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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABBV ABBVIE INC Healthcare 9,101.0 $2.3M 0.89% +1K +18.4% $252.75 +1.4%
42 GOOGL ALPHABET INC Communication Services 6,332.0 $2.3M 0.88% -32.0 -0.5% $361.92 -6.5%
43 PLTR PALANTIR TECHNOLOGIES INC Technology 17,078.0 $2.3M 0.87% +2K +17.0% $132.22 +31.8%
44 XLV SELECT SECTOR SPDR TR 13,315.0 $2.2M 0.83% +1K +11.4% $162.30 +5.6%
45 AMZN AMAZON COM INC Consumer Cyclical 8,552.0 $2.1M 0.80% -279.0 -3.2% $243.62 +6.1%
46 PWR QUANTA SVCS INC Industrials 3,065.0 $2.0M 0.79% -201.0 -6.2% $666.33 -6.3%
47 NOW SERVICENOW INC Technology 18,912.0 $2.0M 0.79% NEW $107.78 +31.1%
48 META META PLATFORMS INC Communication Services 3,235.0 $2.0M 0.75% +292.0 +9.9% $603.12 +2.3%
49 AMD ADVANCED MICRO DEVICES INC Technology 3,755.0 $1.9M 0.75% -5K -55.3% $517.41 -7.7%
50 C CITIGROUP INC Financial Services 13,858.0 $1.9M 0.73% -547.0 -3.8% $137.39 +0.2%
51 CAT CATERPILLAR INC Industrials 1,974.0 $1.9M 0.72% -100.0 -4.8% $948.01 -14.1%
52 CARR CARRIER GLOBAL CORPORATION Industrials 27,744.0 $1.9M 0.71% +978.0 +3.6% $66.74 -10.5%
53 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,931.0 $1.8M 0.71% +197.0 +11.4% $953.13 -3.9%
54 VRT VERTIV HOLDINGS CO Industrials 5,788.0 $1.8M 0.71% NEW $317.81 -11.7%
55 SMH VANECK ETF TRUST 3,020.0 $1.8M 0.69% -1K -28.1% $593.00 -4.4%
56 TJX TJX COS INC NEW Consumer Cyclical 11,431.0 $1.7M 0.67% +681.0 +6.3% $152.79 -13.6%
57 ASTS AST SPACEMOBILE INC Technology 22,196.0 $1.7M 0.64% NEW $74.95 -16.9%
58 NLR VANECK ETF TRUST 14,924.0 $1.7M 0.64% +3K +28.4% $111.09 +8.0%
59 PROSHARES TR 24,443.0 $1.2M 0.46% +1K +5.4% $48.67
60 TDIV FIRST TR EXCHANGE TRADED FD 10,383.0 $1.2M 0.45% +148.0 +1.4% $112.96 +2.7%
Page 3 of 5  ·  86 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%