Claro Advisors Inc.

CIK

1764386

Location

BOSTON, MA

Portfolio Value

Small $110,533,599

Diversification

Diversified

Filing Date

Global Rank

#2,991 / 8,586 ▲ 264

Top Industry

Semiconductors 9.6%

3Y Alpha vs SPY

-6.9%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.9%

SPY

+78.1%

Annualised alpha

-6.8%

Max drawdown

−22.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

306 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.3%

−0.6 pts

Top 5

25.0%

−2.1 pts

Top 10

38.7%

−4.2 pts

HHI

202

Diversified−37

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.1%	$110,533,599	45
Financial Services	13.1%	$51,523,213	64
Unclassified	12.8%	$50,378,636	20
Consumer Cyclical	10.7%	$42,220,341	27
Healthcare	8.3%	$32,684,439	35
Communication Services	7.2%	$28,194,317	13
Industrials	6.8%	$26,948,410	40
Consumer Defensive	5.6%	$22,168,771	24
Energy	3.9%	$15,244,844	18
Utilities	1.8%	$7,120,421	9
Real Estate	0.9%	$3,440,203	4
Basic Materials	0.8%	$2,986,800	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ZONE	CleanCore Solutions, Inc.	+55,000	123,275	$43,885
AMZN	Amazon Com Inc	+22,938	87,685	$18,262,154
NVDA	Nvidia Corp	+15,059	118,854	$20,728,137
BPRE	Bluerock Private Real Estate Fund	+11,313	61,517	$1,021,797
T	At&T Inc.	+11,088	36,324	$1,053,032
MSFT	Microsoft Corp	+10,816	52,848	$19,562,744
AAPL	Apple Inc.	+8,820	97,621	$24,775,233
BMY	Bristol Myers Squibb Co	+7,724	25,092	$1,521,829
NKE	NIKE, Inc.	+6,288	12,701	$670,866
RZLV	Rezolve Ai PLC	+6,006	19,848	$50,810
WMT	Walmart Inc.	+5,709	42,597	$5,293,955
PSEC	Prospect Capital Corp	+5,000	197,405	$515,227
GOOGL	Alphabet Inc.	+4,401	33,119	$9,523,699
GTLB	Gitlab Inc.	+4,399	23,528	$509,145
CMCSA	Comcast Corp	+4,222	15,665	$449,742
BXMT	Blackstone Mortgage Trust, Inc.	+4,217	48,861	$935,688
BAC	Bank Of America Corp /De/	+3,741	46,759	$2,279,501
AVGO	Broadcom Inc.	+3,678	28,996	$8,974,551
NEM	NEWMONT Corp /DE/	+3,344	6,585	$712,826
CSCO	Cisco Systems, Inc.	+2,880	47,777	$3,707,017
SCHW	Schwab Charles Corp	+2,521	5,269	$495,180
NFLX	Netflix Inc	+2,362	29,944	$2,879,115
NVO	Novo Nordisk A S	+2,282	23,201	$852,636
BBBY	Bed Bath & Beyond, Inc.	+2,276	50,401	$233,860
VZ	Verizon Communications Inc	+2,269	27,524	$1,381,704
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BITB	Bitwise Bitcoin ETF	−31,057	37,059	$1,364,141
IAU	Ishares Gold Trust	−20,139	23,029	$2,030,236
QXO	QXO, Inc.	−16,584	26,909	$522,572
BTC	Grayscale Bitcoin Mini Trust ETF	−16,449	31,612	$948,043
ETHW	Bitwise Ethereum ETF	−8,094	54,554	$818,310
GBTC	Grayscale Bitcoin Trust ETF	−7,345	82,845	$4,370,902
NBXG	Neuberger Next Generation Connectivity Fund Inc.	−5,304	47,700	$613,899
PEP	Pepsico Inc	−2,595	13,161	$2,043,771
NU	Nu Holdings Ltd.	−1,670	21,015	$301,985
DKNG	DraftKings Inc.	−1,593	37,325	$806,966
CL	Colgate Palmolive Co	−1,454	8,462	$721,216
ETH	Grayscale Ethereum Staking Mini ETF	−1,133	13,687	$271,823
