Fund HoldingsCladis Investment Advisory, LLC

Total Portfolio Value
$182.68M
Total Bought
$13.23M
Total Sold
$11.11M
Net Transaction
+$2.12M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
LILLY ELI & CO(LLY)04,652+4,65205,0002.74%+5,000
ORACLE CORP(ORCL)06,574+6,57401,2810.70%+1,281
APPLE INC(AAPL)56,04955,925-12414,27215,2048.32%+932
UBER TECHNOLOGIES INC(UBER)010,976+10,97608970.49%+897
REDDIT INC(RDDT)02,850+2,85006550.36%+655
INTUITIVE SURGICAL INC1,0451,905+8604671,0790.59%+612
STARBUCKS CORP(SBUX)011,928+11,92801,0040.55%+1,004
QXO INCO(QXO)78,350107,360+29,0101,4932,0711.13%+578
NIKE INC(NKE)025,531+25,53101,6270.89%+1,627
COSTCO WHSL CORP NEW(COST)2,6133,273+6602,4192,8231.55%+404
NETFLIX INC(NFLX)012,660+12,66001,1870.65%+1,187
SPDR SER TR
ST STR SP REGBNK
10,01015,550+5,5406341,0080.55%+374
CATERPILLAR INC(CAT)5,0004,800-2002,3862,7501.51%+364
GE HEALTHCARE TECHNOLOGIES I(GEHC)017,182+17,18201,4090.77%+1,409
QNITY ELECTRONICS INC(Q)04,101+4,10103350.18%+335
MERCK & CO INC(MRK)14,62114,674+531,2271,5450.85%+317
LULULEMON ATHLETICA INC(LULU)01,500+1,50003120.17%+312
MOTOROLA SOLUTIONS INC(MSI)0728+72802790.15%+279
SELECT SECTOR SPDR TR
ST STR ENERG ETF
17,89541,760+23,8651,5991,8671.02%+268
GENERAL MTRS CO(GM)03,248+3,24802640.14%+264
FTAI AVIATION LTD(FTAI)8,5008,50001,4181,6730.92%+255
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,30010,30002,8773,1301.71%+253
IREN LIMITED
ORDINARY SHARES
06,600+6,60002490.14%+249
VERTEX PHARMACEUTICALS INC(VRTX)0542+54202460.13%+246
WALMART INC(WMT)11,98113,285+1,3041,2351,4800.81%+245
SELECT SECTOR SPDR TR
ST STR CARE ETF
07,340+7,34001,1360.62%+1,136
CATALYST PHARMACEUTICALS INC(CPRX)010,020+10,02002340.13%+234
ISHARES TR
US INFRASTRUC
04,300+4,30002260.12%+226
HEXCEL CORP NEW(HXL)03,000+3,00002220.12%+222
FIRST INTST BANCSYSTEM INC(FIBK)88,54587,850-6952,8223,0401.66%+218
SLB LIMITED(SLB)05,546+5,54602130.12%+213
MICRON TECHNOLOGY INC(MU)1,6251,62502724640.25%+192
ALPHABET INC(GOOG)7,3056,255-1,0501,7791,9631.07%+184
BIOGEN INC(BIIB)01,040+1,04001830.10%+183
EXXON MOBIL CORP21,53421,636+1022,4282,6041.43%+176
FEDEX CORP(FDX)3,0003,00007078670.47%+159
AMAZON COM INC(AMZN)021,562+21,56204,9772.72%+4,977
FORD MOTOR CO DEL(F)125,751124,506-1,2451,5041,6340.89%+130
ISHARES TR5,4255,375-507839070.50%+124
SELECT SECTOR SPDR TR
ST STR UTIL ETF
14,32932,110+17,7811,2501,3710.75%+121
WELLS FARGO CO NEW(WFC)012,727+12,72701,1860.65%+1,186
NEXTERA ENERGY INC(NEE)24,58324,58301,8561,9741.08%+118
CAL MAINE FOODS INC(CALM)06,200+6,20004930.27%+493
SOUTHWEST AIRLS CO(LUV)8,0009,000+1,0002553720.20%+117
TWILIO INC(TWLO)02,350+2,35003340.18%+334
CITIGROUP INC(C)5,9115,91106006900.38%+90
