St. Clair Advisors, LLC

Key Holdings

The portfolio is dominated by iShares Core S&P 500 ETF (IVV), which accounts for 35.50% of the total assets at approximately $137.56M. This massive position suggests a "core" strategy designed to capture the broad market return of the U.S. large-cap equity market.

Outside of this major ETF holding, the firm favors high-conviction positions in mega-cap technology and quality blue-chip stocks. Microsoft (MSFT) and Apple (AAPL) are the largest individual equity positions, representing 6.47% and 5.91% of the portfolio, respectively. Notably, the portfolio includes JPMorgan Equity Premium Income ETF (JEPI) at 3.90%, signaling an appetite for yield generation and income strategies alongside capital appreciation. The top 10 holdings collectively command a significant portion of the portfolio's risk profile, with the top three positions (IVV, MSFT, AAPL) comprising nearly 48% of the total value.