Clayton Financial Group LLC
Top Portfolio Positions
436 positions ·
$29,958,570 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
7,042 | $4,325,970 | 14.44% |
| AAPL |
Apple Inc.
|
9,573 | $2,602,515 | 8.69% |
| NVDA |
Nvidia Corp
|
11,330 | $2,113,045 | 7.05% |
| ABBV |
AbbVie Inc.
|
6,966 | $1,591,661 | 5.31% |
| AXP |
American Express Co
|
3,963 | $1,466,111 | 4.89% |
| BA |
Boeing Co
|
5,490 | $1,191,988 | 3.98% |
| PEP |
Pepsico Inc
|
6,497 | $932,449 | 3.11% |
| GOOGL |
Alphabet Inc.
|
2,931 | $917,403 | 3.06% |
| PG |
PROCTER & GAMBLE Co
|
5,714 | $818,873 | 2.73% |
| MSFT |
Microsoft Corp
|
1,678 | $811,514 | 2.71% |
Portfolio Trend
Holdings in LEE
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $958 | 200 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,088 | 200 | Shares | Sole | 2025-10-15 | |
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