Clare Market Investments Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 27, 2026, Clare Market Investments Llc disclosed 173 stock positions valued at approximately $548.01M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, AMAZON COM INC, and MICROSOFT CORP.

Report Period
June 30, 2026
No. of Stocks
173
Portfolio Value
$548.01M
Holdings by Sector
Clare Market Investments Llc Portfolio Holdings in Q2 2026
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
Showing 30 of 173 holdings in the latest reporting period.
Clare Market Investments Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026AMDAdvanced Micro Devices, Inc.PUT100$58,091
Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.