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Portfolio (Quarterly) Guide ↗

Clarus Wealth Advisors

· CIK 0001730149
13F Portfolio $235M AUM 88 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 41 Added 22 Reduced 13 Exited
Page 5 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XOM EXXON MOBIL CORP Energy 1,535.0 $252K 0.11% -384.0 -20.0% $163.92 -8.6%
82 GRC GORMAN RUPP CO Industrials 3,823.0 $244K 0.10% NEW $63.80 +18.6%
83 CCJ CAMECO CORP Energy 2,133.0 $235K 0.10% NEW $110.23 -2.5%
84 NTR NUTRIEN LTD Basic Materials 3,019.0 $232K 0.10% NEW $76.88 -10.6%
85 PSI INVESCO EXCHANGE TRADED FD T 2,250.0 $224K 0.10% $99.53 +60.9%
86 PYLD PIMCO ETF TR 8,284.0 $218K 0.09% $26.26 +0.6%
87 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,781.0 $201K 0.09% NEW $72.15 +10.3%
88 HUMA HUMACYTE INC Healthcare 39,971.0 $24K 0.01% $0.61 +89.5%
Page 5 of 5  ·  88 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.7%
Technology 25.3%
Industrials 11.3%
Consumer Cyclical 10.5%
Communication Services 4.7%
Healthcare 3.8%
Consumer Defensive 3.1%
Energy 1.6%
Utilities 0.7%
Basic Materials 0.3%