CIK: 1756759
CLARITY ASSET MANAGEMENT, INC.

Address: 2117 PHILADELPHIA STREET, SUITE 100, AMES, IA 50010

α Alpha 0.7800↭ Flow 0.1100Pure Active246 holdings9 quarters

📊 Score Breakdown — Alpha: 0.7800 / Flow: 0.1100click to expand ▼

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 QoQ

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
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:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-2025246$181,698,24313F-HR13-Feb-20260001756759-26-000001
Q3 2530-Sep-2025249$178,258,48713F-HR27-Oct-20250001756759-25-000008
Q2 2530-Jun-2025250$167,577,71113F-HR14-Aug-20250001756759-25-000006
Q1 2531-Mar-2025215$155,350,58013F-HR14-May-20250001756759-25-000005
Q4 2431-Dec-2024215$153,593,69813F-HR14-Feb-20250001756759-25-000001
Q3 2430-Sep-2024196$143,865,72913F-HR15-Nov-20240001756759-24-000007
Q2 2430-Jun-2024196$140,827,47013F-HR15-Aug-20240001756759-24-000005
Q1 2431-Mar-2024196$144,781,30513F-HR15-May-20240001756759-24-000004
Q4 2331-Dec-2023196$126,484,68513F-HR16-Feb-20240001756759-24-000002