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CIK: 0001862145
Total reported value
$1.2B
$1.2B
116 檔
14.6%
At the close of Q1 2024, Clarity Financial LLC disclosed equity holdings valued at approximately $1.2B, spread across 116 reported holdings.
During Q1 2024, Clarity Financial LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SHY, IEF, XOM) accounted for 14.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 6.74% | -0.49% | -40.78% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.72% | -0.03% | +3940.64% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.69% | -0.83% | +0.69% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.56% | -6.53% | +4.36% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 4.28% | -0.07% | -6.77% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.83% | +0.01% | +25.83% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.69% | +0.14% | -11.16% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.60% | +0.63% | +15.51% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 3.48% | -2.18% | +5.77% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | +0.66% | -7.26% | |
| 11 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.35% | — | +54.11% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.18% | +0.43% | -4.28% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.89% | +0.12% | +50.07% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.87% | +0.25% | +0.36% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.85% | — | +2096.95% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.59% | +7.33% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.46% | -0.43% | -8.16% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.45% | -0.02% | -9.23% | |
| 19 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 2.07% | — | +1.95% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.86% | +0.02% | +0.10% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.77% | +0.02% | -34.27% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.76% | +0.05% | +0.40% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | -0.01% | +0.59% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.79% | -40.21% | |
| 25 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.51% | -0.20% | -1.11% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 1.48% | -0.01% | +0.56% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | +0.27% | +1874.56% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.37% | +1.30% | +1.03% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -3.10% | +1.37% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.20% | -0.14% | +212.86% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.19% | +0.01% | -1.15% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.59% | +40.58% | |
| 33 | FANG | Diamondback Energy Inc | Stock-Energy | 0.84% | — | -38.89% | |
| 34 | NINEQ | Nine Energy Service Inc | Stock-Other | 0.84% | — | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.71% | -0.31% | -0.11% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.66% | +0.03% | -21.30% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-Other | 0.65% | -0.08% | -0.68% | |
| 38 | SH1USD | Proshares Short S&p500 | ETF-Other | 0.54% | — | — | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | -1.82% | — | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.41% | -0.18% | +489.61% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.37% | -0.63% | +1.26% | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.36% | — | — | |
| 43 | XLB | Ss Materials Select Sector | ETF-Other | 0.34% | +0.31% | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.26% | -0.05% | +31.49% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.25% | — | +21.32% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | +0.33% | +3.37% | |
| 47 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.19% | — | -16.52% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | -0.01% | — | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.18% | -0.03% | -5.76% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.02% | +5.37% |
According to official SEC Form 13F filings, Clarity Financial LLC reported a total U.S. public equity portfolio value of $1.2B across 116 disclosed positions in Q1 2024.
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During Q1 2024, Clarity Financial LLC's top holdings by market value included SHY (6.7%)、IEF (5.7%)、XOM (4.7%). The largest single position, SHY, represented 6.7% of total portfolio value.
In Q1 2024, Clarity Financial LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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