BDJ	BlackRock Enhanced Equity Dividend Trust	−1,000	41,088	$354,178
VGM	Invesco Trust for Investment Grade Municipals	−897	112,530	$1,110,671
NOW	ServiceNow, Inc.	−832	3,674	$384,116
SPY	Spdr S&P 500 ETF Trust	−794	21,427	$13,934,835
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund	−790	30,472	$267,544
BSX	Boston Scientific Corp	−619	3,229	$202,619
ORCL	Oracle Corp	−468	10,957	$1,611,884
ACN	Accenture plc	−453	9,159	$1,816,138
MRK	Merck & Co., Inc.	−404	11,638	$1,399,935
PG	PROCTER & GAMBLE Co	−344	27,284	$3,940,900
PM	Philip Morris International Inc.	−316	5,269	$871,176
PANW	Palo Alto Networks Inc	−285	9,888	$1,585,244
PFE	Pfizer Inc	−252	46,859	$1,315,800
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
HUBS	Hubspot Inc	24,928	$6,084,924
GLDM	World Gold Trust	56,736	$5,258,859
GILD	Gilead Sciences, Inc.	4,194	$584,517
EPAM	EPAM Systems, Inc.	4,199	$568,544
CAH	Cardinal Health Inc	2,590	$547,292
SANM	Sanmina Corp	3,761	$487,576
ALL	Allstate Corp	2,271	$470,869
COKE	Coca-Cola Consolidated, Inc.	2,320	$444,836
UTHR	UNITED THERAPEUTICS Corp	716	$424,573
HIG	Hartford Insurance Group, Inc.	2,993	$404,743
WRB	Berkley W R Corp	6,071	$402,385
ROST	Ross Stores, Inc.	1,836	$397,732
EME	EMCOR Group, Inc.	538	$397,210
HCA	HCA Healthcare, Inc.	828	$391,842
INCY	Incyte Corp	4,153	$390,880
PGR	Progressive Corp/Oh/	1,968	$390,136
LDOS	Leidos Holdings, Inc.	2,499	$388,644
MO	Altria Group, Inc.	5,848	$385,909
NYT	New York Times Co	4,533	$379,548
FSK	FS KKR Capital Corp	36,700	$373,606
MLI	Mueller Industries Inc	3,352	$371,401
EXEL	Exelixis, Inc.	8,597	$368,725
BWA	Borgwarner Inc	6,694	$363,216
VLO	Valero Energy Corp/Tx	1,436	$354,806
LAUR	Laureate Education, Inc.	10,019	$349,061
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
RKLB	Rocket Lab Corp	20,087	$1,401,269
DASH	DoorDash, Inc.	1,430	$323,866
WBD	Warner Bros. Discovery, Inc.	9,358	$269,697
CMG	Chipotle Mexican Grill Inc	6,558	$242,646
BIDU	Baidu, Inc.	1,726	$225,519
ILMN	Illumina, Inc.	1,686	$221,135
XYZ	Block, Inc.	3,332	$216,879
ADP	Automatic Data Processing Inc	817	$210,156
CHYM	Chime Financial, Inc.	8,346	$210,068
TEAM	Atlassian Corp	1,268	$205,593
FIG	Figma, Inc.	5,500	$205,535
CNC	Centene Corp	4,989	$205,297
DDOG	Datadog, Inc.	1,498	$203,713
BKNG	Booking Holdings Inc.	38	$203,502
SPGI	S&P Global Inc.	385	$201,197
BDX	Becton Dickinson & Co	1,069	$163,098
NXDT	Nexpoint Diversified Real Estate Trust	11,377	$43,573
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 positions · $110,533,599 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	97,621	+8,820	$24,775,233	+2.6%	22.41%
NVDA	Nvidia Corp Technology	Added	118,854	+15,059	$20,728,137	+7.1%	18.75%
MSFT	Microsoft Corp Technology	Added	52,848	+10,816	$19,562,744	−3.8%	17.70%
AVGO	Broadcom Inc. Technology	Added	28,996	+3,678	$8,974,551	+2.4%	8.12%
HUBS	Hubspot Inc Technology	NEW	24,928	NEW	$6,084,924	NEW	5.51%
KLAC	Kla Corp Technology	Added	2,602	+10	$3,831,210	+21.6%	3.47%
CSCO	Cisco Systems, Inc. Technology	Added	47,777	+2,880	$3,707,017	+7.2%	3.35%
ACN	Accenture plc Technology	Reduced	9,159	-453	$1,816,138	−29.6%	1.64%
ORCL	Oracle Corp Technology	Reduced	10,957	-468	$1,611,884	−27.6%	1.46%
PANW	Palo Alto Networks Inc Technology	Reduced	9,888	-285	$1,585,244	−15.4%	1.43%
PLTR	Palantir Technologies Inc. Technology	Added	9,781	+660	$1,430,764	−11.7%	1.29%
IBM	International Business Machines Corp Technology	Added	5,076	+815	$1,230,371	−2.5%	1.11%
AMAT	Applied Materials Inc /De Technology	Added	3,267	+129	$1,116,627	+38.5%	1.01%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	2,628	+2	$1,025,997	−16.7%	0.93%
GLW	Corning Inc /Ny Technology	Reduced	7,207	-39	$979,935	+54.5%	0.89%
UBER	Uber Technologies, Inc Technology	Added	10,527	+672	$757,207	−6.0%	0.69%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,146	+230	$725,240	+24.6%	0.66%
ADI	Analog Devices Inc Technology	Added	2,266	+24	$720,905	+18.6%	0.65%
CRM	Salesforce, Inc. Technology	Added	3,749	+887	$699,825	−7.7%	0.63%
AMD	Advanced Micro Devices Inc Technology	Added	3,096	+392	$629,819	+8.8%	0.57%
SHOP	Shopify Inc. Technology	Reduced	5,072	-5	$601,640	−26.4%	0.54%
LRCX	Lam Research Corp Technology	Added	2,686	+432	$573,890	+48.7%	0.52%
EPAM	EPAM Systems, Inc. Technology	NEW	4,199	NEW	$568,544	NEW	0.51%
GTLB	Gitlab Inc. Technology	Added	23,528	+4,399	$509,145	−29.1%	0.46%
SANM	Sanmina Corp Technology	NEW	3,761	NEW	$487,576	NEW	0.44%
MU	Micron Technology Inc Technology	Added	1,275	+324	$430,746	+58.7%	0.39%
ADBE	Adobe Inc. Technology	Added	1,757	+1,065	$427,091	+76.3%	0.39%
QCOM	Qualcomm Inc/De Technology	Reduced	3,197	-91	$411,709	−26.8%	0.37%
LDOS	Leidos Holdings, Inc. Technology	NEW	2,499	NEW	$388,644	NEW	0.35%
NOW	ServiceNow, Inc. Technology	Reduced	3,674	-832	$384,116	−44.4%	0.35%
ANET	Arista Networks, Inc. Technology	Added	2,921	+46	$358,640	−4.8%	0.32%
ADSK	Autodesk, Inc. Technology	Reduced	1,477	-73	$353,593	−22.9%	0.32%
PAYX	Paychex Inc Technology	Added	3,571	+643	$328,960	+0.2%	0.30%
INTC	Intel Corp Technology	Added	6,860	+327	$302,731	+25.6%	0.27%
CSGS	Csg Systems International Inc Technology	NEW	3,707	NEW	$296,337	NEW	0.27%
YOU	Clear Secure, Inc. Technology	NEW	5,376	NEW	$260,252	NEW	0.24%
NTCT	Netscout Systems Inc Technology	NEW	7,748	NEW	$246,308	NEW	0.22%
IDCC	InterDigital, Inc. Technology	NEW	812	NEW	$245,224	NEW	0.22%
APH	Amphenol Corp /De/ Technology	Added	1,916	+93	$242,086	−1.7%	0.22%
MSTR	Strategy Inc Technology	Added	1,871	+18	$233,500	−17.1%	0.21%
DELL	Dell Technologies Inc. Technology	NEW	1,342	NEW	$220,262	NEW	0.20%
WDC	Western Digital Corp Technology	NEW	777	NEW	$210,170	NEW	0.19%
JBL	Jabil Inc Technology	NEW	778	NEW	$206,660	NEW	0.19%
SNOW	Snowflake Inc. Technology	Added	1,334	+4	$201,193	−31.0%	0.18%
RZLV	Rezolve Ai PLC Technology	Added	19,848	+6,006	$50,810	+42.8%	0.05%