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Clarus Group, Inc.

Q3 2024 · 13F-HR

Clarus Group, Inc.holdings as filed

Filed 2024-10-21 · accession 0001951757-24-001092

$236.8M
Reported value
111
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26922A222ACIOETF SER SOLUTIONS$35.5M15.0%894,434CommonNONE
26922A388DRSKETF SER SOLUTIONS$26.9M11.4%951,492CommonNONE
78464A854SPYMSPDR SER TR$26.0M11.0%384,962CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$22.5M9.51%443,985CommonNONE
30231G102XOMEXXON MOBIL CORP$11.2M4.74%95,676CommonNONE
037833100AAPLAPPLE INC$9.9M4.18%42,529CommonNONE
594918104MSFTMICROSOFT CORP$8.6M3.61%19,875CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$7.6M3.19%78,723CommonNONE
37954Y632AIQGLOBAL X FDS$5.8M2.45%156,231CommonNONE
09225M101BSMBLACK STONE MINERALS L P$5.1M2.14%334,996CommonNONE
92204A306VDEVANGUARD WORLD FD$4.9M2.06%39,908CommonNONE
023135106AMZNAMAZON COM INC$4.7M1.98%25,198CommonNONE
67066G104NVDANVIDIA CORPORATION$4.3M1.83%35,766CommonNONE
02072L607FRDMEA SERIES TRUST$3.4M1.45%95,964CommonNONE
166764100CVXCHEVRON CORP NEW$2.4M1.00%16,145CommonNONE
205768302CRKCOMSTOCK RES INC$2.1M0.90%191,913CommonNONE
29273V100ETENERGY TRANSFER L P$2.1M0.89%131,330CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.0M0.83%9,349CommonNONE
02079K107GOOGALPHABET INC$1.8M0.77%10,869CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.8M0.76%61,756CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M0.66%3,375CommonNONE
37954Y673PAVEGLOBAL X FDS$1.5M0.64%36,602CommonNONE
931142103WMTWALMART INC$1.5M0.62%18,222CommonNONE
11135F101AVGOBROADCOM INC$1.4M0.59%8,045CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.4M0.58%2,365CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.2M0.51%70,127CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$1.2M0.51%5,214CommonNONE
74762E102QUREQUANTA SVCS INC$1.2M0.51%4,017CommonNONE
464288158SUBISHARES TR$1.2M0.50%11,144CommonNONE
92826C839VVISA INC$1.1M0.45%3,851CommonNONE
743315103PGRPROGRESSIVE CORP$1.1M0.44%4,149CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.0M0.44%1,820CommonNONE
30303M102METAMETA PLATFORMS INC$1.0M0.43%1,762CommonNONE
16359R103CHECHEMED CORP NEW$905,1140.38%1,506CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$900,7090.38%4,189CommonNONE
20825C104COPCONOCOPHILLIPS$875,4590.37%8,316CommonNONE
776696106ROPROPER TECHNOLOGIES INC$871,4270.37%1,566CommonNONE
713448108PEPPEPSICO INC$846,8200.36%4,980CommonNONE
217204106CPRTCOPART INC$834,1560.35%15,919CommonNONE
78574H104SOCSABLE OFFSHORE CORP$817,1730.35%34,582CommonNONE
69374H816PALCPACER FDS TR$787,5370.33%15,897CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$780,7220.33%4,529CommonNONE
92189F643MOATVANECK ETF TRUST$760,6700.32%7,846CommonNONE
478160104JNJJOHNSON & JOHNSON$746,3850.32%4,606CommonNONE
149123101CATCATERPILLAR INC$669,0780.28%1,711CommonNONE
49456B101KMIKINDER MORGAN INC DEL$633,1230.27%28,661CommonNONE
02079K305GOOGLALPHABET INC$543,9430.23%3,280CommonNONE
58933Y105MRKMERCK & CO INC$543,5910.23%4,787CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$518,6810.22%17,353CommonNONE
00287Y109ABBVABBVIE INC$517,1230.22%2,619CommonNONE
G29183103ETNEATON CORP PLC$511,8440.22%1,544CommonNONE
872280102CGBDCARLYLE SECURED LENDING INC$500,0040.21%29,464CommonNONE
191216100KOCOCA COLA CO$495,8070.21%6,900CommonNONE
060505104BACBANK AMERICA CORP$495,5890.21%12,490CommonNONE
