Claar Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Claar Advisors LLC reported 24 stock positions worth $311.2 million. Its top holding was iShares Core S&P Total U.S. (ITOT) at 30.9% of the portfolio, followed by Amazon.com (AMZN, 8.7%) and Alphabet Class C (GOOG, 8.7%). Compared with Q1 2024, it sold out of 1, added to 3 and reduced 6. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +8%) and the biggest sale JPMorgan Chase (JPM, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001593410
- Portfolio Value
- $311.2M (Q2 2024)
- SEC Filing
- 0001493152-24-032180 ↗ filed Aug 14, 2024
Holdings Value
Holdings 24 stocks · $311.2M
| ITOT iShares Core S&P Total U.S. | 30.87% | 808,875 | $96.1M | Add +7.5% |
| AMZN Amazon.com Inc. | 8.71% | 140,340 | $27.1M | No change |
| GOOG Alphabet Inc. Class C | 8.71% | 147,800 | $27.1M | Reduce -11.4% |
| MSFT Microsoft Corp. | 8.21% | 57,182 | $25.6M | Reduce -4.0% |
| MA Mastercard Inc. Class A | 4.28% | 30,190 | $13.3M | No change |
| SPGI S&P Global Inc. | 4.13% | 28,809 | $12.8M | No change |
| XOP SS SPDR S&P Og Exp & Prod | 3.45% | 73,810 | $10.7M | No change |
| ICE Intercontinental Exchange Inc. | 3.30% | 75,000 | $10.3M | No change |
| GDX Vaneck Gold Miners ETF | 3.28% | 301,000 | $10.2M | Reduce -16.4% |
| UBER Uber Technologies Inc. | 3.03% | 129,900 | $9.4M | No change |
| V Visa Inc. Class A | 2.55% | 30,240 | $7.9M | No change |
| AMT American Tower Corp. | 2.48% | 39,760 | $7.7M | No change |
| NOMD Nomad Foods Ltd. | 2.33% | 440,000 | $7.3M | No change |
| A Agilent Technologies Inc. | 2.21% | 53,150 | $6.9M | Reduce -22.1% |
| BUR Burford Capital Ltd. | 2.04% | 485,446 | $6.3M | No change |
| PEP Pepsico Inc. | 1.87% | 35,340 | $5.8M | Add +489.0% |
| CPRT Copart Inc. | 1.74% | 100,000 | $5.4M | No change |
| BABA Alibaba Group Holding-SP ADR | 1.51% | 65,300 | $4.7M | No change |
| PH Parker Hannifin Corp. | 1.46% | 8,997 | $4.6M | Reduce -30.2% |
| JPM JPMorgan Chase & Co. | 1.22% | 18,800 | $3.8M | Reduce -51.5% |
| WMG Warner Music Group Corp. Class A | 1.08% | 109,750 | $3.4M | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.89% | 52,500 | $2.8M | Add +50.0% |
| MDLZ Mondelez International Inc. Class A | 0.35% | 16,500 | $1.1M | No change |
| MAR Marriott International Class A | 0.28% | 3,600 | $870K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| JPM JPMorgan Chase & Co. | Reduce -51.5% | 1.22% | −1.28 |
| A Agilent Technologies Inc. | Reduce -22.1% | 2.21% | −0.98 |
| PH Parker Hannifin Corp. | Reduce -30.2% | 1.46% | −0.84 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.41 |
| GDX Vaneck Gold Miners ETF | Reduce -16.4% | 3.28% | −0.38 |
| MSFT Microsoft Corp. | Reduce -4.0% | 8.21% | +0.14 |
| GOOG Alphabet Inc. Class C | Reduce -11.4% | 8.71% | +0.54 |
Portfolio Buys Q1 2024 → Q2 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $310.4M | ITOT, GOOG, AMZN, MSFT, MA |
| Q1 2026 | 15 | $295.1M | ITOT, GOOG, AMZN, MSFT, FBTC |
| Q4 2025 | 18 | $342.1M | ITOT, GOOG, AMZN, MSFT, MA |
| Q3 2025 | 18 | $337.8M | ITOT, GOOG, MSFT, AMZN, IBIT |
| Q2 2025 | 18 | $326.5M | ITOT, MSFT, GOOG, AMZN, MA |
| Q1 2025 | 19 | $296.2M | ITOT, AMZN, GOOG, MSFT, VTI |
| Q4 2024 | 20 | $309.0M | ITOT, AMZN, GOOG, MSFT, MA |
| Q3 2024Amended | 20 | $297.2M | ITOT, AMZN, GOOG, MSFT, MA |
| Q2 2024 | 24 | $311.2M | ITOT, AMZN, GOOG, MSFT, MA |
| Q1 2024 | 25 | $310.7M | ITOT, GOOG, AMZN, MSFT, MA |