Clarity-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "AKRO",
  "HOOD",
  "PIPR",
  "IBCP",
  "GDX",
  null,
  "AWR",
  null,
  "MMM",
  "ABT",
  null,
  "ABBV",
  "TNC",
  null,
  null,
  "GOOGL",
  "T",
  "AVDE",
  "LOW",
  null,
  "AVEM",
  null,
  "FUL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SJW",
  "FRT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TR",
  "GD",
  "ATLO",
  "APLD",
  null,
  "HD",
  "RPM",
  "FTS",
  null,
  "SCL",
  null,
  null,
  null,
  "EMXC",
  "HNNA",
  "ITW",
  "EMR",
  "MUB",
  "META",
  "HEFA",
  "IVW",
  "IJH",
  "SWK",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MDT",
  "MSFT",
  "GE",
  "GPC",
  "ICUI",
  "HRL",
  "ADM",
  "IJR",
  null,
  null,
  "PEP",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "AAPL",
  "NVDA",
  null,
  "INTC",
  "PRU",
  "PFE",
  null,
  "PG",
  "MRK",
  "KVUE",
  null,
  "PPG",
  "REGN",
  "IEFA",
  "SPGI",
  "O",
  "GLD",
  "SPLG",
  "IBM",
  "SYK",
  "TM",
  "TJX",
  "MET",
  "MSEX",
  "UMBF",
  "PRF",
  null,
  null,
  "VIG",
  null,
  "GRC",
  "FSK",
  null,
  "SRPT",
  "NFG",
  "MSA",
  "GM",
  "UBSI",
  "DOV",
  "GNRC",
  "DECK",
  "LANC",
  "AMZN",
  "IVE",
  "PFG",
  "SIRI",
  "ESGD",
  "ABM",
  "KD",
  null,
  "USB",
  "ESGV",
  "VXUS",
  "VTWO",
  "BNDX",
  "MGV",
  "VOO",
  null,
  "VTV",
  "WMT",
  "WTBA",
  "WFC",
  "WVVI",
  "WHR",
  null,
  "SOLV",
  null,
  "LNT",
  null,
  null,
  "GRMN",
  "ET",
  "NDSN",
  null,
  "MFC",
  "NWN",
  "TCOM",
  "SYY",
  "SHAK",
  null,
  "LII",
  "IXUS",
  "GEV",
  "GWW",
  null,
  "ESGU",
  null,
  "NUE",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BKH",
  "BHF",
  "CWT",
  "CCJ",
  "CASY",
  "CVX",
  "LNG",
  "CINF",
  "CSCO",
  "KO",
  "CBSH",
  "CL",
  "COP",
  "ED",
  "CUZ",
  "CVS",
  "DE",
  null,
  "IJT",
  "IJJ",
  "MCO",
  "DIS",
  "XOM",
  "JNJ",
  "PH",
  "AWK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 215
Total Value: 155350580
Accession Number: 0001756759-25-000005
Form Type: 13F-HR
CIK: clarity-asset-management
Manager Name: Clarity-Asset-Management

Data Enrichment

71% identified

152 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

215 positions • $155.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46435U218

Shares:1.5K

Value:$141.3K

% of Portfolio:0.1% ($141.3K/$155.4M)

316092782

Shares:2.3K

Value:$136.3K

% of Portfolio:0.1% ($136.3K/$155.4M)

316092824

Shares:2.2K

Value:$134.6K

% of Portfolio:0.1% ($134.6K/$155.4M)

GARMIN LTD

GRMN|H2906T109

Shares:589

Value:$127.9K

% of Portfolio:0.1% ($127.9K/$155.4M)

46435G243

Shares:5.0K

Value:$125.4K

% of Portfolio:0.1% ($125.4K/$155.4M)

46138G649

Shares:624

Value:$120.5K

% of Portfolio:0.1% ($120.5K/$155.4M)

464287408

IVE|464287408

Shares:625

Value:$119.2K

% of Portfolio:0.1% ($119.2K/$155.4M)

Trip.com Group Ltd

TCOM|89677Q107

Shares:1.8K

Value:$116.1K

% of Portfolio:0.1% ($116.1K/$155.4M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:1.7K

Value:$107.3K

% of Portfolio:0.1% ($107.3K/$155.4M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:1.2K

Value:$103.6K

% of Portfolio:0.1% ($103.6K/$155.4M)

Parker-Hannifin Corp

PH|701094104

Shares:168

Value:$102.0K

% of Portfolio:0.1% ($102.0K/$155.4M)

Apple Inc.

AAPL|037833100

Shares:442

Value:$98.2K

% of Portfolio:0.1% ($98.2K/$155.4M)

46654Q815

Shares:2.0K

Value:$97.9K

% of Portfolio:0.1% ($97.9K/$155.4M)

INTEL CORP

INTC|458140100

Shares:4.1K

Value:$92.8K

% of Portfolio:0.1% ($92.8K/$155.4M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:1.3K

Value:$91.5K

% of Portfolio:0.1% ($91.5K/$155.4M)

25434V575

Shares:1.7K

Value:$89.3K

% of Portfolio:0.1% ($89.3K/$155.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:359

Value:$89.3K

% of Portfolio:0.1% ($89.3K/$155.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:371

Value:$86.5K

% of Portfolio:0.1% ($86.5K/$155.4M)

AMES NATIONAL CORP

ATLO|031001100

Shares:4.9K

Value:$86.4K

% of Portfolio:0.1% ($86.4K/$155.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:480

