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Clarus Group, Inc.

SEC CIK
0001844568
Latest filing
Jul 24, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Oct 16, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
110
−3 vs. Q2 2023
Portfolio value
$137.8M
+$747.6K (+0.5%) vs. Q2 2023
Filed
Oct 16, 2023
SEC
Holdings of Clarus Group, Inc. in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TMToyota Motor CorpADS71,779$12.9M9.4%+2,350+3.4%AddedHistory
XOMExxonMobil Holdings CorpCOM97,809$11.5M8.3%+2,613+2.7%AddedHistory
AAPLApple Inc.Stock55,718$9.54M6.9%+687+1.2%AddedHistory
Global X FDS37954Y673US INFR DEV ETF213,357$6.48M4.7%+5,163+2.5%Added–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF175,396$6.47M4.7%−20,788−10.6%Reduced–
American Centy ETF Tr025072877US SML CP VALU82,449$6.43M4.7%+4,096+5.2%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF257,978$6.32M4.6%−31,555−10.9%Reduced–
MSFTMicrosoft CorpStock19,941$6.30M4.6%−114−0.6%ReducedHistory
BSMBlack Stone Minerals, L.P.COM UNIT334,596$5.77M4.2%00.0%UnchangedHistory
Pacer Trendpilot 100 ETF69374H303ETF73,550$4.52M3.3%+8,312+12.7%Added–
CVXChevron CorpStock24,332$4.10M3.0%−444−1.8%ReducedHistory
Pacer FDS Tr69374H725LUNT MDCAP MLT88,910$3.07M2.2%−10,278−10.4%Reduced–
AMZNAmazon Com IncStock20,544$2.61M1.9%−1,586−7.2%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN156,161$2.19M1.6%+1,160+0.7%AddedHistory
EPDEnterprise Products Partners L.P.Stock69,796$1.91M1.4%−457−0.7%ReducedHistory
JNJJohnson & JohnsonStock11,732$1.83M1.3%−1,861−13.7%ReducedHistory
CRKComstock Resources IncCOM155,745$1.72M1.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock3,910$1.70M1.2%+40+1.0%AddedHistory
JPMJPMorgan Chase & CoStock11,264$1.63M1.2%−578−4.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock3,424$1.20M0.9%−28−0.8%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN74,352$1.14M0.8%+19,188+34.8%AddedHistory
GOOGAlphabet Inc.Stock8,406$1.11M0.8%+40+0.5%AddedHistory
PEPPepsiCo IncStock6,341$1.07M0.8%−105−1.6%ReducedHistory
UNHUnitedHealth Group IncStock1,938$976.9K0.7%+33+1.7%AddedHistory
Pacer Trendpilot US Bond ETF69374H642ETF49,041$955.8K0.7%+49,041New–
Pacer Trendpilot International ETF69374H683ETF36,395$948.8K0.7%+36,395New–
Pacer Trendpilot US Large Cap ETF69374H105ETF23,600$943.1K0.7%+23,600New–
Pacer Trendpilot US Mid Cap ETF69374H204ETF29,802$940.3K0.7%+29,802New–
LLYEli Lilly & CoStock1,652$887.4K0.6%00.0%UnchangedHistory
TXNTexas Instruments IncStock5,517$877.3K0.6%+103+1.9%AddedHistory
MRKMerck & Co., Inc.Stock7,896$812.9K0.6%−968−10.9%ReducedHistory
KMIKinder Morgan, Inc.Stock46,801$776.0K0.6%−72−0.2%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,815$775.7K0.6%+96+5.6%AddedHistory
PGProcter & Gamble CoStock5,311$774.7K0.6%−290−5.2%ReducedHistory
MCDMcDonalds CorpStock2,900$764.1K0.6%−123−4.1%ReducedHistory
WMTWalmart Inc.Stock4,588$733.8K0.5%+504+12.3%AddedHistory
COPConocoPhillipsStock6,041$723.8K0.5%+1,383+29.7%AddedHistory
CATCaterpillar IncStock2,426$662.2K0.5%+3+0.1%AddedHistory
HALHalliburton CoStock15,892$643.6K0.5%+38+0.2%AddedHistory
BABoeing CoStock3,352$642.5K0.5%+110+3.4%AddedHistory
SHELShell plcADR9,655$621.6K0.5%+209+2.2%AddedHistory
PTENPatterson Uti Energy IncCOM44,623$617.6K0.4%+15,481+53.1%AddedHistory
PFEPfizer IncStock18,240$605.0K0.4%−526−2.8%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF7,941$602.2K0.4%−82−1.0%Reduced–
KOCoca Cola CoStock10,659$596.7K0.4%+341+3.3%AddedHistory
ABBVAbbVie Inc.Stock3,977$592.8K0.4%−269−6.3%ReducedHistory
VVisa Inc.Stock2,464$566.7K0.4%+29+1.2%AddedHistory
CSCOCisco Systems, Inc.Stock10,502$564.6K0.4%−113−1.1%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF6,133$563.1K0.4%+1,513+32.7%Added–
HDHome Depot, Inc.Stock1,814$548.2K0.4%+158+9.5%AddedHistory
METAMeta Platforms, Inc.Stock1,760$528.4K0.4%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,547$500.6K0.4%−1−0.1%ReducedHistory
