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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Clarity Asset Management, Inc.

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001756759-26-000001

Total Value
$181.7M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR025072281419,224$32.0M17.60%
2VANGUARD WORLD FD921910733185,143$22.4M12.33%
3AMERICAN CENTY ETF TR025072299208,931$15.5M8.54%
4NUSHARES ETF TRNU419,920$15.2M8.37%
5ISHARES TR46435G42583,604$12.5M6.85%
6NUSHARES ETF TRNU103,049$10.1M5.55%
7THRIVENT ETF TRUST88588G109236,333$9.8M5.42%
8ISHARES TR46428841473,410$7.9M4.33%
9SPDR SER TR78464A334262,143$7.2M3.95%
10PIMCO ETF TR72201R585228,298$6.1M3.35%
11PIMCO ETF TR72201R64361,055$6.0M3.31%
12NUSHARES ETF TRNU109,086$4.9M2.70%
13PIMCO ETF TR72201R63595,581$4.3M2.38%
14ISHARES U S ETF TR46431W83864,674$3.3M1.79%
15J P MORGAN EXCHANGE TRADED F46641Q65460,427$3.1M1.69%
16ISHARES TR46428730914,890$1.8M1.01%
17ISHARES TR46428715010,803$1.6M0.88%
18ISHARES TR46435G52411,355$939,8920.52%
19FIDELITY COVINGTON TRUST31609A40422,582$826,0360.45%
20CASEYS GEN STORES INC1475281031,371$757,6240.42%
21SPDR SER TR78464A8548,569$687,4010.38%
22FIDELITY COVINGTON TRUST31609A10718,103$627,4490.35%
23AMERICAN CENTY ETF TR0250728855,140$574,5140.32%
24LENNOX INTL INC5261071071,126$546,8090.30%
25ISHARES INC46434G7647,115$517,1370.28%
26FIDELITY COVINGTON TRUST31609285717,831$479,4880.26%
273M COMMM2,943$471,2010.26%
28MICROSOFT CORPMSFT771$372,7460.21%
29VANGUARD TAX MANAGED FDS9219438585,536$345,8230.19%
30VANGUARD INDEX FDS922908769966$323,8710.18%
31ISHARES TR4642877052,433$320,2100.18%
32ISHARES TR4642878872,241$316,3350.17%
33INVESCO EXCH TRADED FD TR IIIVZ1,188$300,3950.17%
34AMERICAN CENTY ETF TR0250727033,476$286,1150.16%
35BLACKROCK ETF TRUSTBLK9,187$264,7590.15%
36JOHNSON JOHNSONJNJ1,149$237,7840.13%
37WALMART INCWMT1,815$202,2070.11%
38VANGUARD STAR FDS9219097682,544$191,9190.11%
39PRINCIPAL FINANCIAL GROUP INPFG2,119$186,9460.10%
40ISHARES TR46435G5161,962$186,5990.10%
41ISHARES TR46435U2181,462$177,2680.10%
42CHEVRON CORP NEWCVX1,080$164,6030.09%
43DEERE CODE350$162,7440.09%
44FIDELITY COVINGTON TRUST3160927822,148$155,2480.09%
45FIDELITY COVINGTON TRUST3160928242,243$149,7240.08%
46CAPITAL GROUP CORE EQUITY ET14020V1083,643$146,5770.08%
47BERKSHIRE HATHAWAY INC DELBRK-A283$142,2500.08%
48ALPHABET INCGOOG442$138,4220.08%
49WELLS FARGO CO NEW9497461011,427$132,9960.07%
50TRIP COM GROUP LTDTRPCF1,835$131,9880.07%
51PARKER HANNIFIN CORPPH148$130,0680.07%
52AMERICAN CENTY ETF TR0250726041,656$127,5330.07%
53ISHARES TR46435G2435,044$127,3170.07%
54ISHARES TR464287408592$125,4980.07%
55APPLE INCAAPL452$122,7590.07%
