Cladis Investment Advisory, LLC: 13F holdings
CIK 19115202026Q2
| Positions | 173 |
|---|---|
| Reported value | $214.0m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 52,922 | $15.3m | 7.2% |
| NVDA NVIDIA CORP | 47,218 | $9.4m | 4.4% |
| GEV GE VERNOVA INC | 4,825 | $5.7m | 2.6% |
| GE GE AEROSPACE | 14,927 | $5.6m | 2.6% |
| AMZN AMAZON COM INC | 21,335 | $5.1m | 2.4% |
| LLY LILLY ELI & CO | 4,143 | $5.0m | 2.3% |
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 10,300 | $4.9m | 2.3% |
| MSFT MICROSOFT CORP | 11,911 | $4.4m | 2.1% |
| QQQ INVESCO QQQ TR | 5,980 | $4.4m | 2.1% |
| CAT CATERPILLAR INC | 3,938 | $4.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911520")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.