St. Clair Advisors, LLC has filed its 13F form on October 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $377 Billion distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $134B, Microsoft Corp with a value of $27.8B, Apple Inc. with a value of $22.1B, Ishares Inc with a value of $21.1B, and Progressive Corp with a value of $17B.

Examining the 13F form we can see an decrease of $5.61B in the current position value, from $382B to 377B.

St. Clair Advisors, LLC is based out at Mayfield Hts, OH

Below you can find more details about St. Clair Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $377 Billion
ETFs: $226 Billion
Technology: $64 Billion
Financial Services: $23.8 Billion
Healthcare: $16.4 Billion
Consumer Defensive: $12.9 Billion
Communication Services: $10.6 Billion
Industrials: $10.2 Billion
Consumer Cyclical: $6.98 Billion
Other: $5.46 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $377 Billion
  • Prior Value $382 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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