Clarity-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NLY",
  "MMM",
  "ABBV",
  "GOOGL",
  "AVGO",
  null,
  "DUK",
  "NUV",
  "NINE",
  "DMLP",
  "AMBP",
  "HD",
  "BHK",
  "MCD",
  null,
  "ITW",
  "META",
  null,
  null,
  null,
  "KMI",
  null,
  "PWR",
  null,
  "MSFT",
  null,
  "ANET",
  "IWD",
  "OKE",
  null,
  "PANW",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PRU",
  "LMT",
  "PG",
  "VZ",
  null,
  null,
  "SCHX",
  null,
  null,
  "SLB",
  "RTX",
  null,
  null,
  null,
  "SPLG",
  "PCT",
  "AEHR",
  "VIG",
  "XLB",
  "IEF",
  null,
  null,
  null,
  null,
  "VYM",
  "VRTX",
  null,
  "AFL",
  "AMD",
  "DOV",
  "CAH",
  "AEP",
  "AMZN",
  "VUG",
  null,
  "MGK",
  "VOO",
  "V",
  "WMT",
  null,
  "GEV",
  "GWW",
  "PSA",
  null,
  "KMB",
  "ADP",
  "BALL",
  "BRK-B",
  "BA",
  "CBRE",
  "CVX",
  "CMCSA",
  "COST",
  "RSP",
  "EFA",
  "USMV",
  "NKE",
  "EPD",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 108
Total Value: 869414634
Accession Number: 0001667731-25-000638
Form Type: 13F-HR
CIK: clarity-financial
Manager Name: Clarity-Financial

Data Enrichment

76% identified

82 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

108 positions • $869.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Arista Networks, Inc.

ANET|040413205

Shares:195.8K

Value:$15.2M

% of Portfolio:1.7% ($15.2M/$869.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:179.6K

Value:$15.2M

% of Portfolio:1.7% ($15.2M/$869.4M)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:737.4K

Value:$15.0M

% of Portfolio:1.7% ($15.0M/$869.4M)

GE Vernova Inc.

GEV|36828A101

Shares:46.7K

Value:$14.3M

% of Portfolio:1.6% ($14.3M/$869.4M)

81369Y605

Shares:270.7K

Value:$13.5M

% of Portfolio:1.6% ($13.5M/$869.4M)

ONEOK INC /NEW/

OKE|682680103

Shares:135.3K

Value:$13.4M

% of Portfolio:1.5% ($13.4M/$869.4M)

Walmart Inc.

WMT|931142103

Shares:151.4K

Value:$13.3M

% of Portfolio:1.5% ($13.3M/$869.4M)

RTX Corp

RTX|75513E101

Shares:98.1K

Value:$13.0M

% of Portfolio:1.5% ($13.0M/$869.4M)

81369Y886

Shares:160.9K

Value:$12.7M

% of Portfolio:1.5% ($12.7M/$869.4M)

921910816

MGK|921910816

Shares:40.9K

Value:$12.6M

% of Portfolio:1.5% ($12.6M/$869.4M)

464287432

Shares:137.5K

Value:$12.5M

% of Portfolio:1.4% ($12.5M/$869.4M)

81369Y407

Shares:54.3K

Value:$10.7M

% of Portfolio:1.2% ($10.7M/$869.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:62.7K

Value:$10.7M

% of Portfolio:1.2% ($10.7M/$869.4M)

VISA INC.

V|92826C839

Shares:24.1K

Value:$8.5M

% of Portfolio:1.0% ($8.5M/$869.4M)

Public Storage

PSA|74460D109

Shares:25.6K

Value:$7.7M

% of Portfolio:0.9% ($7.7M/$869.4M)

46435G342

Shares:244.9K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$869.4M)

81369Y704

Shares:41.6K

Value:$5.4M

% of Portfolio:0.6% ($5.4M/$869.4M)

81369Y860

Shares:128.9K

Value:$5.4M

% of Portfolio:0.6% ($5.4M/$869.4M)

46436E718

Shares:53.2K

Value:$5.4M

% of Portfolio:0.6% ($5.4M/$869.4M)

