Clare Market Investments as of March 31, 2022
Portfolio Holdings for Clare Market Investments
Clare Market Investments holds 156 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 16.6 | $52M | 298k | 174.61 | |
| Amazon (AMZN) | 13.1 | $41M | 13k | 3259.95 | |
| Microsoft Corporation (MSFT) | 9.6 | $30M | 98k | 308.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.2 | $20M | 7.0k | 2792.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $15M | 5.5k | 2781.35 | |
| Texas Pacific Land Corp (TPL) | 3.0 | $9.5M | 7.0k | 1352.15 | |
| NVIDIA Corporation (NVDA) | 2.7 | $8.3M | 31k | 272.86 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.5 | $7.8M | 22k | 362.54 | |
| Netflix (NFLX) | 2.3 | $7.1M | 19k | 374.59 | |
| Tesla Motors (TSLA) | 2.0 | $6.3M | 5.9k | 1077.60 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $5.5M | 12k | 451.63 | |
| Zscaler Incorporated (ZS) | 1.4 | $4.3M | 18k | 241.28 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $4.0M | 49k | 82.59 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 1.1 | $3.6M | 93k | 38.30 | |
| Axon Enterprise (AXON) | 1.1 | $3.5M | 25k | 137.73 | |
| Block Cl A (XYZ) | 1.0 | $3.2M | 24k | 135.60 | |
| Roku Com Cl A (ROKU) | 0.9 | $2.8M | 22k | 125.27 | |
| The Trade Desk Com Cl A (TTD) | 0.8 | $2.5M | 36k | 69.25 | |
| Union Pacific Corporation (UNP) | 0.7 | $2.2M | 8.2k | 273.21 | |
| Boeing Company (BA) | 0.7 | $2.0M | 11k | 191.50 | |
| Public Storage (PSA) | 0.6 | $2.0M | 5.2k | 390.32 | |
| Paypal Holdings (PYPL) | 0.6 | $1.9M | 17k | 115.65 | |
| Walt Disney Company (DIS) | 0.6 | $1.7M | 13k | 137.16 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $1.6M | 9.5k | 171.76 | |
| salesforce (CRM) | 0.5 | $1.6M | 7.6k | 212.32 | |
| Servicenow (NOW) | 0.5 | $1.6M | 2.9k | 556.89 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $1.5M | 9.6k | 158.94 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.5M | 10k | 148.92 | |
| Meta Platforms Cl A (META) | 0.5 | $1.5M | 6.9k | 222.36 | |
| Occidental Petroleum Corporation Call Option (OXY) | 0.5 | $1.4M | 25k | 56.74 | |
| Fortinet (FTNT) | 0.4 | $1.3M | 3.9k | 341.74 | |
| Costco Wholesale Corporation (COST) | 0.4 | $1.2M | 2.2k | 575.85 | |
| Coca-Cola Company (KO) | 0.4 | $1.2M | 20k | 62.00 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $1.2M | 4.6k | 255.76 | |
| Intel Corporation (INTC) | 0.4 | $1.2M | 24k | 49.56 | |
| Nike CL B (NKE) | 0.4 | $1.1M | 8.5k | 134.56 | |
| BlackRock Inv. Quality Munic. Trust (BKN) | 0.4 | $1.1M | 80k | 14.38 | |
| Abbvie (ABBV) | 0.4 | $1.1M | 7.0k | 162.12 | |
| Starbucks Corporation (SBUX) | 0.3 | $1.1M | 12k | 90.97 | |
| Advanced Micro Devices (AMD) | 0.3 | $1.1M | 9.7k | 109.34 | |
| Pfizer (PFE) | 0.3 | $1.0M | 20k | 51.77 | |
| Waste Management (WM) | 0.3 | $1.0M | 6.5k | 158.49 | |
| Bhp Group Sponsored Ads (BHP) | 0.3 | $1.0M | 13k | 77.25 | |
| Moderna (MRNA) | 0.3 | $978k | 5.7k | 172.26 | |
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $964k | 9.4k | 102.98 | |
| Nextera Energy (NEE) | 0.3 | $946k | 11k | 84.71 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $945k | 5.2k | 180.65 | |
| Eli Lilly & Co. (LLY) | 0.3 | $945k | 3.3k | 286.39 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $932k | 4.4k | 212.46 | |
| Johnson & Johnson (JNJ) | 0.3 | $896k | 5.1k | 177.22 | |
| Bristol Myers Squibb (BMY) | 0.3 | $893k | 12k | 73.03 | |
| Palo Alto Networks (PANW) | 0.3 | $887k | 1.4k | 622.51 | |
