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Clarus Group, Inc.

SEC CIK
0001844568
Latest filing
Jul 24, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
110
+6 vs. Q1 2021
Portfolio value
$133.7M
+$13.6M (+11.3%) vs. Q1 2021
Filed
Aug 12, 2021
SEC
Holdings of Clarus Group, Inc. in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ARK Innovation ETF00214Q104ETF113,268$14.2M10.6%−6,407−5.4%Reduced–
AAPLApple Inc.Stock57,229$8.30M6.2%+31+0.1%AddedHistory
Global X FDS37954Y673US INFR DEV ETF304,827$7.89M5.9%+643+0.2%Added–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF200,951$7.88M5.9%+108,503+117.4%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF330,828$7.61M5.7%+185,111+127.0%Added–
Pacer Trendpilot US Bond ETF69374H642ETF268,518$7.47M5.6%+153,834+134.1%Added–
STELStellar Bancorp, Inc.COM222,160$5.98M4.5%+4,960+2.3%AddedHistory
MSFTMicrosoft CorpStock18,811$5.23M3.9%−745−3.8%ReducedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF129,572$4.96M3.7%−113,244−46.6%Reduced–
Pacer Trendpilot 100 ETF69374H303ETF69,747$3.91M2.9%+37,286+114.9%Added–
Pacer FDS Tr69374H725LUNT MDCAP MLT102,088$3.70M2.8%+56,807+125.5%Added–
XOMExxonMobil Holdings CorpCOM57,538$3.52M2.6%+8,628+17.6%AddedHistory
First Tr Exchange Traded FD33738R878DORSEY WRIGHT85,990$3.11M2.3%−86,853−50.2%Reduced–
Pacer Trendpilot International ETF69374H683ETF87,240$2.56M1.9%−84,484−49.2%Reduced–
AMZNAmazon Com IncStock658$2.45M1.8%00.0%UnchangedHistory
CVXChevron CorpStock22,462$2.34M1.7%+42+0.2%AddedHistory
EPDEnterprise Products Partners L.P.Stock77,448$1.89M1.4%−244−0.3%ReducedHistory
JNJJohnson & JohnsonStock11,105$1.89M1.4%+12+0.1%AddedHistory
VLYValley National BancorpCOM111,006$1.48M1.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock8,698$1.35M1.0%+10.0%AddedHistory
FTITechnipFMC plcCOM143,050$1.23M0.9%+143,050NewHistory
GOOGAlphabet Inc.Stock451$1.17M0.9%+4+0.9%AddedHistory
METAMeta Platforms, Inc.Stock3,125$1.09M0.8%00.0%UnchangedHistory
PEPPepsiCo IncStock6,188$925.0K0.7%+30.0%AddedHistory
PFEPfizer IncStock23,240$921.0K0.7%−1,190−4.9%ReducedHistory
KMIKinder Morgan, Inc.Stock49,198$919.0K0.7%+261+0.5%AddedHistory
BRK.BBerkshire Hathaway IncStock3,162$887.0K0.7%−252−7.4%ReducedHistory
BABoeing CoStock3,373$808.0K0.6%+20+0.6%AddedHistory
TXNTexas Instruments IncStock3,969$755.0K0.6%00.0%UnchangedHistory
ENPHEnphase Energy, Inc.Stock3,600$662.0K0.5%00.0%UnchangedHistory
CGBDCarlyle Secured Lending, Inc.COM45,001$605.0K0.5%00.0%UnchangedHistory
DISWalt Disney CoStock3,352$593.0K0.4%+500+17.5%AddedHistory
SBUXStarbucks CorpStock5,034$591.0K0.4%−198−3.8%ReducedHistory
iShares Core S&P 500 ETF464287200ETF1,351$591.0K0.4%−67−4.7%Reduced–
CSCOCisco Systems, Inc.Stock10,049$540.0K0.4%−992−9.0%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF7,142$536.0K0.4%−326−4.4%Reduced–
ABTAbbott LaboratoriesStock4,462$534.0K0.4%00.0%UnchangedHistory
TSLATesla, Inc.Stock796$523.0K0.4%−50−5.9%ReducedHistory
BACBank of America CorpStock13,019$521.0K0.4%−626−4.6%ReducedHistory
ABBVAbbVie Inc.Stock4,315$503.0K0.4%−100−2.3%ReducedHistory
PMPhilip Morris International Inc.Stock4,914$488.0K0.4%+11+0.2%AddedHistory
CRKComstock Resources IncCOM76,035$485.0K0.4%+5,344+7.6%AddedHistory
TAT&T Inc.Stock16,944$482.0K0.4%−1,789−9.5%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN45,138$478.0K0.4%−244−0.5%ReducedHistory
GSBDGoldman Sachs BDC, Inc.SHS23,664$462.0K0.3%+23,664NewHistory
NVDANVIDIA CorpStock570$457.0K0.3%00.0%UnchangedHistory
MCWMister Car Wash, Inc.COM20,653$450.0K0.3%+20,653NewHistory
PGProcter & Gamble CoStock3,166$434.0K0.3%+2+0.1%AddedHistory
INTCIntel CorpStock7,698$431.0K0.3%+30.0%AddedHistory
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10012,447$428.0K0.3%00.0%Unchanged–