78468R663

Shares:42.0K

Value:$3.9M

% of Portfolio:0.4% ($3.9M/$869.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Arista Networks, Inc.(ANETcusip040413205)	195.8K	QoQ NEW(+195.8K) YoY NEW(+195.8K)	All Managers (Combined)	$15.2M	1.7% ($15.2M/$869.4M)	QoQ NEW(+$15.2M) YoY NEW(+$15.2M)
Palantir Technologies Inc.(PLTRcusip69608A108)	179.6K	QoQ NEW(+179.6K) YoY NEW(+179.6K)	All Managers (Combined)	$15.2M	1.7% ($15.2M/$869.4M)	QoQ NEW(+$15.2M) YoY NEW(+$15.2M)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	737.4K	QoQ +4.27% (+30.3K) YoY NEW(+737.4K)	All Managers (Combined)	$15.0M	1.7% ($15.0M/$869.4M)	QoQ +15.73% (+$2.0M) YoY NEW(+$15.0M)
GE Vernova Inc.(GEVcusip36828A101)	46.7K	QoQ +8.38% (+3.6K) YoY NEW(+46.7K)	All Managers (Combined)	$14.3M	1.6% ($14.3M/$869.4M)	QoQ +0.59% (+$84.6K) YoY NEW(+$14.3M)
(cusip81369Y605)✕	270.7K	QoQ +38.32% (+75.0K) YoY +143.56% (+159.5K)	All Managers (Combined)	$13.5M	1.6% ($13.5M/$869.4M)	QoQ +42.55% (+$4.0M) YoY +188.03% (+$8.8M)
ONEOK INC /NEW/(OKEcusip682680103)	135.3K	QoQ +13.49% (+16.1K) YoY NEW(+135.3K)	All Managers (Combined)	$13.4M	1.5% ($13.4M/$869.4M)	QoQ +12.16% (+$1.5M) YoY NEW(+$13.4M)
Walmart Inc.(WMTcusip931142103)	151.4K	QoQ +4.48% (+6.5K) YoY +14.65% (+19.4K)	All Managers (Combined)	$13.3M	1.5% ($13.3M/$869.4M)	QoQ +1.52% (+$199.5K) YoY +67.28% (+$5.3M)
RTX Corp(RTXcusip75513E101)	98.1K	QoQ +7.74% (+7.1K) YoY +5.41% (+5.0K)	All Managers (Combined)	$13.0M	1.5% ($13.0M/$869.4M)	QoQ +23.33% (+$2.5M) YoY +43.16% (+$3.9M)
(cusip81369Y886)✕	160.9K	QoQ +5.27% (+8.1K) YoY +34.13% (+40.9K)	All Managers (Combined)	$12.7M	1.5% ($12.7M/$869.4M)	QoQ +9.67% (+$1.1M) YoY +61.10% (+$4.8M)
(MGKcusip921910816)	40.9K	QoQ +102.09% (+20.6K) YoY +331.30% (+31.4K)	All Managers (Combined)	$12.6M	1.5% ($12.6M/$869.4M)	QoQ +81.77% (+$5.7M) YoY +364.81% (+$9.9M)
(cusip464287432)✕	137.5K	QoQ +828.77% (+122.7K) YoY +8.23% (+10.5K)	All Managers (Combined)	$12.5M	1.4% ($12.5M/$869.4M)	QoQ +8454520.27% (+$12.5M) YoY +4.12% (+$496.1K)
(cusip81369Y407)✕	54.3K	QoQ +19.04% (+8.7K) YoY +0.23% (+129)	All Managers (Combined)	$10.7M	1.2% ($10.7M/$869.4M)	QoQ +4.78% (+$489.0K) YoY +7.63% (+$760.2K)
Palo Alto Networks Inc(PANWcusip697435105)	62.7K	QoQ +12.93% (+7.2K) YoY +481.64% (+51.9K)	All Managers (Combined)	$10.7M	1.2% ($10.7M/$869.4M)	QoQ +5.90% (+$596.7K) YoY +249.31% (+$7.6M)
VISA INC.(Vcusip92826C839)	24.1K	QoQ +8.70% (+1.9K) YoY -38.56% (-15.1K)	All Managers (Combined)	$8.5M	1.0% ($8.5M/$869.4M)	QoQ +20.54% (+$1.4M) YoY -22.84% (-$2.5M)
Public Storage(PSAcusip74460D109)	25.6K	QoQ +10.12% (+2.4K) YoY +923.18% (+23.1K)	All Managers (Combined)	$7.7M	0.9% ($7.7M/$869.4M)	QoQ +10.06% (+$700.6K) YoY +955.86% (+$6.9M)
(cusip46435G342)✕	244.9K	QoQ +17.03% (+35.7K) YoY +1995.53% (+233.3K)	All Managers (Combined)	$5.5M	0.6% ($5.5M/$869.4M)	QoQ +23.01% (+$1.0M) YoY +1923.40% (+$5.2M)
(cusip81369Y704)✕	41.6K	QoQ +17.32% (+6.1K) YoY +22.36% (+7.6K)	All Managers (Combined)	$5.4M	0.6% ($5.4M/$869.4M)	QoQ +16.70% (+$779.8K) YoY +27.33% (+$1.2M)
(cusip81369Y860)✕	128.9K	QoQ +18.66% (+20.3K) YoY NEW(+128.9K)	All Managers (Combined)	$5.4M	0.6% ($5.4M/$869.4M)	QoQ +22.10% (+$976.3K) YoY NEW(+$5.4M)
(cusip46436E718)✕	53.2K	QoQ 0.00% (+0) YoY NEW(+53.2K)	All Managers (Combined)	$5.4M	0.6% ($5.4M/$869.4M)	QoQ +0.34% (+$18.6K) YoY NEW(+$5.4M)
(cusip78468R663)✕	42.0K	QoQ -39.83% (-27.8K) YoY -66.89% (-84.9K)	All Managers (Combined)	$3.9M	0.4% ($3.9M/$869.4M)	QoQ -39.63% (-$2.5M) YoY -66.91% (-$7.8M)