Clare Market Investments Llc Portfolio Stock Holdings

Clare Market Investments Llc disclosed 173 stock positions valued at approximately $548.0 million in its latest SEC 13F filing. The largest holdings include APPLE INC, AMAZON COM INC, and MICROSOFT CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.

Report Period
June 30, 2026
No. of Stocks
173
Portfolio Value
$548.0M
Holdings by Sector
Clare Market Investments Llc Portfolio Holdings in Q2 2026

167 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology12.63%239,130+349+0.15%$69,194,516
AMAZON COM INCAMZNConsumer Cyclical10.42%239,471+3,188+1.35%$57,075,597
MICROSOFT CORPMSFTTechnology7.30%107,192+3,315+3.19%$39,984,828
ALPHABET INCGOOGCommunication Services6.66%103,229+2,773+2.76%$36,473,826
ALPHABET INCGOOGLCommunication Services5.45%83,586-504-0.60%$29,871,190
NVIDIA CORPORATIONNVDATechnology3.50%95,856+12,873+15.51%$19,179,743
META PLATFORMS INCMETACommunication Services3.05%29,632-1,270-4.11%$16,691,292
AXON ENTERPRISE INCAXONIndustrials2.63%25,713+2,799+12.22%$14,414,965
TEXAS PACIFIC LAND CORPORATITPLEnergy2.43%30,406--$13,306,895
INVESCO QQQ TRQQQOther2.14%15,897+1,612+11.28%$11,706,772
INTEL CORPINTCTechnology2.11%82,780+14,982+22.10%$11,558,571
NETFLIX INC.NFLXCommunication Services1.78%136,890-6,125-4.28%$9,773,946
STATE STR SPDR S&P 500 ETF TSPYOther1.61%11,846+1,769+17.55%$8,846,059
ASML HLDG NVASMLOther1.54%4,234+1,072+33.90%$8,423,518
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.45%15,890-380-2.34%$7,951,197
BROADCOM INCAVGOTechnology1.43%20,747+2,402+13.09%$7,837,161
ALPS ETF TRAMLPOther1.14%120,740+5,449+4.73%$6,260,353
SPDR GOLD TRGLDOther0.96%14,310-1,370-8.74%$5,271,518
ADVANCED MICRO DEVICES INCAMDTechnology0.92%8,720-2,707-23.69%$5,065,535
ELI LILLY & COLLYHealthcare0.92%4,212-3-0.07%$5,051,705
PALO ALTO NETWORKS INCPANWTechnology0.89%14,373-876-5.74%$4,901,480
AURORA INNOVATION INCAURTechnology0.84%676,608+22,000+3.36%$4,614,467
UBER TECHNOLOGIES INCUBERTechnology0.81%61,251-19,134-23.80%$4,419,872
ROBINHOOD MKTS INCHOODFinancial Services0.76%41,514+1,775+4.47%$4,163,024
WASTE MGMT INC DELWMIndustrials0.75%18,492-1,315-6.64%$4,121,532
ARISTA NETWORKS INCANETOther0.72%23,100-160-0.69%$3,924,228
CENCORA INCCORHealthcare0.71%13,790--$3,902,294
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.68%7,778-100-1.27%$3,714,462
JPMORGAN CHASE & COJPMFinancial Services0.64%10,789-2,389-18.13%$3,531,494
PALANTIR TECHNOLOGIES INCPLTRTechnology0.59%27,635-410-1.46%$3,224,175
CATERPILLAR INCCATIndustrials0.51%2,645-60-2.22%$2,816,661
ORACLE CORPORCLTechnology0.50%18,692+3,728+24.91%$2,739,322
ZSCALER INCZSTechnology0.50%19,237-11,400-37.21%$2,715,303
PELOTON INTERACTIVE INCPTONConsumer Cyclical0.48%442,150+349,650+378.00%$2,613,107
DELL TECHNOLOGIES INCDELLTechnology0.48%6,045+6,045+100.00%$2,608,176
COCA COLA COKOConsumer Defensive0.45%30,654-32-0.10%$2,491,239
ISHARES BITCOIN TRUST ETFIBITOther0.44%73,100-12,665-14.77%$2,433,499
SELECT SECTOR SPDR TRXLUOther0.44%53,652-23,021-30.02%$2,432,576
UNION PAC CORPUNPIndustrials0.41%8,353+121+1.47%$2,271,983
INTUITIVE SURGICAL INCISRGHealthcare0.37%5,091-459-8.27%$2,024,589
ROGERS CORPROGTechnology0.37%12,325+12,325+100.00%$2,017,972
MCKESSON CORPMCKHealthcare0.36%2,640-25-0.94%$1,994,784
ISHARES SILVER TRSLVOther0.36%36,467-150-0.41%$1,949,890
INTERNATIONAL BUSINESS MACHSIBMTechnology0.35%6,727+6,727+100.00%$1,891,700
WALMART INCWMTConsumer Defensive0.32%15,336+1,673+12.24%$1,736,975
AGNICO EAGLE MINES LTDAEMBasic Materials0.32%11,185-100-0.89%$1,735,129
