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Portfolio (Quarterly) Guide ↗

Clarus Wealth Advisors

· CIK 0001730149
13F Portfolio $260M AUM 86 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 41 Added 32 Reduced 10 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLY SELECT SECTOR SPDR TR 19,980.0 $2.3M 0.89% +2K +12.2% $115.30 -0.3%
22 ABBV ABBVIE INC Healthcare 9,101.0 $2.3M 0.89% +1K +18.4% $252.75 +1.5%
23 PLTR PALANTIR TECHNOLOGIES INC Technology 17,078.0 $2.3M 0.87% +2K +17.0% $132.22 +31.8%
24 XLV SELECT SECTOR SPDR TR 13,315.0 $2.2M 0.83% +1K +11.4% $162.30 +5.6%
25 META META PLATFORMS INC Communication Services 3,235.0 $2.0M 0.75% +292.0 +9.9% $603.12 +2.3%
26 CARR CARRIER GLOBAL CORPORATION Industrials 27,744.0 $1.9M 0.71% +978.0 +3.6% $66.74 -10.5%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,931.0 $1.8M 0.71% +197.0 +11.4% $953.13 -3.9%
28 TJX TJX COS INC NEW Consumer Cyclical 11,431.0 $1.7M 0.67% +681.0 +6.3% $152.79 -13.6%
29 NLR VANECK ETF TRUST 14,924.0 $1.7M 0.64% +3K +28.4% $111.09 +8.0%
30 PROSHARES TR 24,443.0 $1.2M 0.46% +1K +5.4% $48.67
31 TDIV FIRST TR EXCHANGE TRADED FD 10,383.0 $1.2M 0.45% +148.0 +1.4% $112.96 +2.7%
32 DGRO ISHARES TR 13,009.0 $999K 0.39% +2K +13.8% $76.83 +3.0%
33 REGL PROSHARES TR 10,196.0 $925K 0.36% +1K +16.9% $90.68 +2.6%
34 V VISA INC Financial Services 2,103.0 $731K 0.28% +216.0 +11.4% $347.53 +7.9%
35 NEE NEXTERA ENERGY INC Utilities 6,956.0 $608K 0.23% +1K +24.8% $87.43 -4.6%
36 OKE ONEOK INC NEW Energy 6,169.0 $562K 0.22% +1K +21.8% $91.16 +4.7%
37 CAH CARDINAL HEALTH INC Healthcare 2,359.0 $559K 0.22% +262.0 +12.5% $237.15 +4.2%
38 AVGO BROADCOM INC Technology 1,422.0 $553K 0.21% +57.0 +4.2% $388.69 -7.9%
39 WMT WALMART INC Consumer Defensive 4,460.0 $504K 0.19% +860.0 +23.9% $113.10 -5.3%
40 ORCL ORACLE CORP Technology 2,940.0 $413K 0.16% +91.0 +3.2% $140.49 +13.0%
Page 2 of 3  ·  41 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 38.2%
Technology 29.0%
Industrials 10.3%
Consumer Cyclical 8.6%
Communication Services 5.1%
Healthcare 4.1%
Consumer Defensive 2.8%
Energy 1.0%
Utilities 0.7%
Basic Materials 0.2%