Clarius Group, LLC Top Holdings and 13F Report (2025) About Clarius Group, LLCInvestment ActivityClarius Group, LLC has $1.59 billion in total holdings as of March 31, 2025.Clarius Group, LLC owns shares of 482 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 16.71% of the portfolio was purchased this quarter.About 4.53% of the portfolio was sold this quarter.This quarter, Clarius Group, LLC has purchased 452 new stocks and bought additional shares in 227 stocks.Clarius Group, LLC sold shares of 158 stocks and completely divested from 24 stocks this quarter.Largest Holdings PACCAR $226,811,613Microsoft $128,838,601Vanguard S&P 500 ETF $110,545,675iShares Core MSCI International Developed Markets ETF $99,328,483Dimensional International High Profitability ETF $77,202,630 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $5,589,091 Holding46641Q373 - JPMorgan BetaBuilders International Equity ETF $5,523,149 Holding92204A702 - Vanguard Information Technology ETF $4,512,463 Holding46434V886 - iShares Currency Hedged MSCI Japan ETF $3,530,635 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $1,040,322 Holding Largest Purchases this Quarter Dimensional International High Profitability ETF 1,387,794 shares (about $37.39M)Starbucks 346,032 shares (about $33.94M)Vanguard S&P 500 ETF 52,543 shares (about $27.00M)iShares Core MSCI International Developed Markets ETF 352,548 shares (about $24.29M)Vanguard Ultra-Short Bond ETF 272,619 shares (about $13.56M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 515,030 shares (about $27.80M)Vanguard FTSE Emerging Markets ETF 89,039 shares (about $4.03M)Schwab Fundamental U.S. Small Company ETF 110,734 shares (about $3.03M)Schwab Fundamental International Small Equity ETF 62,678 shares (about $2.27M)Invesco Russell 1000 Dynamic Multifactor ETF 31,124 shares (about $1.66M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarius Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPCARPACCAR$226,811,613$9,153 ▼0.0%2,329,37914.2%Auto/Tires/TrucksMSFTMicrosoft$128,838,601$11,235,412 ▲9.6%343,2138.1%Computer and TechnologyVOOVanguard S&P 500 ETF$110,545,675$27,002,382 ▲32.3%215,1076.9%ETFIDEViShares Core MSCI International Developed Markets ETF$99,328,483$24,287,029 ▲32.4%1,441,8426.2%ETFDIHPDimensional International High Profitability ETF$77,202,630$37,387,170 ▲93.9%2,865,7254.8%ETFAMZNAmazon.com$59,305,538$142,314 ▼-0.2%311,7083.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$56,106,912$31,057 ▼-0.1%204,1443.5%ETFFNDASchwab Fundamental U.S. Small Company ETF$51,560,872$3,033,004 ▼-5.6%1,882,4713.2%ETFSBUXStarbucks$40,505,188$33,942,280 ▲517.2%412,9392.5%Retail/WholesaleDUHPDimensional US High Profitability ETF$35,192,369$4,182,667 ▲13.5%1,061,9302.2%ETFVEAVanguard FTSE Developed Markets ETF$34,718,226$7,078,538 ▲25.6%683,0262.2%ETFAAPLApple$33,693,206$4,055,660 ▲13.7%151,6822.