56GARMIN LTDGRMN598$121,3860.07%
57AMES NATL CORP0310011005,078$116,5810.06%
58VANGUARD WORLD FD921910840814$114,9120.06%
59FIDELITY MERRIMACK STR TR3161883092,290$105,4160.06%
60GE AEROSPACE369604301337$103,9280.06%
61VANGUARD SPECIALIZED FUNDS921908844459$100,8040.06%
62PUTNAM ETF TRUST7467293002,121$96,6630.05%
63DISNEY WALT CO254687106818$93,1060.05%
64INTERNATIONAL BUSINESS MACHSINTR313$92,6270.05%
65ALLIANT ENERGY CORPLNT1,414$91,9540.05%
66DIMENSIONAL ETF TRUST25434V5751,710$89,9910.05%
67CINCINNATI FINL CORP172062101534$87,2410.05%
68LOWES COS INC548661107349$84,0530.05%
69INVESCO EXCH TRADED FD TR IIIVZ702$83,7240.05%
70EMERSON ELEC COEMR616$81,7370.04%
71VANGUARD ADMIRAL FDS INC921932505181$80,3330.04%
72NUSHARES ETF TRNU1,694$75,6450.04%
73VANGUARD WHITEHALL FDS921946406524$75,1950.04%
74UMB FINL CORP902788108648$74,5400.04%
75ISHARES TR46435U4401,526$73,1720.04%
76COCA COLA COKO1,045$73,0860.04%
77DOVER CORPDOV370$72,3010.04%
78AMAZON COM INCAMZN306$70,6310.04%
79JPMORGAN CHASE COVYLD219$70,5370.04%
80NORDSON CORPNDSN293$70,5340.04%
81PROCTER AND GAMBLE CO742718109487$69,7870.04%
82J P MORGAN EXCHANGE TRADED F46641Q8371,357$68,6330.04%
83VANGUARD MUN BD FDS9229077461,342$67,4780.04%
84INVESCO EXCH TRADED FD TR IIIVZ1,107$61,5090.03%
85NORTHWEST NAT HLDG CO66765N1051,308$61,1550.03%
86GENUINE PARTS COGPC497$61,0710.03%
87AMER STATES WTR CO029899101840$60,8810.03%
88LANCASTER COLONY CORPMZTI364$59,8500.03%
89FIDELITY COVINGTON TRUST3160923781,532$58,1220.03%
90J P MORGAN EXCHANGE TRADED F46654Q8151,134$57,1350.03%
91ISHARES TR46434V621814$56,5230.03%
92GE VERNOVA INCGEV84$54,9230.03%
93EXXON MOBIL CORPXOM453$54,5320.03%
94PIMCO ETF TR72201R833538$54,0140.03%
95COLGATE PALMOLIVE COCL644$50,8690.03%
96SPDR INDEX SHS FDS78463X8891,113$49,4060.03%
97ISHARES TR46436E6191,105$48,5070.03%
98MANULIFE FINL CORP56501R1061,336$48,4700.03%
99SPDR S P 500 ETF TRSPY70$47,9950.03%
100FRANKLIN TEMPLETON HOLDINGSFGDL830$47,8080.03%
101ISHARES TR46436E767821$47,2860.03%
102DIMENSIONAL ETF TRUST25434V807899$44,8500.02%
103TARGET CORPTGT416$40,7130.02%
104GOLDMAN SACHS ETF TRNVGLF416$40,1870.02%
105ISHARES TR46436E759532$39,9980.02%
106FIDELITY COVINGTON TRUST316092790528$39,9320.02%
107ABM INDS INC000957100923$39,0570.02%
108GORMAN RUPP COGRC793$37,8740.02%
109DIMENSIONAL ETF TRUST25434V690871$37,3400.02%
110ISHARES TR46428720054$36,8180.02%
1112023 ETF SERIES TRUST II90139K100942$36,2290.02%
112NUCOR CORPNUE221$36,0530.02%
113EA SERIES TRUST02072L607701$35,9170.02%
114STANLEY BLACK DECKER INCSWK480$35,6480.02%
115ISHARES TR464289859387$34,6380.02%
116BLACK HILLS CORPBKH494$34,2920.02%
117ABBVIE INCABBV150$34,2910.02%
118PEPSICO INCPEP237$34,0730.02%
