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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 $919,299,345
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 920,520 $109,173,652 11.88%
2.
Ishares Tr - MBS ETF
 560,574 $53,226,504 5.79%
3.
Abbvie Inc.
 ABBV 182,676 $39,730,144 4.32%
4.
Microsoft Corp
 MSFT 103,603 $38,350,876 4.17%
5.
Alphabet Inc.
 GOOGL 132,396 $37,979,092 4.13%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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