Clare Market Investments LLC

data from 30/09/2025

Capitalization

$ 499.561 M 10.31 %

Average holding period

11 ans

Performance

$ 273.502 M 128.67 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Clare Market Investments LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 12.73% 63.590 M $ 249737 2018/12/31 12.242 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 10.38% 51.842 M $ 236105 2018/12/31 41.989 K $ 0.08 %
2025/09/30 MSFT MICROSOFT CORP 9.02% 45.075 M $ 87027 2018/12/31 1.797 M $ 4.13 %
2025/09/30 GOOG ALPHABET INC 5.00% 24.979 M $ 102564 2018/12/31 6.820 M $ 37.30 %
2025/09/30 META META PLATFORMS INC 4.54% 22.693 M $ 30901 2018/12/31 -110.264 K $ -0.50 %
2025/09/30 GOOGL ALPHABET INC 4.21% 21.021 M $ 86470 2018/12/31 5.918 M $ 37.94 %
2025/09/30 NFLX NETFLIX INC 3.50% 17.482 M $ 14582 2018/12/31 -1.948 M $ -10.47 %
2025/09/30 NVDA NVIDIA CORPORATION 3.22% 16.078 M $ 86174 2019/12/31 2.354 M $ 18.10 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 2.44% 12.194 M $ 187600 2024/03/31 531.407 K $ 6.19 %
2025/09/30 QQQ INVESCO QQQ TR 2.10% 10.509 M $ 17503 2018/12/31 790.790 K $ 8.83 %
2025/09/30 ZS ZSCALER INC 2.07% 10.347 M $ 34528 2019/12/31 -305.077 K $ -4.55 %
2025/09/30 TPL TEXAS PACIFIC LAND CORPORATI 2.05% 10.239 M $ 10967 2021/03/31 -1.364 M $ -11.62 %
2025/09/30 AXON AXON ENTERPRISE INC 1.96% 9.791 M $ 13643 2018/12/31 -1.542 M $ -13.32 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.80% 8.994 M $ 91805 2023/09/30 405.309 K $ 5.01 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.69% 8.427 M $ 12650 2018/12/31 548.787 K $ 7.82 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.67% 8.359 M $ 16626 2018/12/31 244.045 K $ 3.49 %
2025/09/30 AVGO BROADCOM INC 1.10% 5.488 M $ 16635 2023/06/30 915.366 K $ 19.68 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 1.03% 5.161 M $ 14947 2025/06/30 585.974 K $ 10.68 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 1.03% 5.121 M $ 28070 2023/12/31 3.466 M $ 33.82 %
2025/09/30 HOOD ROBINHOOD MKTS INC 0.93% 4.621 M $ 32275 2024/09/30 1.268 M $ 52.92 %
2025/09/30 AUR AURORA INNOVATION INC 0.88% 4.374 M $ 811433 2023/03/31 121.969 K $ 2.86 %
2025/09/30 WM WASTE MGMT INC DEL 0.86% 4.315 M $ 19540 2018/12/31 -140.687 K $ -3.49 %
2025/09/30 ABC CENCORA INC 0.86% 4.310 M $ 13790 2018/12/31 0.000 $ 0.00 %
2025/09/30 ORCL ORACLE CORP 0.79% 3.969 M $ 14111 2023/03/31 824.010 K $ 28.64 %
2025/09/30 GLD SPDR GOLD TR 0.75% 3.726 M $ 10483 2018/12/31 480.016 K $ 16.61 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.71% 3.532 M $ 11198 2018/12/31 285.721 K $ 8.80 %
2025/09/30 ANET ARISTA NETWORKS INC 0.69% 3.427 M $ 23520 2024/12/31 938.308 K $ 42.42 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.61% 3.043 M $ 14943 2020/09/30 -17.024 K $ -0.50 %
2025/09/30 LLY ELI LILLY & CO 0.59% 2.937 M $ 3849 2019/12/31 -68.698 K $ -2.12 %
2025/09/30 NOW SERVICENOW INC 0.50% 2.494 M $ 2710 2019/03/31 -293.215 K $ -10.49 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.49% 2.463 M $ 5507 2022/12/31 -578.041 K $ -17.70 %