| Generac Holdings (GNRC) | 0.3 | $852k | 2.9k | 297.26 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $839k | 6.1k | 136.99 | |
| Verizon Communications (VZ) | 0.3 | $822k | 16k | 50.94 | |
| McDonald's Corporation (MCD) | 0.3 | $811k | 3.3k | 247.30 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $803k | 12k | 66.29 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $788k | 4.3k | 184.99 | |
| AmerisourceBergen (COR) | 0.2 | $774k | 5.0k | 154.71 | |
| Live Nation Entertainment (LYV) | 0.2 | $765k | 6.5k | 117.64 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $763k | 9.2k | 82.54 | |
| Home Depot (HD) | 0.2 | $753k | 2.5k | 299.36 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $745k | 2.1k | 357.40 | |
| Digital Realty Trust (DLR) | 0.2 | $720k | 5.1k | 141.81 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.2 | $661k | 13k | 50.46 | |
| International Paper Company (IP) | 0.2 | $620k | 13k | 46.15 | |
| Morgan Stanley Com New (MS) | 0.2 | $619k | 7.1k | 87.40 | |
| Lululemon Athletica (LULU) | 0.2 | $605k | 1.7k | 365.23 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $604k | 16k | 38.32 | |
| FedEx Corporation (FDX) | 0.2 | $586k | 2.5k | 231.35 | |
| Booking Holdings (BKNG) | 0.2 | $578k | 246.00 | 2348.45 | |
| Procter & Gamble Company (PG) | 0.2 | $531k | 3.5k | 152.81 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $529k | 1.00 | 528921.00 | |
| 3M Company (MMM) | 0.2 | $527k | 3.5k | 148.88 | |
| Medtronic SHS (MDT) | 0.2 | $523k | 4.7k | 110.94 | |
| Dex (DXCM) | 0.2 | $522k | 1.0k | 511.60 | |
| Blackrock Mun Income Tr Sh Ben Int (BFK) | 0.2 | $517k | 43k | 12.18 | |
| Valero Energy Corporation (VLO) | 0.2 | $497k | 4.9k | 101.54 | |
| Equinix (EQIX) | 0.2 | $493k | 665.00 | 742.01 | |
| Zoetis Cl A (ZTS) | 0.2 | $489k | 2.6k | 188.59 | |
| Pinterest Cl A (PINS) | 0.2 | $480k | 20k | 24.61 | |
| Mp Materials Corp Com Cl A (MP) | 0.2 | $479k | 8.4k | 57.34 | |
| General Motors Company (GM) | 0.2 | $478k | 11k | 43.74 | |
| Edwards Lifesciences (EW) | 0.1 | $466k | 4.0k | 117.72 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $466k | 2.5k | 189.86 | |
| Micron Technology (MU) | 0.1 | $463k | 5.9k | 77.89 | |
| Enterprise Products Partners (EPD) | 0.1 | $448k | 17k | 25.81 | |
| Merck & Co (MRK) | 0.1 | $447k | 5.5k | 82.05 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $447k | 3.7k | 120.93 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $431k | 3.2k | 136.31 | |
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $426k | 5.5k | 76.98 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $424k | 3.9k | 109.64 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $422k | 927.00 | 455.62 | |
| Cisco Systems (CSCO) | 0.1 | $416k | 7.5k | 55.76 | |
| Clorox Company (CLX) | 0.1 | $413k | 3.0k | 139.04 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $406k | 11k | 38.35 | |
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $403k | 4.6k | 87.22 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $403k | 5.4k | 74.46 | |
| Marriott Intl Cl A (MAR) | 0.1 | $397k | 2.3k | 175.75 | |
| Houlihan Lokey Cl A (HLI) | 0.1 | $395k | 4.5k | 87.80 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $392k | 1.1k | 346.76 | |
| Veritex Hldgs (VBTX) | 0.1 | $391k | 10k | 38.17 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $389k | 1.1k | 352.91 | |
| Brown Forman Corp Cl A (BF.A) | 0.1 | $386k | 6.2k | 62.74 | |
