Claro Advisors Inc.

13F filer · CIK 0001764386

Reported Jul 30, 2026

Net seller this quarter

13F portfolio value$953MU.S. long equity reported on 13F

Positions33038 new · 28 closed

Net flow last quarter-$2.4MBuys minus sells

Top 10 positions weight18.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 2026330 positions
AAPLApple Inc.	$28.3M	2.97%	0.00%	+0.3%	Q4 2018
NVDANvidia Corp	$23.8M	2.50%	0.00%	+0.2%	Q4 2018
AMZNAmazon Com Inc	$20.7M	2.18%	0.00%	-0.8%	Q4 2018
MSFTMicrosoft Corp	$19.8M	2.08%	0.00%	+0.6%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$18.9M	1.99%	Not reported	-1.7%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$15.7M	1.65%	Not reported	-1.7%	Q4 2018
JPMJPMorgan Chase & Co	$13.2M	1.39%	0.00%	-0.2%	Q4 2018
GOOGLAlphabet Inc.	$11.9M	1.25%	0.00%	+0.6%	Q4 2018
AVGOBroadcom Inc.	$11.1M	1.17%	0.00%	+1.7%	Q4 2018
GOOGAlphabet Inc.	$10.6M	1.11%	Not reported	+1.8%	Q4 2018
METAMeta Platforms, Inc.	$9.84M	1.03%	Not reported	+4.3%	Q4 2018
KLACKla Corp	$7.87M	0.83%	0.00%	+0.2%	Q1 2024
SMHMarket Vectors ETF Trust	$7.46M	0.78%	Not reported	+24.5%	Q4 2023
THROTheron Resource Group	$6.77M	0.71%	1.99%	-17.7%	Q1 2025
TSLATesla, Inc.	$6.32M	0.66%	0.00%	+3.4%	Q4 2018
ABBVAbbVie Inc.	$5.86M	0.61%	0.00%	-0.5%	Q4 2018
JNJJohnson & Johnson	$5.76M	0.60%	0.00%	+0.3%	Q4 2018
CSCOCisco Systems, Inc.	$5.46M	0.57%	0.00%	-2.7%	Q4 2018
SHLDSears Holdings Corp	$5.02M	0.53%	0.08%	+25.9%	Q3 2025
WMTWalmart Inc.	$4.77M	0.50%	0.00%	-1.1%	Q4 2018
LLYELI LILLY & Co	$4.67M	0.49%	0.00%	+3.4%	Q4 2018
GLDMWorld Gold Trust	$4.51M	0.47%	0.02%	0.0%	Q1 2026