002824100ABTABBOTT LABS$493,5490.21%4,329CommonNONE
580135101MCDMCDONALDS CORP$490,9510.21%1,612CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$478,9090.20%2,418CommonNONE
097023105BABOEING CO$464,2050.20%3,053CommonNONE
406216101HALHALLIBURTON CO$442,6080.19%15,236CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$440,2530.19%2,535CommonNONE
46428Q109SLVISHARES SILVER TR$437,5140.18%15,400CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$434,7740.18%885CommonNONE
78463V107GLDSPDR GOLD TR$433,8620.18%1,785CommonNONE
97717X669DGRWWISDOMTREE TR$402,4870.17%4,837CommonNONE
438516106HONHONEYWELL INTL INC$401,2240.17%1,941CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$396,2510.17%1,121CommonNONE
64110L106NFLXNETFLIX INC$387,9710.16%547CommonNONE
69374H303PTNQPACER FDS TR$380,6520.16%5,191CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$365,2170.15%8,706CommonNONE
88160R101TSLATESLA INC$364,4510.15%1,393CommonNONE
56585A102MPCMARATHON PETE CORP$363,0240.15%2,228CommonNONE
969457100WMBWILLIAMS COS INC$352,6380.15%7,725CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$349,9010.15%1,550CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$345,5680.15%4,304CommonNONE
718172109PMPHILIP MORRIS INTL INC$338,6800.14%2,790CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$338,5840.14%1,532CommonNONE
907818108UNPUNION PAC CORP$327,9160.14%1,330CommonNONE
29355A107ENPHENPHASE ENERGY INC$326,7410.14%2,891CommonNONE
458140100INTCINTEL CORP$322,8480.14%13,762CommonNONE
464287168DVYISHARES TR$314,5780.13%2,329CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$314,5360.13%5,956CommonNONE
437076102HDHOME DEPOT INC$308,5410.13%761CommonNONE
H1467J104CBCHUBB LIMITED$307,1320.13%1,065CommonNONE
754730109RJFRAYMOND JAMES FINL INC$306,0940.13%2,500CommonNONE
52468L505LVHILEGG MASON ETF INVT$303,0300.13%9,750CommonNONE
513272104LWLAMB WESTON HLDGS INC$297,0920.13%4,589CommonNONE
294429105EFXEQUIFAX INC$293,8600.12%1,000CommonNONE
75513E101RTXRTX CORPORATION$293,8130.12%2,425CommonNONE
88023B103TEMTEMPUS AI INC$283,0000.12%5,000CommonNONE
055622104BPBP PLC$278,8800.12%8,884CommonNONE
742718109PGPROCTER AND GAMBLE CO$275,1310.12%1,589CommonNONE
69374H725PAMCPACER FDS TR$268,2670.11%5,804CommonNONE
205887102CAGCONAGRA BRANDS INC$265,9490.11%8,178CommonNONE
74933W452TBILRBB FD INC$250,2000.11%5,000CommonNONE
78349D107RXSTRXSIGHT INC$247,1500.10%5,000CommonNONE
443201108HWMHOWMET AEROSPACE INC$246,3140.10%2,457CommonNONE
26875P101EOGEOG RES INC$239,5910.10%1,949CommonNONE
717081103PFEPFIZER INC$238,1650.10%8,230CommonNONE
98978V103ZTSZOETIS INC$230,8990.10%1,182CommonNONE
415858109HROWHARROW INC$224,8000.09%5,000CommonNONE
780259305SHELSHELL PLC$216,2800.09%3,279CommonNONE
682680103OKEONEOK INC NEW$214,1390.09%2,350CommonNONE
260557103DOWDOW INC$209,6620.09%3,838CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$207,8050.09%981CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$203,7570.09%6,926CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$201,9150.09%1,575CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$201,5550.09%1,125CommonNONE
45782N108INSEINSPIRED ENTMT INC$116,0510.05%12,519CommonNONE
836100107SOUNSOUNDHOUND AI INC$88,5400.04%19,000CommonNONE
87968A104TELLEURTELLURIAN INC NEW$22,9650.01%23,724CommonNONE
G1152A120FUFUWBITFUFU INC$3,7400.00%10,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.