2025/09/30 XOM EXXON MOBIL CORP 0.49% 2.442 M $ 21662 2021/03/31 107.177 K $ 4.59 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.45% 2.257 M $ 13952 2019/12/31 835.081 K $ 14.02 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.44% 2.221 M $ 7952 2024/06/30 361.785 K $ 23.31 %
2025/09/30 AI C3 AI INC 0.44% 2.207 M $ 127291 2025/09/30 0.000 $ 0.00 %
2025/09/30 SBR SABINE RTY TR 0.44% 2.197 M $ 27643 2021/06/30 353.277 K $ 19.17 %
2025/09/30 SLV ISHARES SILVER TR 0.41% 2.060 M $ 48610 2025/06/30 373.652 K $ 29.14 %
2025/09/30 KO COCA COLA CO 0.41% 2.033 M $ 30648 2021/03/31 -131.464 K $ -6.26 %
2025/09/30 UNP UNION PAC CORP 0.40% 1.977 M $ 8364 2018/12/31 53.175 K $ 2.73 %
2025/09/30 HD HOME DEPOT INC 0.36% 1.815 M $ 4480 2018/12/31 148.263 K $ 10.51 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 0.36% 1.804 M $ 10700 2025/06/30 416.891 K $ 41.73 %
2025/09/30 V VISA INC 0.34% 1.714 M $ 5020 2018/12/31 -59.054 K $ -3.85 %
2025/09/30 CELH CELSIUS HLDGS INC 0.33% 1.642 M $ 28557 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWM ISHARES TR 0.32% 1.612 M $ 6664 2025/06/30 194.181 K $ 12.13 %
2025/09/30 FNV FRANCO NEV CORP 0.32% 1.594 M $ 7150 2025/06/30 273.418 K $ 35.99 %
2025/09/30 MCK MCKESSON CORP 0.32% 1.580 M $ 2045 2023/06/30 81.309 K $ 5.43 %
2025/09/30 INTC INTEL CORP 0.31% 1.535 M $ 45748 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.30% 1.491 M $ 3352 2018/12/31 402.526 K $ 40.00 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 0.30% 1.480 M $ 5125 2019/03/31 -19.340 K $ -1.56 %
2025/09/30 ENB ENBRIDGE INC 0.29% 1.452 M $ 28774 2025/06/30 131.835 K $ 11.34 %
2025/09/30 SHOP SHOPIFY INC 0.28% 1.376 M $ 9260 2023/03/31 302.832 K $ 28.83 %
2025/09/30 MDT MEDTRONIC PLC 0.27% 1.367 M $ 14358 2025/06/30 101.673 K $ 9.26 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.27% 1.357 M $ 4860 2025/03/31 45.680 K $ 4.37 %
2025/09/30 WULF TERAWULF INC 0.27% 1.324 M $ 115979 2025/09/30 0.000 $ 0.00 %
2025/09/30 FDVV FIDELITY COVINGTON TRUST 0.26% 1.318 M $ 23650 2022/12/31 85.515 K $ 7.09 %
2025/09/30 AMLP ALPS ETF TR 0.26% 1.304 M $ 27779 2022/03/31 -58.459 K $ -3.95 %
2025/09/30 CRM SALESFORCE INC 0.26% 1.292 M $ 5450 2018/12/31 -194.474 K $ -13.09 %
2025/09/30 L LOEWS CORP 0.25% 1.226 M $ 12215 2025/06/30 43.169 K $ 9.52 %
2025/09/30 WMT WALMART INC 0.24% 1.195 M $ 11591 2020/03/31 61.116 K $ 5.40 %
2025/09/30 TTD THE TRADE DESK INC 0.23% 1.172 M $ 23905 2018/12/31 -444.662 K $ -31.92 %
2025/09/30 DIS DISNEY WALT CO 0.23% 1.168 M $ 10199 2018/12/31 -97.268 K $ -7.67 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.23% 1.161 M $ 215 2023/09/30 -83.843 K $ -6.74 %
2025/09/30 CTAS CINTAS CORP 0.22% 1.084 M $ 5280 2023/09/30 -92.980 K $ -7.90 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.21% 1.051 M $ 26806 2025/06/30 -90.575 K $ -9.53 %
2025/09/30 AVAV AEROVIRONMENT INC 0.21% 1.032 M $ 3278 2024/09/30 68.442 K $ 10.51 %
2025/09/30 RIVN RIVIAN AUTOMOTIVE INC 0.21% 1.030 M $ 70150 2024/12/31 59.454 K $ 6.84 %
