Clearalpha Technologies Lp Top Holdings and 13F Report (2026) About Clearalpha Technologies LpInvestment ActivityClearalpha Technologies Lp has $58.31 million in total holdings as of June 30, 2026.Clearalpha Technologies Lp owns shares of 79 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 69.84% of the portfolio was purchased this quarter.About 55.58% of the portfolio was sold this quarter.This quarter, Clearalpha Technologies Lp has purchased 74 new stocks and bought additional shares in 13 stocks.Clearalpha Technologies Lp sold shares of 21 stocks and completely divested from 40 stocks this quarter.Largest Holdings TE CONNECTIVITY PLC $3,645,915Mastercard $3,558,734Teradyne $2,110,994Huntington Ingalls Industries $1,726,641Autodesk $1,653,153 Largest New Holdings this Quarter G87052109 - TE CONNECTIVITY PLC $3,645,915 Holding57636Q104 - Mastercard $3,558,734 Holding880770102 - Teradyne $2,110,994 Holding446413106 - Huntington Ingalls Industries $1,726,641 Holding052769106 - Autodesk $1,653,153 Holding Largest Purchases this Quarter TE CONNECTIVITY PLC 18,084 shares (about $3.65M)Mastercard 6,929 shares (about $3.56M)Teradyne 4,363 shares (about $2.11M)Huntington Ingalls Industries 6,169 shares (about $1.73M)Autodesk 8,503 shares (about $1.65M) Largest Sales this Quarter Sysco 28,640 shares (about $2.39M)Hub Group 37,390 shares (about $1.64M)Waste Connections 8,784 shares (about $1.46M)CBRE Group 9,556 shares (about $1.29M)Cencora 3,814 shares (about $1.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClearalpha Technologies Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTE CONNECTIVITY PLC$3,645,915$3,645,915 ▲New Holding18,0846.3%ORD SHSMAMastercard$3,558,734$3,558,734 ▲New Holding6,9296.1%FinanceTERTeradyne$2,110,994$2,110,994 ▲New Holding4,3633.6%TechnologyHIIHuntington Ingalls Industries$1,726,641$1,726,641 ▲New Holding6,1693.0%IndustrialsADSKAutodesk$1,653,153$1,653,153 ▲New Holding8,5032.8%TechnologyCHKPCheck Point Software Technologies$1,648,132$1,648,132 ▲New Holding12,5402.8%TechnologyBLACKROCK INC$1,435,609$796,172 ▼-35.7%1,4932.5%COMEVERPURE INC$1,392,141$1,392,141 ▲New Holding17,6692.4%CL ACBRECBRE Group$1,361,447$1,287,098 ▼-48.6%10,1082.3%Real EstateCMECME Group$1,341,763$1,341,763 ▲New Holding6,0762.3%FinanceSPGIS&P Global$1,279,611$623,515 ▲95.0%3,1422.2%FinanceXLBMaterials Select Sector SPDR Fund$1,276,545$1,276,545 ▲New Holding25,1142.2%ETFLECOLincoln Electric$1,227,187$705,194 ▲135.1%4,6222.1%IndustrialsINTUIntuit$1,211,823$1,211,823 ▲New Holding4,6432.1%TechnologyGSThe Goldman Sachs Group$1,131,723$1,131,723 ▲New Holding1,1191.9%FinanceVALEVale$1,087,392$647,382 ▲147.1%72,3001.9%MaterialsNTRNutrien$1,053,279$1,053,279 ▲New Holding16,7321.8%MaterialsASMLASML$1,040,477$377,994 ▲57.1%5231.8%TechnologyGILDGilead Sciences$1,014,510$1,014,510 ▲New Holding8,0301.7%HealthcareLENLennar$1,001,996$55,199 ▼-5.2%11,0731.7%Consumer DiscretionaryEMREmerson Electric$907,714$131,555 ▼-12.7%6,3411.6%IndustrialsSNYSanofi$900,339$900,339 ▲New Holding21,1051.5%HealthcareONonsemi$898,792$898,792 ▲New Holding9,5071.5%TechnologyGPIGroup 1 Automotive$825,176$453,352 ▲121.9%2,8341.4%Consumer DiscretionaryEWJiShares MSCI Japan ETF$766,866$766,866 ▲New Holding8,2221.3%ETFCOFCapital One Financial$749,115$399,234 ▼-34.8%3,7341.3%FinanceDOMINOS PIZZA INC$711,680$711,680 ▲New Holding2,4041.2%COMSWKSSkyworks Solutions$697,187$495,889 ▼-41.6%10,2831.2%TechnologyFNFFidelity National Financial$674,058$86,114 ▼-11.3%14,2931.2%FinanceCORCencora$666,984$1,079,286 ▼-61.8%2,3571.1%HealthcarePNRPentair$660,579$320,745 ▼-32.7%8,6171.1%IndustrialsSTXSeagate Technology$659,095$659,095 ▲New Holding6831.1%TechnologyDHRDanaher$657,918$449,723 ▲216.0%3,4541.1%HealthcareLAM RESEARCH CORP$636,562$636,562 ▲New Holding1,4691.1%COM NEWMLMMartin Marietta Materials$632,640$632,640 ▲New Holding1,0971.1%MaterialsEFXEquifax$631,706$93,962 ▲17.5%3,9801.1%IndustrialsSTESTERIS$596,755$596,755 ▲New