Clarity-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "TEM",
  "GDX",
  "NLY",
  "SMCI",
  "SNOW",
  null,
  "BABA",
  "GOOGL",
  "BITF",
  "BSX",
  null,
  "CLM",
  "QS",
  null,
  null,
  "HON",
  "BITB",
  null,
  null,
  "QCOM",
  null,
  null,
  "ISRG",
  "META",
  "IJH",
  "SLE",
  "STEM",
  null,
  null,
  "AENT",
  "MSGM",
  null,
  null,
  "MSFT",
  "GE",
  "CIFRW",
  "ORLY",
  "IJR",
  "ORCL",
  null,
  null,
  null,
  "IWF",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  null,
  "MSTR",
  "IEFA",
  null,
  "SHOP",
  null,
  "IBM",
  "VO",
  "MKZR",
  null,
  null,
  "TRGP",
  null,
  null,
  "IEF",
  "FSK",
  "VYM",
  "EW",
  "GM",
  "AMD",
  "SDY",
  "FI",
  "F",
  "IWR",
  "AENTW",
  "ELDN",
  null,
  "GNLX",
  "AMZN",
  null,
  null,
  null,
  "BND",
  "VOO",
  "VTV",
  "V",
  "DRIO",
  "SOFI",
  "OKTA",
  "CRM",
  null,
  null,
  "GEV",
  "MELI",
  null,
  null,
  null,
  null,
  null,
  "BAC",
  "BK",
  "BRK-B",
  null,
  "CLSK",
  "COIN",
  "COST",
  "CRWD",
  "DELL",
  null,
  "USMV",
  "QQQ",
  "DIS",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 120
Total Value: 243940584
Accession Number: 0001667731-25-000548
Form Type: 13F-HR
CIK: clarity-capital-partners
Manager Name: Clarity-Capital-Partners

Data Enrichment

70% identified

84 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

120 positions • $243.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 6

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78464A375

Shares:27.5K

Value:$915.4K

% of Portfolio:0.4% ($915.4K/$243.9M)

33738R506

Shares:15.5K

Value:$908.8K

% of Portfolio:0.4% ($908.8K/$243.9M)

46432F842

IEFA|46432F842

Shares:11.6K

Value:$875.5K

% of Portfolio:0.4% ($875.5K/$243.9M)

37960A735

Shares:25.5K

Value:$842.3K

% of Portfolio:0.3% ($842.3K/$243.9M)

78464A763

SDY|78464A763

Shares:6.2K

Value:$838.0K

% of Portfolio:0.3% ($838.0K/$243.9M)

464287804

IJR|464287804

Shares:7.9K

Value:$825.0K

% of Portfolio:0.3% ($825.0K/$243.9M)

37954Y574

Shares:16.6K

Value:$724.9K

% of Portfolio:0.3% ($724.9K/$243.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.9K

Value:$710.4K

% of Portfolio:0.3% ($710.4K/$243.9M)

922908629

VO|922908629

Shares:2.7K

Value:$710.2K

% of Portfolio:0.3% ($710.2K/$243.9M)

33734H106

Shares:15.4K

Value:$684.9K

% of Portfolio:0.3% ($684.9K/$243.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$651.3K

% of Portfolio:0.3% ($651.3K/$243.9M)

Edwards Lifesciences Corp

EW|28176E108

Shares:8.9K

Value:$646.5K

% of Portfolio:0.3% ($646.5K/$243.9M)

82889N863

Shares:33.4K

Value:$606.5K

% of Portfolio:0.2% ($606.5K/$243.9M)

464288687

Shares:19.4K

Value:$595.6K

% of Portfolio:0.2% ($595.6K/$243.9M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:400

Value:$573.0K

% of Portfolio:0.2% ($573.0K/$243.9M)

921946406

VYM|921946406

Shares:4.1K

Value:$523.8K

% of Portfolio:0.2% ($523.8K/$243.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:538

Value:$508.8K

% of Portfolio:0.2% ($508.8K/$243.9M)

Cornerstone Strategic Investment Fund, Inc.

CLM|21924B302

Shares:66.2K

Value:$491.8K

% of Portfolio:0.2% ($491.8K/$243.9M)

464288448

Shares:15.6K

Value:$483.5K

% of Portfolio:0.2% ($483.5K/$243.9M)

