Cladis Investment Advisory, LLC Diversified Active

Location: Billings, MT

CIK: 0001911520 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 9, 2024

Total Value: $126M

Holdings (182)

AAPL APPLE INC 7.1%
Value $9.023M Shares 65,288 Est. Cost $154.71 Unrealized -0.3%
AAPL APPLE INC 6.8%
Value $8.608M Shares 62,288 Est. Cost $154.71 Unrealized -0.3%
MSFT MICROSOFT CORP 1.8%
Value $2.315M Shares 9,939 Est. Cost $310.22 Unrealized -17.2%
MDU MDU RES GROUP INC 1.8%
Value $2.23M Shares 81,544 Est. Cost $9.99 Unrealized +0.3%
MSFT MICROSOFT CORP 1.7%
Value $2.152M Shares 9,239 Est. Cost $310.22 Unrealized -17.2%
NEE NEXTERA ENERGY INC 1.6%
Value $1.984M Shares 25,300 Est. Cost $77.14 Unrealized -0.0%
NEE NEXTERA ENERGY INC 1.6%
Value $1.984M Shares 25,300 Est. Cost $77.14 Unrealized -0.0%
LLY LILLY ELI & CO 1.6%
Value $1.978M Shares 6,117 Est. Cost $243.85 Unrealized +26.3%
MDU MDU RES GROUP INC 1.5%
Value $1.957M Shares 71,544 Est. Cost $9.99 Unrealized +0.3%
BMY BRISTOL MYERS SQUIBB CO 1.5%
Value $1.889M Shares 26,568 Est. Cost $49.23 Unrealized +26.5%
AMZN AMAZON COM INC 1.4%
Value $1.807M Shares 15,990 Est. Cost $127.16 Unrealized -0.6%
CVS CVS HEALTH CORP 1.4%
Value $1.715M Shares 17,978 Est. Cost $82.26 Unrealized +6.5%
PFE PFIZER INC 1.3%
Value $1.658M Shares 37,891 Est. Cost $40.23 Unrealized +0.5%
AMZN AMAZON COM INC 1.2%
Value $1.468M Shares 12,990 Est. Cost $127.16 Unrealized -0.6%
GE GENERAL ELECTRIC CO 1.2%
Value $1.466M Shares 23,672 Est. Cost $61.56 Unrealized -29.8%
GBCI GLACIER BANCORP INC NEW 1.1%
Value $1.42M Shares 28,905 Est. Cost $49.57 Unrealized -8.9%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value $1.31M Shares 34,510 Est. Cost $39.79 Unrealized -10.1%
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value $1.305M Shares 10,980 Est. Cost $107.24 Unrealized +7.8%
XOM EXXON MOBIL CORP 1.0%
Value $1.275M Shares 14,604 Est. Cost $54.89 Unrealized +48.2%
KHC KRAFT HEINZ CO 1.0%
Value $1.264M Shares 37,916 Est. Cost $29.52 Unrealized +6.6%
DIS DISNEY WALT CO 0.9%
Value $1.198M Shares 12,697 Est. Cost $139.00 Unrealized -24.8%
F FORD MTR CO DEL 0.9%
Value $1.187M Shares 105,980 Est. Cost $14.00 Unrealized -22.4%
KHC KRAFT HEINZ CO 0.9%
Value $1.164M Shares 34,916 Est. Cost $29.52 Unrealized +6.6%
KD KYNDRYL HLDGS INC 0.9%
Value $1.153M Shares 139,480 Est. Cost $17.53 Unrealized -40.7%
BA BOEING CO 0.9%
Value $1.137M Shares 9,390 Est. Cost $197.00 Unrealized -22.1%
UNH UNITEDHEALTH GROUP INC 0.9%
Value $1.104M Shares 2,186 Est. Cost $422.19 Unrealized +17.3%
UNH UNITEDHEALTH GROUP INC 0.9%
Value $1.104M Shares 2,186 Est. Cost $422.19 Unrealized +17.3%
DADA NEXUS LTD 0.9%
Value $1.104M Shares 233,300 Est. Cost $10.39 Unrealized
