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St. Clair Advisors, LLC - Portfolio Stock Holdings

St. Clair Advisors, LLC disclosed 81 stock positions in a recent SEC 13F filing. $402,361,649 of stock holdings were filed, with the largest holdings including IVV, AAPL, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,068,014,053 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

81

Est. Stock Holding Value:

$402,361,649

Top Stock Holdings By Sector

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Portfolio Stock Holdings - St. Clair Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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