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 7 of 8

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TERADYNE, INC

TER|880770102

Shares:3.1K

Value:$254.5K

% of Portfolio:0.1% ($254.5K/$325.6M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:3.7K

Value:$253.2K

% of Portfolio:0.1% ($253.2K/$325.6M)

25434V849

Shares:5.3K

Value:$253.1K

% of Portfolio:0.1% ($253.1K/$325.6M)

922908512

VOE|922908512

Shares:1.5K

Value:$248.3K

% of Portfolio:0.1% ($248.3K/$325.6M)

464287408

IVE|464287408

Shares:1.3K

Value:$245.3K

% of Portfolio:0.1% ($245.3K/$325.6M)

464288513

Shares:3.1K

Value:$243.6K

% of Portfolio:0.1% ($243.6K/$325.6M)

Broadcom Inc.

AVGO|11135F101

Shares:1.4K

Value:$240.1K

% of Portfolio:0.1% ($240.1K/$325.6M)

808524607

SCHA|808524607

Shares:10.1K

Value:$235.9K

% of Portfolio:0.1% ($235.9K/$325.6M)

46434G103

IEMG|46434G103

Shares:4.4K

Value:$235.5K

% of Portfolio:0.1% ($235.5K/$325.6M)

33737A108

Shares:2.1K

Value:$233.5K

% of Portfolio:0.1% ($233.5K/$325.6M)

LINDE PLC

LIN|G54950103

Shares:491

Value:$228.6K

% of Portfolio:0.1% ($228.6K/$325.6M)

25434V575

Shares:4.3K

Value:$224.5K

% of Portfolio:0.1% ($224.5K/$325.6M)

PATRICK INDUSTRIES INC

PATK|703343103

Shares:2.6K

Value:$222.6K

% of Portfolio:0.1% ($222.6K/$325.6M)

TransDigm Group INC

TDG|893641100

Shares:157

Value:$217.2K

% of Portfolio:0.1% ($217.2K/$325.6M)

921932828

Shares:2.2K

Value:$214.6K

% of Portfolio:0.1% ($214.6K/$325.6M)

HOME DEPOT, INC.

HD|437076102

Shares:569

Value:$208.6K

% of Portfolio:0.1% ($208.6K/$325.6M)

02072L771

Shares:7.0K

Value:$208.6K

% of Portfolio:0.1% ($208.6K/$325.6M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:827

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$325.6M)

025072356

Shares:4.7K

Value:$203.2K

% of Portfolio:0.1% ($203.2K/$325.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:2.2K

Value:$200.1K

% of Portfolio:0.1% ($200.1K/$325.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TERADYNE, INC(TERcusip880770102)	3.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$254.5K	0.1% ($254.5K/$325.6M)	QoQ -34.40% (-$133.5K) YoY-
United Airlines Holdings, Inc.(UALcusip910047109)	3.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$253.2K	0.1% ($253.2K/$325.6M)	QoQ -28.88% (-$102.9K) YoY-
(cusip25434V849)✕	5.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$253.1K	0.1% ($253.1K/$325.6M)	QoQ -0.41% (-$1.1K) YoY-
(VOEcusip922908512)	1.5K	QoQ +2.51% (+38) YoY-	All Managers (Combined)	$248.3K	0.1% ($248.3K/$325.6M)	QoQ +1.72% (+$4.2K) YoY-
(IVEcusip464287408)	1.3K	QoQ +0.07% (-1) YoY-	All Managers (Combined)	$245.3K	0.1% ($245.3K/$325.6M)	QoQ -0.07% (-$178) YoY-
(cusip464288513)✕	3.1K	QoQ NEW(+3.1K) YoY-	All Managers (Combined)	$243.6K	0.1% ($243.6K/$325.6M)	QoQ NEW(+$243.6K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$240.1K	0.1% ($240.1K/$325.6M)	QoQ -27.78% (-$92.4K) YoY-
(SCHAcusip808524607)	10.1K	QoQ +2.00% (-198) YoY-	All Managers (Combined)	$235.9K	0.1% ($235.9K/$325.6M)	QoQ -7.57% (-$19.3K) YoY-
(IEMGcusip46434G103)	4.4K	QoQ +1.70% (+73) YoY-	All Managers (Combined)	$235.5K	0.1% ($235.5K/$325.6M)	QoQ +5.11% (+$11.4K) YoY-
(cusip33737A108)✕	2.1K	QoQ NEW(+2.1K) YoY-	All Managers (Combined)	$233.5K	0.1% ($233.5K/$325.6M)	QoQ NEW(+$233.5K) YoY-
LINDE PLC(LINcusipG54950103)	491	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$228.6K	0.1% ($228.6K/$325.6M)	QoQ +11.21% (+$23.1K) YoY-
(cusip25434V575)✕	4.3K	QoQ NEW(+4.3K) YoY-	All Managers (Combined)	$224.5K	0.1% ($224.5K/$325.6M)	QoQ NEW(+$224.5K) YoY-
PATRICK INDUSTRIES INC(PATKcusip703343103)	2.6K	QoQ NEW(+2.6K) YoY-	All Managers (Combined)	$222.6K	0.1% ($222.6K/$325.6M)	QoQ NEW(+$222.6K) YoY-
TransDigm Group INC(TDGcusip893641100)	157	QoQ NEW(+157) YoY-	All Managers (Combined)	$217.2K	0.1% ($217.2K/$325.6M)	QoQ NEW(+$217.2K) YoY-
(cusip921932828)✕	2.2K	QoQ -2.84% (-65) YoY-	All Managers (Combined)	$214.6K	0.1% ($214.6K/$325.6M)	QoQ -11.57% (-$28.1K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	569	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$208.6K	0.1% ($208.6K/$325.6M)	QoQ -5.78% (-$12.8K) YoY-
(cusip02072L771)✕	7.0K	QoQ -31.92% (-3.3K) YoY-	All Managers (Combined)	$208.6K	0.1% ($208.6K/$325.6M)	QoQ -34.72% (-$110.9K) YoY-
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	827	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$205.1K	0.1% ($205.1K/$325.6M)	QoQ -2.18% (-$4.6K) YoY-
(cusip025072356)✕	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$203.2K	0.1% ($203.2K/$325.6M)	QoQ NEW(+$203.2K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	2.2K	QoQ -1.32% (-30) YoY-	All Managers (Combined)	$200.1K	0.1% ($200.1K/$325.6M)	QoQ -10.97% (-$24.7K) YoY-