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Clarius Group, LLC

SEC CIK
0001664214
Latest filing
Jan 14, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 27, 2021. Long positions only.

Institution overview
Positions
386
No 13F data for Q4 2020
Portfolio value
$1.00B
No 13F data for Q4 2020
Filed
Apr 27, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Clarius Group, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
PCARPaccar IncCOM1,394,931$129.6M12.9%––History
MSFTMicrosoft CorpStock376,590$88.8M8.9%––History
AMZNAmazon Com IncStock23,775$73.6M7.3%––History
SBUXStarbucks CorpStock465,184$50.8M5.1%––History
Schwab Fundamental U.S. Small Company ETF808524763ETF962,462$48.8M4.9%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF673,587$43.4M4.3%–––
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM865,281$38.2M3.8%–––
Vanguard S&P 500 ETF922908363ETF89,513$32.6M3.3%–––
iShares Tr46435G326CORE MSCI INTL449,694$29.1M2.9%–––
AAPLApple Inc.Stock225,592$27.6M2.8%––History
SPYSPDR S&P 500 ETF TrustETF42,949$17.0M1.7%––History
Vanguard Morningstar Growth ETF922908736ETF60,494$15.5M1.6%–––
Lattice Strategies Tr518416102HARTFORD MLT ETF518,193$15.4M1.5%–––
Schwab Fundamental International Small Equity ETF808524748ETF394,468$14.8M1.5%–––
METAMeta Platforms, Inc.Stock44,351$13.1M1.3%––History
GOOGLAlphabet Inc.Stock6,051$12.5M1.2%––History
SMARSmartsheet IncCOM CL A188,181$12.0M1.2%––History
GOOGAlphabet Inc.Stock4,882$10.1M1.0%––History
iShares Tr464287622RUS 1000 ETF39,408$8.82M0.9%–––
Schwab Strategic Tr808524862SHT TM US TRES171,639$8.81M0.9%–––
CINFCincinnati Financial CorpCOM74,320$7.66M0.8%––History
BRK.BBerkshire Hathaway IncStock20,456$5.23M0.5%––History
NFLXNetflix IncStock9,931$5.18M0.5%––History
JPMJPMorgan Chase & CoStock33,095$5.04M0.5%––History
NVDANVIDIA CorpStock9,391$5.01M0.5%––History
Vanguard Morningstar Value ETF922908744ETF34,896$4.59M0.5%–––
JNJJohnson & JohnsonStock27,036$4.44M0.4%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF18,852$3.90M0.4%–––
COSTCostco Wholesale CorpStock11,031$3.89M0.4%––History
MAMastercard IncStock10,861$3.87M0.4%––History
HDHome Depot, Inc.Stock11,993$3.66M0.4%––History
UNHUnitedHealth Group IncStock9,830$3.66M0.4%––History
VVisa Inc.Stock17,221$3.65M0.4%––History
DISWalt Disney CoStock19,197$3.54M0.4%––History
iShares Tr46435G243ESG AWRE 1 5 YR132,078$3.43M0.3%–––
iShares Tr464288257MSCI ACWI ETF34,570$3.29M0.3%–––
PGProcter & Gamble CoStock24,198$3.28M0.3%––History
BACBank of America CorpStock84,239$3.26M0.3%––History
PYPLPayPal Holdings, Inc.Stock12,998$3.16M0.3%––History
RAMPLiveRamp Holdings, Inc.COM60,040$3.12M0.3%––History
RDFNRedfin CorpCOM41,234$2.75M0.3%––History
ADBEAdobe Inc.Stock5,673$2.70M0.3%––History
CMCSAComcast CorpStock49,641$2.69M0.3%––History
CRMSalesforce, Inc.Stock12,395$2.63M0.3%––History
INTCIntel CorpStock40,404$2.59M0.3%––History