HALHalliburton CoStock18,449$413.0K0.3%−624−3.3%ReducedHistory
CATCaterpillar IncStock1,896$412.0K0.3%+2+0.1%AddedHistory
MRKMerck & Co., Inc.Stock5,233$408.0K0.3%−1,119−17.6%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF7,994$408.0K0.3%−251−3.0%Reduced–
UNHUnitedHealth Group IncStock988$407.0K0.3%+1+0.1%AddedHistory
HONHoneywell International IncCOM1,813$407.0K0.3%−15−0.8%ReducedHistory
QCOMQualcomm IncStock2,782$393.0K0.3%00.0%UnchangedHistory
KOCoca Cola CoStock7,145$389.0K0.3%+36+0.5%AddedHistory
LLYEli Lilly & CoStock1,623$381.0K0.3%00.0%UnchangedHistory
WMTWalmart Inc.Stock2,716$381.0K0.3%−292−9.7%ReducedHistory
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund IncSHS12,959$379.0K0.3%−5,476−29.7%ReducedHistory
LWLamb Weston Holdings, Inc.Stock4,589$371.0K0.3%00.0%UnchangedHistory
HPHelmerich & Payne, Inc.COM11,399$365.0K0.3%00.0%UnchangedHistory
ACNAccenture plcStock1,121$350.0K0.3%+1,121NewHistory
MCDMcDonalds CorpStock1,482$349.0K0.3%+5+0.3%AddedHistory
MOAltria Group, Inc.Stock7,240$343.0K0.3%+72+1.0%AddedHistory
VZVerizon Communications IncStock5,942$333.0K0.2%−366−5.8%ReducedHistory
NFLXNetflix IncStock611$327.0K0.2%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV15,197$312.0K0.2%+395+2.7%Added–
MCHPMicrochip Technology IncStock2,152$310.0K0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock123$309.0K0.2%00.0%UnchangedHistory
ARK Next Generation Technology ETF00214Q401ETF2,077$309.0K0.2%+32+1.6%Added–
WSRWhitestone REITCOM37,173$301.0K0.2%00.0%UnchangedHistory
CAGConagra Brands Inc.Stock8,135$294.0K0.2%00.0%UnchangedHistory
EOGEOG Resources IncStock3,451$285.0K0.2%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW300$285.0K0.2%00.0%UnchangedHistory
iShares Select Dividend ETF464287168ETF2,403$281.0K0.2%00.0%Unchanged–
Invesco QQQ Trust Series I46090E103ETF773$279.0K0.2%+13+1.7%Added–
UNPUnion Pacific CorpStock1,258$279.0K0.2%+1+0.1%AddedHistory
WKHSWorkhorse Group Inc.COM NEW21,400$278.0K0.2%00.0%UnchangedHistory
RJFRaymond James Financial IncCOM2,052$271.0K0.2%−12−0.6%ReducedHistory
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL6,073$269.0K0.2%+185+3.1%Added–
ETNEaton Corp plcStock1,739$267.0K0.2%+1,739NewHistory
ADBEAdobe Inc.Stock440$266.0K0.2%−121−21.6%ReducedHistory
WMBWilliams Companies, Inc.COM9,779$261.0K0.2%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF1,712$259.0K0.2%−400−18.9%Reduced–
LUVSouthwest Airlines CoCOM4,818$255.0K0.2%00.0%UnchangedHistory
EFXEquifax IncCOM1,000$249.0K0.2%+1,000NewHistory
DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.COM SHS15,991$243.0K0.2%−5,115−24.2%ReducedHistory
LOWLowes Companies IncStock1,234$241.0K0.2%−162−11.6%ReducedHistory
CMCSAComcast CorpStock4,086$237.0K0.2%+3+0.1%AddedHistory
JLLJones Lang Lasalle IncCOM1,217$236.0K0.2%00.0%UnchangedHistory
NMZNuveen Municipal High Income Opportunity FundCOM15,064$236.0K0.2%−3,073−16.9%ReducedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF7,395$235.0K0.2%+265+3.7%Added–
HDHome Depot, Inc.Stock726$234.0K0.2%+2+0.3%AddedHistory
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW4,316$234.0K0.2%+156+3.8%Added–
GLDSPDR Gold TrustETF1,357$230.0K0.2%+1,357NewHistory
ARK ETF Tr00214Q302GENOMIC REV ETF2,398$216.0K0.2%−200−7.7%Reduced–
SYYSysco CorpStock2,807$214.0K0.2%00.0%UnchangedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR14,718$210.0K0.2%00.0%UnchangedHistory

Sold out since Q1 2021 (3)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Clarus Group, Inc. sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
NTRSNorthern Trust CorpCOM5,034$538.0K0.4%History
CCICrown Castle Inc.REIT1,694$299.0K0.2%History
OZSCOzop Energy Solutions, Inc.COM50,000$5.00K<0.1%History