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Clarus Group, Inc.

SEC CIK
0001844568
Latest filing
Jul 24, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
109
−1 vs. Q2 2021
Portfolio value
$144.9M
+$11.2M (+8.3%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Clarus Group, Inc. in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
ARK Innovation ETF00214Q104ETF104,620$11.6M8.0%−8,648−7.6%Reduced–
TMToyota Motor CorpADS64,423$11.5M7.9%+64,423NewHistory
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF271,491$10.4M7.2%+70,540+35.1%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF448,240$10.3M7.1%+117,412+35.5%Added–
Pacer Trendpilot US Bond ETF69374H642ETF368,804$10.0M6.9%+100,286+37.3%Added–
AAPLApple Inc.Stock56,775$8.03M5.5%−454−0.8%ReducedHistory
Global X FDS37954Y673US INFR DEV ETF293,602$7.46M5.2%−11,225−3.7%Reduced–
STELStellar Bancorp, Inc.COM222,160$5.86M4.0%00.0%UnchangedHistory
MSFTMicrosoft CorpStock18,645$5.26M3.6%−166−0.9%ReducedHistory
Pacer Trendpilot 100 ETF69374H303ETF93,078$5.18M3.6%+23,331+33.5%Added–
Pacer FDS Tr69374H725LUNT MDCAP MLT141,709$4.94M3.4%+39,621+38.8%Added–
XOMExxonMobil Holdings CorpCOM58,660$3.45M2.4%+1,122+2.0%AddedHistory
CVXChevron CorpStock22,477$2.28M1.6%+15+0.1%AddedHistory
AMZNAmazon Com IncStock657$2.16M1.5%−1−0.2%ReducedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF55,580$2.10M1.4%−73,992−57.1%Reduced–
JNJJohnson & JohnsonStock11,081$1.79M1.2%−24−0.2%ReducedHistory
EPDEnterprise Products Partners L.P.Stock76,721$1.66M1.1%−727−0.9%ReducedHistory
VLYValley National BancorpCOM111,006$1.48M1.0%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock8,699$1.42M1.0%+10.0%AddedHistory
GOOGAlphabet Inc.Stock463$1.24M0.9%+12+2.7%AddedHistory
Royal Dutch Shell PLC780259206SPONS ADR A25,344$1.13M0.8%+25,344New–
FTITechnipFMC plcCOM143,050$1.09M0.7%00.0%UnchangedHistory
First Tr Exchange Traded FD33738R878DORSEY WRIGHT30,466$1.07M0.7%−55,524−64.6%Reduced–
METAMeta Platforms, Inc.Stock3,015$1.02M0.7%−110−3.5%ReducedHistory
PFEPfizer IncStock23,253$1.00M0.7%+13+0.1%AddedHistory
CRKComstock Resources IncCOM93,025$963.0K0.7%+16,990+22.3%AddedHistory
PEPPepsiCo IncStock6,191$931.0K0.6%+30.0%AddedHistory
Pacer Trendpilot International ETF69374H683ETF32,134$916.0K0.6%−55,106−63.2%Reduced–
BRK.BBerkshire Hathaway IncStock3,216$878.0K0.6%+54+1.7%AddedHistory
KMIKinder Morgan, Inc.Stock49,477$828.0K0.6%+279+0.6%AddedHistory
TXNTexas Instruments IncStock3,969$763.0K0.5%00.0%UnchangedHistory
BABoeing CoStock3,362$739.0K0.5%−11−0.3%ReducedHistory
TSLATesla, Inc.Stock796$617.0K0.4%00.0%UnchangedHistory
CGBDCarlyle Secured Lending, Inc.COM45,001$603.0K0.4%00.0%UnchangedHistory
DISWalt Disney CoStock3,352$567.0K0.4%00.0%UnchangedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF7,505$550.0K0.4%+363+5.1%Added–
CSCOCisco Systems, Inc.Stock10,056$547.0K0.4%+7+0.1%AddedHistory
ENPHEnphase Energy, Inc.Stock3,600$540.0K0.4%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF1,253$540.0K0.4%−98−7.3%Reduced–
ABTAbbott LaboratoriesStock4,474$529.0K0.4%+12+0.3%AddedHistory
BACBank of America CorpStock12,144$516.0K0.4%−875−6.7%ReducedHistory
SBUXStarbucks CorpStock4,635$511.0K0.4%−399−7.9%ReducedHistory
NVDANVIDIA CorpStock2,280$472.0K0.3%00.0%UnchangedConverted for a 4-for-1 splitHistory
PMPhilip Morris International Inc.Stock4,925$467.0K0.3%+11+0.2%AddedHistory
ABBVAbbVie Inc.Stock4,275$461.0K0.3%−40−0.9%ReducedHistory
TAT&T Inc.Stock16,964$458.0K0.3%+20+0.1%AddedHistory
PGProcter & Gamble CoStock3,168$443.0K0.3%+2+0.1%AddedHistory
GSBDGoldman Sachs BDC, Inc.SHS23,664$434.0K0.3%00.0%UnchangedHistory
INTCIntel CorpStock8,024$428.0K0.3%+326+4.2%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN43,342$415.0K0.3%−1,796−4.0%ReducedHistory
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10012,447$411.0K0.3%00.0%Unchanged–
