Clune & Associates, Ltd. Portfolio Holdings

Clune & Associates, Ltd.

  • $326 Billion
  • Q1 2025

Clune & Associates, Ltd. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $326 Billion distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $18.6B, Dimensional ETF Tr U S Small C with a value of $13B, Dimensional ETF Tr with a value of $12.7B, Spdr S&P 500 ETF Trust with a value of $12.5B, and Vanguard Bd Index Fd Inc Short with a value of $11.7B.

Examining the 13F form we can see an increase of $24.4B in the current position value, from $301B to 326B.

Clune & Associates, Ltd. is based out at Chicago, IL

Below you can find more details about Clune & Associates, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $326 Billion
ETFs: $262 Billion
Technology: $12.7 Billion
Financial Services: $12.3 Billion
Healthcare: $6.23 Billion
Industrials: $4.05 Billion
Consumer Cyclical: $3.87 Billion
Communication Services: $2 Billion
Energy: $1.79 Billion
Other: $1.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.6 Billion 5.71% of portfolio
451,256
Q1 2025 Added 6.68%
$0
$13 Billion 3.98% of portfolio
217,066
Q1 2025 Added 1.44%
$0
$12.7 Billion 3.91% of portfolio
323,687
Q1 2025 Added 5.14%
$0
$12.5 Billion 3.85% of portfolio
22,420
Q1 2025 Added 4.89%
$0
$11.7 Billion 3.58% of portfolio
148,878
Q1 2025 Added 8.21%
$0
$11.6 Billion 3.58% of portfolio
245,025
Q1 2025 Added 11.28%
$0
$10.1 Billion 3.1% of portfolio
127,994
Q1 2025 Added 8.42%
$0
$8.25 Billion 2.54% of portfolio
16,063
Q1 2025 Added 10.45%
$0
$7.58 Billion 2.33% of portfolio
229,833
Q1 2025 Reduced 0.74%
$0
$7.19 Billion 2.21% of portfolio
115,830
Q1 2025 Added 8.97%
$479B
$7.19 Billion 2.21% of portfolio
9
Q1 2025 New
$0
$6.88 Billion 2.11% of portfolio
142,382
Q1 2025 Added 4.94%
$3.38T
$6.2 Billion 1.9% of portfolio
27,916
Q1 2025 Reduced 4.2%
$0
$6.02 Billion 1.85% of portfolio
233,018
Q1 2025 Added 5.8%
$0
$5.87 Billion 1.8% of portfolio
64,770
Q1 2025 Added 8.11%
$0
$5.58 Billion 1.71% of portfolio
85,545
Q1 2025 Added 4.62%
$0
$5.28 Billion 1.62% of portfolio
20,416
Q1 2025 Added 2.04%
Dimensional ETF Trust
-
$4.65 Billion 1.43% of portfolio
-
Q1 2025 Added 15.86%
$0
$4.31 Billion 1.33% of portfolio
41,263
Q1 2025 Added 21.05%
$0
$4.12 Billion 1.27% of portfolio
97,001
Q1 2025 Added 3.07%
$0
$4.04 Billion 1.24% of portfolio
111,688
Q1 2025 Added 7.84%
$340B
$4.03 Billion 1.24% of portfolio
19,253
Q1 2025 Added 0.47%
$0
$4 Billion 1.23% of portfolio
81,986
Q1 2025 Added 3.79%
$0
$3.98 Billion 1.22% of portfolio
150,385
Q1 2025 Added 9.71%
$0
$3.81 Billion 1.17% of portfolio
32,971
Q1 2025 Added 3.86%
$0
$3.73 Billion 1.15% of portfolio
82,118
Q1 2025 Added 11.78%
$0
$3.55 Billion 1.09% of portfolio
68,991
Q1 2025 Added 13.57%
$0
$3.55 Billion 1.09% of portfolio
62,715
Q1 2025 Added 2.01%
$0
$3.51 Billion 1.08% of portfolio
38,787
Q1 2025 Added 6.88%
$0
$3.45 Billion 1.06% of portfolio
32,631
Q1 2025 Added 17.97%
$0
$3.21 Billion 0.99% of portfolio
14,487
Q1 2025 Added 16.98%
$271B
$3.06 Billion 0.94% of portfolio
28,252
Q1 2025 Reduced 4.07%
$0
$2.96 Billion 0.91% of portfolio
28,087
Q1 2025 Added 1.06%
$162B
$2.81 Billion 0.86% of portfolio
8,506
Q1 2025 Added 0.11%
$0
$2.57 Billion 0.79% of portfolio
42,378
Q1 2025 Added 4.98%
$0
$2.52 Billion 0.77% of portfolio
41,869
Q1 2025 Reduced 0.33%
$0
$2.47 Billion 0.76% of portfolio
40,779
Q1 2025 Added 6.01%
$0
$2.48 Billion 0.76% of portfolio
38,706
Q1 2025 Added 8.79%
$0
$2.44 Billion 0.75% of portfolio
63,586
Q1 2025 Added 0.81%
$0
$2.4 Billion 0.74% of portfolio
45,862
Q1 2025 Added 18.51%
$0
$2.38 Billion 0.73% of portfolio
76,290
Q1 2025 Reduced 0.18%
$0
$2.33 Billion 0.72% of portfolio
53,301
Q1 2025 Added 10.75%
$0
$2.27 Billion 0.7% of portfolio
86,517
Q1 2025 Reduced 0.22%
$0
$2.27 Billion 0.7% of portfolio
54,071
Q1 2025 Added 18.52%
$0
$2.21 Billion 0.68% of portfolio
21,957
Q1 2025 Reduced 6.81%
$0
$2.19 Billion 0.67% of portfolio
84,543
Q1 2025 Added 9.9%
$0
$2.17 Billion 0.67% of portfolio
16,805
Q1 2025 Reduced 1.66%
$0
$2.09 Billion 0.64% of portfolio
74,376
Q1 2025 Added 0.41%
$227B
$1.98 Billion 0.61% of portfolio
14,917
Q1 2025 Added 2.59%

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $326 Billion
  • Prior Value $301 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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