T AT&T INC 0.8%
Value $1.046M Shares 68,215 Est. Cost $14.68 Unrealized +2.8%
FIBK FIRST INTST BANCSYSTEM INC 0.8%
Value $1.038M Shares 25,719 Est. Cost $32.08 Unrealized +0.3%
BABA ALIBABA GROUP HLDG LTD 0.8%
Value $993K Shares 12,415 Est. Cost $117.82 Unrealized
T AT&T INC 0.8%
Value $985K Shares 64,215 Est. Cost $14.68 Unrealized +2.8%
XLK SELECT SECTOR SPDR TR 0.8%
Value $970K Shares 8,164 Est. Cost $172.31 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.8%
Value $955K Shares 70,900 Est. Cost $21.24 Unrealized -21.6%
KD KYNDRYL HLDGS INC 0.7%
Value $947K Shares 114,480 Est. Cost $17.53 Unrealized -40.7%
HON HONEYWELL INTL INC 0.7%
Value $935K Shares 5,600 Est. Cost $184.02 Unrealized -11.9%
CPK CHESAPEAKE UTILS CORP 0.7%
Value $923K Shares 8,000 Est. Cost $122.43 Unrealized -1.5%
CPK CHESAPEAKE UTILS CORP 0.7%
Value $923K Shares 8,000 Est. Cost $122.43 Unrealized -1.5%
QQQ INVESCO QQQ TR 0.7%
Value $905K Shares 3,387 Est. Cost $390.15 Unrealized
CAT CATERPILLAR INC 0.7%
Value $900K Shares 5,483 Est. Cost $188.16 Unrealized -8.5%
SNOW SNOWFLAKE INC 0.7%
Value $892K Shares 5,250 Est. Cost $179.45 Unrealized -7.7%
HON HONEYWELL INTL INC 0.7%
Value $885K Shares 5,300 Est. Cost $184.02 Unrealized -11.9%
MRK MERCK & CO INC 0.7%
Value $881K Shares 10,233 Est. Cost $69.99 Unrealized +14.9%
NVDA NVIDIA CORPORATION 0.7%
Value $870K Shares 7,165 Est. Cost $15.79 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value $858K Shares 3,214 Est. Cost $286.41 Unrealized -0.6%
ACCELERATE DIAGNOSTICS INC 0.7%
Value $822K Shares 540,500 Est. Cost $3.62 Unrealized
PEP PEPSICO INC 0.6%
Value $816K Shares 5,000 Est. Cost $145.64 Unrealized +6.0%
CLF CLEVELAND-CLIFFS INC NEW 0.6%
Value $793K Shares 58,900 Est. Cost $21.24 Unrealized -21.6%
ACCELERATE DIAGNOSTICS INC 0.6%
Value $761K Shares 500,500 Est. Cost $3.62 Unrealized
CAT CATERPILLAR INC 0.6%
Value $736K Shares 4,483 Est. Cost $188.16 Unrealized -8.5%
MMM 3M CO 0.6%
Value $719K Shares 6,506 Est. Cost $96.43 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.6%
Value $715K Shares 6,843 Est. Cost $142.76 Unrealized -26.0%
VFH VANGUARD WORLD FDS 0.6%
Value $706K Shares 9,484 Est. Cost $94.20 Unrealized
MP MP MATERIALS CORP 0.6%
Value $698K Shares 25,560 Est. Cost $38.68 Unrealized -15.5%
SNOW SNOWFLAKE INC 0.5%
Value $688K Shares 4,050 Est. Cost $179.45 Unrealized -7.7%
XLE SELECT SECTOR SPDR TR 0.5%
Value $686K Shares 9,526 Est. Cost $55.47 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.5%
Value $686K Shares 10,000 Est. Cost $120.30 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value $681K Shares 4,167 Est. Cost $152.90 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.5%
