St. Clair Advisors, LLC

Est. AUM

$375.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$116.2M	177961	30.93%	SOLE
2	ISHARES INC	CORE MSCI EMKT	$21.5M	308187	5.72%	SOLE
3	APPLE INC	COM	$20.8M	81796	5.52%	SOLE
4	MICROSOFT CORP	COM	$18.6M	50344	4.96%	SOLE
5	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$15.9M	279654	4.22%	SOLE
6	PROGRESSIVE CORP	COM	$13.1M	66286	3.50%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$12.6M	139459	3.36%	SOLE
8	ISHARES TR	RUS 1000 ETF	$11.7M	32760	3.11%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$8.9M	88450	2.38%	SOLE
10	SCHWAB STRATEGIC TR	INTL EQTY ETF	$8.8M	355244	2.34%	SOLE
11	ALPHABET INC	CAP STK CL A	$6.2M	21465	1.64%	SOLE
12	ISHARES TR	S&P 500 GRWT ETF	$5.4M	48017	1.45%	SOLE
13	JOHNSON & JOHNSON	COM	$5.4M	21970	1.43%	SOLE
14	EATON CORP PLC	SHS	$5.2M	14519	1.38%	SOLE
15	ALPHABET INC	CAP STK CL C	$4.8M	16694	1.27%	SOLE
16	ISHARES TR	SELECT DIVID ETF	$4.5M	29817	1.20%	SOLE
17	INTERNATIONAL BUSINESS MACHS	COM	$4.0M	16301	1.05%	SOLE
18	COCA COLA CO	COM	$3.9M	50917	1.03%	SOLE
19	ISHARES TR	RUS MID CAP ETF	$3.8M	39470	1.02%	SOLE
20	PEPSICO INC	COM	$3.6M	23371	0.97%	SOLE
21	EXXON MOBIL CORP	COM	$3.6M	21266	0.96%	SOLE
22	STRYKER CORPORATION	COM	$3.4M	10218	0.89%	SOLE
23	PROCTER AND GAMBLE CO	COM	$3.1M	21741	0.84%	SOLE
24	ISHARES TR	S&P 100 ETF	$3.1M	9740	0.82%	SOLE
25	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.1M	14339	0.82%	SOLE
26	ISHARES TR	S&P 500 VAL ETF	$3.1M	14519	0.82%	SOLE
27	ISHARES TR	RUSSELL 2000 ETF	$3.0M	12154	0.80%	SOLE
28	AMAZON COM INC	COM	$3.0M	14163	0.78%	SOLE
29	PALO ALTO NETWORKS INC	COM	$2.9M	18250	0.78%	SOLE
30	ISHARES TR	RUS 1000 VAL ETF	$2.8M	13039	0.74%	SOLE
31	SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.7M	5869	0.72%	SOLE
32	ISHARES TR	CORE S&P SCP ETF	$2.3M	18327	0.61%	SOLE
33	BLACKSTONE INC	COM	$2.2M	19190	0.59%	SOLE
34	AMERICAN TOWER CORP NEW	COM	$2.2M	12623	0.58%	SOLE
35	ISHARES TR	CORE S&P MCP ETF	$2.1M	31675	0.57%	SOLE
36	COSTCO WHSL CORP NEW	COM	$2.0M	1975	0.52%	SOLE
37	NVIDIA CORPORATION	COM	$1.9M	10633	0.49%	SOLE
38	JPMORGAN CHASE & CO.	COM	$1.8M	6116	0.48%	SOLE
39	ISHARES TR	CORE S&P US GWT	$1.7M	11054	0.46%	SOLE
40	ABBOTT LABS	COM	$1.7M	16410	0.45%	SOLE
41	CISCO SYS INC	COM	$1.6M	20905	0.43%	SOLE
42	ISHARES TR	RUS 1000 GRW ETF	$1.4M	3324	0.38%	SOLE
43	WISDOMTREE TR	US LARGECAP DIVD	$1.4M	15664	0.37%	SOLE
44	STARBUCKS CORP	COM	$1.4M	15534	0.37%	SOLE
45	LOWES COS INC	COM	$1.3M	5400	0.34%	SOLE
46	MEDTRONIC PLC	SHS	$1.1M	13219	0.30%	SOLE
47	PFIZER INC	COM	$1.1M	39391	0.29%	SOLE
48	NORFOLK SOUTHN CORP	COM	$1.1M	3847	0.29%	SOLE
49	NOVARTIS AG	SPONSORED ADR	$1.1M	7092	0.29%	SOLE
50	FEDEX CORP	COM	$1.1M	3008	0.28%	SOLE

1–50 of 82

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.