Long-term investor

Clarity Asset Management, Inc. @clarityassetmanagementin

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001756759).

Record

  • Tracked since 2025-06-30 (441 days), 107 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year +13.2% · all +13.2%
  • Max drawdown n/a · win rate 45% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SPYM · 12.4% · long · since 2025-06-30
  • QQQM · 9.4% · long · since 2025-06-30
  • BIV · 5.6% · long · since 2026-03-31
  • ESGU · 4.8% · long · since 2025-06-30
  • CGMS · 4.2% · long · since 2026-03-31
  • VFLO · 4.1% · long · since 2026-03-31
  • DFIV · 4.0% · long · since 2025-12-31
  • CGCB · 3.7% · long · since 2026-03-31
  • CGMU · 3.6% · long · since 2026-03-31
  • QGRO · 3.6% · long · since 2026-03-31
  • NUDM · 3.5% · long · since 2025-06-30
  • USTB · 2.9% · long · since 2026-03-31

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