Value $670K Shares 16,669 Est. Cost $45.16 Unrealized -12.8%
HD HOME DEPOT INC 0.5%
Value $669K Shares 2,424 Est. Cost $340.91 Unrealized -20.6%
GIS GENERAL MLS INC 0.5%
Value $658K Shares 8,590 Est. Cost $55.87 Unrealized +21.3%
PEP PEPSICO INC 0.5%
Value $653K Shares 4,000 Est. Cost $145.64 Unrealized +6.0%
VFH VANGUARD WORLD FDS 0.5%
Value $632K Shares 8,484 Est. Cost $94.20 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value $623K Shares 4,028 Est. Cost $170.14 Unrealized -10.9%
TXN TEXAS INSTRS INC 0.5%
Value $623K Shares 4,028 Est. Cost $170.14 Unrealized -10.9%
PG PROCTER & GAMBLE CO 0.5%
Value $613K Shares 4,856 Est. Cost $136.08 Unrealized -4.0%
KO COCA COLA CO 0.5%
Value $599K Shares 10,686 Est. Cost $51.22 Unrealized +9.4%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value $590K Shares 9,306 Est. Cost $126.88 Unrealized -32.9%
MP MP MATERIALS CORP 0.5%
Value $589K Shares 21,560 Est. Cost $38.68 Unrealized -15.5%
MMM 3M CO 0.5%
Value $586K Shares 5,306 Est. Cost $96.43 Unrealized 0.0%
INTC INTEL CORP 0.5%
Value $578K Shares 22,445 Est. Cost $45.15 Unrealized -28.4%
PSX PHILLIPS 66 0.4%
Value $563K Shares 6,970 Est. Cost $64.72 Unrealized +16.5%
PSX PHILLIPS 66 0.4%
Value $563K Shares 6,970 Est. Cost $64.72 Unrealized +16.5%
JPM JPMORGAN CHASE & CO 0.4%
Value $558K Shares 5,343 Est. Cost $142.76 Unrealized -26.0%
PYPL PAYPAL HLDGS INC 0.4%
Value $547K Shares 6,350 Est. Cost $140.32 Unrealized -37.0%
GIS GENERAL MLS INC 0.4%
Value $543K Shares 7,090 Est. Cost $55.87 Unrealized +21.3%
ARKK ARK ETF TR 0.4%
Value $540K Shares 14,320 Est. Cost $61.15 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $526K Shares 8,306 Est. Cost $126.88 Unrealized -32.9%
COST COSTCO WHSL CORP NEW 0.4%
Value $521K Shares 1,103 Est. Cost $488.15 Unrealized +2.0%
JNJ JOHNSON & JOHNSON 0.4%
Value $517K Shares 3,167 Est. Cost $152.90 Unrealized 0.0%
VTRS VIATRIS INC 0.4%
Value $517K Shares 60,688 Est. Cost $10.80 Unrealized -22.0%
INTC INTEL CORP 0.4%
Value $514K Shares 19,945 Est. Cost $45.15 Unrealized -28.4%
WFC WELLS FARGO CO NEW 0.4%
Value $510K Shares 12,669 Est. Cost $45.16 Unrealized -12.8%
COP CONOCOPHILLIPS 0.4%
Value $509K Shares 4,974 Est. Cost $67.31 Unrealized +31.0%
GOOG ALPHABET INC 0.4%
Value $502K Shares 5,220 Est. Cost $112.33 Unrealized -1.3%
XLC SELECT SECTOR SPDR TR 0.4%
Value $492K Shares 10,272 Est. Cost $77.27 Unrealized
KO COCA COLA CO 0.4%
Value $487K Shares 8,686 Est. Cost $51.22 Unrealized +9.4%
IP INTERNATIONAL PAPER CO 0.4%
Value $482K Shares 15,200 Est. Cost $40.85 Unrealized -14.2%
SPY SPDR S&P 500 ETF TR 0.4%
Value $481K Shares 1,348 Est. Cost $461.76 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value $479K Shares 3,335 Est. Cost $102.68 Unrealized +29.4%
