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

141 positions • $325.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 4 of 8

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025072687

Shares:31.5K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$325.6M)

46434V647

Shares:58.7K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$325.6M)

025072877

Shares:16.2K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$325.6M)

EXXON MOBIL CORP

Shares:11.6K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$325.6M)

92204A306

Shares:9.7K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$325.6M)

025072802

Shares:18.0K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$325.6M)

464287465

Shares:14.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.6M)

464287200

Shares:2.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.6M)

921937835

Shares:15.8K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.6M)

922020805

Shares:23.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$325.6M)

46434V100

Shares:22.0K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$325.6M)

808524870

Shares:40.2K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$325.6M)

25434V823

Shares:45.2K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$325.6M)

MCDONALDS CORP

Shares:3.4K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$325.6M)

922908637

Shares:4.1K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$325.6M)

78463X541

Shares:19.6K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$325.6M)

808524797

Shares:36.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$325.6M)

46435G672

Shares:20.0K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$325.6M)

922042858

Shares:21.2K

Value:$957.6K

% of Portfolio:0.3% ($957.6K/$325.6M)

922042676

Shares:22.4K

Value:$905.4K

% of Portfolio:0.3% ($905.4K/$325.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072687)✕	31.5K	QoQ +1.80% (+558) YoY-	All Managers (Combined)	$1.5M	0.5% ($1.5M/$325.6M)	QoQ +3.12% (+$44.6K) YoY-
(cusip46434V647)✕	58.7K	QoQ +10.11% (+5.4K) YoY-	All Managers (Combined)	$1.4M	0.4% ($1.4M/$325.6M)	QoQ +11.44% (+$146.2K) YoY-
(cusip025072877)✕	16.2K	QoQ +2.43% (-386) YoY-	All Managers (Combined)	$1.4M	0.4% ($1.4M/$325.6M)	QoQ -7.49% (-$114.5K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	11.6K	QoQ -0.83% (-98) YoY-	All Managers (Combined)	$1.4M	0.4% ($1.4M/$325.6M)	QoQ +9.63% (-$121.6K) YoY-
(VDEcusip92204A306)	9.7K	QoQ +1.10% (+106) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$325.6M)	QoQ +8.09% (+$94.3K) YoY-
(cusip025072802)✕	18.0K	QoQ +5.00% (+858) YoY-	All Managers (Combined)	$1.3M	0.4% ($1.3M/$325.6M)	QoQ +12.52% (+$139.8K) YoY-
(EFAcusip464287465)	14.8K	QoQ -0.73% (-110) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.6M)	QoQ +7.29% (-$82.4K) YoY-
(IVVcusip464287200)	2.1K	QoQ -1.62% (-35) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.6M)	QoQ -6.08% (-$77.4K) YoY-
(BNDcusip921937835)	15.8K	QoQ -1.92% (-310) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.6M)	QoQ +0.16% (-$1.9K) YoY-
(cusip922020805)✕	23.2K	QoQ +5.28% (+1.2K) YoY-	All Managers (Combined)	$1.2M	0.4% ($1.2M/$325.6M)	QoQ +8.50% (+$90.7K) YoY-
(cusip46434V100)✕	22.0K	QoQ +0.03% (+8) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$325.6M)	QoQ +1.12% (+$12.3K) YoY-
(cusip808524870)✕	40.2K	QoQ +5.33% (+2.0K) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$325.6M)	QoQ +9.66% (+$95.2K) YoY-
(cusip25434V823)✕	45.2K	QoQ +14.10% (+5.6K) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$325.6M)	QoQ +16.55% (+$152.7K) YoY-
MCDONALDS CORP(MCDcusip580135101)	3.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$325.6M)	QoQ +7.75% (+$76.1K) YoY-
(VVcusip922908637)	4.1K	QoQ +1.01% (-41) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$325.6M)	QoQ -3.72% (-$40.7K) YoY-
(cusip78463X541)✕	19.6K	QoQ +9.70% (+1.7K) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$325.6M)	QoQ +17.40% (+$154.6K) YoY-
(SCHDcusip808524797)	36.7K	QoQ +11.39% (+3.8K) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$325.6M)	QoQ +13.99% (+$126.1K) YoY-
(cusip46435G672)✕	20.0K	QoQ +21.64% (+3.6K) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$325.6M)	QoQ +21.81% (+$179.3K) YoY-
(VWOcusip922042858)	21.2K	QoQ +4.72% (+955) YoY-	All Managers (Combined)	$957.6K	0.3% ($957.6K/$325.6M)	QoQ +7.62% (+$67.9K) YoY-
(VNQIcusip922042676)	22.4K	QoQ +8.57% (+1.8K) YoY-	All Managers (Combined)	$905.4K	0.3% ($905.4K/$325.6M)	QoQ +11.04% (+$90.0K) YoY-