Clear Rock Advisors, LLC Last Quarter Change: USA Stocks, New

Clear Rock Advisors, LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2024-03-31 to 2024-06-30, Clear Rock Advisors, LLC opened 4 positions, added to 30, reduced 6, sold out of 2 and left 14 unchanged. The largest increase in value was NVDA (+$4,208,144); the largest decrease was CSCO (-$2,325,508).

NVDA: Country of operation United States; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 34,063.
CRM: Country of operation United States; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 11,964.
LLY: Country of operation United States; Class COM; Shares 2024-03-31 0; Shares 2024-06-30 253.
ISRG: Country of operation United States; Class COM NEW; Shares 2024-03-31 0; Shares 2024-06-30 486.

Two Form 13F-HR filings compared (SEC CIK 1810372): 2024-03-31 (filed 2024-06-10) and 2024-06-30 (filed 2024-09-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2024-06-30	Share change	Value 2024-03-31	Value 2024-06-30	Value change
NVDA NVIDIA CORPORATION	United States	COM	34,063	+34,063	$0	$4,208,144	+$4,208,144
CRM SALESFORCE INC	United States	COM	11,964	+11,964	$0	$3,075,945	+$3,075,945
LLY ELI LILLY & CO	United States	COM	253	+253	$0	$229,062	+$229,062
ISRG INTUITIVE SURGICAL INC	United States	COM NEW	486	+486	$0	$216,198	+$216,198

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