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Todd A. Rustman

@Clarity Capital Partners Llc

Latest period2024 - Q3ReportedManaged Assets$169.518MTotal holdings128
Assets growth rate3.8%Assets growth rate (2-Q avg)5.62%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarity Capital Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Clarity Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 169.518M in assets, with a quarterly growth rate of 3.8% and a 2-quarter average growth rate of 5.62%. The portfolio is managed by Todd A. Rustman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SMCISuper Micro Computer Inc
Recent Activity
Increased 141.63%
2.18%
$3.683M
8,846 shares@ $416.4 avg price
SOFISofi Technologies Inc
Recent Activity
Increased 1.58%
2.05%
$3.474M
442,044 shares@ $7.87 avg price
DISDisney Walt Co
Recent Activity
Decreased -1.07%
1.87%
$3.155M
32,797 shares@ $96.19 avg price
COINCoinbase Global Inc
Recent Activity
Increased 1%
1.76%
$2.972M
16,681 shares@ $178.18 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -2.96%
1.74%
$2.936M
13,003 shares@ $225.76 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 7.59%
1.73%
$2.931M
64,798 shares@ $45.25 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 4.55%
1.72%
$2.907M
5,917 shares@ $491.28 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 27.36%
1.65%
$2.794M
76,791 shares@ $36.39 avg price
ITAIshares Tr
Recent Activity
Increased 3.18%
1.56%
$2.629M
17,567 shares@ $149.65 avg price
TSLLDirexion Shs Etf Tr
Recent Activity
Decreased -8.22%
1.32%
$2.223M
160,865 shares@ $13.82 avg price