St. Clair Advisors, LLC
โขCIK: 2056292โขFiling: Q4 2025
**St. Clair Advisors, LLC** manages $388M across a portfolio of 81 positions, demonstrating a clear focus on established market leaders and diversified global exposure. The fund maintains significant overweight positions in core US equities, notably allocating $137.6M to IVV and $25.1M to MSFT. Further diversification is evident with substantial holdings in international markets, including $21.7M in IEMG and $6.7M in IEFA. This concentrated yet diversified structure suggests a mandate targeting stable, large-cap growth across multiple geographies.
Total AUM
$387.5M
QoQ Performance
+2.9%
Positions
63
Top 10 Concentration
69.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
MSFT
AAPL
IEMG
IVV35.5%
MSFT6.5%
AAPL5.9%
IEMG5.6%
PGR4.0%
JEPI3.9%
RWR3.3%
GOOGL1.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other35.7%
ETF35.6%
Technology18.6%
Healthcare3.2%
Consumer2.2%
Consumer Staples1.8%
Financial0.9%
Industrial0.7%
Changes from Q3 2025
NEW4 new positions
โ26 increased
โ10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024