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$29,244,505$7,057,302 ▲31.8%52,2791.8%FinanceNVDANVIDIA$25,187,205$3,174,778 ▲14.4%232,3971.6%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$21,281,140$1,661,880 ▲8.5%174,5641.3%ManufacturingECMLEuclidean Fundamental Value ETF$15,788,817$23,655 ▼-0.1%515,2761.0%ETFVUSBVanguard Ultra-Short Bond ETF$15,063,689$13,564,888 ▲905.0%302,7410.9%ETFCINFCincinnati Financial$12,682,057$295 ▲0.0%85,8520.8%FinanceIWBiShares Russell 1000 ETF$12,085,5560.0%39,4000.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$11,699,197$1,764,335 ▲17.8%143,2150.7%ManufacturingVUGVanguard Growth ETF$11,653,143$123,855 ▼-1.1%31,4250.7%ETFGOOGLAlphabet$11,060,361$840,317 ▲8.2%71,5230.7%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$10,775,924$1,659,221 ▼-13.3%202,1370.7%ETFQQQInvesco QQQ$10,682,827$8,663,209 ▲429.0%22,7820.7%FinanceMETAMeta Platforms$10,375,718$846,680 ▲8.9%18,0020.7%Computer and TechnologyBRK.BBerkshire Hathaway$9,897,544$324,876 ▼-3.2%18,5840.6%FinanceGOOGAlphabet$9,298,341$281,839 ▲3.1%59,5170.6%Computer and TechnologyCOSTCostco Wholesale$8,191,326$1,214,370 ▲17.4%8,6610.5%Retail/WholesaleVXFVanguard Extended Market ETF$6,999,690$3,707,421 ▲112.6%40,6340.4%ETFTSLATesla$6,969,375$541,907 ▼-7.2%26,8920.4%Auto/Tires/TrucksVVisa$6,264,823$76,751 ▼-1.2%17,8760.4%Business ServicesRODMHartford Multifactor Developed Markets (ex-US) ETF$6,092,556$51,536 ▼-0.8%196,5970.4%ETFLLYEli Lilly and Company$6,077,872$463,336 ▼-7.1%7,3590.4%MedicalJPMJPMorgan Chase & Co.$6,068,053$400,089 ▼-6.2%24,7370.4%FinanceBRK.ABerkshire Hathaway$5,589,091$5,589,091 ▲New Holding70.4%FinanceBBINJPMorgan BetaBuilders International Equity ETF$5,523,149$5,523,149 ▲New Holding89,8000.3%ETFAVGOBroadcom$5,270,864$388,940 ▲8.0%31,4810.3%Computer and TechnologyVVVanguard Large-Cap ETF$5,204,228$1,109,574 ▼-17.6%20,2480.3%ETFSNOWSnowflake$5,129,631$78,196 ▼-1.5%35,0960.3%Computer and TechnologyDNLIDenali Therapeutics$5,016,487$557,395 ▼-10.0%368,9950.3%MedicalMAMastercard$4,839,351$636,915 ▲15.2%8,8290.3%Business ServicesNFLXNetflix$4,800,664$1,560,123 ▼-24.5%5,1480.3%Consumer DiscretionaryVGTVanguard Information Technology ETF$4,512,463$4,512,463 ▲New Holding8,3200.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,477,452$27,796,125 ▼-86.1%82,9620.3%ETFIWDiShares Russell 1000 Value ETF$4,291,177$2,107,392 ▲96.5%22,8060.3%ETFOKTAOkta$4,254,676$962,237 ▼-18.4%40,4360.3%Computer and TechnologyABBVAbbVie$4,221,409$883,755 ▲26.5%20,1480.3%MedicalWMTWalmart$4,163,675$794,231 ▲23.6%47,4280.3%Retail/WholesaleACWIiShares MSCI ACWI ETF$4,023,6380.0%34,5700.3%ManufacturingJNJJohnson & Johnson$4,018,043$536,004 ▲15.4%24,2280.3%MedicalIWFiShares Russell 1000 Growth ETF$3,957,907$2,129,709 ▲116.5%10,9610.2%ETFVTVVanguard Value ETF$3,824,959$71,859 ▼-1.8%22,1430.2%ETFHEWJiShares Currency Hedged MSCI Japan ETF$3,530,635$3,530,635 ▲New Holding84,1830.2%ETFPGProcter & Gamble$3,506,051$34,766 ▼-1.0%20,5730.2%Consumer StaplesBACBank of America$3,409,967$756,857 ▲28.5%81,7150.2%FinanceXOMExxon Mobil$3,223,123$273,896 ▲9.3%27,1010.2%EnergyAMGNAmgen$3,201,799$613,753 ▲23.7%10,2770.2%MedicalORCLOracle$3,126,012$514,221 ▲19.7%22,3590.2%Computer and TechnologyCRMSalesforce$3,072,955$413,270 ▲15.5%11,4510.2%Computer and TechnologyUNHUnitedHealth Group$3,061,367$632,700 ▼-17.1%5,8450.2%MedicalHDHome Depot$2,829,303$159,790 ▼-5.3%7,7200.2%Retail/WholesaleESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,673,436$202,304 ▲8.2%69,6030.2%ETFCVXChevron$2,617,950$453,361 ▲20.9%15,6490.2%EnergyRAMPLiveRamp$2,524,235$38,687 ▲1.6%96,5660.2%Business ServicesMUBiShares National Muni Bond ETF$2,153,717$1,307,772 ▼-37.8%20,4260.1%ETFIXUSiShares Core MSCI Total International Stock ETF$2,143,3420.0%30,7030.1%ManufacturingUNPUnion Pacific$2,128,050$7,323 ▲0.3%9,0080.1%TransportationFNDBSchwab Fundamental U.S. Broad Market ETF$2,059,033$103,890 ▲5.3%89,4840.1%ETFSCHDSchwab US Dividend Equity ETF$2,052,709$627,422 ▲44.0%73,4160.1%ETFPANWPalo Alto Networks$2,041,196$7,167 ▼-0.3%11,9620.1%Computer and TechnologyMCDMcDonald's$2,032,215$193,351 ▲10.5%6,5060.1%Retail/WholesalePRFZInvesco RAFI US 1500 Small-Mid ETF$2,023,735$57,737 ▼-2.8%53,4530.1%ManufacturingBXBlackstone$2,008,033$373,344 ▲22.8%14,3660.1%FinanceHONHoneywell International$1,970,969$98,887 ▼-4.8%9,3080.1%Multi-Sector ConglomeratesTWSTTwist Bioscience$1,948,6700.0%49,6350.1%MedicalMRKMerck & Co., Inc.$1,893,128$263,984 ▼-12.2%21,0910.1%MedicalKOCocaCola$1,832,313$4,727 ▼-0.3%25,5840.1%Consumer StaplesCATCaterpillar$1,809,073$233,184 ▲14.8%5,4850.1%IndustrialsIWMiShares Russell 2000 ETF$1,803,754$1,177,168 ▲187.9%9,0420.1%FinancePEPPepsiCo$1,785,071$177,982 ▼-9.1%11,9050.1%Consumer StaplesNOWServiceNow$1,704,536$234,861 ▲16.0%2,1410.1%Computer and TechnologyIBMInternational Business Machines$1,687,158$384,180 ▲29.5%6,7850.1%Computer and TechnologySPGIS&P Global$1,681,303$441,539 ▲35.6%3,3090.1%FinanceGSThe Goldman Sachs Group$1,663,999$279,154 ▲20.2%3,0460.1%FinanceACNAccenture$1,660,677$79,258 ▼-4.6%5,3220.1%Computer and TechnologyGEGE Aerospace$1,609,406$410,708 ▲34.3%8,0410.1%AerospaceIUSGiShares Core S&P U.S. Growth ETF$1,563,0840.0%12,3000.1%ManufacturingCSCOCisco Systems$1,549,044$19,377 ▼-1.2%25,1020.1%Computer and TechnologyALKAlaska Air Group$1,540,7830.0%31,3040.1%TransportationADBEAdobe$1,508,040$332,137 ▲28.2%3,9320.1%Computer and TechnologyABTAbbott Laboratories$1,507,965$4,245 ▼-0.3%11,3680.1%MedicalIGViShares Expanded Tech-Software Sector ETF$1,489,070$220,784 ▲17.4%16,7330.1%ETFMSMorgan Stanley$1,475,175$12,367 ▼-0.8%12,6440.1%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$1,455,468$1,222,261 ▲524.1%58,2420.1%ManufacturingADPAutomatic Data Processing$1,449,740$411,854 ▲39.7%4,7450.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,442,007$4,029,844 ▼-73.6%31,8610.1%ETFTXNTexas Instruments$1,440,835$14,915 ▼-1.0%8,0180.1%Computer and TechnologyINTUIntuit$1,432,439$71,223 ▼-4.7%2,3330.1%Computer and TechnologyCCitigroup$1,431,442$722,039 ▲101.8%20,1640.1%Financial ServicesTMUST-Mobile US$1,427,432$456,074 ▲47.0%5,3520.1%Computer and TechnologyShowing largest 100 holdings. 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