Arkolith/Funds/Clare Market Investments LLC

Clare Market Investments LLC

CIK 2054098
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Clare Market Investments LLC holds a focused book of 173 stocks worth $548.0M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 13% of the equity book. They also disclosed $58K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +25% (+16.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Clare Market Investments LLC's latest
holdings, largest changes, and filing provenance.
Opened
141
new positions
Added to
50
existing
Trimmed
68
reduced
Sold out
26
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.7%
+16.7%/yr · since Feb '25
Their reported book
+35.0%
held from quarter-end
S&P 500
+22.8%
same window
$8K$9K$11K$12K$13KFeb '25Jun '25Sep '25Dec '25Apr '26Jul '26
Clare Market Investments LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +35.0%, a 10.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Clare Market Investments LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
56%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

89% mapped to company sectors

Information Technology
52%
Consumer Discretionary
12%
ETF / fund or unclassified
11%
Financials
9%
Industrials
7%
Communication Services
2%
Materials
2%
Health Care
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Clare Market Investments LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$576.9B
BANK OF AMERICA CORP /DE/80 / 80$385.1B
ROYAL BANK OF CANADA80 / 80$166.7B
UBS Group AG80 / 80$153.5B
WELLS FARGO & COMPANY/MN80 / 80$147.5B
PNC FINANCIAL SERVICES GROUP, INC.80 / 80$80.8B
STIFEL FINANCIAL CORP80 / 80$30.4B
US BANCORP \DE\80 / 80$25.7B

Ranked by how many of Clare Market Investments LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