119BECTON DICKINSON COBDX175$33,9020.02%
120VANGUARD INDEX FDS922908751129$33,3490.02%
121ARCHER DANIELS MIDLAND COADM577$33,1550.02%
122UNITED BANKSHARES INC WEST VUNTCW846$32,4910.02%
123VANGUARD INDEX FDS922908629111$32,2850.02%
124FORTIS INCFTRSF612$31,7900.02%
125VANGUARD INTL EQUITY INDEX F922042858584$31,3780.02%
126TOOTSIE ROLL INDS INC890516107855$31,3360.02%
127FULLER H B COFUL527$31,3090.02%
128FIDELITY COVINGTON TRUST316092535890$30,8050.02%
129SYSCO CORPSYY414$30,5170.02%
130SOLVENTUM CORPSOLV385$30,5070.02%
131FEDERAL RLTY INVT TR NEW313745101300$30,2650.02%
132S P GLOBAL INCSPGI57$30,0440.02%
133TENNANT COTNC402$29,6520.02%
134ILLINOIS TOOL WKS INC452308109120$29,4410.02%
135MSA SAFETY INCMNESP184$29,3900.02%
136J P MORGAN EXCHANGE TRADED F46654Q757357$28,6760.02%
137NATIONAL FUEL GAS CONFG357$28,5810.02%
138RPM INTL INC749685103269$27,9330.02%
139ABBOTT LABSABLZF223$27,9000.02%
140GRAINGER W W INC38480210428$27,8450.02%
141PPG INDS INC693506107266$27,2440.01%
142CONSOLIDATED EDISON INCED273$27,1310.01%
143GENERAL DYNAMICS CORPGD80$27,0500.01%
144SJW GROUPHTO549$26,9070.01%
145ENERGY TRANSFER L PET-PI1,603$26,4360.01%
146CALIFORNIA WTR SVC GROUP130788102605$26,2290.01%
147BANK AMERICA CORP060505104475$26,1250.01%
148LOCKHEED MARTIN CORPLMT54$26,1180.01%
149MORGAN STANLEY ETF TRUSTMS-PQ489$25,9440.01%
150COMMERCE BANCSHARES INCCBSH495$25,9210.01%
151RLI CORPRLI404$25,8210.01%
152STEPAN COSCL544$25,7590.01%
153J P MORGAN EXCHANGE TRADED F46641Q332448$25,6550.01%
154AUTOMATIC DATA PROCESSING INADP97$25,0770.01%
155MIDDLESEX WTR CO596680108483$24,3650.01%
156UNIFIED SER TRUFI687$24,3540.01%
157HORMEL FOODS CORPHRL1,026$24,3100.01%
158VANGUARD CHARLOTTE FDS92203J407491$23,7250.01%
159HOME DEPOT INCHD67$23,1670.01%
160RTX CORPORATIONRTX126$23,0250.01%
161KIMBERLY CLARK CORPKMB227$22,9160.01%
162AMERICAN CENTY ETF TR025072877216$22,0070.01%
163COUSINS PPTYS INC222795502853$22,0020.01%
164KENVUE INCKVUE1,249$21,5430.01%
165META PLATFORMS INCMETA32$21,2670.01%
166CAPITAL GRP FIXED INCM ETF T14020Y805828$21,0960.01%
167VANGUARD INDEX FDS922908512118$20,8940.01%
168DAVIS FUNDAMENTAL ETF TR23908L405681$19,4090.01%
169J P MORGAN EXCHANGE TRADED F46641Q241410$19,0340.01%
170AMERICAN CENTY ETF TR025072802198$18,6080.01%
171TJX COS INC NEW872540109120$18,5100.01%
172ISHARES INC46434G863406$17,9340.01%
173ISHARES TR464287804149$17,8690.01%
174VANECK ETF TRUST92189H201360$16,9790.01%
175LISTED FD TR53656F623380$16,8890.01%
176VANGUARD SCOTTSDALE FDS92206C870199$16,6830.01%
177ISHARES TR464287242149$16,4610.01%
178PIMCO ETF TR72201R775173$16,0570.01%
179VANECK ETF TRUST92189F387700$16,0390.01%
180ISHARES TR46429B663130$15,8440.01%