PG PROCTER & GAMBLE CO 0.4%
Value $462K Shares 3,656 Est. Cost $136.08 Unrealized -4.0%
XLF SELECT SECTOR SPDR TR 0.4%
Value $453K Shares 14,916 Est. Cost $37.93 Unrealized
HD HOME DEPOT INC 0.4%
Value $448K Shares 1,624 Est. Cost $340.91 Unrealized -20.6%
FDX FEDEX CORP 0.4%
Value $445K Shares 3,000 Est. Cost $215.88 Unrealized -9.3%
MCD MCDONALDS CORP 0.3%
Value $438K Shares 1,900 Est. Cost $229.13 Unrealized +3.1%
GM GENERAL MTRS CO 0.3%
Value $429K Shares 13,378 Est. Cost $56.36 Unrealized -37.1%
GM GENERAL MTRS CO 0.3%
Value $429K Shares 13,378 Est. Cost $56.36 Unrealized -37.1%
BX BLACKSTONE INC 0.3%
Value $427K Shares 5,100 Est. Cost $96.09 Unrealized -9.2%
VTV VANGUARD INDEX FDS 0.3%
Value $421K Shares 3,412 Est. Cost $60.90 Unrealized
MO ALTRIA GROUP INC 0.3%
Value $420K Shares 10,400 Est. Cost $33.96 Unrealized -2.6%
MO ALTRIA GROUP INC 0.3%
Value $420K Shares 10,400 Est. Cost $33.96 Unrealized -2.6%
COP CONOCOPHILLIPS 0.3%
Value $407K Shares 3,974 Est. Cost $67.31 Unrealized +31.0%
AMGN AMGEN INC 0.3%
Value $398K Shares 1,765 Est. Cost $185.15 Unrealized +17.7%
WBD WARNER BROS DISCOVERY INC 0.3%
Value $397K Shares 34,515 Est. Cost $17.79 Unrealized -23.6%
NOW SERVICENOW INC 0.3%
Value $396K Shares 1,050 Est. Cost $127.62 Unrealized -29.4%
IP INTERNATIONAL PAPER CO 0.3%
Value $387K Shares 12,200 Est. Cost $40.85 Unrealized -14.2%
DFUS DIMENSIONAL ETF TRUST 0.3%
Value $384K Shares 9,883 Est. Cost $51.70 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.3%
Value $384K Shares 9,883 Est. Cost $51.70 Unrealized
BAC BK OF AMERICA CORP 0.3%
Value $379K Shares 12,557 Est. Cost $41.02 Unrealized -25.4%
FDX FEDEX CORP 0.3%
Value $371K Shares 2,500 Est. Cost $215.88 Unrealized -9.3%
DFAS DIMENSIONAL ETF TRUST 0.3%
Value $368K Shares 7,917 Est. Cost $60.00 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.3%
Value $368K Shares 7,917 Est. Cost $60.00 Unrealized
RVTY PERKINELMER INC 0.3%
Value $361K Shares 3,000 Est. Cost $179.04 Unrealized -21.9%
RVTY PERKINELMER INC 0.3%
Value $361K Shares 3,000 Est. Cost $179.04 Unrealized -21.9%
VLO VALERO ENERGY CORP 0.3%
Value $355K Shares 3,325 Est. Cost $65.12 Unrealized +52.6%
XOP SPDR SER TR 0.3%
Value $352K Shares 2,824 Est. Cost $95.98 Unrealized
XLU SELECT SECTOR SPDR TR 0.3%
Value $350K Shares 5,341 Est. Cost $71.59 Unrealized
WMT WALMART INC 0.3%
Value $345K Shares 2,658 Est. Cost $44.93 Unrealized -6.5%
SO SOUTHERN CO 0.3%
Value $340K Shares 5,000 Est. Cost $54.72 Unrealized +22.3%
TGT TARGET CORP 0.3%
Value $324K Shares 2,182 Est. Cost $212.95 Unrealized -32.9%
MCD MCDONALDS CORP 0.3%
Value $323K Shares 1,400 Est. Cost $229.13 Unrealized +3.1%
