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Clarus Group, Inc.

Q1 2025 · 13F-HR

Clarus Group, Inc.holdings as filed

Filed 2025-04-25 · accession 0001951757-25-000446

$257.5M
Reported value
97
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
26922A222ACIOETF SER SOLUTIONS$43.6M16.9%1,126,987CommonNONE
26922A388DRSKETF SER SOLUTIONS$36.1M14.0%1,324,571CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$23.9M9.29%472,639CommonNONE
78464A854SPYMSPDR SER TR$18.8M7.31%286,185CommonNONE
30231G102XOMEXXON MOBIL CORP$11.4M4.41%95,564CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$10.9M4.25%125,474CommonNONE
26922A784ADMEETF SER SOLUTIONS$10.0M3.90%226,087CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$9.3M3.63%53,932CommonNONE
037833100AAPLAPPLE INC$8.6M3.35%38,791CommonNONE
37954Y673PAVEGLOBAL X FDS$6.8M2.64%180,029CommonNONE
594918104MSFTMICROSOFT CORP$6.0M2.34%16,052CommonNONE
37954Y632AIQGLOBAL X FDS$5.3M2.07%146,508CommonNONE
09225M101BSMBLACK STONE MINERALS L P$5.1M1.98%333,996CommonNONE
67066G104NVDANVIDIA CORPORATION$4.6M1.78%42,366CommonNONE
023135106AMZNAMAZON COM INC$4.4M1.72%23,234CommonNONE
205768302CRKCOMSTOCK RES INC$4.0M1.56%197,200CommonNONE
29273V100ETENERGY TRANSFER L P$2.5M0.96%132,424CommonNONE
166764100CVXCHEVRON CORP NEW$2.3M0.90%13,870CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.9M0.75%56,388CommonNONE
726503105PAAPLAINS ALL AMERN PIPELINE L$1.8M0.72%92,330CommonNONE
74933W452TBILRBB FD INC$1.6M0.61%31,654CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.55%2,643CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.4M0.53%5,588CommonNONE
931142103WMTWALMART INC$1.2M0.45%13,248CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.45%2,056CommonNONE
92826C839VVISA INC$1.1M0.42%3,063CommonNONE
78574H104SOCSABLE OFFSHORE CORP$1.1M0.41%42,066CommonNONE
464288158SUBISHARES TR$1.0M0.41%9,898CommonNONE
30303M102METAMETA PLATFORMS INC$1.0M0.40%1,777CommonNONE
02079K107GOOGALPHABET INC$997,8780.39%6,387CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$974,7650.38%1,861CommonNONE
20825C104COPCONOCOPHILLIPS$840,1960.33%8,000CommonNONE
743315103PGRPROGRESSIVE CORP$777,1770.30%2,746CommonNONE
478160104JNJJOHNSON & JOHNSON$775,1770.30%4,674CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$704,8740.27%2,907CommonNONE
69374H816PALCPACER FDS TR$698,8840.27%14,576CommonNONE
776696106ROPROPER TECHNOLOGIES INC$697,0300.27%1,182CommonNONE
713448108PEPPEPSICO INC$648,2500.25%4,323CommonNONE
16359R103CHECHEMED CORP NEW$645,5960.25%1,049CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$635,9600.25%2,923CommonNONE
74762E102QUREQUANTA SVCS INC$634,9630.25%2,498CommonNONE
49456B101KMIKINDER MORGAN INC DEL$631,0370.25%22,118CommonNONE
217204106CPRTCOPART INC$623,9050.24%11,025CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$575,4160.22%3,599CommonNONE
64110L106NFLXNETFLIX INC$526,8790.20%565CommonNONE
78463V107GLDSPDR GOLD TR$525,8560.20%1,825CommonNONE
46428Q109SLVISHARES SILVER TR$519,0830.20%16,750CommonNONE
88160R101TSLATESLA INC$516,5840.20%1,993CommonNONE
02079K305GOOGLALPHABET INC$512,6100.20%3,315CommonNONE
46090E103QQQINVESCO QQQ TR$507,8400.20%1,083CommonNONE
191216100KOCOCA COLA CO$498,1720.19%6,956CommonNONE
11135F101AVGOBROADCOM INC$488,5720.19%2,918CommonNONE
58933Y105MRKMERCK & CO INC$465,2120.18%5,183CommonNONE
00287Y109ABBVABBVIE INC$464,3520.18%2,216CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$463,8300.18%2,391CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$460,3430.18%15,505CommonNONE
301505731THNQEXCHANGE TRADED CONCEPTS TRU$453,9330.18%10,258CommonNONE
438516106HONHONEYWELL INTL INC$440,8640.17%2,082CommonNONE
969457100WMBWILLIAMS COS INC$440,5550.17%7,372CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$440,2950.17%889CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$398,3140.15%1,602CommonNONE
406216101HALHALLIBURTON CO$394,9360.15%15,567CommonNONE
097023105BABOEING CO$390,5900.15%2,290CommonNONE
97717X669DGRWWISDOMTREE TR$383,8070.15%4,806CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$375,7990.15%8,651CommonNONE
580135101MCDMCDONALDS CORP$354,0650.14%1,133CommonNONE
718172109PMPHILIP MORRIS INTL INC$348,1020.14%2,193CommonNONE
754730109RJFRAYMOND JAMES FINL INC$347,2120.13%2,500CommonNONE
872280102CGBDCARLYLE SECURED LENDING INC$344,4880.13%21,291CommonNONE
75513E101RTXRTX CORPORATION$323,0700.13%2,439CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$320,3890.12%1,552CommonNONE
52468L505LVHILEGG MASON ETF INVT$314,7980.12%9,725CommonNONE
464287168DVYISHARES TR$312,7610.12%2,329CommonNONE
458140100INTCINTEL CORP$312,5270.12%13,762CommonNONE
68389X105ORCLORACLE CORP$307,1200.12%2,197CommonNONE
055622104BPBP PLC$301,5710.12%8,925CommonNONE
437076102HDHOME DEPOT INC$292,0000.11%797CommonNONE
060505104BACBANK AMERICA CORP$278,4860.11%6,674CommonNONE
53656F193IPDPLISTED FD TR$277,5400.11%14,537CommonNONE
69374H303PTNQPACER FDS TR$271,1160.11%3,818CommonNONE
742718109PGPROCTER AND GAMBLE CO$270,7150.11%1,589CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$252,7750.10%6,977CommonNONE
26875P101EOGEOG RES INC$249,9400.10%1,949CommonNONE
92189F643MOATVANECK ETF TRUST$247,6320.10%2,814CommonNONE
002824100ABTABBOTT LABS$246,5680.10%1,859CommonNONE
682680103OKEONEOK INC NEW$245,1780.10%2,471CommonNONE
780259305SHELSHELL PLC$241,7710.09%3,299CommonNONE
88023B103TEMTEMPUS AI INC$241,2000.09%5,000CommonNONE
149123101CATCATERPILLAR INC$235,5990.09%714CommonNONE
205887102CAGCONAGRA BRANDS INC$227,5480.09%8,532CommonNONE
69374H725PAMCPACER FDS TR$218,6900.08%5,159CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$217,9290.08%981CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$215,9100.08%3,000CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$203,1120.08%1,575CommonNONE
17275R102CSCOCISCO SYS INC$202,2930.08%3,278CommonNONE
886029206THRYTHRYV HLDGS INC$133,9670.05%10,458CommonNONE
45782N108INSEINSPIRED ENTMT INC$119,7220.05%14,019CommonNONE

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.