Clarity Asset Management, Inc.
•CIK: 1756759•Filing: Q4 2025
**Clarity Asset Management, Inc.** manages $182M across a diversified portfolio of 246 positions. The firm maintains significant exposure to technology and growth sectors, evidenced by its top holdings including AVSU at $32.0M and ESGV at $22.4M. Notable allocations also include substantial positions in AVSD ($15.5M) and NUDM ($15.2M). This concentrated approach suggests a focused, high-conviction investment mandate within select market segments.
Total AUM
$181.7M
QoQ Performance
+1.9%
Positions
175
Top 10 Concentration
76.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AVSU
ESGV
AVSD
NUDM
ESGU
NULG
TSME
AVSU17.6%
ESGV12.3%
AVSD8.5%
NUDM8.4%
ESGU6.9%
NULG5.5%
TSME5.4%
MUB4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other98.3%
Industrial0.4%
Technology0.4%
Financial0.2%
Consumer0.2%
Healthcare0.2%
Consumer Staples0.1%
ETF0.1%
🚪 Exited Positionssold since Q3 2025
+70 more exited positions
Changes from Q3 2025
NEW26 new positions
↑117 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023