PMPhilip Morris International Inc.Stock4,674$432.7K0.3%−837−15.2%ReducedHistory
CGBDCarlyle Secured Lending, Inc.COM29,464$427.2K0.3%00.0%UnchangedHistory
LWLamb Weston Holdings, Inc.Stock4,589$424.3K0.3%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock4,329$419.3K0.3%−376−8.0%ReducedHistory
BPBP PLCADR9,872$382.3K0.3%+93+1.0%AddedHistory
MPCMarathon Petroleum CorpStock2,470$373.8K0.3%−1,750−41.5%ReducedHistory
ACNAccenture plcStock1,193$366.4K0.3%−43−3.5%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF2,230$365.6K0.3%+172+8.4%Added–
TSLATesla, Inc.Stock1,431$358.1K0.3%00.0%UnchangedHistory
BACBank of America CorpStock12,915$353.6K0.3%−57−0.4%ReducedHistory
SLBSLB LimitedStock6,005$350.1K0.3%+1,161+24.0%AddedHistory
ENPHEnphase Energy, Inc.Stock2,891$347.4K0.3%00.0%UnchangedHistory
HONHoneywell International IncCOM1,873$346.0K0.3%−153−7.6%ReducedHistory
MCHPMicrochip Technology IncStock4,304$335.9K0.2%−49−1.1%ReducedHistory
ETNEaton Corp plcStock1,567$334.1K0.2%−470−23.1%ReducedHistory
DEDeere & CoStock850$320.7K0.2%−49−5.5%ReducedHistory
UPSUnited Parcel Service IncStock2,053$320.0K0.2%−150−6.8%ReducedHistory
OXYOccidental Petroleum CorpStock4,916$318.9K0.2%+10.0%AddedHistory
INTCIntel CorpStock8,899$316.4K0.2%−297−3.2%ReducedHistory
WMBWilliams Companies, Inc.COM9,373$315.8K0.2%−850−8.3%ReducedHistory
WSRWhitestone REITCOM32,293$311.0K0.2%00.0%UnchangedHistory
RJFRaymond James Financial IncCOM3,077$309.0K0.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock367$304.5K0.2%−34−8.5%ReducedHistory
GOOGLAlphabet Inc.Stock2,313$302.7K0.2%−90−3.7%ReducedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF11,475$300.9K0.2%−126−1.1%Reduced–
Invesco Exchange Traded FD T46137V563HIG YLD EQ DIV15,644$300.2K0.2%−179−1.1%Reduced–
Alps ETF Tr00162Q858SECTR DIV DOGS6,147$289.1K0.2%−62−1.0%Reduced–
iShares Core Dividend Growth ETF46434V621ETF5,647$279.7K0.2%−78−1.4%Reduced–
VZVerizon Communications IncStock8,620$279.4K0.2%−1,936−18.3%ReducedHistory
EOGEOG Resources IncStock2,201$279.0K0.2%−558−20.2%ReducedHistory
QCOMQualcomm IncStock2,470$274.3K0.2%−285−10.3%ReducedHistory
VLOValero Energy CorpStock1,925$272.8K0.2%−30−1.5%ReducedHistory
UNPUnion Pacific CorpStock1,323$269.5K0.2%−49−3.6%ReducedHistory
MOAltria Group, Inc.Stock6,391$268.7K0.2%−935−12.8%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF6,097$266.6K0.2%−76−1.2%Reduced–
ISRGIntuitive Surgical IncCOM NEW895$261.6K0.2%00.0%UnchangedHistory
iShares Select Dividend ETF464287168ETF2,329$250.7K0.2%00.0%Unchanged–
FCXFreeport-McMoran IncStock6,703$250.0K0.2%+6,703NewHistory
CBChubb LtdStock1,130$235.2K0.2%−46−3.9%ReducedHistory
CAGConagra Brands Inc.Stock8,460$232.0K0.2%−588−6.5%ReducedHistory
NUENucor CorpCOM1,447$226.2K0.2%00.0%UnchangedHistory
SYYSysco CorpStock3,416$225.6K0.2%−46−1.3%ReducedHistory
DUKDuke Energy CORPStock2,514$221.9K0.2%−1,394−35.7%ReducedHistory
ADBEAdobe Inc.Stock435$221.8K0.2%00.0%UnchangedHistory
RTXRTX CorpStock3,070$221.0K0.2%−706−18.7%ReducedHistory
GLDSPDR Gold TrustETF1,285$220.3K0.2%−50−3.7%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR2,535$220.3K0.2%−54−2.1%ReducedHistory
PGRProgressive CorpStock1,529$213.0K0.2%+1,529NewHistory

Sold out since Q2 2023 (9)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Clarus Group, Inc. sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
Invesco QQQ Trust Series I46090E103ETF1,175$434.1K0.3%–
LMTLockheed Martin CorpStock596$274.4K0.2%History
PDFSPDF Solutions IncCOM5,512$248.6K0.2%History
UBERUber Technologies, IncStock5,752$248.3K0.2%History
EFXEquifax IncCOM1,000$235.3K0.2%History
Vanguard S&P 500 ETF922908363ETF573$233.5K0.2%–
BMYBristol Myers Squibb CoStock3,399$217.4K0.2%History
NVSNovartis AGADR2,114$213.3K0.2%History
GISGeneral Mills IncStock2,639$202.4K0.1%History