Clarity Asset Management, Inc.
Top Portfolio Positions
132 positions ·
$10,769,186 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FGDL |
Franklin Templeton Holdings Trust
|
48,591 | $3,020,902 | 28.05% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
1,937 | $1,409,864 | 13.09% | |
| LII |
Lennox International Inc
Industrials
|
1,129 | $524,002 | 4.87% | |
| MMM |
3M Co
Industrials
|
2,944 | $427,557 | 3.97% | |
| MSFT |
Microsoft Corp
Technology
|
772 | $285,771 | 2.65% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,013 | $247,617 | 2.30% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
1,725 | $214,383 | 1.99% | |
| CVX |
Chevron Corp
Energy
|
1,009 | $208,762 | 1.94% | |
| DE |
Deere & Co
Industrials
|
350 | $197,155 | 1.83% | |
| PFG |
Principal Financial Group Inc
Financial Services
|
2,133 | $192,204 | 1.78% |
Portfolio Trend
Holdings in SHMD
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $662 | 125 | Shares | Sole | 2026-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||