Clarus Group, Inc.

data from 30/09/2025

Capitalization

$ 287.601 M 5.62 %

Average holding period

11 ans

Performance

$ 69.805 M 43.14 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Clarus Group, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ACIO ETF SER SOLUTIONS 17.00% 48.881 M $ 1125504 2024/03/31 2.267 M $ 4.90 %
2025/09/30 DRSK ETF SER SOLUTIONS 12.97% 37.295 M $ 1293605 2024/06/30 117.429 K $ 0.31 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 8.30% 23.875 M $ 470627 2024/06/30 23.187 K $ 0.10 %
2025/09/30 SPLG SPDR SERIES TRUST 7.94% 22.830 M $ 291423 2024/03/31 1.597 M $ 7.77 %
2025/09/30 RDVI FIRST TR EXCHANGE-TRADED FD 3.99% 11.487 M $ 444379 2025/06/30 493.627 K $ 4.61 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 3.83% 11.003 M $ 58001 2024/09/30 431.901 K $ 4.38 %
2025/09/30 OSCV ETF SER SOLUTIONS 3.73% 10.733 M $ 280738 2025/06/30 129.591 K $ 5.87 %
2025/09/30 XOM EXXON MOBIL CORP 3.65% 10.504 M $ 93159 2020/12/31 470.690 K $ 4.59 %
2025/09/30 AAPL APPLE INC 3.38% 9.719 M $ 38167 2020/12/31 1.890 M $ 24.11 %
2025/09/30 PAVE GLOBAL X FDS 3.01% 8.653 M $ 181675 2020/12/31 720.405 K $ 9.29 %
2025/09/30 MSFT MICROSOFT CORP 2.77% 7.967 M $ 15382 2020/12/31 320.691 K $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 2.72% 7.818 M $ 41900 2020/12/31 1.325 M $ 18.10 %
2025/09/30 AIQ GLOBAL X FDS 2.37% 6.819 M $ 138063 2024/06/30 811.075 K $ 13.05 %
2025/09/30 AMZN AMAZON COM INC 1.72% 4.958 M $ 22581 2020/12/31 4.216 K $ 0.08 %
2025/09/30 BSM BLACK STONE MINERALS L P 1.53% 4.389 M $ 333996 2022/06/30 20.039 K $ 0.46 %
2025/09/30 CRK COMSTOCK RES INC 1.47% 4.230 M $ 213330 2020/12/31 -1.673 M $ -28.33 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 1.05% 3.007 M $ 30214 2022/09/30 840.513 K $ 9.25 %
2025/09/30 ET ENERGY TRANSFER L P 0.80% 2.306 M $ 134373 2020/12/31 -130.115 K $ -5.35 %
2025/09/30 CVX CHEVRON CORP NEW 0.68% 1.960 M $ 12621 2020/12/31 166.447 K $ 8.45 %
2025/09/30 PAA PLAINS ALL AMERN PIPELINE L 0.67% 1.937 M $ 113522 2023/06/30 -117.345 K $ -6.88 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.58% 1.679 M $ 5324 2020/12/31 140.513 K $ 8.80 %
2025/09/30 TSLA TESLA INC 0.57% 1.648 M $ 3705 2020/12/31 475.839 K $ 40.00 %
2025/09/30 GOOG ALPHABET INC 0.57% 1.634 M $ 6709 2020/12/31 453.129 K $ 37.30 %
2025/09/30 WMT WALMART INC 0.51% 1.472 M $ 14283 2020/12/31 72.314 K $ 5.40 %
2025/09/30 TBIL RBB FD INC 0.51% 1.454 M $ 29076 2024/09/30 0.000 $ 0.00 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.50% 1.442 M $ 46130 2020/12/31 11.979 K $ 0.84 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.46% 1.319 M $ 2623 2020/12/31 44.851 K $ 3.49 %
2025/09/30 META META PLATFORMS INC 0.44% 1.277 M $ 1739 2020/12/31 -6.778 K $ -0.50 %
2025/09/30 QQQ INVESCO QQQ TR 0.42% 1.204 M $ 2005 2025/03/31 97.703 K $ 8.83 %
2025/09/30 V VISA INC 0.36% 1.035 M $ 3032 2023/06/30 -42.171 K $ -3.85 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.36% 1.024 M $ 1537 2022/03/31 95.596 K $ 7.82 %