HDHome Depot, Inc.	$4.21M	0.44%	0.00%	-2.7%	Q4 2018
HUBSHubspot Inc	$3.83M	0.40%	0.04%	-15.9%	Q1 2026
GBTCGrayscale Bitcoin Trust ETF	$3.77M	0.40%	0.04%	0.0%	Q1 2024
PGPROCTER & GAMBLE Co	$3.7M	0.39%	0.00%	-7.5%	Q4 2018
PANWPalo Alto Networks Inc	$3.21M	0.34%	0.00%	-4.8%	Q4 2018
PFGPrincipal Financial Group Inc	$3.16M	0.33%	0.01%	+0.8%	Q4 2025
MCDMcdonalds Corp	$3.01M	0.32%	0.00%	-2.6%	Q4 2018
BACBank of America Corp	$2.75M	0.29%	0.00%	+3.2%	Q4 2018
ETNEaton Corp plc	$2.61M	0.27%	0.00%	+1.8%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.44M	0.26%	Not reported	+11.6%	Q4 2018
AMATApplied Materials Inc	$2.41M	0.25%	0.00%	+1.9%	Q4 2018
TRVTravelers Companies, Inc.	$2.38M	0.25%	0.00%	+0.9%	Q4 2018
VVisa Inc.	$2.29M	0.24%	0.00%	-1.8%	Q4 2018
COSTCostco Wholesale Corp	$2.27M	0.24%	0.00%	-0.5%	Q4 2018
AMDAdvanced Micro Devices Inc	$2.25M	0.24%	0.00%	+25.1%	Q4 2018
TJXTJX Companies Inc	$2.22M	0.23%	0.00%	+0.5%	Q4 2018
CRWDCrowdStrike Holdings, Inc.	$2.16M	0.23%	0.00%	+7.5%	Q3 2020
NFLXNetflix Inc	$2.13M	0.22%	0.00%	-0.3%	Q4 2018
IRMIron Mountain Inc	$2.12M	0.22%	0.01%	+0.2%	Q4 2018
IAUIshares Gold Trust	$1.99M	0.21%	0.00%	+14.3%	Q4 2018
GLWCorning Inc	$1.87M	0.20%	0.00%	+1.5%	Q4 2018
MCKMckesson Corp	$1.81M	0.19%	0.00%	-0.6%	Q4 2018
AEPAmerican Electric Power Co Inc	$1.78M	0.19%	0.00%	+0.7%	Q4 2018
PEPPepsico Inc	$1.77M	0.19%	0.00%	-0.8%	Q4 2018
CBChubb Ltd	$1.75M	0.18%	0.00%	+0.5%	Q4 2018
ORCLOracle Corp	$1.72M	0.18%	0.00%	+7.1%	Q4 2018
FVDFirst Trust Value Line Dividend Fund	$1.71M	0.18%	Not reported	-10.5%	Q4 2018
MUMicron Technology Inc	$1.66M	0.17%	0.00%	+12.9%	Q4 2018