2025/09/30 LECO LINCOLN ELEC HLDGS INC 0.20% 1.008 M $ 4275 2022/12/31 121.880 K $ 13.75 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.20% 981.182 K $ 10050 2025/03/31 -103.179 K $ -9.11 %
2025/09/30 VGT VANGUARD WORLD FD 0.19% 969.585 K $ 1299 2020/06/30 91.518 K $ 12.57 %
2025/09/30 MCD MCDONALDS CORP 0.19% 952.250 K $ 3134 2020/09/30 29.522 K $ 4.01 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.18% 915.036 K $ 1149 2024/06/30 35.262 K $ 12.52 %
2025/09/30 HSY HERSHEY CO 0.18% 912.804 K $ 4880 2025/06/30 81.340 K $ 12.71 %
2025/09/30 SHY ISHARES TR 0.18% 912.560 K $ 11000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MA MASTERCARD INCORPORATED 0.18% 892.070 K $ 1568 2018/12/31 10.930 K $ 1.22 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.18% 875.545 K $ 946 2018/12/31 -288.558 K $ -6.50 %
2025/09/30 CAT CATERPILLAR INC 0.17% 845.987 K $ 1773 2025/09/30 0.000 $ 0.00 %
2025/09/30 RDDT REDDIT INC 0.17% 832.564 K $ 3620 2025/09/30 0.000 $ 0.00 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.17% 831.824 K $ 3190 2025/06/30 43.096 K $ 5.46 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.16% 819.368 K $ 2907 2020/06/30 78.474 K $ 11.30 %
2025/09/30 VONV VANGUARD SCOTTSDALE FDS 0.16% 810.586 K $ 9070 2023/06/30 31.491 K $ 4.88 %
2025/09/30 DASH DOORDASH INC 0.16% 810.530 K $ 2980 2025/09/30 0.000 $ 0.00 %
2025/09/30 FTNT FORTINET INC 0.16% 807.588 K $ 9605 2023/03/31 -162.408 K $ -20.47 %
2025/09/30 HEI HEICO CORP NEW 0.16% 807.050 K $ 2500 2024/12/31 -10.360 K $ -1.58 %
2025/09/30 BROS DUTCH BROS INC 0.16% 803.000 K $ 15342 2025/06/30 -178.333 K $ -23.45 %
2025/09/30 VONG VANGUARD SCOTTSDALE FDS 0.15% 766.380 K $ 6360 2023/06/30 71.867 K $ 10.35 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.15% 762.314 K $ 4943 2021/03/31 37.790 K $ 4.55 %
2025/09/30 XLY SELECT SECTOR SPDR TR 0.15% 760.912 K $ 3175 2020/09/30 86.384 K $ 10.27 %
2025/09/30 SAP SAP SE 0.15% 758.876 K $ 2840 2025/03/31 -106.243 K $ -12.13 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY INC DEL 0.15% 754.200 K $ 1 2018/12/31 25.400 K $ 3.49 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.15% 740.685 K $ 28035 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACWX ISHARES TR 0.14% 684.555 K $ 10530 2025/06/30 23.321 K $ 6.68 %
2025/09/30 EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.13% 665.533 K $ 88150 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.13% 636.181 K $ 7295 2025/06/30 33.444 K $ 6.80 %
2025/09/30 IXUS ISHARES TR 0.12% 599.118 K $ 7255 2025/06/30 15.968 K $ 6.82 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.12% 594.056 K $ 3662 2025/03/31 -149.156 K $ -10.94 %
2025/09/30 UL UNILEVER PLC 0.11% 553.675 K $ 9340 2025/09/30 0.000 $ 0.00 %
2025/09/30 GNW GENWORTH FINL INC 0.11% 552.396 K $ 62067 2025/06/30 74.948 K $ 14.40 %
2025/09/30 CW CURTISS WRIGHT CORP 0.11% 548.369 K $ 1010 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEE NEXTERA ENERGY INC 0.11% 547.940 K $ 7258 2019/12/31 43.855 K $ 8.74 %
2025/09/30 CB CHUBB LIMITED 0.11% 544.509 K $ 1929 2025/09/30 0.000 $ 0.00 %