CUMMINS INC(CMI)1,0001,00004225100.28%+88
MDU RES GROUP INC(MDU)70,66668,924-1,7421,2591,3450.74%+87
INVESCO QQQ TR5,9615,96103,5793,6622.00%+83
JOHNSON & JOHNSON(JNJ)3,6493,64906777550.41%+79
GOLDMAN SACHS GROUP INC(GS)1,1551,130-259209930.54%+73
VANGUARD INDEX FDS06,390+6,39005650.31%+565
HALLIBURTON CO(HAL)10,60011,600+1,0002613280.18%+67
CROWDSTRIKE HLDGS INC(CRWD)01,873+1,87308780.48%+878
DIMENSIONAL ETF TR
US SMALL CAP ETF
9,41810,130+7126457060.39%+61
WIPRO LTD(WIT)019,680+19,6800560.03%+56
ALPHABET INC(GOOG)1,041981-602533070.17%+54
SELECT SECTOR SPDR TR
ST STR TECHN ETF
11,80723,477+11,6703,3283,3801.85%+52
DELTA AIRLINES INC DEL(DAL)4,0004,00002272780.15%+51
JPMORGAN CHASE & CO(JPM)7,3037,30302,3042,3531.29%+50
SIMON PPTY GROUP INC NEW(SPG)1,5001,50002282780.15%+49
SELECT SECTOR SPDR TR
ST STR FINL ETF
34,14634,447+3011,8391,8871.03%+47
CISCO SYS INC(CSCO)05,287+5,28704070.22%+407
SALESFORCE INC(CRM)0927+92702460.13%+246
BANK AMERICA CORP13,57713,378-1997007360.40%+35
ISHARES TR9001,000+1002883230.18%+35
COCA COLA CO(KO)08,519+8,51905960.33%+596
GE VERNOVA INC(GEV)5,1665,044-1223,1763,2071.76%+30
NEW FOUND GOLD CORP010,000+10,0000300.02%+30
SPDR GOLD TR(GLD)71271202532820.15%+29
SPDR S&P 500 TRUST ETF TR(SPY)1,8541,847-71,2351,2600.69%+24
VANGUARD WORLD FDS
FINANCIALS ETF
11,88911,855-341,5601,5830.87%+22
CVS HEALTH CORP(CVS)4,5134,514+13403580.20%+18
3M CO(MMM)03,650+3,65005840.32%+584
HOWMET AEROSPACE INC(HWM)1,6661,66603273420.19%+15
PEPSICO INC(PEP)5,2925,280-127437580.41%+15
VANGUARD INDEX FDS3,0883,08805765900.32%+14
MASTERCARD INCORPORATED(MA)0428+42802450.13%+245
DIMENSIONAL ETF TR
US EQUI MARK ETF
7,0157,01505085200.28%+12
BROADCOM INC(AVGO)68068002242350.13%+11
VISA INC(V)01,045+1,04503670.20%+367
AMERICAN ELEC PWR CO INC3,1583,15803553640.20%+9
DEERE & CO(DE)0909+90904230.23%+423
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,2903,315+255075140.28%+7
VANGUARD INDEX FDS86586502662720.15%+6
COINBASE GLOBAL INC(COIN)1,1751,780+6053974030.22%+6
ISHARES TR1,3001,30002302360.13%+6
SCHWAB STRATEGIC TR7,5367,53602402460.13%+5
BOEING CO(BA)4,0354,03508718760.48%+5
MCDONALDS CORP(MCD)2,1882,18806656690.37%+4
WISDOMTREE US(WT)02,000+2,00002300.13%+230
PTC THERAPEUTICS INC(PTCT)5,2004,200-1,0003193190.17%-0
WASTE CONNECTIONS INC(WCN)01,444+1,44402530.14%+253
ISHARES TR03,400+3,40002740.15%+274
TARGET CORP(TGT)04,761+4,76104650.25%+465
PHILIP MORRIS INTL INC(PM)02,209+2,20903540.19%+354
ABBVIE INC(ABBV)1,5581,55803613560.19%-5
CONOCOPHILLIPS(COP)5,5175,51705225160.28%-5
VANGUARD INDEX FDS1,5901,59004674610.25%-6
VANGUARD INDEX FDS1,2951,260-356216150.34%-6
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