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St Clair Advisors - Q2 2026 13F Filings

ST

St. Clair Advisors, LLC

CIK: 0002056292
Address: Ohio Mayfield Hts 5875 Landerbrook Drive Suite 240
$388.7 M
Portfolio Value
78
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/13/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. IEFA Ishares Core Msci Eafe Etf
+$8.3 M
2. XOM Exxonmobil Holdings Corporation
+$2.59 M
3. MTUM Ishares Msci Usa Momentum Factor Etf
+$554,356
4. IWF Ishares Russell 1000 Growth Etf
+$512,265.86
5. VUG Vanguard Growth Etf
+$304,504.18
6. FDX Fedex Corporation
+$224,514.16

Top Sells

Q2 2026
1. SCHF Schwab International Equity Etf
−$8.79 M
2. IWB Ishares Russell 1000 Etf
−$8.16 M
3. IVV Ishares Core S&P 500 Etf
−$4.89 M
4. XOM Exxon Mobil Corporation
−$3.61 M
5. JEPI Jpmorgan Equity Premium Income Etf
−$3.02 M
6. IWM Ishares Russell 2000 Etf
−$2.93 M

Asset Allocation

Stocks/ETFs
+3.42%
$388.7 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

St Clair Advisors Q2 2026 Filing Summary

St. Clair Advisors, LLC filed its 13F report for Q2 2026 on July 06, 2026. The portfolio totaled 388.7 M reflecting a +3.42% change from the prior quarter, spanning 78 assets. The top 10 holdings comprised 68.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for St Clair Advisors’s Q2 2026 Filing

St Clair Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, St Clair Advisors reported a managed portfolio value of 388.7 M, consisting of 78 individual positions.

This page displays the raw filing documents. To see which stocks St Clair Advisors bought or sold during Q2 2026, please visit St Clair Advisors's Portfolio Analysis page.