Q1 2026Reported Apr 21, 2026318 positions
AAPLApple Inc.	$24.8M	2.98%	0.00%	+9.9%	Q4 2018
NVDANvidia Corp	$20.7M	2.50%	0.00%	+14.5%	Q4 2018
MSFTMicrosoft Corp	$19.6M	2.36%	0.00%	+25.7%	Q4 2018
AMZNAmazon Com Inc	$18.3M	2.20%	0.00%	+35.4%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$15.1M	1.82%	Not reported	+3.5%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$13.9M	1.68%	Not reported	-3.6%	Q4 2018
JPMJPMorgan Chase & Co	$11.9M	1.43%	0.00%	+4.8%	Q4 2018
METAMeta Platforms, Inc.	$9.58M	1.15%	Not reported	+9.7%	Q4 2018
GOOGLAlphabet Inc.	$9.52M	1.15%	0.00%	+15.3%	Q4 2018
AVGOBroadcom Inc.	$8.97M	1.08%	0.00%	+14.5%	Q4 2018
GOOGAlphabet Inc.	$8.46M	1.02%	Not reported	+12.8%	Q4 2018
XOMExxonMobil Holdings Corp	$7.35M	0.89%	0.00%	+3.8%	Q4 2018
THROTheron Resource Group	$6.91M	0.83%	2.42%	+2.9%	Q1 2025
HUBSHubspot Inc	$6.08M	0.73%	0.05%	New	Q1 2026
JNJJohnson & Johnson	$5.52M	0.67%	0.00%	+4.5%	Q4 2018
TSLATesla, Inc.	$5.4M	0.65%	0.00%	+18.3%	Q4 2018
WMTWalmart Inc.	$5.29M	0.64%	0.00%	+15.5%	Q4 2018
GLDMWorld Gold Trust	$5.26M	0.63%	0.02%	New	Q1 2026
ABBVAbbVie Inc.	$5.09M	0.61%	0.00%	+8.6%	Q4 2018
SHLDSears Holdings Corp	$4.73M	0.57%	0.06%	+41.2%	Q3 2025
GBTCGrayscale Bitcoin Trust ETF	$4.37M	0.53%	0.04%	-8.1%	Q1 2024
HDHome Depot, Inc.	$4.04M	0.49%	0.00%	+5.3%	Q4 2018
PGPROCTER & GAMBLE Co	$3.94M	0.47%	0.00%	-1.3%	Q4 2018
KLACKla Corp	$3.83M	0.46%	0.00%	+0.4%	Q1 2024
CSCOCisco Systems, Inc.	$3.71M	0.45%	0.00%	+6.4%	Q4 2018
MCDMcdonalds Corp	$3.55M	0.43%	0.00%	+2.3%	Q4 2018
SMHMarket Vectors ETF Trust	$3.5M	0.42%	Not reported	+2.2%	Q4 2023
LLYELI LILLY & Co	$3.47M	0.42%	0.00%	+20.2%	Q4 2018
HONHoneywell International Inc	$3.2M	0.39%	0.00%	+1.5%	Q4 2018
NFLXNetflix Inc	$2.88M	0.35%	0.00%	+8.6%	Q4 2018
TDToronto Dominion Bank	$2.72M	0.33%	0.00%	-0.7%	Q4 2018
PFGPrincipal Financial Group Inc	$2.63M	0.32%	0.01%	+8.0%	Q4 2025
COSTCostco Wholesale Corp	$2.43M	0.29%	0.00%	+16.0%	Q4 2018
TJXTJX Companies Inc	$2.32M	0.28%	0.00%	+15.3%	Q4 2018
BACBank of America Corp	$2.28M	0.27%	0.00%	+8.7%	Q4 2018
ETNEaton Corp plc	$2.15M	0.26%	0.00%	-0.5%	Q4 2018
BRK.BBerkshire Hathaway Inc	$2.09M	0.25%	Not reported	+23.2%	Q4 2018
TRVTravelers Companies, Inc.	$2.08M	0.25%	0.00%	+18.5%	Q4 2018
MCKMckesson Corp	$2.08M	0.25%	0.00%	+20.2%	Q4 2018
VVisa Inc.	$2.06M	0.25%	0.00%	+18.4%	Q4 2018
PEPPepsico Inc	$2.04M	0.25%	0.00%	-16.5%	Q4 2018
IAUIshares Gold Trust	$2.03M	0.24%	0.00%	-46.7%	Q4 2018
FVDFirst Trust Value Line Dividend Fund	$1.87M	0.22%	Not reported	-23.4%	Q4 2018
ACNAccenture plc	$1.82M	0.22%	0.00%	-4.7%	Q4 2018
GLDSPDR Gold Trust	$1.74M	0.21%	0.00%	+25.0%	Q4 2018
IRMIron Mountain Inc	$1.71M	0.21%	0.01%	+1.4%	Q4 2018
AEPAmerican Electric Power Co Inc	$1.69M	0.20%	0.00%	+1.0%	Q4 2018
CBChubb Ltd	$1.66M	0.20%	0.00%	+0.7%	Q4 2018
RTXRTX Corp	$1.66M	0.20%	0.00%	+5.8%	Q2 2020
BLKBlackRock, Inc.	$1.64M	0.20%	0.00%	+1.0%	Q4 2018

