Clarus Group, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $258 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $46.2M, ETF Ser Solutions Aptus Define with a value of $37.5M, Jp Morgan ETF Tr Ultra Short I with a value of $23.5M, Spdr Portfolio S&P 500 ETF (Ma with a value of $20.5M, and Exxon Mobil Corp with a value of $10.3M.

Examining the 13F form we can see an increase of $4.62M in the current position value, from $254M to 258M.

Below you can find more details about Clarus Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $258 Million
ETFs: $171 Million
Energy: $31.4 Million
Technology: $26.1 Million
Consumer Cyclical: $7.74 Million
Financial Services: $5.71 Million
Communication Services: $3.89 Million
Industrials: $3.43 Million
Consumer Defensive: $3.33 Million
Other: $4.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $258 Million
  • Prior Value $254 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Clarus Group, Inc. Portfolio

Follow Clarus Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarus Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Clarus Group, Inc. with notifications on news.