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Home > Institutional Investor > Clarity Financial Llc > Profile

Instuitional Investor - Clarity Financial Llc

Fund Profile
Filing Period:
Fund Name: Clarity Financial Llc
Portfolio Value $929,275,329
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 727,656 $69,687,583 7.5%
2.
Ishares Tr
 580,450 $69,125,746 7.44%
3.
Ishares Trust
 IEF 637,040 $52,785,118 5.68%
4.
Abbvie Inc.
 ABBV 202,483 $37,584,817 4.04%
5.
Microsoft Corp
 MSFT 69,506 $34,573,111 3.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)