Claar Advisors LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Claar Advisors LLC reported 25 stock positions worth $310.7 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 27.9% of the portfolio, followed by Alphabet Class C (GOOG, 8.2%) and Amazon.com (AMZN, 8.1%). Compared with Q4 2023, it opened 2 new positions, sold out of 8, added to 2 and reduced 8. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +42%) and the biggest sale an exit from Keysight Technologies (KEYS).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001593410
Portfolio Value
$310.7M (Q1 2024)
SEC Filing
0001493152-24-019813 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $310.7M $310.7M Q1 2024 Q2 2024: $311.2M Q2 2024 Q3 2024: $297.2M Q3 2024 Q4 2024: $309.0M Q4 2024 Q1 2025: $296.2M Q1 2025 Q2 2025: $326.5M Q2 2025 Q3 2025: $337.8M Q3 2025 Q4 2025: $342.1M Q4 2025 Q1 2026: $295.1M Q1 2026 Q2 2026: $310.4M Q2 2026

Holdings 25 stocks · $310.7M
ITOT iShares Core S&P Total U.S. 27.93% 752,475 $86.8M Add +41.5%
GOOG Alphabet Inc. Class C 8.17% 166,800 $25.4M No change
AMZN Amazon.com Inc. 8.15% 140,340 $25.3M Reduce -3.9%
MSFT Microsoft Corp. 8.07% 59,582 $25.1M Reduce -11.0%
MA Mastercard Inc. Class A 4.68% 30,190 $14.5M Reduce -6.5%
SPGI S&P Global Inc. 3.95% 28,809 $12.3M Reduce -7.5%
XOP SS SPDR S&P Og Exp & Prod 3.68% 73,810 $11.4M Add +8.3%
GDX Vaneck Gold Miners ETF 3.66% 360,000 $11.4M New
ICE Intercontinental Exchange Inc. 3.32% 75,000 $10.3M No change
UBER Uber Technologies Inc. 3.22% 129,900 $10.0M Reduce -31.3%
A Agilent Technologies Inc. 3.20% 68,250 $9.9M No change
NOMD Nomad Foods Ltd. 2.77% 440,000 $8.6M No change
V Visa Inc. Class A 2.72% 30,240 $8.4M Reduce -19.6%
AMT American Tower Corp. 2.53% 39,760 $7.9M No change
JPM JPMorgan Chase & Co. 2.50% 38,800 $7.8M No change
BUR Burford Capital Ltd. 2.50% 485,446 $7.8M No change
PH Parker Hannifin Corp. 2.31% 12,897 $7.2M Reduce -22.6%
CPRT Copart Inc. 1.86% 100,000 $5.8M Reduce -45.8%
BABA Alibaba Group Holding-SP ADR 1.52% 65,300 $4.7M No change
WMG Warner Music Group Corp. Class A 1.17% 109,750 $3.6M No change
FBTC Fidelity Wise Origin Bitcoin 0.70% 35,000 $2.2M New
MCD McDonald's Corp. 0.41% 4,500 $1.3M No change
MDLZ Mondelez International Inc. Class A 0.37% 16,500 $1.2M No change
PEP Pepsico Inc. 0.34% 6,000 $1.1M No change
MAR Marriott International Class A 0.29% 3,600 $908K No change

Portfolio Sells Q4 2023 → Q1 2024
KEYS Keysight Technologies Inc. Sold out 0.00% −1.72
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −1.70
MCO Moody's Corp. Sold out 0.00% −1.44
CPRT Copart Inc. Reduce -45.8% 1.86% −1.35
SPGI S&P Global Inc. Reduce -7.5% 3.95% −0.93
UBER Uber Technologies Inc. Reduce -31.3% 3.22% −0.91
MSFT Microsoft Corp. Reduce -11.0% 8.07% −0.87
V Visa Inc. Class A Reduce -19.6% 2.72% −0.76
VEU Vanguard Ftse All-World Ex-U Sold out 0.00% −0.66
PH Parker Hannifin Corp. Reduce -22.6% 2.31% −0.42
CVX Chevron Corp. Sold out 0.00% −0.27
MA Mastercard Inc. Class A Reduce -6.5% 4.68% −0.21
WFC Wells Fargo & Co. Sold out 0.00% −0.16
NFLX Netflix Inc. Sold out 0.00% −0.09
CTAS Cintas Corp. Sold out 0.00% −0.08
AMZN Amazon.com Inc. Reduce -3.9% 8.15% +0.27

Portfolio Buys Q4 2023 → Q1 2024
ITOT iShares Core S&P Total U.S. Add +41.5% 27.93% +8.07
GDX Vaneck Gold Miners ETF New 3.66% +3.66
FBTC Fidelity Wise Origin Bitcoin New 0.70% +0.70
XOP SS SPDR S&P Og Exp & Prod Add +8.3% 3.68% +0.37

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 17$310.4MITOT, GOOG, AMZN, MSFT, MA
Q1 2026 15$295.1MITOT, GOOG, AMZN, MSFT, FBTC
Q4 2025 18$342.1MITOT, GOOG, AMZN, MSFT, MA
Q3 2025 18$337.8MITOT, GOOG, MSFT, AMZN, IBIT
Q2 2025 18$326.5MITOT, MSFT, GOOG, AMZN, MA
Q1 2025 19$296.2MITOT, AMZN, GOOG, MSFT, VTI
Q4 2024 20$309.0MITOT, AMZN, GOOG, MSFT, MA
Q3 2024Amended 20$297.2MITOT, AMZN, GOOG, MSFT, MA
Q2 2024 24$311.2MITOT, AMZN, GOOG, MSFT, MA
Q1 2024 25$310.7MITOT, GOOG, AMZN, MSFT, MA