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Cladis Investment Advisory, LLC
Cladis Investment Advisory, LLC is an SEC-registered investment advisory firm headquartered in Billings, Montana. The firm provides portfolio management, investment advice, and planning services primarily to individual clients and institutional investors. It was founded in Montana and currently serves clients from its headquarters at 180 S 32nd Street West, Suite 1, Billings, MT 59102. The employee count is modest, indicative of a boutique advisory practice.
Investment Strategy
Cladis Investment Advisory, LLC pursues a diversified investment strategy, managing portfolios across a wide variety of asset classes, including U.S. equities, ETFs, and mutual funds. The firm focuses on long-term growth, value investing, and risk management tailored to client objectives. Holdings reflect a mix of large-cap stocks, index ETFs, and sector strategies designed to achieve steady appreciation while controlling downside risk through asset allocation and ongoing analysis.
Latest 13F Filing Activity
Cladis Investment Advisory, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 146 equity positions with a total 13F market value of $160M. The fund increased holdings in Nvidia Corp., Microsoft Corp., Ge Vernova Inc. among other positions. Cladis Investment Advisory, LLC reduced exposure to Apple Inc., Verizon Communications Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.21% | $11.5M | 56,049 | $177.00 | $205.17 | -$908.4K |
N NVDA | NVIDIA CORP | 4.76% | $7.6M | 48,080 | $16.99 | $157.99 | +$2.4M |
M MSFT | MICROSOFT CORP | 3.41% | $5.4M | 10,940 | $328.11 | $497.41 | +$1.4M |
A AMZN | AMAZON COM INC | 3.06% | $4.9M | 22,245 | $131.79 | $219.39 | +$695.6K |
G GE | GE AEROSPACE | 2.85% | $4.6M | 17,693 | $60.96 | $257.39 | +$1.1M |
Industry Allocation
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