Clear Rock Advisors

Latest statistics and disclosures from Clear Rock Advisors's latest quarterly 13F-HR filing:

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Positions held by Clear Rock Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Clear Rock Advisors

Clear Rock Advisors holds 69 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Janus Detroit Str Tr Henderson Mtg (JMBS) 10.0 $23M +5% 509k 45.10
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Vanguard Index Fds Small Cp Etf (VB) 9.8 $23M -4% 98k 228.60
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Ishares Tr Us Treas Bd Etf (GOVT) 9.1 $21M +2% 921k 22.77
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Wisdomtree Tr Floatng Rat Trea (USFR) 7.8 $18M +2% 357k 50.29
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Pimco Etf Tr Inv Grd Crp Bd (CORP) 6.5 $15M +2% 157k 95.27
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $7.8M 126k 62.06
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.5 $5.8M +5% 110k 52.47
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Broadcom (AVGO) 2.1 $4.8M -2% 3.6k 1325.41
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.8 $4.2M -11% 52k 81.43
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Microsoft Corporation (MSFT) 1.8 $4.0M 9.6k 420.72
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Lam Research Corporation (LRCX) 1.7 $4.0M -3% 4.1k 971.57
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D.R. Horton (DHI) 1.7 $4.0M 24k 164.55
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Amphenol Corp Cl A (APH) 1.7 $3.9M 33k 115.35
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Stryker Corporation (SYK) 1.6 $3.7M 10k 357.87
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 1.6 $3.7M 36k 101.50
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Abbvie (ABBV) 1.6 $3.6M 20k 182.10
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Costco Wholesale Corporation (COST) 1.6 $3.6M 4.9k 732.63
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Visa Com Cl A (V) 1.5 $3.5M 13k 279.08
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Fastenal Company (FAST) 1.4 $3.3M 43k 77.14
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Tractor Supply Company (TSCO) 1.4 $3.3M 13k 261.72
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JPMorgan Chase & Co. (JPM) 1.4 $3.2M 16k 200.30
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Allstate Corporation (ALL) 1.4 $3.1M 18k 173.01
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Sherwin-Williams Company (SHW) 1.4 $3.1M 9.0k 347.33
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Bank of America Corporation (BAC) 1.3 $3.1M 82k 37.92
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Home Depot (HD) 1.3 $3.0M 7.8k 383.60
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Kroger (KR) 1.3 $2.9M 51k 57.13
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ConocoPhillips (COP) 1.2 $2.8M +2% 22k 127.28
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Paychex (PAYX) 1.2 $2.7M +2% 22k 122.80
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Zoetis Cl A (ZTS) 1.1 $2.6M +2% 15k 169.21
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Abbott Laboratories (ABT) 1.0 $2.4M +2% 21k 113.66
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Morgan Stanley Com New (MS) 1.0 $2.4M 25k 94.16
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S&p Global (SPGI) 1.0 $2.4M +4% 5.6k 425.45
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Cisco Systems (CSCO) 1.0 $2.3M 47k 49.91
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Anthem (ELV) 1.0 $2.3M +2% 4.5k 518.54
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Accenture Plc Ireland Shs Class A (ACN) 1.0 $2.3M +2% 6.6k 346.61
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Apple (AAPL) 1.0 $2.2M +3% 13k 171.48
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Texas Instruments Incorporated (TXN) 0.9 $2.2M +2% 13k 174.21
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United Parcel Service CL B (UPS) 0.9 $2.1M +2% 14k 148.63
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Nextera Energy (NEE) 0.8 $1.9M +5% 30k 63.91
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Enterprise Products Partners (EPD) 0.8 $1.9M 65k 29.18
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Select Sector Spdr Tr Energy (XLE) 0.8 $1.8M 19k 94.41
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Humana (HUM) 0.8 $1.8M +4% 5.1k 346.72
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Sba Communications Corp Cl A (SBAC) 0.7 $1.7M +6% 7.9k 216.70
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Hershey Company (HSY) 0.6 $1.5M +6% 7.6k 194.50
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Exxon Mobil Corporation (XOM) 0.4 $878k +65% 7.6k 116.24
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Pioneer Natural Resources (PXD) 0.3 $765k +14% 2.9k 262.50
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Chevron Corporation (CVX) 0.3 $764k 4.8k 157.74
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NetApp (NTAP) 0.3 $658k 6.3k 104.97
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Amazon (AMZN) 0.2 $569k +173% 3.2k 180.38
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Cdw (CDW) 0.2 $508k 2.0k 255.78
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $506k 20k 25.69
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $494k -5% 14k 36.19
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $443k 5.1k 86.48
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UnitedHealth (UNH) 0.2 $408k 824.00 494.70
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $400k 3.8k 104.73
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $331k 341.00 970.47
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Hca Holdings (HCA) 0.1 $330k 988.00 333.53
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Domino's Pizza (DPZ) 0.1 $311k 626.00 496.88
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Mondelez Intl Cl A (MDLZ) 0.1 $310k 4.4k 70.00
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $293k 1.9k 150.93
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Union Pacific Corporation (UNP) 0.1 $289k 1.2k 245.93
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Msci (MSCI) 0.1 $284k 507.00 560.45
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Lowe's Companies (LOW) 0.1 $282k 1.1k 254.73
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Analog Devices (ADI) 0.1 $268k 1.4k 197.79
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Devon Energy Corporation (DVN) 0.1 $251k NEW 5.0k 50.18
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Adobe Systems Incorporated (ADBE) 0.1 $250k 496.00 504.60
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Pan American Silver Corp Can (PAAS) 0.1 $241k 16k 15.08
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Alphabet Cap Stk Cl C (GOOG) 0.1 $239k 1.6k 152.26
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Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.1 $229k 10k 22.41
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Past Filings by Clear Rock Advisors

SEC 13F filings are viewable for Clear Rock Advisors going back to 2023