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Carrie Bertuccio

Claar Advisors Llc

Assets Managed
$295.101M
Holdings
15
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-13.74%(2Q avg: -6.23%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Claar Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.

Assets under management

The assets under management (AUM) of Claar Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 295.101M in assets, with a quarterly growth rate of -13.74% and a 2-quarter average growth rate of -6.23%. The portfolio is managed by Carrie Bertuccio, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 0.03%
48.02%
$141.692M
994,820 shares@ $142.44 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -10.24%
10.55%
$31.125M
108,501 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.02%
7.38%
$21.752M
104,439 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.02%
5.9%
$17.385M
46,966 shares@ $370.17 avg price
FBTC
Fidelity Wise Origin Bitcoin
Recent Activity
Increased 104.58%
4.73%
$13.946M
236,248 shares@ $59.03 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 0.01%
4.11%
$12.108M
24,233 shares@ $499.67 avg price
SPGI
S&p Global Inc
Recent Activity
Increased 0.01%
3.57%
$10.512M
24,714 shares@ $425.35 avg price
ICE
Intercontinental Exchange In
Recent Activity
Increased 0.02%
3.08%
$9.069M
57,662 shares@ $157.28 avg price
UBER
Uber Technologies Inc
Recent Activity
Increased 0.02%
2.68%
$7.896M
109,776 shares@ $71.94 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.02%
2.57%
$7.562M
25,021 shares@ $302.24 avg price

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