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Clarus Group, Inc.

SEC CIK
0001844568
Latest filing
Jul 24, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 15, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
101
+4 vs. Q1 2025
Portfolio value
$272.3M
+$14.8M (+5.7%) vs. Q1 2025
Filed
Jul 15, 2025
SEC
Holdings of Clarus Group, Inc. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ETF Ser Solutions26922A222APTUS COLLRD INV1,116,898$46.2M17.0%−10,089−0.9%Reduced–
ETF Ser Solutions26922A388APTUS DEFINED1,304,768$37.5M13.8%−19,803−1.5%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF463,748$23.5M8.6%−8,891−1.9%Reduced–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF282,585$20.5M7.5%−3,600−1.3%Reduced–
First Tr Exchange-Traded FD33738D879FT VEST RIS433,007$10.7M3.9%+433,007New–
XOMExxonMobil Holdings CorpCOM95,089$10.3M3.8%−475−0.5%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT54,259$9.86M3.6%+327+0.6%Added–
American Centy ETF Tr025072877US SML CP VALU99,705$9.08M3.3%−25,769−20.5%Reduced–
AAPLApple Inc.Stock38,207$7.84M2.9%−584−1.5%ReducedHistory
MSFTMicrosoft CorpStock15,613$7.77M2.9%−439−2.7%ReducedHistory
Global X FDS37954Y673US INFR DEV ETF177,878$7.75M2.8%−2,151−1.2%Reduced–
NVDANVIDIA CorpStock46,340$7.32M2.7%+3,974+9.4%AddedHistory
Global X FDS37954Y632ARTIFICIAL ETF142,294$6.22M2.3%−4,214−2.9%Reduced–
CRKComstock Resources IncCOM213,330$5.90M2.2%+16,130+8.2%AddedHistory
AMZNAmazon Com IncStock23,425$5.14M1.9%+191+0.8%AddedHistory
BSMBlack Stone Minerals, L.P.COM UNIT333,996$4.37M1.6%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN134,140$2.43M0.9%+1,716+1.3%AddedHistory
ETF Ser Solutions26922A446OPUS SML CP VL61,128$2.21M0.8%+61,128New–
CVXChevron CorpStock13,756$1.97M0.7%−114−0.8%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN93,131$1.71M0.6%+801+0.9%AddedHistory
JPMJPMorgan Chase & CoStock5,506$1.60M0.6%−82−1.5%ReducedHistory
RBB FD Inc74933W452F/M US TREASURY29,076$1.45M0.5%−2,578−8.1%Reduced–
EPDEnterprise Products Partners L.P.Stock46,075$1.43M0.5%−10,313−18.3%ReducedHistory
METAMeta Platforms, Inc.Stock1,827$1.35M0.5%+50+2.8%AddedHistory
WMTWalmart Inc.Stock13,696$1.34M0.5%+448+3.4%AddedHistory
BRK.BBerkshire Hathaway IncStock2,643$1.28M0.5%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,978$1.22M0.4%−78−3.8%ReducedHistory
GOOGAlphabet Inc.Stock6,849$1.21M0.4%+462+7.2%AddedHistory
TSLATesla, Inc.Stock3,745$1.19M0.4%+1,752+87.9%AddedHistory
Invesco QQQ Trust Series I46090E103ETF2,005$1.11M0.4%+922+85.1%Added–
VVisa Inc.Stock3,085$1.10M0.4%+22+0.7%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF9,888$1.05M0.4%−10−0.1%Reduced–
PWRQuanta Services, Inc.COM2,442$923.3K0.3%−56−2.2%ReducedHistory
COPConocoPhillipsStock9,355$839.5K0.3%+1,355+16.9%AddedHistory
AVGOBroadcom Inc.Stock2,718$749.1K0.3%−200−6.9%ReducedHistory
JNJJohnson & JohnsonStock4,901$748.6K0.3%+227+4.9%AddedHistory
PGRProgressive CorpStock2,776$740.9K0.3%+30+1.1%AddedHistory
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF14,576$720.1K0.3%00.0%Unchanged–
BRBroadridge Financial Solutions, Inc.Stock2,951$717.1K0.3%+44+1.5%AddedHistory
ROPRoper Technologies IncStock1,204$682.7K0.3%+22+1.9%AddedHistory
AMTAmerican Tower CorpREIT2,963$655.0K0.2%+40+1.4%AddedHistory
NFLXNetflix IncStock460$616.0K0.2%−105−18.6%ReducedHistory
KMIKinder Morgan, Inc.Stock20,767$610.5K0.2%−1,351−6.1%ReducedHistory
GOOGLAlphabet Inc.Stock3,318$584.7K0.2%+3+0.1%AddedHistory
PEPPepsiCo IncStock4,329$571.6K0.2%+6+0.1%AddedHistory
Exchange Traded Concepts Tru301505731ROBO GLB ARTIF10,258$564.2K0.2%00.0%Unchanged–
GLDSPDR Gold TrustETF1,825$556.3K0.2%00.0%UnchangedHistory
CPRTCopart IncCOM11,335$556.2K0.2%+310+2.8%AddedHistory
SLViShares Silver TrustETF16,750$549.6K0.2%00.0%UnchangedHistory
