StockDriftsStockDriftsTop 50 Clear Rock Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMBS | JANUS DETROIT STR TR | 9.89% | 518.2K | $23.1M | +1.89%(+9.62K) | — | 2024-06-30 | |
| VB | VANGUARD INDEX FDS | 9.1% | 97.6K | $21.3M | -0.63%(-623) | — | 2024-06-30 | |
| GOVT | ISHARES TR | 9.04% | 937.1K | $21.1M | +1.78%(+16.39K) | — | 2024-06-30 | |
| USFR | WISDOMTREE TR | 6.28% | 292.0K | $14.7M | -18.09%(-64.48K) | — | 2024-06-30 | |
| CORP | PIMCO ETF TR | 6.24% | 153.5K | $14.6M | -2.08%(-3.26K) | — | 2024-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.27% | 119.3K | $7.7M | -5.19%(-6.53K) | — | 2024-06-30 | |
| MUNI | PIMCO ETF TR | 2.59% | 116.5K | $6.1M | +6.08%(+6.68K) | — | 2024-06-30 | |
| AVGO | BROADCOM INC | 2.32% | 3.4K | $5.4M | -7.48%(-273) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 1.85% | 9.7K | $4.3M | +0.90%(+87) | — | 2024-06-30 | |
| LRCX | LAM RESEARCH CORP | 1.85% | 4.1K | $4.3M | -1.98%(-82) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Clear Rock Advisors, Llc reports $234.04M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are JMBS (9.9%), VB (9.1%) and GOVT (9.0%). Figures reflect the Q2 2024 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 Clear Rock Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1810372). View Clear Rock Advisors, Llc’s 13F filings on SEC