MondegarAI
Clarendon Private LLC

Q1 2025 · 13F-HR

Clarendon Private LLCholdings as filed

Filed 2025-05-07 · accession 0001951757-25-000528

$94.7M
Reported value
102
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$7.1M7.45%65,140CommonNONE
037833100AAPLAPPLE INC$5.3M5.58%23,805CommonNONE
594918104MSFTMICROSOFT CORP$4.5M4.78%12,054CommonNONE
023135106AMZNAMAZON COM INC$4.0M4.20%20,930CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.9M4.11%6,958CommonNONE
30303M102METAMETA PLATFORMS INC$3.6M3.82%6,278CommonNONE
922908769VTIVANGUARD INDEX FDS$2.9M3.05%10,497CommonNONE
464288240ACWXISHARES TR$2.6M2.76%47,164CommonNONE
11135F101AVGOBROADCOM INC$2.0M2.08%11,748CommonNONE
02079K107GOOGALPHABET INC$1.8M1.93%11,695CommonNONE
922908736VUGVANGUARD INDEX FDS$1.7M1.77%4,517CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.6M1.67%2,888CommonNONE
46432F339QUALISHARES TR$1.6M1.64%9,097CommonNONE
30231G102XOMEXXON MOBIL CORP$1.4M1.52%12,126CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M1.47%2,650CommonNONE
464287507IJHISHARES TR$1.3M1.37%22,174CommonNONE
464287200IVVISHARES TR$1.3M1.35%2,275CommonNONE
46429B267GOVTISHARES TR$1.2M1.29%52,976CommonNONE
743315103PGRPROGRESSIVE CORP$1.2M1.25%4,190CommonNONE
74316P645CSMDPROFESIONALLY MANAGED PORTFO$1.1M1.21%41,475CommonNONE
580135101MCDMCDONALDS CORP$1.1M1.13%3,417CommonNONE
G54950103LINLINDE PLC$1.0M1.11%2,251CommonNONE
532457108LLYELI LILLY & CO$1.0M1.07%1,230CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$958,2371.01%208CommonNONE
949746101WMT2WELLS FARGO CO NEW$952,5731.01%13,269CommonNONE
00287Y109ABBVABBVIE INC$943,6781.00%4,504CommonNONE
464288588MBBISHARES TR$932,9900.98%9,949CommonNONE
02079K305GOOGLALPHABET INC$921,9450.97%5,962CommonNONE
337738108FISVFISERV INC$915,1200.97%4,144CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$908,8280.96%9,009CommonNONE
46432F842IEFAISHARES TR$908,2750.96%12,006CommonNONE
842587107SOSOUTHERN CO$868,9280.92%9,450CommonNONE
617446448MSMORGAN STANLEY$853,5750.90%7,316CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$805,3360.85%1,510CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$786,5360.83%832CommonNONE
92826C839VVISA INC$782,9990.83%2,234CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$782,5720.83%2,267CommonNONE
464287242LQDISHARES TR$764,4040.81%7,033CommonNONE
060505104BACBANK AMERICA CORP$763,7420.81%18,302CommonNONE
872540109TJXTJX COS INC NEW$748,9420.79%6,149CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$742,4920.78%12,174CommonNONE
65339F101NEENEXTERA ENERGY INC$718,2290.76%10,132CommonNONE
882508104TXNTEXAS INSTRS INC$713,2290.75%3,969CommonNONE
863667101SYKSTRYKER CORPORATION$707,8800.75%1,902CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$690,2710.73%13,580CommonNONE
79466L302CRMSALESFORCE INC$668,2160.71%2,490CommonNONE
78464A672SPTISPDR SER TR$634,9050.67%22,215CommonNONE
742718109PGPROCTER AND GAMBLE CO$626,5480.66%3,676CommonNONE
713448108PEPPEPSICO INC$619,0660.65%4,129CommonNONE
64110L106NFLXNETFLIX INC$602,4140.64%646CommonNONE
37954Y632AIQGLOBAL X FDS$571,6750.60%15,714CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$568,9910.60%9,380CommonNONE
747525103QCOMQUALCOMM INC$560,0620.59%3,646CommonNONE
G29183103ETNEATON CORP PLC$552,0870.58%2,031CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$545,3620.58%1,024CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$543,8060.57%1,098CommonNONE
548661107LOWLOWES COS INC$543,3780.57%2,330CommonNONE
437076102HDHOME DEPOT INC$535,0190.56%1,460CommonNONE
922908629VOVANGUARD INDEX FDS$511,8750.54%1,979CommonNONE
45687V106IRINGERSOLL RAND INC$503,5860.53%6,292CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$500,7260.53%4,852CommonNONE
254687106DISDISNEY WALT CO$499,9070.53%5,065CommonNONE
464287309IVWISHARES TR$485,7960.51%5,233CommonNONE
464288646IGSBISHARES TR$471,6530.50%9,006CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$450,4480.48%942CommonNONE
78409V104SPGIS&P GLOBAL INC$434,4260.46%855CommonNONE
025816109AXPAMERICAN EXPRESS CO$428,5970.45%1,593CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$425,0630.45%1,868CommonNONE
92204A876VPUVANGUARD WORLD FD$420,7050.44%2,463CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$419,5280.44%843CommonNONE
20825C104COPCONOCOPHILLIPS$410,8140.43%3,912CommonNONE
697435105PANWPALO ALTO NETWORKS INC$409,8770.43%2,402CommonNONE
94106B101WCNWASTE CONNECTIONS INC$397,9920.42%2,039CommonNONE
464287408IVEISHARES TR$394,5090.42%2,070CommonNONE
655844108NSCNORFOLK SOUTHN CORP$392,4600.41%1,657CommonNONE
609207105MDLZMONDELEZ INTL INC$383,2170.40%5,648CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$380,2550.40%11,230CommonNONE
464287804IJRISHARES TR$358,6410.38%3,430CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$326,1430.34%1,716CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$319,2170.34%1,023CommonNONE
18915M107NETCLOUDFLARE INC$306,8550.32%2,723CommonNONE
931142103WMTWALMART INC$305,3340.32%3,478CommonNONE
N07059210ASMLASML HOLDING N V$303,4850.32%458CommonNONE
166764100CVXCHEVRON CORP NEW$302,4810.32%1,808CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$278,7830.29%1,685CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$278,7560.29%6,159CommonNONE
824348106SHWSHERWIN WILLIAMS CO$272,3680.29%780CommonNONE
478160104JNJJOHNSON & JOHNSON$271,5620.29%1,637CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$269,9690.28%9,656CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$258,1320.27%407CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$246,5100.26%1,485CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$245,7060.26%2,977CommonNONE
88160R101TSLATESLA INC$233,5030.25%901CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$219,5470.23%4,240CommonNONE
00724F101ADBEADOBE INC$215,1600.23%561CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$214,0140.23%877CommonNONE
922908363VOOVANGUARD INDEX FDS$213,9710.23%416CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$212,9330.22%632CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$208,7510.22%1,011CommonNONE
464287788IYFISHARES TR$202,0020.21%1,790CommonNONE
97651M109WITWIPRO LTD$44,6390.05%14,588CommonNONE
88688T100TLRYEURTILRAY BRANDS INC$6,5750.01%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.