SWEDISH EXPT CR CORP 0.2%
Value $309K Shares 34,000 Est. Cost $8.66 Unrealized
PIONEER NAT RES CO 0.2%
Value $303K Shares 1,400 Est. Cost $250.03 Unrealized
WTW WILLIS TOWERS WATSON PUB LTD 0.2%
Value $303K Shares 1,510 Est. Cost $223.66 Unrealized -11.9%
PIONEER NAT RES CO 0.2%
Value $303K Shares 1,400 Est. Cost $250.03 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value $301K Shares 1,310 Est. Cost $214.04 Unrealized +7.2%
META META PLATFORMS INC 0.2%
Value $299K Shares 2,202 Est. Cost $329.69 Unrealized -51.2%
IEP ICAHN ENTERPRISES LP 0.2%
Value $291K Shares 5,850 Est. Cost $49.38 Unrealized
DUK DUKE ENERGY CORP COM NEW 0.2%
Value $291K Shares 3,124 Est. Cost $87.21 Unrealized +7.8%
IEP ICAHN ENTERPRISES LP 0.2%
Value $291K Shares 5,850 Est. Cost $49.38 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value $290K Shares 1,798 Est. Cost $165.88 Unrealized -3.2%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $288K Shares 1,750 Est. Cost $240.75 Unrealized -24.0%
AMGN AMGEN INC 0.2%
Value $285K Shares 1,265 Est. Cost $185.15 Unrealized +17.7%
RIVN RIVIAN AUTOMOTIVE INC 0.2%
Value $283K Shares 8,600 Est. Cost $45.76 Unrealized -25.5%
CSCO CISCO SYS INC 0.2%
Value $281K Shares 7,028 Est. Cost $49.98 Unrealized -19.9%
SBUX STARBUCKS CORP 0.2%
Value $280K Shares 3,325 Est. Cost $95.48 Unrealized -17.9%
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value $278K Shares 6,150 Est. Cost $60.56 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $271K Shares 1,266 Est. Cost $214.06 Unrealized
DOW DOW INC 0.2%
Value $267K Shares 6,082 Est. Cost $44.94 Unrealized -7.7%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value $259K Shares 3,000 Est. Cost $72.48 Unrealized +20.2%
AEP AMERICAN ELECTRIC POWER INC 0.2%
Value $259K Shares 3,000 Est. Cost $72.48 Unrealized +20.2%
SAM BOSTON BEER INC 0.2%
Value $256K Shares 790 Est. Cost $466.87 Unrealized -25.9%
SHOP SHOPIFY INC 0.2%
Value $248K Shares 9,200 Est. Cost $44.01 Unrealized -22.7%
DD DUPONT DE NEMOURS INC 0.2%
Value $241K Shares 4,782 Est. Cost $29.39 Unrealized -24.3%
PARAMOUNT GLOBAL 0.2%
Value $237K Shares 12,450 Est. Cost $33.07 Unrealized
MPC MARATHON PETE CORP 0.2%
Value $236K Shares 2,374 Est. Cost $86.91 Unrealized 0.0%
MPC MARATHON PETE CORP 0.2%
Value $236K Shares 2,374 Est. Cost $86.91 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.2%
Value $233K Shares 7,950 Est. Cost $46.14 Unrealized -27.0%
OXY OCCIDENTAL PETE CORP 0.2%
Value $230K Shares 3,400 Est. Cost $41.76 Unrealized +45.3%
ABBV ABBVIE INC 0.2%
Value $229K Shares 1,705 Est. Cost $127.18 Unrealized -0.1%
ABBV ABBVIE INC 0.2%
Value $229K Shares 1,705 Est. Cost $127.18 Unrealized -0.1%
