | 46,929 | $17,505,455 | |
| COIN | Coinbase Global, Inc. | −17 | 22,112 | $3,232,553 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Reduced | 993,607 | $163,219,821 | 52.58% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 86,980 | $30,732,643 | 9.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 104,353 | $24,871,494 | 8.01% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 46,929 | $17,505,455 | 5.64% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 21,695 | $11,142,552 | 3.59% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 23,494 | $9,568,166 | 3.08% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 109,687 | $7,915,013 | 2.55% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 22,662 | $7,775,105 | 2.50% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 57,615 | $7,092,982 | 2.29% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Reduced | 57,650 | $5,533,247 | 1.78% | |
| VRSK |
Verisk Analytics, Inc.
Industrials
|
NEW | 28,530 | $5,121,990 | 1.65% | |
| NOMD |
Nomad Foods Ltd
Consumer Defensive
|
Reduced | 462,740 | $5,067,003 | 1.63% | |
| BUR |
Burford Capital Ltd
Financial Services
|
Reduced | 839,708 | $3,442,802 | 1.11% | |
| VIA |
Via Transportation, Inc.
Technology
|
Reduced | 180,081 | $3,266,669 | 1.05% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Reduced | 22,112 | $3,232,553 | 1.04% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 2,615 | $3,136,509 | 1.01% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Reduced | 35,000 | $1,786,750 | 0.58% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.