Clarity Financial LLC
Top Portfolio Positions
69 positions ·
$509,623,357 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
182,676 | $39,730,203 | 7.80% | |
| MSFT |
Microsoft Corp
Technology
|
103,603 | $38,350,722 | 7.53% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
36,372 | $36,242,151 | 7.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
161,082 | $33,548,548 | 6.58% | |
| LLY |
ELI LILLY & Co
Healthcare
|
34,626 | $31,847,956 | 6.25% | |
| NVDA |
Nvidia Corp
Technology
|
168,526 | $29,390,934 | 5.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
61,019 | $29,240,304 | 5.74% | |
| AAPL |
Apple Inc.
Technology
|
110,740 | $28,104,704 | 5.51% | |
| GEV |
GE Vernova Inc.
Industrials
|
29,161 | $25,454,636 | 4.99% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
144,481 | $21,134,680 | 4.15% |
Portfolio Trend
22 quarters · across all stocks
Holdings in DMLP
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $286,718 | 10,580 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $235,227 | 10,520 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $272,362 | 10,520 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $293,087 | 10,520 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $316,441 | 10,520 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $350,631 | 10,520 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $317,178 | 10,520 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $230,758 | 7,480 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $252,225 | 7,480 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $238,088 | 7,480 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $271,501 | 9,346 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $277,908 | 9,276 | Shares | Sole | 2023-07-20 | |
| 2022-12-31 | $277,630 | 9,276 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||