Q4 2025Reported Feb 17, 2026233 positions
AAPLApple Inc.	$24.1M	3.29%	0.00%	-1.3%	Q4 2018
MSFTMicrosoft Corp	$20.3M	2.77%	0.00%	+3.0%	Q4 2018
NVDANvidia Corp	$19.4M	2.64%	0.00%	+1.5%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$15.5M	2.11%	Not reported	+2.0%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$15.2M	2.06%	Not reported	-1.9%	Q4 2018
AMZNAmazon Com Inc	$14.9M	2.04%	0.00%	+4.1%	Q4 2018
JPMJPMorgan Chase & Co	$12.4M	1.69%	0.00%	-2.0%	Q4 2018
METAMeta Platforms, Inc.	$10.1M	1.37%	Not reported	+5.4%	Q4 2018
GOOGLAlphabet Inc.	$8.99M	1.22%	0.00%	+1.0%	Q4 2018
AVGOBroadcom Inc.	$8.76M	1.19%	0.00%	-7.2%	Q4 2018
GOOGAlphabet Inc.	$8.2M	1.12%	Not reported	+1.0%	Q4 2018
THROTheron Resource Group	$7.15M	0.97%	2.35%	+14.3%	Q1 2025
GBTCGrayscale Bitcoin Trust ETF	$6.17M	0.84%	0.04%	-0.3%	Q1 2024
TSLATesla, Inc.	$5.52M	0.75%	0.00%	+0.8%	Q4 2018
XOMExxonMobil Holdings Corp	$5.03M	0.68%	0.00%	+2.6%	Q4 2018
ABBVAbbVie Inc.	$4.92M	0.67%	0.00%	+1.3%	Q4 2018
JNJJohnson & Johnson	$4.47M	0.61%	0.00%	+1.6%	Q4 2018
WMTWalmart Inc.	$4.11M	0.56%	0.00%	+4.5%	Q4 2018
HDHome Depot, Inc.	$4.01M	0.55%	0.00%	+3.8%	Q4 2018
PGPROCTER & GAMBLE Co	$3.96M	0.54%	0.00%	+3.0%	Q4 2018
IAUIshares Gold Trust	$3.5M	0.48%	0.01%	+10.2%	Q4 2018
CSCOCisco Systems, Inc.	$3.46M	0.47%	0.00%	+0.3%	Q4 2018
MCDMcdonalds Corp	$3.41M	0.46%	0.00%	+1.3%	Q4 2018
LLYELI LILLY & Co	$3.37M	0.46%	0.00%	+1.9%	Q4 2018
BITBBitwise Bitcoin ETF	$3.24M	0.44%	0.10%	-0.1%	Q1 2024
SMHMarket Vectors ETF Trust	$3.22M	0.44%	Not reported	+8.0%	Q4 2023
KLACKla Corp	$3.15M	0.43%	0.00%	+0.1%	Q1 2024
SHLDSears Holdings Corp	$3.06M	0.42%	0.04%	+12.9%	Q3 2025
TDToronto Dominion Bank	$2.76M	0.38%	0.00%	0.0%	Q4 2018
HONHoneywell International Inc	$2.72M	0.37%	0.00%	+0.3%	Q4 2018
NFLXNetflix Inc	$2.59M	0.35%	0.00%	-0.6%	Q4 2018
ACNAccenture plc	$2.58M	0.35%	0.00%	+2.5%	Q4 2018
FVDFirst Trust Value Line Dividend Fund	$2.39M	0.33%	Not reported	-5.6%	Q4 2018
PFGPrincipal Financial Group Inc	$2.38M	0.32%	0.01%	New	Q4 2025
BACBank of America Corp	$2.37M	0.32%	0.00%	0.0%	Q4 2018
PEPPepsico Inc	$2.26M	0.31%	0.00%	+2.0%	Q4 2018
ORCLOracle Corp	$2.23M	0.30%	0.00%	+20.2%	Q4 2018
VVisa Inc.	$2.02M	0.27%	0.00%	-0.9%	Q4 2018
TJXTJX Companies Inc	$1.94M	0.26%	0.00%	+6.4%	Q4 2018
ETNEaton Corp plc	$1.93M	0.26%	0.00%	-7.3%	Q4 2018
PANWPalo Alto Networks Inc	$1.87M	0.26%	0.00%	+3.0%	Q4 2018
BITWBitwise 10 Crypto Index ETF	$1.86M	0.25%	0.18%	New	Q4 2025
BTCGrayscale Bitcoin Mini Trust ETF	$1.86M	0.25%	0.04%	-2.9%	Q3 2024
COSTCostco Wholesale Corp	$1.81M	0.25%	0.00%	+5.0%	Q4 2018
BLKBlackRock, Inc.	$1.81M	0.25%	0.00%	+0.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$1.78M	0.24%	Not reported	+3.8%	Q4 2018
TRVTravelers Companies, Inc.	$1.75M	0.24%	0.00%	+0.1%	Q4 2018
DISWalt Disney Co	$1.7M	0.23%	0.00%	+4.3%	Q4 2018
NVDLNovadel Pharma Inc	$1.69M	0.23%	Not reported	+0.2%	Q3 2024
MCKMckesson Corp	$1.64M	0.22%	0.00%	-5.7%	Q4 2018

