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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 $869,414,634
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 725,057 $69,148,697 7.95%
2.
Ishares Tr
 574,691 $67,891,177 7.81%
3.
Ishares Trust
 IEF 659,365 $54,549,254 6.27%
4.
Abbvie Inc.
 ABBV 181,779 $38,086,398 4.38%
5.
Apple Inc.
 AAPL 161,133 $35,792,488 4.12%
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)