StockDriftsStockDriftsTop 50 Clarity Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TR | 9.48% | 1.17M | $110.8M | +109.07%(+611.45K) | $94.84(-1.80%) | 2026-06-30 | |
| IEI | ISHARES TR | 5.39% | 536.5K | $63.0M | -41.72%(-384.06K) | $118.28(-1.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.87% | 152.5K | $56.9M | +47.23%(+48.93K) | $374.31(+29.86%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.59% | 151.9K | $53.7M | +14.71%(+19.48K) | $157.21(+117.96%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 4.28% | 198.8K | $50.0M | +8.81%(+16.09K) | $167.34(+49.05%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.27% | 209.2K | $49.9M | +29.87%(+48.12K) | $179.04(+46.64%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.21% | 52.7K | $49.3M | +44.78%(+16.29K) | $742.79(+28.41%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.01% | 234.5K | $46.9M | +39.15%(+65.97K) | $113.55(+99.09%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.76% | 36.6K | $44.0M | +5.84%(+2.02K) | $797.61(+47.86%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.72% | 150.2K | $43.5M | +35.67%(+39.50K) | $254.91(+19.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.70% | +35.67% | +4.64% | +25.43% |
| Top 20 Holdings Unweighted | +11.79% | +39.70% | +6.48% | +36.88% |
Clarity Financial LLC reports $1.18B in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are MBB (9.5%), IEI (5.4%) and MSFT (4.9%). The top 20 holdings account for 71.97% of reported assets. Its disclosed equity book has returned +35.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clarity Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1862145). View Clarity Financial LLC’s 13F filings on SEC