§ 13F · FUND PROFILE
St. Clair Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $377M (13F)Positions · 79Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 178K | $116M | 30.9% | −11% |
| 2 | IEMG | ISHARES INC | 308K | $21M | 5.7% | −4% |
| 3 | AAPL | APPLE INC | 82K | $21M | 5.5% | −3% |
| 4 | MSFT | MICROSOFT CORP | 50K | $19M | 5.0% | −3% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 280K | $16M | 4.2% | +6% |
| 6 | PGR | PROGRESSIVE CORP | 66K | $13M | 3.5% | −3% |
| 7 | IEFA | ISHARES TR | 139K | $13M | 3.4% | +86% |
| 8 | IWB | ISHARES TR | 33K | $12M | 3.1% | +147% |
| 9 | RWR | SPDR SERIES TRUST | 88K | $9M | 2.4% | −32% |
| 10 | SCHF | SCHWAB STRATEGIC TR | 355K | $9M | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ST. SIGNAL
AC read
St. Clair Advisors, LLC is a Other fund managing $377 million in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed