St. Clair Advisors, LLC
CIK: 2056292SEC EDGAR →
Portfolio Value
$72.9B
Holdings
78
As of
Q2 2026
New Positions
78
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES INC | 279,824 | $23.2B | 31.81% |
| 2 | ISHARES TR | 225,416 | $21.8B | 29.87% |
| 3 | J P MORGAN EXCHANGE TRADED F | 226,145 | $12.8B | 17.53% |
| 4 | COCA COLA CO | 50,917 | $4.1B | 5.68% |
| 5 | ISHARES TR | 31,549 | $2.4B | 3.34% |
| 6 | WISDOMTREE TR | 14,602 | $1.4B | 1.93% |
| 7 | ABBOTT LABS | 14,475 | $1.3B | 1.80% |
| 8 | MEDTRONIC PLC | 14,219 | $1.1B | 1.53% |
| 9 | PFIZER INC | 39,391 | $948.5M | 1.30% |
| 10 | VANGUARD TAX-MANAGED FDS | 13,141 | $936.4M | 1.28% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 32 | $42.1B | 57.7% |
| Unknown | 5 | $21.8B | 29.9% |
| Consumer Defensive | 5 | $4.6B | 6.4% |
| Healthcare | 10 | $3.4B | 4.6% |
| Consumer Cyclical | 4 | $541.3M | 0.7% |
| Communication Services | 3 | $387.3M | 0.5% |
| Technology | 9 | $58.0M | 0.1% |
| Industrials | 8 | $12.3M | 0.0% |
| Real Estate | 1 | $2.1M | 0.0% |
| Utilities | 1 | $818K | 0.0% |