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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 NDAQ NASDAQ INC Financial Services 18,936 $1.6M 0.70% SOLD
2 GD GENERAL DYNAMICS CORP Industrials 4,410 $1.5M 0.66% SOLD
3 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 9,279 $1.5M 0.63% SOLD
4 HCA HCA HEALTHCARE INC Healthcare 849 $416K 0.18% SOLD
5 GWW WW GRAINGER INC Industrials 240 $266K 0.11% SOLD
6 XOM EXXON MOBIL CORP Energy 1,535 $252K 0.11% SOLD
7 GRC GORMAN RUPP CO Industrials 3,823 $244K 0.10% SOLD
8 CCJ CAMECO CORP Energy 2,133 $235K 0.10% SOLD
9 PYLD PIMCO ETF TR 8,284 $218K 0.09% SOLD
10 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,781 $201K 0.09% SOLD
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%