Marc White

Clarendon Private Llc

Assets Managed

$130.189M

Holdings

119

Last Quarter

2026 - Q1

Filed Date

1mo ago

Growth Rate

10.38%(2Q avg: 8.69%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarendon Private Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 119 positions.

Assets under management

The assets under management (AUM) of Clarendon Private Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 130.189M in assets, with a quarterly growth rate of 10.38% and a 2-quarter average growth rate of 8.69%. The portfolio is managed by Marc White, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Increased 6.29%	8.8%	$11.454M 65,676 shares@ $174.4 avg price	Increased 6.29%
ACWX Ishares Msci Acwi Ex Us Etf Recent Activity Increased 33.58%	5.25%	$6.827M 99,715 shares@ $68.48 avg price	Increased 33.58%
AAPL Apple Inc Recent Activity Increased 9.9%	4.57%	$5.939M 23,402 shares@ $253.8 avg price	Increased 9.9%
MSFT Microsoft Corp Recent Activity Increased 10.83%	3.63%	$4.724M 12,762 shares@ $370.19 avg price	Increased 10.83%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 2.92%	3.54%	$4.598M 7,071 shares@ $650.33 avg price	Increased 2.92%
AMZN Amazon.com Inc Recent Activity Increased 8.31%	3.44%	$4.466M 21,443 shares@ $208.28 avg price	Increased 8.31%
CSMD Congress Smid Growth Etf Recent Activity Increased 69.28%	3.28%	$4.268M 138,990 shares@ $30.72 avg price	Increased 69.28%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 50.38%	2.69%	$3.5M 51,831 shares@ $67.54 avg price	Increased 50.38%
META Meta Platforms Inc-class A Recent Activity Increased 0.27%	2.67%	$3.473M 6,070 shares@ $572.18 avg price	Increased 0.27%
AVGO Broadcom Inc Recent Activity Increased 12.94%	2.51%	$3.262M 10,538 shares@ $309.53 avg price	Increased 12.94%

1-10 of 119