CHEVRON CORPORATIONCVXEnergy0.31%10,286+7,086+221.44%$1,705,078
TESLA INCTSLAConsumer Cyclical0.31%4,040+578+16.70%$1,699,224
LOEWS CORPLFinancial Services0.31%14,790-200-1.33%$1,674,376
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.30%1,772+278+18.61%$1,657,486
SABINE RTY TRSBREnergy0.29%21,825--$1,597,590
ENBRIDGE INCENBEnergy0.28%28,499--$1,544,931
FRANCO NEV CORPFNVBasic Materials0.28%7,395-85-1.14%$1,541,414
TRAVELERS COMPANIES INCTRVFinancial Services0.28%4,656-80-1.69%$1,536,952
UNITED STS COMMODITY INDEX FCPEROther0.28%40,480+7,620+23.19%$1,527,310
PUBLIC STORAGEPSAReal Estate0.28%4,781-540-10.15%$1,521,685
FIDELITY COVINGTON TRUSTFDVVOther0.27%24,800-500-1.98%$1,495,192
VERIZON COMMUNICATIONS INCVZCommunication Services0.26%33,129+23,652+249.57%$1,402,679
UNITEDHEALTH GROUP INCUNHHealthcare0.25%3,300+120+3.77%$1,371,579
VANGUARD WORLD FDVGTOther0.23%10,761+9,461+727.77%$1,286,172
GOLDMAN SACHS GROUP INCGSFinancial Services0.22%1,205+43+3.70%$1,218,810
SANDISK CORPSNDKOther0.22%529+529+100.00%$1,202,803
VERTIV HOLDINGS COVRTIndustrials0.21%3,500+3,500+100.00%$1,171,870
FREEPORT MCMORAN INCFCXBasic Materials0.21%18,256-375-2.01%$1,148,120
INVESCO EXCH TRADED FD TR IIQQQMOther0.21%3,750+695+22.75%$1,136,138
LINCOLN ELEC HLDGS INCLECOIndustrials0.21%4,275--$1,135,055
RIVIAN AUTOMOTIVE INCRIVNConsumer Cyclical0.20%64,300+3,450+5.67%$1,115,605
SELECT SECTOR SPDR TRXLVOther0.20%6,938+3,572+106.12%$1,100,766
ALLIANCEBERNSTEIN HLDG L PABFinancial Services0.20%31,250+11,250+56.25%$1,100,625
CROWDSTRIKE HLDGS INCCRWDTechnology0.20%1,415-376-20.99%$1,079,843
SHOPIFY INCSHOPTechnology0.19%9,350-1,970-17.40%$1,067,583
ISHARES INCIEMGOther0.19%12,701-299-2.30%$1,052,165
NEXTERA ENERGY INCNEEUtilities0.19%11,730-1,964-14.34%$1,029,573
ALBEMARLE CORPALBBasic Materials0.19%7,605--$1,026,903
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.19%5,725+5,510+2562.79%$1,020,475
SELECT SECTOR SPDR TRXLKOther0.18%5,168-511-9.00%$984,529
ISHARES TRACWXOther0.18%12,830--$976,491
MEDTRONIC PLCMDTOther0.18%12,277-1,550-11.21%$960,430
ISHARES TRSHYOther0.17%11,504+503+4.57%$944,559
SELECT SECTOR SPDR TRXLYOther0.17%7,887+1,761+28.75%$924,952
VANGUARD SCOTTSDALE FDSVONVOther0.17%8,570-500-5.51%$911,077
ISHARES TRIXUSOther0.16%9,355--$892,841
HEICO CORP NEWHEIIndustrials0.16%2,500--$890,475
ONEOK INC NEWOKEEnergy0.16%10,200-300-2.86%$886,788
SELECT WATER SOLUTIONS INCWTTREnergy0.16%44,329-1,946-4.21%$885,692
HERSHEY COHSYConsumer Defensive0.16%4,930--$864,969
ILLINOIS TOOL WKS INCITWIndustrials0.16%3,190--$862,799
GLOBAL X FDSCOPXOther0.16%11,102+2,015+22.17%$854,541
VANGUARD SCOTTSDALE FDSVONGOther0.15%6,335-25-0.39%$809,676
UNITED STS NAT GAS FD LPUNGOther0.15%68,100+68,100+100.00%$798,132
CURTISS WRIGHT CORPCWIndustrials0.14%1,030--$780,493
CORNING INCGLWTechnology0.14%3,000+1,250+71.43%$766,290
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.14%1--$748,850
SALESFORCE INCCRMTechnology0.14%4,738-731-13.37%$742,297
ISHARES TRIJROther0.12%4,546-35-0.76%$674,195
ONDAS INCONDSTechnology0.12%77,775-8,350-9.70%$640,866
MASTERCARD INCORPORATEDMAFinancial Services0.12%1,237-1-0.08%$635,399
ISHARES TRSOXXOther0.12%990+990+100.00%$634,352
KRANESHARES TRUSTKWEBOther0.12%25,871+25,871+100.00%$633,070
CORTEVA INCCTVABasic Materials0.12%7,450--$630,941
Clare Market Investments Llc Options Holdings in Q2 2026

1 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026AMDAdvanced Micro Devices, Inc.PUT100$58,091

Notional value represents the total exposure of the options position.