| Illinois Tool Works (ITW) | 0.1 | $384k | 1.8k | 209.38 | |
| Zoom Video Communications In Cl A (ZM) | 0.1 | $380k | 3.2k | 117.23 | |
| Target Corporation (TGT) | 0.1 | $373k | 1.8k | 212.18 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $372k | 1.4k | 269.84 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $359k | 1.4k | 260.97 | |
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.1 | $357k | 4.7k | 75.46 | |
| Constellation Brands Cl A (STZ) | 0.1 | $357k | 1.5k | 230.38 | |
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $356k | 8.3k | 42.72 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $353k | 2.7k | 130.32 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $347k | 832.00 | 416.55 | |
| Diamondback Energy (FANG) | 0.1 | $343k | 2.5k | 137.08 | |
| UnitedHealth (UNH) | 0.1 | $334k | 655.00 | 510.02 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $332k | 8.2k | 40.30 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $327k | 1.4k | 227.08 | |
| Taylor Morrison Hom (TMHC) | 0.1 | $323k | 12k | 27.22 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $317k | 719.00 | 441.51 | |
| Abbott Laboratories (ABT) | 0.1 | $312k | 2.6k | 118.37 | |
| Sabine Rty Tr Unit Ben Int (SBR) | 0.1 | $307k | 5.3k | 57.75 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $307k | 1.0k | 301.68 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $303k | 4.0k | 76.43 | |
| Anthem (ELV) | 0.1 | $302k | 615.00 | 491.24 | |
| Hubspot (HUBS) | 0.1 | $299k | 630.00 | 474.94 | |
| Roblox Corp Cl A (RBLX) | 0.1 | $299k | 6.5k | 46.24 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $294k | 1.5k | 201.78 | |
| Twilio Cl A (TWLO) | 0.1 | $293k | 1.8k | 164.81 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $286k | 410.00 | 698.42 | |
| Franklin Resources (BEN) | 0.1 | $276k | 9.9k | 27.92 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $276k | 3.7k | 74.59 | |
| Snowflake Cl A (SNOW) | 0.1 | $274k | 1.2k | 229.13 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $273k | 462.00 | 590.45 | |
| Lennar Corp Cl A (LEN) | 0.1 | $272k | 3.4k | 81.17 | |
| O'reilly Automotive (ORLY) | 0.1 | $269k | 392.00 | 684.96 | |
| Shopify Cl A (SHOP) | 0.1 | $268k | 397.00 | 675.96 | |
| United Parcel Service CL B (UPS) | 0.1 | $268k | 1.3k | 214.46 | |
| Docusign (DOCU) | 0.1 | $264k | 2.5k | 107.12 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $263k | 1.4k | 183.42 | |
| Steel Dynamics (STLD) | 0.1 | $259k | 3.1k | 83.43 | |
| Atlassian Corp Cl A | 0.1 | $251k | 855.00 | 293.83 | |
| Kaman Corporation | 0.1 | $250k | 5.8k | 43.48 | |
| Global Ship Lease Com Cl A (GSL) | 0.1 | $245k | 8.6k | 28.49 | |
| Visa Com Cl A (V) | 0.1 | $227k | 1.0k | 221.67 | |
| Pactiv Evergreen (PTVE) | 0.1 | $226k | 23k | 10.06 | |
| Ares Capital Corporation (ARCC) | 0.1 | $226k | 11k | 20.95 | |
| Honeywell International (HON) | 0.1 | $226k | 1.2k | 194.52 | |
| Uber Technologies (UBER) | 0.1 | $224k | 6.3k | 35.68 | |
| Illumina (ILMN) | 0.1 | $207k | 592.00 | 349.40 | |
| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.1 | $207k | 5.1k | 40.52 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $203k | 1.9k | 107.88 | |
| CSX Corporation (CSX) | 0.1 | $200k | 5.3k | 37.45 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $183k | 17k | 10.77 | |
| Blackrock Calif Mun Income T Sh Ben Int (BFZ) | 0.1 | $172k | 14k | 12.28 | |
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $156k | 12k | 13.00 |