2025/09/30 PWR QUANTA SVCS INC 0.33% 959.467 K $ 2315 2024/09/30 88.742 K $ 9.61 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.32% 910.810 K $ 4912 2020/12/31 160.115 K $ 21.39 %
2025/09/30 AVGO BROADCOM INC 0.31% 888.562 K $ 2693 2023/06/30 147.478 K $ 19.69 %
2025/09/30 COP CONOCOPHILLIPS 0.30% 874.490 K $ 9245 2023/06/30 45.371 K $ 5.40 %
2025/09/30 SUB ISHARES TR 0.30% 866.733 K $ 8117 2023/12/31 4.350 K $ 0.41 %
2025/09/30 PALC PACER FDS TR 0.26% 754.600 K $ 14576 2020/12/31 34.545 K $ 4.80 %
2025/09/30 GOOGL ALPHABET INC 0.25% 726.317 K $ 2988 2020/12/31 221.874 K $ 37.95 %
2025/09/30 PGR PROGRESSIVE CORP 0.25% 723.383 K $ 2929 2024/06/30 -55.270 K $ -7.46 %
2025/09/30 SLV ISHARES SILVER TR 0.25% 709.698 K $ 16750 2024/06/30 160.129 K $ 29.14 %
2025/09/30 BR BROADRIDGE FINL SOLUTIONS IN 0.25% 704.916 K $ 2960 2024/06/30 -14.341 K $ -2.00 %
2025/09/30 THNQ EXCHANGE TRADED CONCEPTS TRU 0.23% 656.922 K $ 10258 2025/03/31 92.732 K $ 16.44 %
2025/09/30 GLD SPDR GOLD TR 0.23% 648.733 K $ 1825 2022/12/31 92.418 K $ 16.61 %
2025/09/30 ROP ROPER TECHNOLOGIES INC 0.22% 626.111 K $ 1256 2024/06/30 -82.052 K $ -12.02 %
2025/09/30 CPRT COPART INC 0.21% 612.446 K $ 13619 2024/06/30 -46.473 K $ -8.36 %
2025/09/30 FANG DIAMONDBACK ENERGY INC 0.21% 603.046 K $ 4214 2024/06/30 21.169 K $ 4.15 %
2025/09/30 PEP PEPSICO INC 0.21% 601.885 K $ 4286 2020/12/31 36.363 K $ 6.36 %
2025/09/30 CHE CHEMED CORP NEW 0.21% 592.118 K $ 1322 2024/06/30 -41.776 K $ -8.05 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.21% 589.908 K $ 20837 2020/12/31 -22.636 K $ -3.71 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.20% 576.114 K $ 2996 2024/03/31 -85.038 K $ -12.98 %
2025/09/30 NOW SERVICENOW INC 0.19% 548.487 K $ 596 2025/06/30 -36.651 K $ -10.49 %
2025/09/30 ORCL ORACLE CORP 0.19% 538.754 K $ 1916 2025/03/31 144.003 K $ 28.64 %
2025/09/30 BUFR FIRST TR EXCHNG TRADED FD VI 0.18% 518.177 K $ 15505 2020/12/31 25.118 K $ 5.09 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.18% 515.954 K $ 2391 2024/06/30 26.587 K $ 5.43 %
2025/09/30 ABBV ABBVIE INC 0.18% 515.616 K $ 2227 2020/12/31 102.034 K $ 24.74 %
2025/09/30 NFLX NETFLIX INC 0.17% 491.557 K $ 410 2023/06/30 -64.496 K $ -10.47 %
2025/09/30 BA BOEING CO 0.17% 487.167 K $ 2257 2020/12/31 14.219 K $ 3.01 %
2025/09/30 WMB WILLIAMS COS INC 0.16% 468.095 K $ 7389 2020/12/31 3.985 K $ 0.86 %
2025/09/30 KO COCA COLA CO 0.16% 465.070 K $ 7013 2020/12/31 -30.939 K $ -6.26 %
2025/09/30 INTC INTEL CORP 0.16% 462.475 K $ 13785 2023/03/31 174.385 K $ 49.78 %
2025/09/30 HD HOME DEPOT INC 0.15% 444.269 K $ 1096 2023/06/30 42.751 K $ 10.52 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.15% 443.257 K $ 1571 2023/12/31 -20.330 K $ -4.28 %
2025/09/30 HON HONEYWELL INTL INC 0.15% 438.261 K $ 2082 2020/12/31 -46.595 K $ -9.61 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.15% 437.794 K $ 1553 2023/03/31 44.462 K $ 11.31 %
2025/09/30 DGRW WISDOMTREE TR 0.15% 427.542 K $ 4806 2024/03/31 25.087 K $ 6.23 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.14% 409.215 K $ 915 2020/12/31 -88.389 K $ -17.70 %
