St. Clair Advisors, LLC

All 13F Filings

Location
Mayfield Hts, OH
Most recent 13F
Q2 2026
Holdings value ($000)
388,701
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/6/2026 78 388,701 13F-HR St. Clair Advisors, LLC
Q1 2026 4/23/2026 82 375,847 13F-HR St. Clair Advisors, LLC
Q4 2025 1/20/2026 81 387,536 13F-HR St. Clair Advisors, LLC
Q3 2025 10/3/2025 79 376,708 13F-HR St. Clair Advisors, LLC
Q2 2025 7/7/2025 80 382,318 13F-HR St. Clair Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 147.2 K 37.9% 10.79 K 0 10.79 K
ETFs 241.5 K 62.1% 2.065 K 0 2.065 K
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Fund Snapshot

Q2 2026
Latest filed
7/6/2026
Total value ($000)
388,701
Holdings
78
QoQ value change ($000)
12,854 (3.4%)
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.