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CLUNE & ASSOCIATES, LTD. 13F portfolio summary

CLUNE & ASSOCIATES, LTD. of CLUNE & ASSOCIATES, LTD. has 162 current stock holdings with a reported portfolio value of $531.7M. The portfolio 1 year return is +15.48%. Top holdings include QQQ (0.00%), SPY (0.00%), BSV (0.00%), DFUV (7.00%), DFIV (4.69%).

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CLUNE & ASSOCIATES, LTD.

CLUNE & ASSOCIATES, LTD.
Latest filing: 2026-03-31

CLUNE & ASSOCIATES, LTD. runs CLUNE & ASSOCIATES, LTD. and currently holds 162 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $531.67M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CLUNE & ASSOCIATES, LTD. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CLUNE & ASSOCIATES, LTD.'s portfolio at CLUNE & ASSOCIATES, LTD. has delivered returns of +15.48%. Their 3-year annualized return is +15.16%. Looking at the 5-year horizon, CLUNE & ASSOCIATES, LTD. has achieved +15.16% annualized returns at CLUNE & ASSOCIATES, LTD..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.48%
#0/1000
3 Year
+15.16%
#0/1000
5 Year
+15.16%
#0/1000

Portfolio Value

$531.67M

Alpha Score

13.9

#0 of 1000

Holdings

162

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change