BABAAlibaba Group Holding LtdADR2,663$394.0K0.3%+2,663NewHistory
MRKMerck & Co., Inc.Stock5,233$393.0K0.3%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock988$386.0K0.3%00.0%UnchangedHistory
HONHoneywell International IncCOM1,813$385.0K0.3%00.0%UnchangedHistory
HALHalliburton CoStock17,649$382.0K0.3%−800−4.3%ReducedHistory
WMTWalmart Inc.Stock2,717$379.0K0.3%+10.0%AddedHistory
KOCoca Cola CoStock7,145$375.0K0.3%00.0%UnchangedHistory
LLYEli Lilly & CoStock1,623$375.0K0.3%00.0%UnchangedHistory
DFPFlaherty & Crumrine Dynamic Preferred & Income Fund IncSHS12,984$374.0K0.3%+25+0.2%AddedHistory
CATCaterpillar IncStock1,898$364.0K0.3%+2+0.1%AddedHistory
WSRWhitestone REITCOM37,173$364.0K0.3%00.0%UnchangedHistory
ACNAccenture plcStock1,121$359.0K0.2%00.0%UnchangedHistory
QCOMQualcomm IncStock2,783$359.0K0.2%+10.0%AddedHistory
MCDMcDonalds CorpStock1,486$358.0K0.2%+4+0.3%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,188$356.0K0.2%+3,188NewHistory
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV17,877$354.0K0.2%+2,680+17.6%Added–
iShares Core Dividend Growth ETF46434V621ETF6,841$344.0K0.2%−1,153−14.4%Reduced–
NFLXNetflix IncStock555$339.0K0.2%−56−9.2%ReducedHistory
MCHPMicrochip Technology IncStock2,152$330.0K0.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock123$329.0K0.2%00.0%UnchangedHistory
VZVerizon Communications IncStock5,950$321.0K0.2%+8+0.1%AddedHistory
MOAltria Group, Inc.Stock7,040$320.0K0.2%−200−2.8%ReducedHistory
HPHelmerich & Payne, Inc.COM11,399$312.0K0.2%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL7,192$304.0K0.2%+1,119+18.4%Added–
JLLJones Lang Lasalle IncCOM1,217$302.0K0.2%00.0%UnchangedHistory
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW11,019$300.0K0.2%+3,260+42.0%Added–
SYYSysco CorpStock3,807$299.0K0.2%+1,000+35.6%AddedHistory
LUVSouthwest Airlines CoCOM5,818$299.0K0.2%+1,000+20.8%AddedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF9,246$298.0K0.2%+1,851+25.0%Added–
ISRGIntuitive Surgical IncCOM NEW300$298.0K0.2%00.0%UnchangedHistory
RJFRaymond James Financial IncCOM3,077$284.0K0.2%+1,025+50.0%AddedHistory
LWLamb Weston Holdings, Inc.Stock4,589$282.0K0.2%00.0%UnchangedHistory
EOGEOG Resources IncStock3,451$277.0K0.2%00.0%UnchangedHistory
CAGConagra Brands Inc.Stock8,135$276.0K0.2%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF769$275.0K0.2%−4−0.5%Reduced–
iShares Select Dividend ETF464287168ETF2,329$267.0K0.2%−74−3.1%Reduced–
ETNEaton Corp plcStock1,739$260.0K0.2%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF1,713$256.0K0.2%+1+0.1%Added–
ADBEAdobe Inc.Stock440$253.0K0.2%00.0%UnchangedHistory
EFXEquifax IncCOM1,000$253.0K0.2%00.0%UnchangedHistory
LOWLowes Companies IncStock1,234$250.0K0.2%00.0%UnchangedHistory
DMBBNY Mellon Municipal Bond Infrastructure Fund, Inc.COM SHS15,991$249.0K0.2%00.0%UnchangedHistory
UNPUnion Pacific CorpStock1,259$247.0K0.2%+1+0.1%AddedHistory
HDHome Depot, Inc.Stock736$242.0K0.2%+10+1.4%AddedHistory
WMBWilliams Companies, Inc.COM8,906$231.0K0.2%−873−8.9%ReducedHistory
CMCSAComcast CorpStock4,088$229.0K0.2%+20.0%AddedHistory
NMZNuveen Municipal High Income Opportunity FundCOM15,064$222.0K0.2%00.0%UnchangedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR15,218$210.0K0.1%+500+3.4%AddedHistory
WKHSWorkhorse Group Inc.COM NEW22,400$171.0K0.1%+1,000+4.7%AddedHistory

Sold out since Q2 2021 (6)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Clarus Group, Inc. sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
MCWMister Car Wash, Inc.COM20,653$450.0K0.3%History
ARK Next Generation Technology ETF00214Q401ETF2,077$309.0K0.2%–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW4,316$234.0K0.2%–
GLDSPDR Gold TrustETF1,357$230.0K0.2%History
ARK ETF Tr00214Q302GENOMIC REV ETF2,398$216.0K0.2%–
TRGPTarga Resources Corp.COM4,484$202.0K0.2%History