CLARIS ADVISORS, LLC / MO /

Institutional Investment Analysis: Claris Advisors, LLC (Form 13F)

Report Period: Q4 2025 (Report Date: Dec 31, 2025) Total Portfolio Value: $328.11 Million

1. Portfolio Overview

Claris Advisors, LLC manages a growth-oriented portfolio that experienced significant expansion during the reporting period, with total assets under management (AUM) increasing by 36.1%, rising from $241.13 million to $328.11 million. The portfolio consists of 68 holdings, displaying a high degree of d...