Holdings

Claris Advisors, LLC / Mo /

As of Jun 30, 2026, Claris Advisors, LLC / Mo / reported 31 positions worth US$21.7M. Largest: Caterpillar, Inc., Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Caterpillar, Inc.2,797US$2.98M−1Jun 30, 2026
Microsoft Corp.5,976US$2.23M+201Jun 30, 2026
Apple Inc6,310US$1.83M+40Jun 30, 2026
Amazon.com, Inc.7,512US$1.79M−82Jun 30, 2026
Alphabet Inc (google) Class C3,387US$1.21M−5Jun 30, 2026
Meta Platforms, Inc.1,780US$1M+3Jun 30, 2026
Cisco Systems, Inc.6,806US$799K−2Jun 30, 2026
Unitedhealth Group Incorporated1,663US$691Kno changeJun 30, 2026
Boeing Company (the)3,174US$687Kno changeJun 30, 2026
Nvidia Corporation3,342US$669K−110Jun 30, 2026