Fund Holdings

Clare Market Investments LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLE INC(AAPL)0238,781+238,781060,600,12312.68%+60,600,123
AMAZON COM INC(AMZN)0236,283+236,283049,210,72910.30%+49,210,729
MICROSOFT CORP(MSFT)0103,877+103,877038,452,0618.04%+38,452,061
ALPHABET INC(GOOG)0100,456+100,456028,816,8946.03%+28,816,894
ALPHABET INC(GOOG)084,090+84,090024,180,9095.06%+24,180,909
META PLATFORMS INC(META)030,902+30,902017,680,0203.70%+17,680,020
NVIDIA CORPORATION(NVDA)082,983+82,983014,472,2493.03%+14,472,249
TEXAS PACIFIC LAND CORPORATI(TPL)030,406+30,406014,429,4823.02%+14,429,482
NETFLIX INC.(NFLX)0143,015+143,015013,750,8922.88%+13,750,892
AXON ENTERPRISE INC(AXON)022,914+22,91409,731,3472.04%+9,731,347
INVESCO QQQ TR014,285+14,28508,245,1891.72%+8,245,189
BERKSHIRE HATHAWAY INC DEL016,270+16,27007,796,5841.63%+7,796,584
SPDR GOLD TR(GLD)015,680+15,68006,746,9471.41%+6,746,947
STATE STR SPDR S&P 500 ETF T(SPY)010,077+10,07706,553,7041.37%+6,553,704
ALPS ETF TR
ALERIAN MLP
0115,291+115,29106,068,9251.27%+6,068,925
UBER TECHNOLOGIES INC(UBER)080,385+80,38505,782,0931.21%+5,782,093
BROADCOM INC(AVGO)018,345+18,34505,677,9611.19%+5,677,961
WASTE MGMT INC DEL(WM)019,807+19,80704,551,4530.95%+4,551,453
CENCORA INC013,790+13,79004,331,9910.91%+4,331,991
ZSCALER INC(ZS)030,637+30,63704,298,0650.90%+4,298,065
ASML HLDG NV
N Y REGISTRY SHS
03,162+3,16204,176,4640.87%+4,176,464
PALANTIR TECHNOLOGIES INC(PLTR)028,045+28,04504,102,4230.86%+4,102,423
ELI LILLY & CO(LLY)04,215+4,21503,877,1690.81%+3,877,169
JPMORGAN CHASE & CO(JPM)013,178+13,17803,876,4540.81%+3,876,454
SELECT SECTOR SPDR TR
ST STR UTIL ETF
076,673+76,67303,518,5250.74%+3,518,525
ISHARES BITCOIN TRUST ETF(IBIT)085,765+85,76503,295,0910.69%+3,295,091
EXXON MOBIL CORP017,968+17,96803,048,4810.64%+3,048,481
INTEL CORP(INTC)067,798+67,79802,991,9150.63%+2,991,915
ARISTA NETWORKS INC(ANET)023,260+23,26002,855,8630.60%+2,855,863
ROBINHOOD MKTS INC(HOOD)039,739+39,73902,753,9130.58%+2,753,913
AURORA INNOVATION INC0654,608+654,60802,696,9850.56%+2,696,985
TAIWAN SEMICONDUCTOR MANUFAC(TSM)07,878+7,87802,662,2640.56%+2,662,264
INTUITIVE SURGICAL INC05,550+5,55002,558,4950.54%+2,558,495
ISHARES SILVER TR(SLV)036,617+36,61702,495,0820.52%+2,495,082
PALO ALTO NETWORKS INC(PANW)015,249+15,24902,444,7200.51%+2,444,720
COCA COLA CO(KO)030,686+30,68602,333,6340.49%+2,333,634
ADVANCED MICRO DEVICES INC(AMD)011,427+11,42702,324,5950.49%+2,324,595
MCKESSON CORP(MCK)02,665+2,66502,306,1840.48%+2,306,184
AGNICO EAGLE MINES LTD(AEM)011,285+11,28502,290,6290.48%+2,290,629
ORACLE CORP(ORCL)014,964+14,96402,201,4090.46%+2,201,409
UNION PAC CORP(UNP)08,232+8,23201,997,3450.42%+1,997,345
CATERPILLAR INC(CAT)02,705+2,70501,916,3840.40%+1,916,384
FRANCO NEV CORP(FNV)07,480+7,48001,847,9340.39%+1,847,934
WALMART INC(WMT)013,663+13,66301,698,0210.36%+1,698,021
ROCKWELL AUTOMATION INC(ROK)04,586+4,58601,645,8240.34%+1,645,824
SABINE RTY TR(SBR)021,825+21,82501,644,2960.34%+1,644,296
LOEWS CORP(L)014,990+14,99001,600,0330.33%+1,600,033
SERVICENOW INC(NOW)015,125+15,12501,581,3190.33%+1,581,319
ENBRIDGE INC(ENB)028,499+28,49901,542,9360.32%+1,542,936
