Clarity Capital Advisors, LLC

CIK

2011219

Location

Lakewood Ranch, FL

Portfolio Value

Micro $13,881,011

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,950 / 8,603 ▲ 112 · as of Mar 2026

Top Industry

Insurance - Diversified 47.6%

3Y Alpha vs SPY

-4.1%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

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

Cloned portfolio

+43.8%

SPY

+54.1%

Annualised alpha

-3.4%

Max drawdown

−14.7%

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

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

Top Position

32.7%

+0.6 pts

Top 5

85.0%

−2.2 pts

Top 10

98.5%

+0.1 pts

HHI

2,017

Moderately concentrated−123

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	32.7%	$4,542,336	1
Unclassified	31.2%	$4,331,554	3
Technology	27.1%	$3,764,708	3
Consumer Cyclical	4.4%	$608,814	2
Utilities	3.1%	$427,707	1
Communication Services	1.5%	$205,892	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+1,221	2,254	$834,363
BRK-B	Berkshire Hathaway Inc	+1,000	9,479	$4,542,336
AMZN	Amazon Com Inc	+314	1,898	$395,296
SPY	Spdr S&P 500 ETF Trust	+4	4,758	$3,094,317
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GLDM	World Gold Trust	5,197	$481,709
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
META	Meta Platforms, Inc.	347	$229,051
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $13,881,011 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	9,479	+1,000	$4,542,336	+6.6%	32.72%
SPY	Spdr S&P 500 ETF Trust	Added	4,758	+4	$3,094,317	−4.6%	22.29%
AAPL	Apple Inc. Technology	Held	10,116	0	$2,567,339	−6.6%	18.50%
MSFT	Microsoft Corp Technology	Added	2,254	+1,221	$834,363	+67.0%	6.01%
QQQ	Invesco Qqq Trust, Series 1	Held	1,309	0	$755,528	−6.0%	5.44%
GLDM	World Gold Trust	NEW	5,197	NEW	$481,709	NEW	3.47%
ED	Consolidated Edison Inc Utilities	Held	3,779	0	$427,707	+14.0%	3.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,898	+314	$395,296	+8.1%	2.85%
TDY	Teledyne Technologies Inc Technology	Held	600	0	$363,006	+18.5%	2.62%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	1,337	0	$213,518	+4.0%	1.54%
GOOGL	Alphabet Inc. Communication Services	Held	716	0	$205,892	−8.1%	1.48%