Clarity Financial
Clarity Financial reported 127 stocks worth $1.2B in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are MBB (9.5%), IEI (5.4%) and MSFT (4.9%). Compared with Q1 2026, the fund opened new positions in VRT, BXSL and AEP, added to MBB, MSFT and GOOG, trimmed IEI, XLK and GEV and sold out of CRM, NOW and IGV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MBB Ishares TR | $111M | 9.5% | 1.2M | +611K (+109%) | 2 of 8 | |
| 2 |  IEI Ishares TR | $63M | 5.4% | 536K | −384K (−42%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $56.9M | 4.9% | 153K | +49K (+47%) | 8 of 8 | |
| 4 |  GOOG Alphabet Inc | $53.7M | 4.6% | 152K | +19K (+15%) | 8 of 8 | |
| 5 |  ABBV Abbvie Inc | $50M | 4.3% | 199K | +16K (+9%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $49.9M | 4.3% | 209K | +48K (+30%) | 8 of 8 | |
| 7 |  COST Costco Whsl Corp New | $49.3M | 4.2% | 53K | +16K (+45%) | 8 of 8 | |
| 8 |  NVDA Nvidia Corporation | $46.9M | 4.0% | 234K | +66K (+39%) | 8 of 8 | |
| 9 |  LLY Eli Lilly & Co | $44M | 3.8% | 37K | +2,021 (+6%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $43.5M | 3.7% | 150K | +40K (+36%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CRM Salesforce Inc | $9.8M | 52K |
 NOW Servicenow Inc | $9.2M | 88K |
 IGV Ishares Expanded Tech | $5.1M | 63K |
 BA Boeing Co | $764K | 3,838 |
 AES Aes Corp | $239K | 17K |
🔒 Free account: see all 11.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Clarity Financial 13F FAQ
What does Clarity Financial own?
Clarity Financial reported 127 stocks worth $1.2B in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are MBB (9.5%), IEI (5.4%) and MSFT (4.9%). The table above lists every position in the filing (the top 10 without an account).
What did Clarity Financial buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 56 added to, 33 trimmed and 11 sold out. New positions include VRT, BXSL and AEP. It sold all of CRM, NOW and IGV.
When will Clarity Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Clarity Financial's portfolio worth?
The Q2 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.