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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 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 614.0 $654K 0.22% -105.0 -14.6% $1065.19 -26.4%
42 CGDV CAPITAL GROUP DIVIDEND VALUE 13,270.0 $654K 0.22% $49.28 +1.1%
43 PALC PACER FDS TR 10,686.0 $638K 0.22% $59.75 -2.3%
44 KMI KINDER MORGAN INC DEL Energy 19,387.0 $620K 0.21% $31.97 -0.3%
45 FANG DIAMONDBACK ENERGY INC Energy 3,405.0 $599K 0.20% -489.0 -12.6% $175.80 +15.5%
46 MRK MERCK & CO INC Healthcare 4,461.0 $573K 0.19% $128.51 +17.0%
47 PEP PEPSICO INC Consumer Defensive 4,189.0 $567K 0.19% -36.0 -0.8% $135.42 +4.0%
48 BUFR FIRST TR EXCHNG TRADED FD VI 15,505.0 $566K 0.19% $36.53 +2.3%
49 ISRG INTUITIVE SURGICAL INC Healthcare 1,417.0 $564K 0.19% +502.0 +54.9% $397.68 -4.5%
50 APH AMPHENOL CORP Technology 3,182.0 $561K 0.19% -361.0 -10.2% $176.30 -10.3%
51 PGR PROGRESSIVE CORP Financial Services 2,551.0 $557K 0.19% -223.0 -8.0% $218.45 +2.2%
52 KO COCA COLA CO Consumer Defensive 6,447.0 $524K 0.18% -627.0 -8.9% $81.27 +8.7%
53 ABBV ABBVIE INC Healthcare 2,057.0 $518K 0.17% -175.0 -7.8% $251.59 +2.9%
54 CHE CHEMED CORP NEW Healthcare 1,061.0 $494K 0.17% -168.0 -13.7% $465.83 +11.6%
55 COP CONOCOPHILLIPS Energy 4,722.0 $491K 0.17% -5K -49.0% $103.95 +30.8%
56 XLK SELECT SECTOR SPDR TR 2,524.0 $481K 0.16% -584.0 -18.8% $190.55 -3.9%
57 BA BOEING CO Industrials 2,194.0 $475K 0.16% -63.0 -2.8% $216.49 -3.1%
58 SOXX ISHARES TR 725.0 $465K 0.16% -110.0 -13.2% $640.76 -22.1%
59 DGRW WISDOMTREE TR 4,787.0 $458K 0.15% $95.62 +3.8%
60 RTX RTX CORPORATION Industrials 2,277.0 $432K 0.15% $189.74 +6.6%
Page 3 of 7  ·  127 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%