COSTCO WHOLESALE CORPORATION(COST)01,494+1,49401,489,0520.31%+1,489,052
PUBLIC STORAGE OPER CO(PSA)05,321+5,32101,441,4440.30%+1,441,444
FIDELITY COVINGTON TRUST025,300+25,30001,397,5720.29%+1,397,572
TRAVELERS COMPANIES INC(TRV)04,736+4,73601,381,3200.29%+1,381,320
ALBEMARLE CORP(ALB)07,605+7,60501,365,3260.29%+1,365,326
SHOPIFY INC(SHOP)011,320+11,32001,342,7780.28%+1,342,778
TESLA INC(TSLA)03,462+3,46201,286,9990.27%+1,286,999
NEXTERA ENERGY INC(NEE)013,694+13,69401,271,8820.27%+1,271,882
AEROVIRONMENT INC06,908+6,90801,264,5090.26%+1,264,509
VANECK ETF TRUST
RARE EAR STR ETF
013,715+13,71501,206,9200.25%+1,206,920
MEDTRONIC PLC(MDT)013,827+13,82701,198,1100.25%+1,198,110
UNITED STS COMMODITY INDEX F(CPER)032,860+32,86001,131,3700.24%+1,131,370
FREEPORT MCMORAN INC(FCX)018,631+18,63101,095,1300.23%+1,095,130
LINCOLN ELEC HLDGS INC(LECO)04,275+4,27501,064,8170.22%+1,064,817
HERSHEY CO(HSY)04,930+4,93001,024,8980.21%+1,024,898
SALESFORCE INC(CRM)05,469+5,46901,020,8920.21%+1,020,892
DISNEY WALT CO(DIS)010,499+10,49901,011,8870.21%+1,011,887
GOLDMAN SACHS GROUP INC(GS)01,162+1,1620983,1170.21%+983,117
NEXTPOWER INC07,940+7,9400957,1670.20%+957,167
ONEOK INC NEW(OKE)010,500+10,5000949,0950.20%+949,095
RIVIAN AUTOMOTIVE INC(RIVN)060,850+60,8500915,7930.19%+915,793
ISHARES TR011,001+11,0010908,3870.19%+908,387
VANGUARD WORLD FD
INF TECH ETF
01,300+1,3000907,2930.19%+907,293
ISHARES INC
CORE MSCI EMKT
013,000+13,0000906,7500.19%+906,750
BOOKING HOLDINGS INC(BKNG)0215+2150905,2190.19%+905,219
BWX TECHNOLOGIES INC(BWXT)04,405+4,4050900,7780.19%+900,778
ISHARES TR012,830+12,8300878,4700.18%+878,470
UNITEDHEALTH GROUP INC(UNH)03,180+3,1800860,4760.18%+860,476
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
09,070+9,0700850,2220.18%+850,222
ILLINOIS TOOL WKS INC(ITW)03,190+3,1900830,3250.17%+830,325
FORTINET INC(FTNT)010,005+10,0050817,6090.17%+817,609
ISHARES TR
CORE MSCI TOTAL
09,355+9,3550810,5170.17%+810,517
ONDAS INC(ONDS)086,125+86,1250778,5700.16%+778,570
CHENIERE ENERGY INC(LNG)02,675+2,6750759,0580.16%+759,058
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,679+5,6790754,7430.16%+754,743
ALLIANCEBERNSTEIN HLDG L P(AB)020,000+20,0000748,8000.16%+748,800
HOME DEPOT INC(HD)02,252+2,2520740,6330.15%+740,633
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
03,055+3,0550725,9290.15%+725,929
BERKSHIRE HATHAWAY INC DEL01+10718,1400.15%+718,140
TTM TECHNOLOGIES INC(TTMI)07,290+7,2900710,1920.15%+710,192
SELECT WATER SOLUTIONS INC(WTTR)046,275+46,2750708,0080.15%+708,008
CURTISS WRIGHT CORP(CW)01,030+1,0300701,5540.15%+701,554
CROWDSTRIKE HLDGS INC(CRWD)01,791+1,7910699,2240.15%+699,224
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
06,360+6,3600697,6280.15%+697,628
GLOBAL X FDS
GLOBAL X COPPER
09,087+9,0870693,8130.15%+693,813
HEICO CORP NEW(HEI)02,500+2,5000685,5000.14%+685,500
SELECT SECTOR SPDR TR
ST STR DISCR ETF
06,126+6,1260667,5820.14%+667,582
CHEVRON CORPORATION(CVX)03,200+3,2000662,0800.14%+662,080
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)0108,956+108,9560659,1840.14%+659,184
BOSTON SCIENTIFIC CORP(BSX)010,050+10,0500630,6380.13%+630,638
CORTEVA INC(CTVA)07,450+7,4500623,6400.13%+623,640
Page 1 of 2