CLARIS ADVISORS, LLC / MO /
Filing Date
Global Rank
#7,376
/ 8,232
▲ 183
Top Industry
Farm & Heavy Construction Machinery
12.8%
3Y Alpha vs SPY
-1.9%
Period ended 2 months ago
Filed Apr 10, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.0%
SPY
+76.3%
Annualised alpha
-1.9%
Max drawdown
−21.2%
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
32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.8%
−4.6 pts
Top 5
42.1%
−3.8 pts
Top 10
60.2%
−3.3 pts
HHI
523
Diversified−82
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.1% | $5,547,630 |
| Industrials | 18.5% | $3,661,000 |
| Consumer Cyclical | 11.5% | $2,267,337 |
| Communication Services | 11.2% | $2,220,884 |
| Healthcare | 11.1% | $2,185,559 |
| Energy | 7.9% | $1,552,393 |
| Consumer Defensive | 5.7% | $1,125,471 |
| Financial Services | 4.9% | $971,750 |
| Unclassified | 1.1% | $213,311 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | +2 | 4,054 | $687,801 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −910 | 5,775 | $2,137,731 | |
| META | Meta Platforms, Inc. | −208 | 1,777 | $1,016,675 | |
| NVDA | Nvidia Corp | −173 | 3,452 | $602,028 | |
| PEP | Pepsico Inc | −103 | 2,096 | $325,487 | |
| CSCO | Cisco Systems, Inc. | −90 | 6,808 | $528,232 | |
| AMZN | Amazon Com Inc | −72 | 7,594 | $1,581,602 | |
| AAPL | Apple Inc. | −67 | 6,270 | $1,591,263 | |
| GOOGL | Alphabet Inc. | −47 | 3,392 | $975,403 | |
| CVX | Chevron Corp | −39 | 2,167 | $448,352 | |
| WMT | Walmart Inc. | −33 | 4,674 | $580,884 | |
| JPM | Jpmorgan Chase & Co | −31 | 1,087 | $319,751 | |
| EMR | Emerson Electric Co | −24 | 2,192 | $287,195 | |
| JNJ | Johnson & Johnson | −24 | 2,314 | $565,634 | |
| GD | General Dynamics Corp | −10 | 723 | $248,148 | |
| HD | Home Depot, Inc. | −5 | 2,085 | $685,735 | |
| LLY | ELI LILLY & Co | −4 | 451 | $414,816 | |
| No positions match the current search. | |||||
32 positions ·
$19,745,335 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,775 | $2,137,731 | 10.83% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 2,798 | $1,982,271 | 10.04% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 6,270 | $1,591,263 | 8.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,594 | $1,581,602 | 8.01% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,777 | $1,016,675 | 5.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,392 | $975,403 | 4.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 4,054 | $687,801 | 3.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,085 | $685,735 | 3.47% | |
| BA |
Boeing Co
Industrials
|
Held | 3,174 | $631,721 | 3.20% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,452 | $602,028 | 3.05% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,674 | $580,884 | 2.94% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,314 | $565,634 | 2.86% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 18,874 | $529,981 | 2.68% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 6,808 | $528,232 | 2.68% | |
| PCAR |
Paccar Inc
Industrials
|
Held | 4,430 | $511,665 | 2.59% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 1,663 | $449,991 | 2.28% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,167 | $448,352 | 2.27% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 11,000 | $416,240 | 2.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 451 | $414,816 | 2.10% | |
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
Held | 7,525 | $370,230 | 1.88% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,096 | $325,487 | 1.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,087 | $319,751 | 1.62% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 2,192 | $287,195 | 1.45% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 588 | $281,769 | 1.43% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 723 | $248,148 | 1.26% | |
| MU |
Micron Technology Inc
Technology
|
Held | 716 | $241,893 | 1.23% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 2,374 | $228,806 | 1.16% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 661 | $225,923 | 1.14% | |
| CI |
Cigna Group
Healthcare
|
Held | 844 | $225,137 | 1.14% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 563 | $220,560 | 1.12% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 2,881 | $219,100 | 1.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 328 | $213,311 | 1.08% |