CLUNE & ASSOCIATES, LTD.
•CIK: 2055816•Filing: Q4 2025
CLUNE & ASSOCIATES, LTD. manages $463M across a diversified portfolio of 166 positions. The fund exhibits significant concentration in the Digital Frontier sector, with top holdings including DFUV at $25.2M and DFIV at $19.6M. Further notable allocations include DFAS ($17.7M) and BSV ($17.2M), indicating a strategic overweighting in specific high-growth technology names. The remaining portfolio balances these concentrated bets with broad market exposure via SPY ($16.4M) and VOO ($14.2M).
Total AUM
$463.0M
QoQ Performance
+15.7%
Positions
69
Top 10 Concentration
34.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUV
DFUV5.4%
DFIV4.2%
DFAS3.8%
BSV3.7%
SPY3.5%
DFSD3.2%
VOO3.1%
VCSH2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.9%
ETF7.0%
Technology4.4%
Financial2.6%
Healthcare1.4%
Industrial1.2%
Consumer0.9%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
↑120 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024