CLUNE & ASSOCIATES, LTD.
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 463,012
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 166 | 463,012 | 13F-HR | CLUNE & ASSOCIATES, LTD. |
| Q3 2025 | 10/17/2025 | 159 | 400,088 | 13F-HR | CLUNE & ASSOCIATES, LTD. |
| Q2 2025 | 7/30/2025 | 156 | 365,274 | 13F-HR | CLUNE & ASSOCIATES, LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 306.6 K | 66.2% | 40.75 K | 0 | 40.75 K |
| ETFs | 122.5 K | 26.5% | 17.79 K | 0 | 17.79 K |
| Debt | 17.15 K | 3.7% | 2.688 K | 0 | 2.688 K |
| Other | 16.71 K | 3.6% | 1.698 K | 0 | 1.698 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
463,012
Holdings
166
QoQ value change ($000)
62,924
(15.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.