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Clarus Group, Inc.

SEC CIK
0001844568
Latest filing
Jul 24, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Apr 22, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
107
+5 vs. Q4 2023
Portfolio value
$142.9M
+$10.7M (+8.1%) vs. Q4 2023
Filed
Apr 22, 2024
SEC
Holdings of Clarus Group, Inc. in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF126,805$5.91M4.1%−4,098−3.1%Reduced–
iShares Tr464288158SHRT NAT MUN ETF63,106$6.61M4.6%−2,895−4.4%Reduced–
American Centy ETF Tr025072877US SML CP VALU78,769$7.38M5.2%−1,130−1.4%Reduced–
Global X FDS37954Y673US INFR DEV ETF193,857$7.72M5.4%−4,980−2.5%Reduced–
MSFTMicrosoft CorpStock19,035$8.01M5.6%−277−1.4%ReducedHistory
AAPLApple Inc.Stock54,028$9.26M6.5%+532+1.0%AddedHistory
XOMExxonMobil Holdings CorpCOM95,232$11.1M7.7%+59+0.1%AddedHistory

Sold out since Q4 2023 (2)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Clarus Group, Inc. sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
TXNTexas Instruments IncStock2,298$391.7K0.3%History
iShares Core Dividend Growth ETF46434V621ETF5,539$298.1K0.2%–