Claro Advisors Inc.
Top Portfolio Positions
305 positions ·
$391,349,411 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
97,621 | $24,775,233 | 6.33% | |
| NVDA |
Nvidia Corp
Technology
|
118,854 | $20,728,137 | 5.30% | |
| MSFT |
Microsoft Corp
Technology
|
52,848 | $19,562,744 | 5.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,685 | $18,262,154 | 4.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
26,121 | $15,076,518 | 3.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
21,427 | $13,934,835 | 3.56% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,463 | $11,902,596 | 3.04% | |
| META |
Meta Platforms, Inc.
Communication Services
|
16,751 | $9,583,749 | 2.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
33,119 | $9,523,699 | 2.43% | |
| AVGO |
Broadcom Inc.
Technology
|
28,996 | $8,974,551 | 2.29% |
Portfolio Trend
Holdings in GDLC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,160 | 9,303 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $388,560 | 9,403 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $525,627 | 9,403 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||