464287499

IWR|464287499

Shares:5.7K

Value:$483.3K

% of Portfolio:0.2% ($483.3K/$243.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A375)✕	27.5K	QoQ -5.26% (-1.5K) YoY +7.83% (+2.0K)	All Managers (Combined)	$915.4K	0.4% ($915.4K/$243.9M)	QoQ -3.88% (-$37.0K) YoY +9.65% (+$80.6K)
(cusip33738R506)✕	15.5K	QoQ -1.33% (-210) YoY +53.53% (+5.4K)	All Managers (Combined)	$908.8K	0.4% ($908.8K/$243.9M)	QoQ -2.33% (-$21.7K) YoY +60.00% (+$340.8K)
(IEFAcusip46432F842)	11.6K	QoQ -13.05% (-1.7K) YoY +4.96% (+547)	All Managers (Combined)	$875.5K	0.4% ($875.5K/$243.9M)	QoQ -6.40% (-$59.9K) YoY +6.98% (+$57.1K)
(cusip37960A735)✕	25.5K	QoQ +4.80% (-1.2K) YoY -18.90% (-5.9K)	All Managers (Combined)	$842.3K	0.3% ($842.3K/$243.9M)	QoQ -32.42% (-$404.2K) YoY -47.45% (-$760.8K)
(SDYcusip78464A763)	6.2K	QoQ +14.26% (+771) YoY +41.29% (+1.8K)	All Managers (Combined)	$838.0K	0.3% ($838.0K/$243.9M)	QoQ +17.36% (+$124.0K) YoY +46.07% (+$264.3K)
(IJRcusip464287804)	7.9K	QoQ -10.05% (-882) YoY -9.00% (-781)	All Managers (Combined)	$825.0K	0.3% ($825.0K/$243.9M)	QoQ -18.36% (-$185.6K) YoY -13.90% (-$133.3K)
(cusip37954Y574)✕	16.6K	QoQ NEW(+16.6K) YoY NEW(+16.6K)	All Managers (Combined)	$724.9K	0.3% ($724.9K/$243.9M)	QoQ NEW(+$724.9K) YoY NEW(+$724.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.9K	QoQ -2.91% (-87) YoY +2.80% (+79)	All Managers (Combined)	$710.4K	0.3% ($710.4K/$243.9M)	QoQ -0.65% (-$4.7K) YoY +25.90% (+$146.1K)
(VOcusip922908629)	2.7K	QoQ +4.21% (+111) YoY +57.00% (+997)	All Managers (Combined)	$710.2K	0.3% ($710.2K/$243.9M)	QoQ +2.03% (+$14.2K) YoY +62.50% (+$273.2K)
(cusip33734H106)✕	15.4K	QoQ +5.33% (+778) YoY +48.30% (+5.0K)	All Managers (Combined)	$684.9K	0.3% ($684.9K/$243.9M)	QoQ +7.62% (+$48.5K) YoY +56.59% (+$247.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ +49.32% (+404) YoY +50.80% (+412)	All Managers (Combined)	$651.3K	0.3% ($651.3K/$243.9M)	QoQ +75.45% (+$280.1K) YoY +90.98% (+$310.3K)
Edwards Lifesciences Corp(EWcusip28176E108)	8.9K	QoQ -19.94% (-2.2K) YoY +67.48% (+3.6K)	All Managers (Combined)	$646.5K	0.3% ($646.5K/$243.9M)	QoQ -21.61% (-$178.3K) YoY +27.02% (+$137.6K)
(cusip82889N863)✕	33.4K	QoQ +28.20% (+7.3K) YoY NEW(+33.4K)	All Managers (Combined)	$606.5K	0.2% ($606.5K/$243.9M)	QoQ +12.11% (+$65.5K) YoY NEW(+$606.5K)
(cusip464288687)✕	19.4K	QoQ -15.13% (-3.5K) YoY +1.14% (-219)	All Managers (Combined)	$595.6K	0.2% ($595.6K/$243.9M)	QoQ -17.05% (-$122.4K) YoY -3.56% (-$22.0K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	400	QoQ -1.96% (-8) YoY -3.84% (-16)	All Managers (Combined)	$573.0K	0.2% ($573.0K/$243.9M)	QoQ +18.44% (-$89.2K) YoY +22.02% (-$103.4K)
(VYMcusip921946406)	4.1K	QoQ -28.08% (-1.6K) YoY -28.25% (-1.6K)	All Managers (Combined)	$523.8K	0.2% ($523.8K/$243.9M)	QoQ -27.30% (-$196.8K) YoY -23.53% (-$161.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	538	QoQ +1.89% (+10) YoY -11.36% (-69)	All Managers (Combined)	$508.8K	0.2% ($508.8K/$243.9M)	QoQ +5.17% (+$25.0K) YoY +14.41% (-$64.1K)
Cornerstone Strategic Investment Fund, Inc.(CLMcusip21924B302)	66.2K	QoQ +49.66% (+22.0K) YoY -26.08% (-23.4K)	All Managers (Combined)	$491.8K	0.2% ($491.8K/$243.9M)	QoQ +29.45% (+$111.9K) YoY -26.96% (-$181.6K)
(cusip464288448)✕	15.6K	QoQ -19.30% (-3.7K) YoY -16.93% (-3.2K)	All Managers (Combined)	$483.5K	0.2% ($483.5K/$243.9M)	QoQ -8.57% (-$45.4K) YoY -8.10% (-$42.7K)
(IWRcusip464287499)	5.7K	QoQ -1.72% (-100) YoY +3.21% (+177)	All Managers (Combined)	$483.3K	0.2% ($483.3K/$243.9M)	QoQ -5.43% (-$27.8K) YoY +4.41% (+$20.5K)