DOW DOW INC 0.2%
Value $223K Shares 5,082 Est. Cost $44.94 Unrealized -7.7%
CALM CAL MAINE FOODS INC 0.2%
Value $222K Shares 4,000 Est. Cost $43.02 Unrealized 0.0%
UNILEVER PLC 0.2%
Value $221K Shares 5,032 Est. Cost $43.92 Unrealized
MEG MONTROSE ENVIRONMENTAL GROUP 0.2%
Value $219K Shares 6,500 Est. Cost $66.52 Unrealized -40.4%
TRMB TRIMBLE INC 0.2%
Value $217K Shares 4,000 Est. Cost $85.87 Unrealized -26.3%
TRMB TRIMBLE INC 0.2%
Value $217K Shares 4,000 Est. Cost $85.87 Unrealized -26.3%
PM PHILIP MORRIS INTL INC 0.2%
Value $216K Shares 2,600 Est. Cost $76.31 Unrealized +6.1%
PM PHILIP MORRIS INTL INC 0.2%
Value $216K Shares 2,600 Est. Cost $76.31 Unrealized +6.1%
MET METLIFE INC 0.2%
Value $213K Shares 3,500 Est. Cost $55.38 Unrealized +4.1%
MET METLIFE INC 0.2%
Value $213K Shares 3,500 Est. Cost $55.38 Unrealized +4.1%
SLB SCHLUMBERGER LTD 0.2%
Value $212K Shares 5,915 Est. Cost $28.71 Unrealized +16.4%
SLB SCHLUMBERGER LTD 0.2%
Value $212K Shares 5,915 Est. Cost $28.71 Unrealized +16.4%
NOW SERVICENOW INC 0.2%
Value $208K Shares 550 Est. Cost $127.62 Unrealized -29.4%
C CITIGROUP INC 0.2%
Value $207K Shares 4,956 Est. Cost $57.18 Unrealized -23.6%
CMI CUMMINS INC 0.2%
Value $204K Shares 1,000 Est. Cost $196.18 Unrealized 0.0%
CMI CUMMINS INC 0.2%
Value $204K Shares 1,000 Est. Cost $196.18 Unrealized 0.0%
WMT WALMART INC 0.2%
Value $202K Shares 1,558 Est. Cost $44.93 Unrealized -6.5%
SIO GENE THERAPIES INC 0.1%
Value $155K Shares 552,000 Est. Cost $1.17 Unrealized
SIO GENE THERAPIES INC 0.1%
Value $155K Shares 552,000 Est. Cost $1.17 Unrealized
FORTRESS TRANS INFRST INVS L 0.1%
Value $150K Shares 10,000 Est. Cost $28.90 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.1%
Value $128K Shares 10,000 Est. Cost $6.58 Unrealized +80.2%
CPRX CATALYST PHARMACEUTICALS INC 0.1%
Value $128K Shares 10,000 Est. Cost $6.58 Unrealized +80.2%
DDD 3D SYSTEMS CORP 0.1%
Value $104K Shares 13,000 Est. Cost $23.15 Unrealized -55.6%
LUMN LUMEN TECHNOLOGIES INC 0.1%
Value $103K Shares 14,207 Est. Cost $11.69 Unrealized -14.3%
SBSW SIBANYE STILLWATER LTD 0.1%
Value $93,000 Shares 10,000 Est. Cost $12.50 Unrealized
UAA UNDER ARMOUR INC 0.1%
Value $73,000 Shares 11,000 Est. Cost $8.75 Unrealized 0.0%
FIP FTAI INFRASTRUCTURE INC 0.0%
Value $24,000 Shares 10,000 Est. Cost $2.61 Unrealized 0.0%
FIP FTAI INFRASTRUCTURE INC 0.0%
Value $24,000 Shares 10,000 Est. Cost $2.61 Unrealized 0.0%
NGD NEW GOLD INC CDA 0.0%
Value $18,000 Shares 20,000 Est. Cost $1.44 Unrealized -45.1%
ASM AVINO SILVER & GOLD MINES LTD 0.0%
Value $5,100 Shares 10,000 Est. Cost $0.89 Unrealized -37.0%
ASM AVINO SILVER & GOLD MINES LTD 0.0%
Value $5,000 Shares 10,000 Est. Cost $0.89 Unrealized -37.0%