13F Institutional Holdings
St. Clair Advisors, LLC IIR Report | ThinkSabio - Stocks Simplified
Aug 2, 2026 · ThinkSabio Blog
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St. Clair Advisors, LLC – Q2 2026 PF Holdings
AUM: $393.97M
NEWLY BOUGHT Top-25: #MTUM
INCREASED Top-25: #IEFA #VIG #IWF #FDX #MDT #VEA #VUG #ACN
NO-CHANGE Top-25: #PGR #GOOGL #GOOG #ETN #PANW #IBM #KO #AMZN #PEP #PG #DIA #BX #AMT #CSCO #NVDA #IUSG #COST #JPM #SBUX #NSC #NVS #PFE #CRM #GE #V
REDUCED Top-25: #IVV #IEMG #AAPL #MSFT #JEPI #RWR #IVW #IWB #JNJ #DVY #OEF #IVE #SYK #IJR #IWR #IJH #DLN #ABT #LOW #AMGN #IWM #VWO #EFA
SOLD-OFF Top-15: #SCHF #XOM #IWD #USHY #MCD #EIX
Positive Returns (YTD): #XOM:+28% #EIX:+21% #IWD:+19% #SCHF:+13%
Negative Returns (YTD): #MCD:-11% #USHY:-2%
Note:
- Newly bought + Increased + Reduced + Sold-Off – highest invested first
- Descending order based on Q2 net investment value
- Returns are presented on a YTD basis
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