BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 1,096.0 $444K 0.15% NEW $405.35 -22.6%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 1,571.0 $443K 0.15% NEW $282.15 -10.3%
63 HON HONEYWELL INTL INC Industrials 2,082.0 $438K 0.15% NEW $210.50 +6.3%
64 XLK SELECT SECTOR SPDR TR 1,553.0 $438K 0.15% NEW $281.90 -36.6%
65 DGRW WISDOMTREE TR 4,806.0 $428K 0.15% NEW $88.96 +7.9%
66 ISRG INTUITIVE SURGICAL INC Healthcare 915.0 $409K 0.14% NEW $447.23 -1.7%
67 TEM TEMPUS AI INC Healthcare 5,000.0 $404K 0.14% NEW $80.71 -43.2%
68 SOC SABLE OFFSHORE CORP Energy 22,540.0 $394K 0.14% NEW $17.46 -13.8%
69 RJF RAYMOND JAMES FINL INC Financial Services 2,271.0 $392K 0.14% NEW $172.57 -11.9%
70 RTX RTX CORPORATION Industrials 2,276.0 $381K 0.13% NEW $167.33 +4.5%
71 MRK MERCK & CO INC Healthcare 4,527.0 $380K 0.13% NEW $83.92 +38.1%
72 FDL FIRST TR EXCHANGE-TRADED FD 8,579.0 $372K 0.13% NEW $43.41 +16.2%
73 MCD MCDONALDS CORP Consumer Cyclical 1,143.0 $347K 0.12% NEW $303.81 -6.5%
74 CAT CATERPILLAR INC Industrials 718.0 $343K 0.12% NEW $477.17 +81.5%
75 LVHI LEGG MASON ETF INVT 9,725.0 $338K 0.12% NEW $34.75 +19.8%
76 BAC BANK AMERICA CORP Financial Services 6,534.0 $337K 0.12% NEW $51.59 -0.2%
77 PTLC PACER FDS TR 6,091.0 $334K 0.12% NEW $54.76 +5.5%
78 PM PHILIP MORRIS INTL INC Consumer Defensive 2,054.0 $333K 0.12% NEW $162.24 +16.3%
79 DVY ISHARES TR 2,329.0 $331K 0.12% NEW $142.10 +8.5%
80 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 3,000.0 $299K 0.10% NEW $99.81 -32.3%
Page 4 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%