CIK: 1756759
CLARITY ASSET MANAGEMENT, INC.
Address: 2117 PHILADELPHIA STREET, SUITE 100, AMES, IA 50010
α Alpha 0.7800↭ Flow 0.1100Pure Active
286holdings (Q4 2025)
$0.18B13F reported value
+37 NEW+95 INCREASED-62 DECREASED-40 EXITED52 UNCHANGED
Total (Q4 25): $181,698,243
Top Holdings by Value
Position Changes (Q4 vs Q3)
Top 15 Positions ($)
Historical AUM (13F Reported)
$0.15B-$0.01B QoQPortfolio Value History (13F Reported)
Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).
| Quarter | Portfolio Value | QoQ Change | QoQ % |
|---|---|---|---|
| Q4 25 | $0.18B | +$0.00B | +1.9% |
| Q3 25 | $0.18B | +$0.01B | +6.4% |
| Q2 25 | $0.17B | +$0.01B | +7.9% |
| Q1 25 | $0.16B | +$0.00B | +1.1% |
| Q4 24 | $0.15B | +$0.01B | +6.8% |
| Q3 24 | $0.14B | +$0.00B | +2.2% |
| Q2 24 | $0.14B | $0.00B | -2.7% |
| Q1 24 | $0.14B | +$0.02B | +14.5% |
| Q4 23 | $0.13B | — | — |
QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.
Information for Viewing 13F Reports:
- Name: The name of the company.
- CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
- Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
- Value: The monetary value of the holdings in USD.
- Shares: The number of shares held.
- Share Price: The price of shares at the time of filing.
- Investment: The type of investment.
- % of Portfolio: The percentage that this position represents in the total portfolio.
| Quarter | Period of Report | Holdings | Value | Type | Filling Date | Filling ID |
|---|---|---|---|---|---|---|
| Q4 25 | 31-Dec-2025 | 246 | $181,698,243 | 13F-HR | 13-Feb-2026 | 0001756759-26-000001 |
| Q3 25 | 30-Sep-2025 | 249 | $178,258,487 | 13F-HR | 27-Oct-2025 | 0001756759-25-000008 |
| Q2 25 | 30-Jun-2025 | 250 | $167,577,711 | 13F-HR | 14-Aug-2025 | 0001756759-25-000006 |
| Q1 25 | 31-Mar-2025 | 215 | $155,350,580 | 13F-HR | 14-May-2025 | 0001756759-25-000005 |
| Q4 24 | 31-Dec-2024 | 215 | $153,593,698 | 13F-HR | 14-Feb-2025 | 0001756759-25-000001 |
| Q3 24 | 30-Sep-2024 | 196 | $143,865,729 | 13F-HR | 15-Nov-2024 | 0001756759-24-000007 |
| Q2 24 | 30-Jun-2024 | 196 | $140,827,470 | 13F-HR | 15-Aug-2024 | 0001756759-24-000005 |
| Q1 24 | 31-Mar-2024 | 196 | $144,781,305 | 13F-HR | 15-May-2024 | 0001756759-24-000004 |
| Q4 23 | 31-Dec-2023 | 196 | $126,484,685 | 13F-HR | 16-Feb-2024 | 0001756759-24-000002 |