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Portfolio (Quarterly) Guide ↗

Clarus Group, Inc.

· CIK 0001844568
13F Portfolio $295M AUM 127 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 28 New 15 Added 46 Reduced 4 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMAT APPLIED MATLS INC Technology 300.0 $217K 0.07% NEW $723.00 -38.9%
22 RSPT INVESCO EXCHANGE TRADED FD T 3,300.0 $213K 0.07% NEW $64.50 -1.4%
23 VO VANGUARD INDEX FDS 2,600.0 $209K 0.07% NEW $80.57 +0.9%
24 LASR NLIGHT INC Technology 3,000.0 $209K 0.07% NEW $69.62 -42.1%
25 VB VANGUARD INDEX FDS 678.0 $206K 0.07% NEW $303.12 -2.4%
26 BBBY BED BATH & BEYOND INC Consumer Cyclical 16,855.0 $98K 0.03% NEW $5.79 -24.9%
27 FRMI FERMI INC Utilities 10,547.0 $97K 0.03% NEW $9.16 -49.5%
28 CGNT COGNYTE SOFTWARE LTD Technology 10,000.0 $88K 0.03% NEW $8.78 -3.9%
Page 2 of 2  ·  28 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
Technology 36.2%
Energy 28.6%
Financial Services 9.5%
Consumer Cyclical 8.1%
Healthcare 5.1%
Industrials 4.7%
Consumer Defensive 3.6%
Communication Services 3.2%
Real Estate 0.5%
Utilities 0.4%