173 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$69.2M239.1K
12.6%
+0.1%
Added · +349 sh
2Amazon Com Inc
COM
$57.1M239.5K
10.4%
+1.3%
Added · +3K sh
3Microsoft Corp
COM
$40.0M107.2K
7.3%
+3.2%
Added · +3K sh
4Alphabet Inc
CAP STK CL C
$36.5M103.2K
6.7%
+2.8%
Added · +3K sh
5Alphabet Inc
CAP STK CL A
$29.9M83.6K
5.5%
−0.6%
Reduced · −504 sh
6Nvidia Corporation
COM
$19.2M95.9K
3.5%
+16%
Added · +13K sh
7Meta Platforms Inc
CL A
$16.7M29.6K
3.0%
−4.1%
Reduced · −1K sh
8Axon Enterprise Inc
COM
$14.4M25.7K
2.6%
+12%
Added · +3K sh
9Texas Pacific Land Corporati
COM
$13.3M30.4K
2.4%
Held
10Invesco QQQ TR
UNIT SER 1
$11.7M15.9K
2.1%
+11%
Added · +2K sh
11Intel Corp
COM
$11.6M82.8K
2.1%
+22%
Added · +15K sh
12Netflix Inc.
COM
$9.8M136.9K
1.8%
−4.3%
Reduced · −6K sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$8.8M11.8K
1.6%
+18%
Added · +2K sh
14ASML Hldg NV
N Y REGISTRY SHS
$8.4M4.2K
1.5%
+34%
Added · +1K sh
15Berkshire Hathaway Inc Del
CL B NEW
$8.0M15.9K
1.5%
−2.3%
Reduced · −380 sh
16Broadcom Inc
COM
$7.8M20.7K
1.4%
+13%
Added · +2K sh
17ALPS ETF TR
ALERIAN MLP
$6.3M120.7K
1.1%
+4.7%
Added · +5K sh
18SPDR Gold TR
GOLD SHS
$5.3M14.3K
1.0%
−8.7%
Reduced · −1K sh
19Advanced Micro Devices Inc
COM
$5.1M8.7K
0.9%
−24%
Reduced · −3K sh
20Eli Lilly & Co
COM
$5.1M4.2K
0.9%
−0.1%
Reduced · −3 sh
21Palo Alto Networks Inc
COM
$4.9M14.4K
0.9%
−5.7%
Reduced · −876 sh
22Aurora Innovation Inc
CLASS A COM
$4.6M676.6K
0.8%
+3.4%
Added · +22K sh
23Uber Technologies Inc
COM
$4.4M61.3K
0.8%
−24%
Reduced · −19K sh
24Robinhood MKTS Inc
COM CL A
$4.2M41.5K
0.8%
+4.5%
Added · +2K sh
25Waste Mgmt Inc Del
COM
$4.1M18.5K
0.8%
−6.6%
Reduced · −1K sh
26Arista Networks Inc
COM SHS
$3.9M23.1K
0.7%
−0.7%
Reduced · −160 sh
27Cencora Inc
COM
$3.9M13.8K
0.7%
Held
28Taiwan Semiconductor Manufac
SPONSORED ADS
$3.7M7.8K
0.7%
−1.3%
Reduced · −100 sh
29JPMorgan Chase & Co
COM
$3.5M10.8K
0.6%
−18%
Reduced · −2K sh
30Palantir Technologies Inc
CL A
$3.2M27.6K
0.6%
−1.5%
Reduced · −410 sh
31Caterpillar Inc
COM
$2.8M2.6K
0.5%
−2.2%
Reduced · −60 sh
32Oracle Corp
COM
$2.7M18.7K
0.5%
+25%
Added · +4K sh
33Zscaler Inc
COM
$2.7M19.2K
0.5%
−37%
Reduced · −11K sh
34Peloton Interactive Inc
CL A COM
$2.6M442.1K
0.5%
+378%
Added · +350K sh
35Dell Technologies Inc
CL C
$2.6M6.0K
0.5%
New
New position
36Coca Cola Co
COM
$2.5M30.7K
0.5%
−0.1%
Reduced · −32 sh
37Ishares Bitcoin Trust ETF
SHS BEN INT
$2.4M73.1K
0.4%
−15%
Reduced · −13K sh
38Select Sector SPDR TR
ST STR UTIL ETF
$2.4M53.7K
0.4%
−30%
Reduced · −23K sh
39Union Pac Corp
COM
$2.3M8.4K
0.4%
+1.5%
Added · +121 sh
40Intuitive Surgical Inc
COM NEW
$2.0M5.1K
0.4%
−8.3%
Reduced · −459 sh
41Rogers Corp
COM
$2.0M12.3K
0.4%
New
New position
42McKesson Corp
COM
$2.0M2.6K
0.4%
−0.9%
Reduced · −25 sh
43Ishares Silver TR
ISHARES
$1.9M36.5K
0.4%
−0.4%
Reduced · −150 sh
44International Business Machs
COM
$1.9M6.7K
0.3%
New
New position
45Walmart Inc
COM
$1.7M15.3K
0.3%
+12%
Added · +2K sh
46Agnico Eagle Mines Ltd
COM
$1.7M11.2K
0.3%
−0.9%
Reduced · −100 sh
47Chevron Corporation
COM
$1.7M10.3K
0.3%
+221%
Added · +7K sh
48Tesla Inc
COM
$1.7M4.0K
0.3%
+17%
Added · +578 sh
49Loews Corp
COM
$1.7M14.8K
0.3%
−1.3%
Reduced · −200 sh
50Costco Wholesale Corporation
COM
$1.7M1.8K
0.3%
+19%
Added · +278 sh
Showing 50 of 173 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$58K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishADVANCED MICRO DEVICESAMD$58K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026174$548.1M13F-HR
Q1 2026Mar 31, 2026Apr 29, 2026167$478.0M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025155$499.6M13F-HR
Q2 2025Jun 30, 2025Jul 10, 2025146$452.9M13F-HR
Q1 2025Mar 31, 2025Apr 10, 2025133$379.5M13F-HR
Q3 2024Sep 30, 2024Feb 20, 2025153$381.6M13F-HR
Q2 2024Jun 30, 2024Feb 20, 2025141$358.1M13F-HR
Q1 2024Mar 31, 2024Feb 20, 2025146$323.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.