account_balance
Investment manager · 13F filer · SEC CIK 1911520
Cladis Investment Advisory, LLC
Reported value$209Mas of Sep 30, 2026
Positions170 11 new, 14 sold out
Top 10 weight31.7%AAPL alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
8.4%
NVDANVIDIA Corp
5.1%
MSFTMicrosoft Corp
3.0%Added +3%
AMZNAmazon.com Inc
2.5%Trimmed −3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.2%
GEGeneral Electric Co
2.2%Trimmed −4%
GEVGE Vernova Inc.
2.1%Trimmed −2%
QQQInvesco QQQ Tr
2.1%
XLKSelect Sector SPDR Tr
2.0%
AMDAdvanced Micro Devices Inc
2.0%Trimmed −3%
XOMExxonMobil Holdings Corp
1.6%
CATCaterpillar Inc
1.5%
AAPLApple Inc.
8.4%
NVDANVIDIA Corp
5.1%
MSFTMicrosoft Corp
3.0%+3%
AMZNAmazon.com Inc
2.5%−3%
TSM2.2%GEGeneral Electric Co
2.2%
GEVGE Vernova Inc.
2.1%
QQQInvesco QQQ Tr
2.1%
XLKSelect Sector SPDR Tr
2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 8.4% HeldNVDA NVIDIA Corp 5.1% HeldMSFT Microsoft Corp 3.0% Added +3%AMZN Amazon.com Inc 2.5% Trimmed −3%TSM Taiwan Semiconductor Manufacturing Co Ltd 2.2% HeldGE General Electric Co 2.2% Trimmed −4%GEV GE Vernova Inc. 2.1% Trimmed −2%
QQQ Invesco QQQ Tr 2.1% Held
XLK Select Sector SPDR Tr 2.0% Held
AMD Advanced Micro Devices Inc 2.0% Trimmed −3%XOM ExxonMobil Holdings Corp 1.6% HeldCAT Caterpillar Inc 1.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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