Value:$81.8K

% of Portfolio:0.1% ($81.8K/$155.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435U218)✕	1.5K	QoQ +17.24% (+217) YoY NEW(+1.5K)	All Managers (Combined)	$141.3K	0.1% ($141.3K/$155.4M)	QoQ +9.02% (+$11.7K) YoY NEW(+$141.3K)
(cusip316092782)✕	2.3K	QoQ +0.43% (-10) YoY -9.27% (-234)	All Managers (Combined)	$136.3K	0.1% ($136.3K/$155.4M)	QoQ -2.69% (-$3.8K) YoY -5.23% (-$7.5K)
(cusip316092824)✕	2.2K	QoQ +0.40% (+9) YoY +1.46% (+32)	All Managers (Combined)	$134.6K	0.1% ($134.6K/$155.4M)	QoQ +0.45% (+$604) YoY +9.46% (+$11.6K)
GARMIN LTD(GRMNcusipH2906T109)	589	QoQ 0.00% (+0) YoY +1.72% (+10)	All Managers (Combined)	$127.9K	0.1% ($127.9K/$155.4M)	QoQ +5.26% (+$6.4K) YoY +48.42% (+$41.7K)
(cusip46435G243)✕	5.0K	QoQ -82.56% (-23.8K) YoY -76.24% (-16.1K)	All Managers (Combined)	$125.4K	0.1% ($125.4K/$155.4M)	QoQ -82.35% (-$585.5K) YoY -75.75% (-$391.9K)
(cusip46138G649)✕	624	QoQ +860.00% (+559) YoY NEW(+624)	All Managers (Combined)	$120.5K	0.1% ($120.5K/$155.4M)	QoQ +779.34% (+$106.8K) YoY NEW(+$120.5K)
(IVEcusip464287408)	625	QoQ -86.15% (-3.9K) YoY -84.52% (-3.4K)	All Managers (Combined)	$119.2K	0.1% ($119.2K/$155.4M)	QoQ -86.16% (-$742.2K) YoY -84.20% (-$635.3K)
Trip.com Group Ltd(TCOMcusip89677Q107)	1.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$116.1K	0.1% ($116.1K/$155.4M)	QoQ -7.39% (-$9.3K) YoY +44.86% (+$36.0K)
ALLIANT ENERGY CORP(LNTcusip018802108)	1.7K	QoQ +0.84% (+14) YoY +3.47% (+56)	All Managers (Combined)	$107.3K	0.1% ($107.3K/$155.4M)	QoQ +9.70% (+$9.5K) YoY +32.08% (+$26.1K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	1.2K	QoQ +0.32% (+4) YoY +1.23% (-15)	All Managers (Combined)	$103.6K	0.1% ($103.6K/$155.4M)	QoQ +9.33% (+$8.8K) YoY -1.00% (-$1.1K)
Parker-Hannifin Corp(PHcusip701094104)	168	QoQ -15.57% (-31) YoY -21.86% (-47)	All Managers (Combined)	$102.0K	0.1% ($102.0K/$155.4M)	QoQ -19.40% (-$24.6K) YoY -14.73% (-$17.6K)
Apple Inc.(AAPLcusip037833100)	442	QoQ -44.19% (-350) YoY +0.22% (+1)	All Managers (Combined)	$98.2K	0.1% ($98.2K/$155.4M)	QoQ -50.51% (-$100.2K) YoY +29.90% (+$22.6K)
(cusip46654Q815)✕	2.0K	QoQ +0.92% (+18) YoY NEW(+2.0K)	All Managers (Combined)	$97.9K	0.1% ($97.9K/$155.4M)	QoQ +0.34% (+$338) YoY NEW(+$97.9K)
INTEL CORP(INTCcusip458140100)	4.1K	QoQ 0.00% (+0) YoY +10.94% (-403)	All Managers (Combined)	$92.8K	0.1% ($92.8K/$155.4M)	QoQ +13.26% (+$10.9K) YoY -42.96% (-$69.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	1.3K	QoQ +0.31% (+4) YoY -5.97% (-81)	All Managers (Combined)	$91.5K	0.1% ($91.5K/$155.4M)	QoQ +2.55% (+$2.3K) YoY +16.48% (-$12.9K)
(cusip25434V575)✕	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$89.3K	0.1% ($89.3K/$155.4M)	QoQ -0.13% (-$120) YoY NEW(+$89.3K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	359	QoQ +0.56% (+2) YoY +3.16% (+11)	All Managers (Combined)	$89.3K	0.1% ($89.3K/$155.4M)	QoQ +13.85% (+$10.9K) YoY +34.39% (+$22.9K)
LOWES COMPANIES INC(LOWcusip548661107)	371	QoQ -12.91% (-55) YoY -15.87% (-70)	All Managers (Combined)	$86.5K	0.1% ($86.5K/$155.4M)	QoQ -17.65% (-$18.6K) YoY -22.91% (-$25.7K)
AMES NATIONAL CORP(ATLOcusip031001100)	4.9K	QoQ +1.08% (+53) YoY +172.88% (+3.1K)	All Managers (Combined)	$86.4K	0.1% ($86.4K/$155.4M)	QoQ +7.80% (+$6.3K) YoY +136.93% (+$49.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	480	QoQ -12.40% (-68) YoY NEW(+480)	All Managers (Combined)	$81.8K	0.1% ($81.8K/$155.4M)	QoQ -10.93% (-$10.0K) YoY NEW(+$81.8K)