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Portfolio (Quarterly) Guide ↗

Clarus Group, Inc.

· CIK 0001844568
13F Portfolio $288M AUM Filed Nov 3, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 105 New
Page 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,960.0 $705K 0.24% NEW $238.15 -37.0%
42 THNQ EXCHANGE TRADED CONCEPTS TRU 10,258.0 $657K 0.23% NEW $64.04 +28.6%
43 GLD SPDR GOLD TR Financial Services 1,825.0 $649K 0.23% NEW $355.47 +17.3%
44 ROP ROPER TECHNOLOGIES INC Industrials 1,256.0 $626K 0.22% NEW $498.50 -34.0%
45 CPRT COPART INC Industrials 13,619.0 $612K 0.21% NEW $44.97 -23.5%
46 FANG DIAMONDBACK ENERGY INC Energy 4,214.0 $603K 0.21% NEW $143.11 +40.4%
47 PEP PEPSICO INC Consumer Defensive 4,286.0 $602K 0.21% NEW $140.43 +6.0%
48 CHE CHEMED CORP NEW Healthcare 1,322.0 $592K 0.21% NEW $447.90 -1.4%
49 KMI KINDER MORGAN INC DEL Energy 20,837.0 $590K 0.20% NEW $28.31 +18.3%
50 AMT AMERICAN TOWER CORP NEW Real Estate 2,996.0 $576K 0.20% NEW $192.29 -4.4%
51 NOW SERVICENOW INC Technology 596.0 $548K 0.19% NEW $920.28 -89.2%
52 ORCL ORACLE CORP Technology 1,916.0 $539K 0.19% NEW $281.19 -32.5%
53 BUFR FIRST TR EXCHNG TRADED FD VI 15,505.0 $518K 0.18% NEW $33.42 +8.3%
54 VIG VANGUARD SPECIALIZED FUNDS 2,391.0 $516K 0.18% NEW $215.79 +7.1%
55 ABBV ABBVIE INC Healthcare 2,227.0 $516K 0.18% NEW $231.53 -7.3%
56 NFLX NETFLIX INC Communication Services 410.0 $492K 0.17% NEW $1198.92 -92.6%
57 BA BOEING CO Industrials 2,257.0 $487K 0.17% NEW $215.85 +1.7%
58 WMB WILLIAMS COS INC Energy 7,389.0 $468K 0.16% NEW $63.35 +22.9%
59 KO COCA COLA CO Consumer Defensive 7,013.0 $465K 0.16% NEW $66.32 +22.4%
60 INTC INTEL CORP Technology 13,785.0 $462K 0.16% NEW $33.55 +253.2%
Page 3 of 6  ·  105 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
Energy 33.1%
Technology 31.7%
Financial Services 9.0%
Consumer Cyclical 8.2%
Communication Services 4.6%
Industrials 4.4%
Healthcare 4.2%
Consumer Defensive 3.7%
Real Estate 0.6%
Utilities 0.5%