Holding2,8341.0%HealthcareNVSNovartis$588,797$3,448 ▲0.6%3,7571.0%HealthcareUBERUber Technologies$563,064$563,064 ▲New Holding7,8031.0%IndustrialsPDDPDD$562,870$380,256 ▲208.2%7,3791.0%Consumer DiscretionaryLPXLouisiana-Pacific$556,126$556,126 ▲New Holding7,0701.0%MaterialsWDCWestern Digital$555,686$555,686 ▲New Holding8701.0%TechnologyABTAbbott Laboratories$548,886$179,665 ▲48.7%6,0490.9%HealthcareTDYTeledyne Technologies$535,521$222,078 ▼-29.3%8030.9%TechnologyMOSMosaic$533,543$533,543 ▲New Holding25,1790.9%MaterialsAZOAutoZone$520,938$520,938 ▲New Holding1630.9%Consumer DiscretionaryHUBGHub Group$499,688$1,637,309 ▼-76.6%11,4110.9%IndustrialsGISGeneral Mills$494,578$494,578 ▲New Holding14,2120.8%Consumer StaplesNVRNVR$463,311$34,067 ▼-6.8%680.8%Consumer DiscretionarySHELShell$449,887$532,079 ▼-54.2%5,8020.8%EnergyEATBrinker International$442,008$442,008 ▲New Holding2,6310.8%Consumer DiscretionaryCOINCoinbase Global$428,483$428,483 ▲New Holding2,9310.7%FinanceEWZiShares MSCI Brazil ETF$424,557$424,557 ▲New Holding12,3060.7%ETFARISTA NETWORKS INC$404,145$439,820 ▼-52.1%2,3790.7%COM SHSLOPEGrand Canyon Education$368,651$169,156 ▲84.8%2,5760.6%Consumer DiscretionaryFRFirst Industrial Realty Trust$362,771$362,771 ▲New Holding5,9170.6%Real EstateKNSLKinsale Capital Group$361,802$361,802 ▲New Holding1,0970.6%FinanceLIILennox International$342,624$798,119 ▼-70.0%5980.6%IndustrialsAPDAir Products and Chemicals$310,184$32,836 ▼-9.6%1,0580.5%MaterialsARESAres Management$299,758$354,856 ▼-54.2%2,6930.5%FinanceMFCManulife Financial$295,358$13,611 ▲4.8%7,2910.5%FinanceSAIASaia$278,387$136,877 ▼-33.0%6610.5%IndustrialsALSNAllison Transmission$277,115$277,115 ▲New Holding2,4580.5%IndustrialsDOCUDocusign$246,975$246,975 ▲New Holding5,5600.4%TechnologyWCNWaste Connections$243,367$1,464,203 ▼-85.7%1,4600.4%IndustrialsIRIngersoll Rand$243,182$243,182 ▲New Holding2,9660.4%IndustrialsACIAlbertsons Companies$235,747$235,747 ▲New Holding17,4240.4%Consumer StaplesUFPIUFP Industries$229,754$229,754 ▲New Holding2,5320.4%IndustrialsSYYSysco$227,588$2,393,728 ▼-91.3%2,7230.4%Consumer StaplesBROBrown & Brown$226,899$226,899 ▲New Holding3,5370.4%FinanceBKEBuckle$222,563$222,563 ▲New Holding5,2740.4%Consumer DiscretionaryLEALear$222,137$222,137 ▲New Holding1,6570.4%Consumer DiscretionaryFEFirstEnergy$220,871$220,871 ▲New Holding4,6460.4%UtilitiesSTRAStrategic Education$215,302$215,302 ▲New Holding2,8100.4%Consumer DiscretionaryBUNGE GLOBAL SA$215,274$215,274 ▲New Holding2,0170.4%COM SHSSHOE STA GROUP INC$211,268$211,268 ▲New Holding14,2460.4%COMFISFidelity National Information Services$201,087$7,232 ▲3.7%5,1720.3%FinanceCNH INDL N V$165,833$589,944 ▼-78.1%14,7670.3%SHSUWMCUWM$41,813$41,813 ▲New Holding18,2590.1%FinanceRYANRyan Specialty$0$1,599,647 ▼-100.0%00.0%FinanceMUMicron Technology$0$1,449,671 ▼-100.0%00.0%TechnologyPFGCPerformance Food Group$0$1,409,364 ▼-100.0%00.0%Consumer StaplesHALHalliburton$0$1,141,198 ▼-100.0%00.0%EnergyTENBTenable$0$799,690 ▼-100.0%00.0%TechnologyBPBP$0$706,504 ▼-100.0%00.0%EnergyGPCGenuine Parts$0$646,344 ▼-100.0%00.0%Consumer DiscretionarySYKStryker$0$600,005 ▼-100.0%00.0%HealthcareEWWiShares MSCI Mexico ETF$0$579,497 ▼-100.0%00.0%ETFMCHPMicrochip Technology$0$529,091 ▼-100.0%00.0%TechnologySTSensata Technologies$0$521,432 ▼-100.0%00.0%IndustrialsXLIIndustrial Select Sector SPDR Fund$0$486,322 ▼-100.0%00.0%ETFREXRRexford Industrial Realty$0$481,196 ▼-100.0%00.0%Real EstateETNEaton$0$479,993 ▼-100.0%00.0%IndustrialsBLDRBuilders FirstSource$0$476,855 ▼-100.0%00.0%IndustrialsWATWaters$0$429,428 ▼-100.0%00.0%HealthcareVMCVulcan Materials$0$394,563 ▼-100.0%00.0%MaterialsVSTVistra$0$381,387 ▼-100.0%00.0%UtilitiesTXRHTexas Roadhouse$0$380,317 ▼-100.0%00.0%Consumer DiscretionaryLEVILevi Strauss & Co.$0$346,151 ▼-100.0%00.0%Consumer DiscretionaryTEAMAtlassian$0$340,977 ▼-100.0%00.0%TechnologyShowing largest 100 holdings. 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