2025/09/30 TEM TEMPUS AI INC 0.14% 403.550 K $ 5000 2024/09/30 85.849 K $ 27.02 %
2025/09/30 SOC SABLE OFFSHORE CORP 0.14% 393.548 K $ 22540 2024/03/31 -77.409 K $ -20.56 %
2025/09/30 RJF RAYMOND JAMES FINL INC 0.14% 391.896 K $ 2271 2020/12/31 48.074 K $ 12.54 %
2025/09/30 RTX RTX CORPORATION 0.13% 380.843 K $ 2276 2022/12/31 48.501 K $ 14.59 %
2025/09/30 MRK MERCK & CO INC 0.13% 379.921 K $ 4527 2020/12/31 22.056 K $ 6.03 %
2025/09/30 FDL FIRST TR EXCHANGE-TRADED FD 0.13% 372.414 K $ 8579 2023/12/31 13.211 K $ 3.68 %
2025/09/30 MCD MCDONALDS CORP 0.12% 347.252 K $ 1143 2020/12/31 13.337 K $ 4.01 %
2025/09/30 CAT CATERPILLAR INC 0.12% 342.609 K $ 718 2020/12/31 63.681 K $ 22.90 %
2025/09/30 LVHI LEGG MASON ETF INVT 0.12% 337.944 K $ 9725 2024/06/30 21.395 K $ 6.76 %
2025/09/30 BAC BANK AMERICA CORP 0.12% 337.095 K $ 6534 2020/12/31 28.626 K $ 9.02 %
2025/09/30 PTLC PACER FDS TR 0.12% 333.543 K $ 6091 2025/09/30 0.000 $ 0.00 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.12% 333.238 K $ 2054 2020/12/31 -40.916 K $ -10.94 %
2025/09/30 DVY ISHARES TR 0.12% 330.951 K $ 2329 2020/12/31 21.636 K $ 7.00 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 0.10% 299.430 K $ 3000 2024/12/31 17.460 K $ 6.19 %
2025/09/30 PTNQ PACER FDS TR 0.10% 296.010 K $ 3818 2020/12/31 23.518 K $ 8.63 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.10% 284.168 K $ 307 2025/06/30 -19.743 K $ -6.50 %
2025/09/30 MOAT VANECK ETF TRUST 0.10% 278.896 K $ 2814 2020/12/31 14.970 K $ 5.67 %
2025/09/30 FDN FIRST TR EXCHANGE-TRADED FD 0.10% 274.523 K $ 981 2023/12/31 10.310 K $ 3.90 %
2025/09/30 CGBD CARLYLE SECURED LENDING INC 0.09% 266.138 K $ 21291 2020/12/31 -25.123 K $ -8.63 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.09% 261.271 K $ 757 2020/12/31 31.396 K $ 10.68 %
2025/09/30 CNP CENTERPOINT ENERGY INC 0.09% 257.018 K $ 6624 2024/06/30 14.422 K $ 5.61 %
2025/09/30 PAMC PACER FDS TR 0.08% 242.564 K $ 5159 2020/12/31 16.508 K $ 7.30 %
2025/09/30 HROW HARROW INC 0.08% 240.900 K $ 5000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.08% 240.388 K $ 1565 2020/12/31 -9.009 K $ -3.56 %
2025/09/30 DE DEERE & CO 0.08% 233.229 K $ 510 2025/06/30 -26.127 K $ -10.07 %
2025/09/30 SHEL SHELL PLC 0.08% 230.155 K $ 3218 2022/03/31 3.706 K $ 1.59 %
2025/09/30 XLG INVESCO EXCHANGE TRADED FD T 0.08% 230.080 K $ 4000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HAL HALLIBURTON CO 0.08% 227.068 K $ 9230 2020/12/31 0.000 $ 0.00 %
2025/09/30 SOXX ISHARES TR 0.08% 226.385 K $ 835 2025/09/30 0.000 $ 0.00 %
2025/09/30 BP BP PLC 0.08% 225.227 K $ 6536 2022/12/31 40.525 K $ 15.14 %
2025/09/30 VST VISTRA CORP 0.08% 225.051 K $ 1149 2025/06/30 2.422 K $ 1.09 %
2025/09/30 PDFS PDF SOLUTIONS INC 0.08% 223.162 K $ 8643 2025/09/30 0.000 $ 0.00 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.08% 221.996 K $ 1575 2024/09/30 12.032 K $ 5.73 %
2025/09/30 IYW ISHARES TR 0.08% 219.363 K $ 1120 2025/09/30 0.000 $ 0.00 %