Q3 2025Reported Nov 12, 2025219 positions
AAPLApple Inc.	$22.9M	3.34%	0.00%	-9.0%	Q4 2018
MSFTMicrosoft Corp	$21.1M	3.08%	0.00%	-2.4%	Q4 2018
NVDANvidia Corp	$19.1M	2.78%	0.00%	+0.6%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$15.1M	2.20%	Not reported	-2.7%	Q4 2018
QQQInvesco QQQ Trust, Series 1	$14.9M	2.17%	Not reported	+1.6%	Q4 2018
AMZNAmazon Com Inc	$13.7M	1.99%	0.00%	-1.2%	Q4 2018
JPMJPMorgan Chase & Co	$12.4M	1.81%	0.00%	+1.3%	Q4 2018
METAMeta Platforms, Inc.	$10.6M	1.55%	Not reported	+0.4%	Q4 2018
AVGOBroadcom Inc.	$9M	1.31%	0.00%	-18.3%	Q4 2018
GBTCGrayscale Bitcoin Trust ETF	$8.12M	1.18%	0.04%	-1.8%	Q1 2024
GOOGLAlphabet Inc.	$6.91M	1.01%	0.00%	+0.2%	Q4 2018
GOOGAlphabet Inc.	$6.3M	0.92%	Not reported	-2.0%	Q4 2018
THROTheron Resource Group	$6.14M	0.90%	2.05%	+24.2%	Q1 2025
TSLATesla, Inc.	$5.42M	0.79%	0.00%	+0.3%	Q4 2018
ABBVAbbVie Inc.	$4.92M	0.72%	0.00%	+1.0%	Q4 2018
XOMExxonMobil Holdings Corp	$4.59M	0.67%	0.00%	+0.6%	Q4 2018
HDHome Depot, Inc.	$4.55M	0.66%	0.00%	+0.5%	Q4 2018
BITBBitwise Bitcoin ETF	$4.24M	0.62%	0.09%	-0.4%	Q1 2024
PGPROCTER & GAMBLE Co	$4.12M	0.60%	0.00%	-5.5%	Q4 2018
JNJJohnson & Johnson	$3.95M	0.58%	0.00%	-0.2%	Q4 2018
WMTWalmart Inc.	$3.64M	0.53%	0.00%	+3.6%	Q4 2018
MCDMcdonalds Corp	$3.35M	0.49%	0.00%	+0.4%	Q4 2018
NFLXNetflix Inc	$3.33M	0.49%	0.00%	-0.2%	Q4 2018
CSCOCisco Systems, Inc.	$3.06M	0.45%	0.00%	-7.8%	Q4 2018
SHLDSears Holdings Corp	$2.94M	0.43%	0.04%	New	Q3 2025
HONHoneywell International Inc	$2.92M	0.43%	0.00%	-0.2%	Q4 2018
IAUIshares Gold Trust	$2.85M	0.42%	0.01%	+58.5%	Q4 2018
KLACKla Corp	$2.79M	0.41%	0.00%	Not reported	Q1 2024
SMHMarket Vectors ETF Trust	$2.7M	0.39%	Not reported	+5.1%	Q4 2023
ORCLOracle Corp	$2.67M	0.39%	0.00%	-6.3%	Q4 2018
FVDFirst Trust Value Line Dividend Fund	$2.54M	0.37%	Not reported	-2.3%	Q4 2018
BTCGrayscale Bitcoin Mini Trust ETF	$2.51M	0.37%	0.05%	-0.1%	Q3 2024
ETNEaton Corp plc	$2.44M	0.36%	0.00%	+19.8%	Q4 2018
LLYELI LILLY & Co	$2.35M	0.34%	0.00%	+7.0%	Q4 2018
TDToronto Dominion Bank	$2.34M	0.34%	0.00%	-2.2%	Q4 2018
ACNAccenture plc	$2.31M	0.34%	0.00%	+1.7%	Q4 2018
BACBank of America Corp	$2.22M	0.32%	0.00%	+16.4%	Q4 2018
UNHUnitedhealth Group Inc	$2.2M	0.32%	0.00%	+0.6%	Q4 2018
PEPPepsico Inc	$2.17M	0.32%	0.00%	+0.6%	Q4 2018
PANWPalo Alto Networks Inc	$2.01M	0.29%	0.00%	+2.6%	Q4 2018
VVisa Inc.	$1.98M	0.29%	0.00%	-3.7%	Q4 2018
BLKBlackRock, Inc.	$1.97M	0.29%	0.00%	-1.2%	Q4 2018
RKLBRocket Lab Corp	$1.92M	0.28%	0.01%	-38.4%	Q1 2025
ETHWBitwise Ethereum ETF	$1.86M	0.27%	0.37%	-4.7%	Q3 2024
COSTCostco Wholesale Corp	$1.85M	0.27%	0.00%	+2.1%	Q4 2018
NVDLNovadel Pharma Inc	$1.8M	0.26%	Not reported	-0.7%	Q3 2024
BRK.BBerkshire Hathaway Inc	$1.72M	0.25%	Not reported	+4.1%	Q4 2018
TJXTJX Companies Inc	$1.71M	0.25%	0.00%	-12.3%	Q4 2018
TRVTravelers Companies, Inc.	$1.68M	0.25%	0.00%	-1.4%	Q4 2018
IRMIron Mountain Inc	$1.65M	0.24%	0.01%	-0.6%	Q4 2018

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