Clune--Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PATK",
  "FNDF",
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "VDE",
  "CAT",
  null,
  "AVDE",
  "AVGO",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  "ABOS",
  "HD",
  null,
  "MCD",
  null,
  null,
  null,
  "ITW",
  "MUB",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  "LIN",
  null,
  "MA",
  "MSFT",
  "IJR",
  "KR",
  null,
  null,
  null,
  null,
  "EEM",
  "PEP",
  null,
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "MRK",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "TDG",
  "UAL",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "SCOR",
  null,
  null,
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "AON",
  "WM",
  "IAS",
  null,
  "AMZN",
  null,
  null,
  null,
  "IVE",
  null,
  "VEU",
  "VNQI",
  "VYMI",
  null,
  null,
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  null,
  null,
  "SCHD",
  null,
  "SCHA",
  "TER",
  "IXUS",
  null,
  null,
  "BRK-A",
  "BRK-B",
  "CVX",
  "CMG",
  "CSCO",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DV",
  "EFA",
  "IWB",
  "QQQ",
  "GOOG",
  "XOM",
  "TSLA",
  null,
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 141
Total Value: 325596867
Accession Number: 0001754960-25-000250
Form Type: 13F-HR
CIK: clune--associates
Manager Name: Clune--Associates

Data Enrichment

55% identified

78 identified63 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

141 positions • $325.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 8

Sort by:

46434V407

Shares:97.0K

Value:$4.1M

% of Portfolio:1.3% ($4.1M/$325.6M)

808524748

Shares:111.7K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$325.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:19.3K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$325.6M)

92203J407

BNDX|92203J407

Shares:82.0K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$325.6M)

25434V732

Shares:150.4K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$325.6M)

922042718

VSS|922042718

Shares:33.0K

Value:$3.8M

% of Portfolio:1.2% ($3.8M/$325.6M)

464287374

Shares:82.1K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$325.6M)

025072364

Shares:62.7K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$325.6M)

25434V609

Shares:69.0K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$325.6M)

922908553

VNQ|922908553

Shares:38.8K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$325.6M)

464288158

Shares:32.6K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$325.6M)

922908751

VB|922908751

Shares:14.5K

Value:$3.2M

% of Portfolio:1.0% ($3.2M/$325.6M)

NVIDIA CORP

NVDA|67066G104

Shares:28.3K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$325.6M)

464288414

MUB|464288414

Shares:28.1K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$325.6M)

CATERPILLAR INC

CAT|149123101

Shares:8.5K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$325.6M)

922042775

VEU|922042775

Shares:42.4K

Value:$2.6M

% of Portfolio:0.8% ($2.6M/$325.6M)

025072604

AVEM|025072604

Shares:41.9K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$325.6M)

921946885

Shares:38.7K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$325.6M)

25434V401

Shares:40.8K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$325.6M)

25434V104

Shares:63.6K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$325.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V407)✕	97.0K	QoQ +3.06% (+2.9K) YoY-	All Managers (Combined)	$4.1M	1.3% ($4.1M/$325.6M)	QoQ +2.85% (+$114.3K) YoY-
(cusip808524748)✕	111.7K	QoQ +7.83% (+8.1K) YoY-	All Managers (Combined)	$4.0M	1.2% ($4.0M/$325.6M)	QoQ +14.34% (+$507.2K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	19.3K	QoQ +0.46% (+90) YoY-	All Managers (Combined)	$4.0M	1.2% ($4.0M/$325.6M)	QoQ +18.46% (+$628.7K) YoY-
(BNDXcusip92203J407)	82.0K	QoQ +3.78% (+3.0K) YoY-	All Managers (Combined)	$4.0M	1.2% ($4.0M/$325.6M)	QoQ +3.30% (+$127.9K) YoY-
(cusip25434V732)✕	150.4K	QoQ +9.71% (+13.3K) YoY-	All Managers (Combined)	$4.0M	1.2% ($4.0M/$325.6M)	QoQ +10.84% (+$389.3K) YoY-
(VSScusip922042718)	33.0K	QoQ +3.85% (+1.2K) YoY-	All Managers (Combined)	$3.8M	1.2% ($3.8M/$325.6M)	QoQ +4.87% (+$177.0K) YoY-
(cusip464287374)✕	82.1K	QoQ +11.78% (+8.7K) YoY-	All Managers (Combined)	$3.7M	1.1% ($3.7M/$325.6M)	QoQ +18.94% (+$594.8K) YoY-
(cusip025072364)✕	62.7K	QoQ +2.01% (+1.2K) YoY-	All Managers (Combined)	$3.6M	1.1% ($3.6M/$325.6M)	QoQ +11.40% (+$364.0K) YoY-
(cusip25434V609)✕	69.0K	QoQ +13.57% (+8.2K) YoY-	All Managers (Combined)	$3.6M	1.1% ($3.6M/$325.6M)	QoQ +5.06% (+$171.2K) YoY-
(VNQcusip922908553)	38.8K	QoQ +6.88% (+2.5K) YoY-	All Managers (Combined)	$3.5M	1.1% ($3.5M/$325.6M)	QoQ +8.63% (+$279.1K) YoY-
(cusip464288158)✕	32.6K	QoQ +17.96% (+5.0K) YoY-	All Managers (Combined)	$3.4M	1.1% ($3.4M/$325.6M)	QoQ +18.10% (+$528.2K) YoY-
(VBcusip922908751)	14.5K	QoQ +16.98% (+2.1K) YoY-	All Managers (Combined)	$3.2M	1.0% ($3.2M/$325.6M)	QoQ +7.96% (+$237.0K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	28.3K	QoQ -4.07% (-1.2K) YoY-	All Managers (Combined)	$3.1M	0.9% ($3.1M/$325.6M)	QoQ -22.58% (-$893.2K) YoY-
(MUBcusip464288414)	28.1K	QoQ +1.06% (+295) YoY-	All Managers (Combined)	$3.0M	0.9% ($3.0M/$325.6M)	QoQ 0.00% (+$251) YoY-
CATERPILLAR INC(CATcusip149123101)	8.5K	QoQ +0.10% (-9) YoY-	All Managers (Combined)	$2.8M	0.9% ($2.8M/$325.6M)	QoQ -8.98% (-$277.1K) YoY-
(VEUcusip922042775)	42.4K	QoQ +4.97% (+2.0K) YoY-	All Managers (Combined)	$2.6M	0.8% ($2.6M/$325.6M)	QoQ +10.92% (+$253.1K) YoY-
(AVEMcusip025072604)	41.9K	QoQ -0.33% (-140) YoY-	All Managers (Combined)	$2.5M	0.8% ($2.5M/$325.6M)	QoQ +2.00% (-$49.5K) YoY-
(cusip921946885)✕	38.7K	QoQ +8.78% (+3.1K) YoY-	All Managers (Combined)	$2.5M	0.8% ($2.5M/$325.6M)	QoQ +10.59% (+$238.1K) YoY-
(cusip25434V401)✕	40.8K	QoQ +6.01% (+2.3K) YoY-	All Managers (Combined)	$2.5M	0.8% ($2.5M/$325.6M)	QoQ +0.57% (+$14.0K) YoY-
(cusip25434V104)✕	63.6K	QoQ +0.81% (-514) YoY-	All Managers (Combined)	$2.4M	0.8% ($2.4M/$325.6M)	QoQ -4.29% (-$109.6K) YoY-