Cladis Investment Advisory, LLC — 13F holdings

Cladis Investment Advisory, LLC reported 173 holdings worth $214M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. AAPL APPLE INC — $15.3M (7.2%)
2. NVDA NVIDIA CORPORATION — $9.45M (4.4%)
3. GEV GE VERNOVA INC — $5.67M (2.6%)
4. GE GE AEROSPACE — $5.58M (2.6%)
5. AMZN AMAZON COM INC — $5.08M (2.4%)
6. LLY ELI LILLY & CO — $4.97M (2.3%)
7. TSM TAIWAN SEMICONDUCTOR MFG LTD — $4.92M (2.3%)
8. MSFT MICROSOFT CORP — $4.44M (2.1%)
9. QQQ Invesco Qqq Tr — $4.40M (2.1%)
10. CAT CATERPILLAR INC — $4.19M (2.0%)