Evan J. Schreiner

St. Clair Advisors, Llc

Assets Managed

$388.701M

Holdings

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

3.43%(2Q avg: 0.21%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in St. Clair Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of St. Clair Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 388.701M in assets, with a quarterly growth rate of 3.43% and a 2-quarter average growth rate of 0.21%. The portfolio is managed by Evan J. Schreiner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -3.66%	33.03%	$128.383M 171,431 shares@ $748.9 avg price	Decreased -3.66%
IEMG Ishares Core Msci Emerging Recent Activity Decreased -9.2%	5.97%	$23.181M 279,824 shares@ $82.85 avg price	Decreased -9.2%
AAPL Apple Inc Recent Activity Decreased -4.92%	5.79%	$22.504M 77,771 shares@ $289.37 avg price	Decreased -4.92%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 61.64%	5.61%	$21.771M 225,416 shares@ $96.59 avg price	Increased 61.64%
MSFT Microsoft Corp Recent Activity Decreased -1.09%	4.78%	$18.574M 49,794 shares@ $373.02 avg price	Decreased -1.09%
PGR Progressive Corp Recent Activity	3.73%	$14.48M 66,286 shares@ $218.45 avg price
JEPI Jpmorgan Equity Premium Inco Recent Activity Decreased -19.13%	3.29%	$12.773M 226,145 shares@ $56.49 avg price	Decreased -19.13%
RWR Spdr Dow Jones Reit Etf Recent Activity Decreased -2.26%	2.52%	$9.766M 86,445 shares@ $112.98 avg price	Decreased -2.26%
GOOGL Alphabet Inc-cl A Recent Activity	1.98%	$7.671M 21,465 shares@ $357.37 avg price
IVW Ishares S&p 500 Growth Etf Recent Activity Decreased -2.82%	1.66%	$6.417M 46,660 shares@ $137.54 avg price	Decreased -2.82%

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