Claris Advisors, LLC has disclosed its latest holdings in a recent filing, reporting a total value of $377 million in assets under management. This update is significant for the firm as it reflects its investment strategies and positions across various sectors.

The filing, submitted on November 10, 2026, covers the period ending September 30, 2026. It reveals a diverse portfolio with substantial investments in well-known companies, including Apple Inc., Amazon.com Inc., and Berkshire Hathaway Inc. These holdings indicate Claris Advisors' strategic focus on established leaders in the technology and consumer sectors.

Background

Claris Advisors, LLC is an asset management firm based in St. Louis, Missouri. The company operates under the Central Index Key (CIK) 0001905092 and is classified as an 'other' entity type. The firm has been active in filing various reports, including the recent 13F-HR, which details its holdings and investment strategies.

What the Filing Says

The recent filing indicates that Claris Advisors holds a total of 76 positions with a combined value of $377,132,641. Notable investments include:

  • Apple Inc. - $2,099,147
  • Amazon.com Inc. - $1,869,684
  • Microsoft Corp. - $3,051,510
  • Johnson & Johnson - $506,712
  • Pfizer Inc. - $548,440

These figures highlight the firm's commitment to investing in high-quality companies that are likely to perform well in the long term.

Impact

This update from Claris Advisors may influence its clients and potential investors by showcasing the firm's investment acumen and strategic choices. The filing also reflects broader trends in the asset management industry, where firms are increasingly focusing on technology and healthcare sectors, which have shown resilience and growth potential.

What's Next

The filing does not specify what actions will follow this report, but it is expected that Claris Advisors will continue to monitor its investments and adjust its portfolio in response to market conditions.