Clarendon Private LLC holds a diversified book of 124 stocks worth $155.6M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Corning Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book. Cloning the disclosed picks since 2025 would be +7% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1961628/holdings"
Use Arkolith to show Clarendon Private LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Clarendon Private 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clarendon Private LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $666.0B |
| MORGAN STANLEY | 80 / 80 | $650.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $186.7B |
| UBS Group AG | 80 / 80 | $180.6B |
| LPL Financial LLC | 80 / 80 | $99.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $99.6B |
| HighTower Advisors, LLC | 80 / 80 | $33.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.2B |
Ranked by how many of Clarendon Private LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $13.1M | 65.4K | 8.4% | ▼−0.4% Reduced · −278 sh | |
| 2 | Ishares TR MSCI ACWI EX US | $8.1M | 105.9K | 5.2% | ▲+6.2% Added · +6K sh | |
| 3 | Apple Inc COM | $6.9M | 23.8K | 4.4% | ▲+1.6% Added · +388 sh | |
| 4 | Amazon Com Inc COM | $5.6M | 23.7K | 3.6% | ▲+10% Added · +2K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $5.6M | 7.5K | 3.6% | ▲+6.6% Added · +467 sh | |
| 6 | Profesionally Managed Portfo CONG SMID GR ETF | $4.8M | 132.0K | 3.1% | ▼−5.0% Reduced · −7K sh | |
| 7 | Microsoft Corp COM | $4.7M | 12.6K | 3.0% | ▼−1.4% Reduced · −182 sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $4.4M | 57.0K | 2.8% | ▲+9.9% Added · +5K sh | |
| 9 | Broadcom Inc COM | $4.1M | 10.8K | 2.6% | ▲+2.6% Added · +280 sh | |
| 10 | Ishares TR MSCI USA QLT FCT | $3.9M | 17.7K | 2.5% | ▲+5.8% Added · +973 sh | |
| 11 | Alphabet Inc CAP STK CL C | $3.8M | 10.9K | 2.5% | ▲+2.2% Added · +238 sh | |
| 12 | Ishares TR CORE S&P500 ETF | $3.5M | 4.7K | 2.3% | ▲+7.7% Added · +334 sh | |
| 13 | GMO ETF Trust US QUALITY ETF | $2.8M | 66.2K | 1.8% | ▲+9.9% Added · +6K sh | |
| 14 | Meta Platforms Inc CL A | $2.7M | 4.9K | 1.8% | ▼−20% Reduced · −1K sh | |
| 15 | Alphabet Inc CAP STK CL A | $2.6M | 7.2K | 1.7% | ▲+3.5% Added · +247 sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $2.3M | 6.3K | 1.5% | ▼−1.8% Reduced · −117 sh | |
| 17 | Ishares Inc CORE MSCI EMKT | $2.3M | 28.0K | 1.5% | ▲+48% Added · +9K sh | |
| 18 | Vanguard Index FDS GROWTH ETF | $2.3M | 26.8K | 1.5% | ▲+501% Added · +22K sh | |
| 19 | Vaneck ETF Trust REAL ASSETS ETF | $1.8M | 44.9K | 1.1% | ▲+134% Added · +26K sh | |
| 20 | Lam Research Corp COM NEW | $1.8M | 4.1K | 1.1% | ▲+150% Added · +2K sh | |
| 21 | Johnson & Johnson COM | $1.6M | 6.4K | 1.0% | ▲+1.6% Added · +98 sh | |
| 22 | Eli Lilly & Co COM | $1.6M | 1.3K | 1.0% | ▲+4.0% Added · +51 sh | |
| 23 | Morgan Stanley COM NEW | $1.6M | 7.5K | 1.0% | ▲+2.9% Added · +213 sh | |
| 24 | Advanced Micro Devices Inc COM | $1.5M | 2.7K | 1.0% | ▲+70% Added · +1K sh | |
| 25 | Beacon Financial Corp. COM | $1.5M | 50.2K | 1.0% | ▼−1.4% Reduced · −735 sh | |
| 26 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $1.5M | 43.4K | 0.9% | ▲+6.2% Added · +3K sh | |
| 27 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.5M | 20.4K | 0.9% | ▲+47% Added · +7K sh | |
| 28 | Micron Technology Inc COM | $1.4M | 1.2K | 0.9% | ▲+4.1% Added · +48 sh | |
| 29 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.4M | 4.6K | 0.9% | ▼−3.2% Reduced · −150 sh | |
| 30 | Ishares TR CORE MSCI EAFE | $1.4M | 14.1K | 0.9% | ▲+7.8% Added · +1K sh | |
| 31 | Unitedhealth Group Inc COM | $1.3M | 3.1K | 0.8% | ▲+13% Added · +351 sh | |
| 32 | Exxon Mobil Corp COM | $1.3M | 9.2K | 0.8% | ▼−29% Reduced · −4K sh | |
| 33 | Bank Of Amer Corp COM | $1.2M | 21.7K | 0.8% | ▲+4.1% Added · +866 sh | |
| 34 | Palo Alto Networks Inc COM | $1.2M | 3.4K | 0.7% | ▲+66% Added · +1K sh | |
| 35 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.2M | 2.4K | 0.7% | ▲+4.0% Added · +92 sh | |
| 36 | Abbvie Inc COM | $1.1M | 4.5K | 0.7% | ▼−15% Reduced · −785 sh | |
| 37 | Ishares TR US TREAS BD ETF | $1.1M | 48.9K | 0.7% | ▲+0.6% Added · +281 sh | |
| 38 | Texas Instrs Inc COM | $1.1M | 3.7K | 0.7% | ▲+4.9% Added · +174 sh | |
| 39 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $1.1M | 1.5K | 0.7% | ▲+0.2% Added · +3 sh | |
| 40 | Global X FDS ARTIFICIAL ETF | $1.0M | 15.7K | 0.7% | —Held | |
| 41 | Kla Corp COM NEW | $924K | 3.1K | 0.6% | ▲+882% Added · +3K sh | |
| 42 | Visa Inc COM CL A | $900K | 2.6K | 0.6% | ▼−2.5% Reduced · −68 sh | |
| 43 | Wells Fargo & Co COM | $893K | 10.8K | 0.6% | ▼−1.9% Reduced · −206 sh | |
| 44 | Linde PLC SHS | $877K | 1.7K | 0.6% | ▼−0.3% Reduced · −5 sh | |
| 45 | Mastercard Incorporated CL A | $877K | 1.7K | 0.6% | ▼−4.8% Reduced · −87 sh | |
| 46 | Tesla Inc COM | $872K | 2.1K | 0.6% | ▲+9.6% Added · +181 sh | |
| 47 | Eaton Corp PLC SHS | $868K | 2.0K | 0.6% | ▲+0.6% Added · +12 sh | |
| 48 | Trane Technologies PLC SHS | $867K | 1.8K | 0.6% | ▲+6.6% Added · +109 sh | |
| 49 | NextEra Energy Inc COM | $865K | 9.9K | 0.6% | ▼−1.6% Reduced · −156 sh | |
| 50 | Costco Wholesale Corporation COM | $828K | 885 | 0.5% | ▼−0.1% Reduced · −1 sh |
As-of date vs the date the SEC received each filing
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.