CHEChemed CorpCOM1,066$519.2K0.2%+17+1.6%AddedHistory
FANGDiamondback Energy, Inc.Stock3,714$510.3K0.2%+115+3.2%AddedHistory
ORCLOracle CorpStock2,300$502.7K0.2%+103+4.7%AddedHistory
ISRGIntuitive Surgical IncCOM NEW919$499.4K0.2%+30+3.4%AddedHistory
KOCoca Cola CoStock6,984$494.1K0.2%+28+0.4%AddedHistory
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF15,505$493.1K0.2%00.0%Unchanged–
Vanguard Dividend Appreciation ETF921908844ETF2,391$489.4K0.2%00.0%Unchanged–
HONHoneywell International IncCOM2,082$484.9K0.2%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock1,611$474.9K0.2%+9+0.6%AddedHistory
BABoeing CoStock2,257$472.9K0.2%−33−1.4%ReducedHistory
WMBWilliams Companies, Inc.COM7,381$463.6K0.2%+9+0.1%AddedHistory
ABBVAbbVie Inc.Stock2,222$412.4K0.2%+6+0.3%AddedHistory
HDHome Depot, Inc.Stock1,109$406.5K0.1%+312+39.1%AddedHistory
WisdomTree Tr97717X669US QTLY DIV GRT4,806$402.5K0.1%00.0%Unchanged–
State Street Technology Select Sector SPDR ETF81369Y803ETF1,553$393.1K0.1%+1+0.1%Added–
RJFRaymond James Financial IncCOM2,500$383.4K0.1%00.0%UnchangedHistory
SOCSable Offshore Corp.COM SHS17,126$376.4K0.1%−24,940−59.3%ReducedHistory
PMPhilip Morris International Inc.Stock2,053$374.0K0.1%−140−6.4%ReducedHistory
MRKMerck & Co., Inc.Stock4,624$366.0K0.1%−559−10.8%ReducedHistory
First Tr Exchange-Traded FD336917109SHS8,579$359.2K0.1%−72−0.8%Reduced–
INTCIntel CorpStock15,640$350.3K0.1%+1,878+13.6%AddedHistory
NOWServiceNow, Inc.Stock340$349.5K0.1%+340NewHistory
MCDMcDonalds CorpStock1,138$332.5K0.1%+5+0.4%AddedHistory
RTXRTX CorpStock2,276$332.3K0.1%−163−6.7%ReducedHistory
TEMTempus AI, Inc.CL A5,000$317.7K0.1%00.0%UnchangedHistory
BACBank of America CorpStock6,704$317.3K0.1%+30+0.4%AddedHistory
Legg Mason ETF Invt52468L505FRANKLIN INTL LW9,725$316.5K0.1%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF2,329$309.3K0.1%00.0%Unchanged–
COSTCostco Wholesale CorpStock307$303.9K0.1%+307NewHistory
UNHUnitedHealth Group IncStock942$293.9K0.1%−919−49.4%ReducedHistory
Listed FD Tr53656F193DIVIDEND PERFMRS14,537$292.7K0.1%00.0%Unchanged–
CGBDCarlyle Secured Lending, Inc.COM21,291$291.3K0.1%00.0%UnchangedHistory
FBTCFidelity Wise Origin Bitcoin FundSHS3,000$282.0K0.1%00.0%UnchangedHistory
CATCaterpillar IncStock716$278.1K0.1%+2+0.3%AddedHistory
Pacer Trendpilot 100 ETF69374H303ETF3,818$272.5K0.1%00.0%Unchanged–
BPBP PLCADR8,946$267.8K0.1%+21+0.2%AddedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF981$264.2K0.1%00.0%Unchanged–
VanEck Morningstar Wide Moat ETF92189F643ETF2,814$263.9K0.1%00.0%Unchanged–
DEDeere & CoStock510$259.4K0.1%+510NewHistory
CNPCenterpoint Energy IncCOM7,001$257.2K0.1%+24+0.3%AddedHistory
PGProcter & Gamble CoStock1,589$253.1K0.1%00.0%UnchangedHistory
SHELShell plcADR3,309$233.0K0.1%+10+0.3%AddedHistory
EOGEOG Resources IncStock1,903$227.6K0.1%−46−2.4%ReducedHistory
Pacer FDS Tr69374H725LUNT MDCAP MLT5,159$226.0K0.1%00.0%Unchanged–
ABTAbbott LaboratoriesStock1,637$222.7K0.1%−222−11.9%ReducedHistory
VSTVistra Corp.Stock1,148$222.5K0.1%+1,148NewHistory
Vanguard High Dividend Yield Index ETF921946406ETF1,575$210.0K0.1%00.0%Unchanged–
DOWDow Inc.Stock7,815$206.9K0.1%+7,815NewHistory
OKEONEOK IncCOM2,484$202.8K0.1%+13+0.5%AddedHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC7,920$200.8K0.1%+7,920New–
THRYThryv Holdings, Inc.COM NEW10,458$127.2K<0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (4)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Clarus Group, Inc. sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
ETF Ser Solutions26922A784APTUS DRAWDOWN226,087$10.0M3.9%–
HALHalliburton CoStock15,567$394.9K0.2%History
CAGConagra Brands Inc.Stock8,532$227.5K0.1%History
CSCOCisco Systems, Inc.Stock3,278$202.3K0.1%History