§ 13F · FUND PROFILE
St. Clair Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $352.1T (13F)Positions · 78Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 201K | $137.6T | 35.5% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 52K | $25.1T | 6.5% | −3% |
| 3 | AAPL | APPLE INC | 84K | $22.9T | 5.9% | −3% |
| 4 | IEMG | ISHARES INC | 322K | $21.7T | 5.6% | +1% |
| 5 | PGR | PROGRESSIVE CORP | 68K | $15.6T | 4.0% | −1% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 264K | $15.1T | 3.9% | +1% |
| 7 | RWR | SPDR SERIES TRUST | 129K | $12.7T | 3.3% | NEW |
| 8 | GOOGL | ALPHABET INC | 22K | $7.0T | 1.8% | ±0% |
| 9 | IEFA | ISHARES TR | 75K | $6.7T | 1.7% | +1% |
| 10 | IVW | ISHARES TR | 50K | $6.2T | 1.6% | ±0% |
§ 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 $352144.1 trillion in assets. The fund runs a portfolio of 78 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
18 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed