CLARIS ADVISORS, LLC / MO /
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.3% | $7,494,794 |
| Industrials | 20.1% | $4,532,818 |
| Communication Services | 10.8% | $2,441,565 |
| Healthcare | 10.6% | $2,377,967 |
| Consumer Cyclical | 9.6% | $2,173,420 |
| Financial Services | 4.8% | $1,082,910 |
| Consumer Defensive | 4.6% | $1,047,365 |
| Energy | 4.1% | $913,737 |
| Unclassified | 1.1% | $244,940 |
| Basic Materials | 1.0% | $224,977 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +201 | 5,976 | $2,229,167 | |
| AAPL | Apple Inc. | +40 | 6,310 | $1,825,861 | |
| KO | Coca Cola Co | +9 | 2,890 | $234,870 | |
| PFE | Pfizer Inc | +6 | 18,880 | $454,630 | |
| META | Meta Platforms, Inc. | +3 | 1,780 | $1,002,656 | |
| CBSH | Commerce Bancshares Inc /Mo/ | +2 | 7,527 | $434,684 | |
| XOM | ExxonMobil Holdings Corp | +2 | 4,056 | $554,536 | |
| EMR | Emerson Electric Co | +1 | 2,193 | $313,927 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PCAR | Paccar Inc | −1,956 | 2,474 | $297,176 | |
| HD | Home Depot, Inc. | −999 | 1,086 | $383,010 | |
| JNJ | Johnson & Johnson | −400 | 1,914 | $486,098 | |
| MU | Micron Technology Inc | −153 | 563 | $649,865 | |
| NVDA | Nvidia Corp | −110 | 3,342 | $668,700 | |
| CI | Cigna Group | −100 | 744 | $205,105 | |
| AMZN | Amazon Com Inc | −82 | 7,512 | $1,790,410 | |
| WMT | Walmart Inc. | −6 | 4,668 | $528,697 | |
| GOOGL | Alphabet Inc. | −5 | 3,387 | $1,210,412 | |
| JPM | Jpmorgan Chase & Co | −4 | 1,083 | $354,498 | |
| CSCO | Cisco Systems, Inc. | −2 | 6,806 | $799,432 | |
| BRK-B | Berkshire Hathaway Inc | −1 | 587 | $293,728 | |
| CAT | Caterpillar Inc | −1 | 2,797 | $2,978,525 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EPD | Enterprise Products Partners L.P. | 11,000 | $416,240 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 2,797 | $2,978,525 | 13.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,976 | $2,229,167 | 9.89% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,310 | $1,825,861 | 8.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,512 | $1,790,410 | 7.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,387 | $1,210,412 | 5.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,780 | $1,002,656 | 4.45% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 6,806 | $799,432 | 3.55% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 1,663 | $691,192 | 3.07% | |
| BA |
Boeing Co
Industrials
|
Held | 3,174 | $687,075 | 3.05% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,342 | $668,700 | 2.97% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 563 | $649,865 | 2.88% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 4,056 | $554,536 | 2.46% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Held | 563 | $543,295 | 2.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 451 | $540,942 | 2.40% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,668 | $528,697 | 2.35% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,914 | $486,098 | 2.16% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 661 | $477,903 | 2.12% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 18,880 | $454,630 | 2.02% | |
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
Added | 7,527 | $434,684 | 1.93% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,086 | $383,010 | 1.70% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,167 | $359,201 | 1.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,083 | $354,498 | 1.57% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 2,193 | $313,927 | 1.39% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 1,009 | $300,571 | 1.33% | |
| PCAR |
Paccar Inc
Industrials
|
Reduced | 2,474 | $297,176 | 1.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 587 | $293,728 | 1.30% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 2,096 | $283,798 | 1.26% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 723 | $256,115 | 1.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 328 | $244,940 | 1.09% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 2,890 | $234,870 | 1.04% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 2,374 | $228,497 | 1.01% | |
| NUE |
Nucor Corp
Basic Materials
|
NEW | 1,010 | $224,977 | 1.00% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 744 | $205,105 | 0.91% |
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.