NEENextera Energy IncStock32,016$2.42M0.2%––History
WMTWalmart Inc.Stock16,687$2.27M0.2%––History
ABTAbbott LaboratoriesStock18,169$2.18M0.2%––History
Invesco Exchange Traded FD T46137V597RAFI US 150012,223$2.15M0.2%–––
MCDMcDonalds CorpStock9,577$2.15M0.2%––History
PIImpinj IncCOM37,095$2.11M0.2%––History
iShares Core MSCI Total International Stock ETF46432F834ETF29,666$2.08M0.2%–––
PRCHPorch Group, Inc.COM117,412$2.08M0.2%––History
CSCOCisco Systems, Inc.Stock39,385$2.04M0.2%––History
Vanguard Ftse All-World Ex-US Index Fund922042775ETF33,110$2.01M0.2%–––
ORCLOracle CorpStock27,822$1.95M0.2%––History
Vanguard Index FDS922908652EXTEND MKT ETF11,022$1.95M0.2%–––
ACNAccenture plcStock6,802$1.88M0.2%––History
VZVerizon Communications IncStock31,744$1.85M0.2%––History
AVGOBroadcom Inc.Stock3,949$1.83M0.2%––History
ABBVAbbVie Inc.Stock16,882$1.83M0.2%––History
PEPPepsiCo IncStock12,880$1.82M0.2%––History
AMGNAmgen IncStock7,290$1.81M0.2%––History
VIRVir Biotechnology, Inc.COM35,357$1.81M0.2%––History
HONHoneywell International IncCOM8,272$1.80M0.2%––History
TAT&T Inc.Stock57,234$1.73M0.2%––History
XOMExxonMobil Holdings CorpCOM30,831$1.72M0.2%––History
Invesco QQQ Trust Series I46090E103ETF5,365$1.71M0.2%–––
NKENIKE, Inc.Stock12,863$1.71M0.2%––History
iShares Russell 1000 Growth ETF464287614ETF6,924$1.68M0.2%–––
UNPUnion Pacific CorpStock7,553$1.67M0.2%––History
Vanguard Star FDS921909768VG TL INTL STK F26,170$1.64M0.2%–––
AMATApplied Materials IncStock12,193$1.63M0.2%––History
PFEPfizer IncStock43,824$1.59M0.2%––History
MRKMerck & Co., Inc.Stock20,504$1.58M0.2%––History
DHRDanaher CorpStock7,024$1.58M0.2%––History
LOWLowes Companies IncStock8,282$1.57M0.2%––History
MDTMedtronic plcStock13,291$1.57M0.2%––History
LLYEli Lilly & CoStock8,351$1.56M0.2%––History
CVXChevron CorpStock14,865$1.56M0.2%––History
ALKAlaska Air Group, Inc.COM22,411$1.55M0.2%––History
KOCoca Cola CoStock29,352$1.55M0.2%––History
QCOMQualcomm IncStock11,657$1.55M0.2%––History
MSMorgan StanleyStock19,757$1.53M0.2%––History
BABoeing CoStock5,834$1.49M0.1%––History
FDXFedEx CorpStock5,213$1.48M0.1%––History
BIDUBaidu, Inc.ADR6,732$1.47M0.1%––History
BMYBristol Myers Squibb CoStock23,015$1.45M0.1%––History
CCitigroup IncStock18,600$1.35M0.1%––History
CATCaterpillar IncStock5,725$1.33M0.1%––History
BABAAlibaba Group Holding LtdADR5,747$1.30M0.1%––History
NOWServiceNow, Inc.Stock2,566$1.28M0.1%––History
GSGoldman Sachs Group IncStock3,885$1.27M0.1%––History
iShares Russell 1000 Value ETF464287598ETF8,316$1.26M0.1%–––
Schwab Strategic Tr808524789FUNDAMENTAL US B23,760$1.22M0.1%–––
Vanguard Ftse Developed Markets ETF921943858ETF23,634$1.16M0.1%–––
DBXDropbox, Inc.CL A42,900$1.14M0.1%––History
INTUIntuit Inc.Stock2,971$1.14M0.1%––History
WFCWells Fargo & CompanyStock28,206$1.10M0.1%––History
CHTRCharter Communications, Inc.CL A1,774$1.09M0.1%––History