St. Clair Advisors, LLC
St. Clair Advisors, LLC reported 78 positions worth $388.7M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: IVV (33.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $128.4M | 33.03% | 171,431 | — | — | |
| ▸ 2 | IEMG | SH | $23.2M | 5.96% | 279,824 | — | — | |
| ▸ 3 | AAPL | SH | $22.5M | 5.79% | 77,771 | — | — | |
| ▸ 4 | IEFA | SH | $21.8M | 5.60% | 225,416 | — | — | |
| ▸ 5 | MSFT | SH | $18.6M | 4.78% | 49,794 | — | — | |
| ▸ 6 | PGR | SH | $14.5M | 3.73% | 66,286 | — | — | |
| ▸ 7 | JEPI | SH | $12.8M | 3.29% | 226,145 | — | — | |
| ▸ 8 | RWR | SH | $9.8M | 2.51% | 86,445 | — | — | |
| ▸ 9 | GOOGL | SH | $7.7M | 1.97% | 21,465 | — | — | |
| ▸ 10 | IVW | SH | $6.4M | 1.65% | 46,660 | — | — |
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Frequently Asked Questions
What stocks does St. Clair Advisors, LLC hold as of Q2 2026?
St. Clair Advisors, LLC reported 78 positions worth $388.7M in its Q2 2026 13F filing. Largest positions: IVV (33.0%), IEMG (6.0%), AAPL (5.8%), IEFA (5.6%) and MSFT (4.8%).
What did St. Clair Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did St. Clair Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.