Clayton Financial Group LLC
Top Portfolio Positions
487 positions ·
$48,360,341 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SMBC |
Southern Missouri Bancorp, Inc.
Financial Services
|
280,424 | $17,930,310 | 37.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
7,051 | $4,069,696 | 8.42% | |
| AAPL |
Apple Inc.
Technology
|
9,480 | $2,405,929 | 4.98% | |
| NVDA |
Nvidia Corp
Technology
|
11,330 | $1,975,952 | 4.09% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,574 | $1,712,660 | 3.54% | |
| ABBV |
AbbVie Inc.
Healthcare
|
6,966 | $1,515,035 | 3.13% | |
| AXP |
American Express Co
Financial Services
|
3,963 | $1,198,728 | 2.48% | |
| BA |
Boeing Co
Industrials
|
5,490 | $1,092,674 | 2.26% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
6,497 | $1,008,919 | 2.09% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,931 | $842,838 | 1.74% |
Portfolio Trend
10 quarters · across all stocks
Holdings in XRP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,276 | 2,214 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $45,431 | 2,214 | Shares | Sole | 2026-01-21 | |
| No 13F history on record for this holder in this stock. | ||||||