AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
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Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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