Clune & Associates, Ltd. Portfolio Holdings

Clune & Associates, Ltd.

  • $365 Billion
  • Q2 2025

Clune & Associates, Ltd. has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $365 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $20B, Dimensional ETF Tr with a value of $15.2B, Dimensional ETF Tr U S Small C with a value of $14.9B, Spdr S&P 500 ETF Trust with a value of $14B, and Vanguard Bd Index Fd Inc Short with a value of $13.1B.

Examining the 13F form we can see an increase of $39.7B in the current position value, from $326B to 365B.

Clune & Associates, Ltd. is based out at Chicago, IL

Below you can find more details about Clune & Associates, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $365 Billion
ETFs: $298 Billion
Technology: $14.1 Billion
Financial Services: $11.8 Billion
Healthcare: $5.39 Billion
Industrials: $4.61 Billion
Consumer Cyclical: $4.17 Billion
Communication Services: $2.88 Billion
Energy: $1.62 Billion
Other: $1.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20 Billion 5.48% of portfolio
473,382
Q2 2025 Added 4.9%
$0
$15.2 Billion 4.16% of portfolio
354,668
Q2 2025 Added 9.57%
$0
$14.9 Billion 4.08% of portfolio
234,180
Q2 2025 Added 7.88%
$0
$14 Billion 3.85% of portfolio
22,739
Q2 2025 Added 1.42%
$0
$13.1 Billion 3.59% of portfolio
166,762
Q2 2025 Added 12.01%
$0
$12.9 Billion 3.52% of portfolio
268,192
Q2 2025 Added 9.45%
$0
$10.7 Billion 2.93% of portfolio
134,414
Q2 2025 Added 5.02%
$0
$9.74 Billion 2.67% of portfolio
17,139
Q2 2025 Added 6.7%
$0
$8.77 Billion 2.4% of portfolio
126,955
Q2 2025 Added 9.6%
$0
$8.24 Billion 2.26% of portfolio
229,981
Q2 2025 Added 0.06%
$0
$7.6 Billion 2.08% of portfolio
254,682
Q2 2025 Added 9.3%
$0
$7.28 Billion 1.99% of portfolio
149,720
Q2 2025 Added 5.15%
$422B
$6.56 Billion 1.8% of portfolio
9
Q1 2025 New
$0
$6.25 Billion 1.71% of portfolio
35,384
Q2 2025 Added 11.03%
$0
$6.23 Billion 1.71% of portfolio
91,378
Q2 2025 Added 6.82%
$0
$6.21 Billion 1.7% of portfolio
67,038
Q2 2025 Added 3.5%
$3.43T
$5.67 Billion 1.55% of portfolio
27,633
Q2 2025 Reduced 1.01%
$0
$5.48 Billion 1.5% of portfolio
50,112
Q2 2025 Added 21.45%
$0
$5.07 Billion 1.39% of portfolio
120,515
Q2 2025 Added 7.9%
$0
$5.06 Billion 1.38% of portfolio
170,334
Q2 2025 Added 13.27%
$0
$4.48 Billion 1.23% of portfolio
90,574
Q2 2025 Added 10.47%
Dimensional ETF Trust
-
$4.47 Billion 1.22% of portfolio
-
Q2 2025 Reduced 3.98%
$0
$4.42 Billion 1.21% of portfolio
102,484
Q2 2025 Added 5.65%
$0
$4.35 Billion 1.19% of portfolio
32,362
Q2 2025 Reduced 1.85%
$0
$4.1 Billion 1.12% of portfolio
75,964
Q2 2025 Added 10.11%
$0
$3.93 Billion 1.08% of portfolio
63,104
Q2 2025 Added 0.62%
$447B
$3.81 Billion 1.04% of portfolio
24,147
Q2 2025 Reduced 14.53%
$0
$3.79 Billion 1.04% of portfolio
42,570
Q2 2025 Added 9.75%
$0
$3.58 Billion 0.98% of portfolio
33,627
Q2 2025 Added 3.05%
$0
$3.53 Billion 0.97% of portfolio
14,877
Q2 2025 Added 2.69%
$0
$3.51 Billion 0.96% of portfolio
79,417
Q2 2025 Reduced 3.29%
$0
$3.38 Billion 0.93% of portfolio
33,611
Q2 2025 Added 53.08%
$347B
$3.36 Billion 0.92% of portfolio
18,102
Q2 2025 Reduced 5.98%
$226B
$3.31 Billion 0.9% of portfolio
8,515
Q2 2025 Added 0.11%
$0
$3.14 Billion 0.86% of portfolio
74,242
Q2 2025 Added 16.76%
$0
$3.08 Billion 0.84% of portfolio
45,780
Q2 2025 Added 8.03%
$0
$2.98 Billion 0.82% of portfolio
43,440
Q2 2025 Added 3.75%
$0
$2.82 Billion 0.77% of portfolio
66,625
Q2 2025 Added 23.22%
$0
$2.76 Billion 0.76% of portfolio
41,170
Q2 2025 Added 0.96%
$0
$2.71 Billion 0.74% of portfolio
92,242
Q2 2025 Added 6.62%
$0
$2.72 Billion 0.74% of portfolio
93,855
Q2 2025 Added 11.01%
$0
$2.71 Billion 0.74% of portfolio
41,504
Q2 2025 Added 7.23%
$0
$2.67 Billion 0.73% of portfolio
55,389
Q2 2025 Added 3.92%
$0
$2.65 Billion 0.72% of portfolio
89,955
Q2 2025 Added 20.95%
$0
$2.51 Billion 0.69% of portfolio
72,731
Q2 2025 Reduced 4.67%
$3.91T
$2.48 Billion 0.68% of portfolio
4,984
Q2 2025 Added 8.89%
$0
$2.3 Billion 0.63% of portfolio
43,555
Q2 2025 Reduced 5.03%
$0
$2.28 Billion 0.62% of portfolio
17,123
Q2 2025 Added 1.89%
$0
$2.17 Billion 0.59% of portfolio
29,316
Q2 2025 Reduced 0.88%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $365 Billion
  • Prior Value $326 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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