181INTEL CORPINTC400$14,7600.01%
182PRUDENTIAL FINL INCPUKPF127$14,3660.01%
183SPDR SER TR78464A490364$14,3310.01%
184ELI LILLY COLLY13$13,9710.01%
185BLACKROCK INCBLK13$13,9140.01%
186INVESCO QQQ TRIVZ21$13,1560.01%
187J P MORGAN EXCHANGE TRADED F46654Q104255$12,2750.01%
188AMERICAN WTR WKS CO INC NEW03042010391$11,8410.01%
189CONOCOPHILLIPSCOP120$11,2210.01%
190GLOBAL X FDS37954Y657553$10,4540.01%
191HONEYWELL INTL INC43851610652$10,1450.01%
192VANGUARD INDEX FDS92290836316$10,1390.01%
193ISHARES SILVER TRSLV152$9,7920.01%
194CISCO SYS INCCSCO122$9,4030.01%
195J P MORGAN EXCHANGE TRADED F46641Q852187$9,1280.01%
196OPENDOOR TECHNOLOGIES INCOPENZ1,500$8,7450.00%
197ETF SER SOLUTIONS26922A404223$7,5010.00%
198NVIDIA CORPORATIONNVDA40$7,4630.00%
199INVESCO EXCHANGE TRADED FD TIVZ157$7,3770.00%
200ISHARES TR46435U549149$7,1090.00%
201ISHARES TR464287507101$6,6800.00%
202SPDR SER TR78464A151203$6,5320.00%
203FIDELITY COVINGTON TRUST316092527134$5,9290.00%
204ARK ETF TR00214Q500263$5,8820.00%
205UNIFIED SER TRUFI250$5,7680.00%
206FIDELITY MERRIMACK STR TR316188408109$5,4500.00%
207TIMOTHY PLAN887432334156$5,4110.00%
208FIDELITY COVINGTON TRUST316092311241$5,3660.00%
209ISHARES TR46428880238$5,3260.00%
210ARCHER AVIATION INCACHR-WT700$5,2640.00%
211FIRST TR EXCHANGE TRADED FD33736G106246$5,0320.00%
212LULULEMON ATHLETICA INCLULU24$4,9870.00%
213ICU MED INCICUI34$4,8510.00%
214MERCK CO INCMRK38$4,0360.00%
215REGENERON PHARMACEUTICALSREGN5$3,8830.00%
216MEDTRONIC PLCMDT40$3,8680.00%
217WORLD GOLD TRGLDW45$3,8420.00%
218METLIFE INCMET-PF46$3,6260.00%
219TESLA INCTSLA8$3,5980.00%
220WHIRLPOOL CORPWHR-PA46$3,3490.00%
221ISHARES TR46428815830$3,2220.00%
222DIREXION SHS ETF TR25459W45873$3,0740.00%
223MANAGER DIRECTED PORTFOLIOS56170L695286$2,9750.00%
224NORTHERN LTS FD TR IVNTRSO120$2,9090.00%
225ETF SER SOLUTIONS26922A51191$2,7340.00%
226WILLAMETTE VY VINEYARD INC969136100700$2,1350.00%
227NEBIUS GROUP N VNBIS25$2,0930.00%
228FS KKR CAP CORPFSK136$2,0200.00%
229RED CAT HLDGS INCRCAT250$1,9830.00%
230ROCKET COS INC77311W101100$1,9360.00%
231SEALSQ CORPLAES500$1,8900.00%
232VIAVI SOLUTIONS INCVIAV100$1,7820.00%
233IRIDIUM COMMUNICATIONS INCIRDM101$1,7530.00%
234GENERAL MTRS CO37045V10017$1,3820.00%
235KYNDRYL HLDGS INCKD52$1,3810.00%
236ISHARES BITCOIN TRUST ETFIBIT28$1,3730.00%
237JOBY AVIATION INCJOBY-WT100$1,3200.00%
238UNIFIED SER TRUFI34$1,2450.00%
239STRYKER CORPORATIONSYK3$1,0610.00%
240BIGCOMMERCE HLDGS INCCMRC250$1,0300.00%
241MONDELEZ INTL INC60920710518$9920.00%
242CVS HEALTH CORPCVS12$9900.00%
243BRIGHTHOUSE FINL INC10922N10314$9070.00%
244BETTER HOME FINANCE HOLDINBETRW25$8150.00%
245REALTY INCOME CORPO14$7740.00%
246HENNESSY ADVISORS INCHNNAZ70$6730.00%