Cladis Investment Advisory, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.4B, Nvidia Corp with a value of $5.21B, Amazon Com Inc with a value of $4.18B, Microsoft Corp with a value of $4.09B, and Eli Lilly & CO with a value of $3.84B.
Examining the 13F form we can see an decrease of $2.82B in the current position value, from $141B to 138B.
Cladis Investment Advisory, LLC is based out at Billings, MT
Below you can find more details about Cladis Investment Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$138 Billion
Technology: $35.1 Billion
ETFs: $20.6 Billion
Industrials: $13.7 Billion
Financial Services: $11.6 Billion
Healthcare: $10.8 Billion
Communication Services: $9.88 Billion
Consumer Defensive: $8.68 Billion
Consumer Cyclical: $8.54 Billion
Other: $12.3 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
