Clarus Group, Inc. Top Holdings and 13F Report (2026) About Clarus Group, Inc.Investment ActivityClarus Group, Inc. has $278.96 million in total holdings as of March 31, 2026.Clarus Group, Inc. owns shares of 113 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 2.13% of the portfolio was purchased this quarter.About 1.18% of the portfolio was sold this quarter.This quarter, Clarus Group, Inc. has purchased 103 new stocks and bought additional shares in 28 stocks.Clarus Group, Inc. sold shares of 40 stocks and completely divested from 3 stocks this quarter.Largest Holdings Aptus Collared Investment Opportunity ETF $45,239,059Aptus Defined Risk ETF $34,585,785JPMorgan Ultra-Short Income ETF $22,793,175SPDR Portfolio S&P 500 ETF $21,766,213ExxonMobil $15,228,801 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $3,276,684 Holding26875P101 - EOG Resources $275,117 Holding24665A103 - Delek US $238,871 Holding682680103 - ONEOK $228,715 Holding56585A102 - Marathon Petroleum $223,892 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 32,552 shares (about $3.28M)EOG Resources 1,903 shares (about $275.12K)Delek US 5,300 shares (about $238.87K)ONEOK 2,530 shares (about $228.72K)Marathon Petroleum 917 shares (about $223.89K) Largest Sales this Quarter iShares Short-Term National Muni Bond ETF 3,225 shares (about $343.46K)ExxonMobil 1,577 shares (about $267.55K)Aptus Collared Investment Opportunity ETF 5,498 shares (about $230.70K)Amazon.com 1,047 shares (about $218.06K)Global X U.S. Infrastructure Development ETF 4,009 shares (about $203.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofClarus Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACIOAptus Collared Investment Opportunity ETF$45,239,059$230,696 â–¼-0.5%1,078,14716.2%ETFDRSKAptus Defined Risk ETF$34,585,785$25,444 â–²0.1%1,265,48812.4%ETFJPSTJPMorgan Ultra-Short Income ETF$22,793,175$140,392 â–¼-0.6%450,3698.2%ETFSPLGSPDR Portfolio S&P 500 ETF$21,766,213$22,656 â–²0.1%284,3777.8%ETFXOMExxonMobil$15,228,801$267,553 â–¼-1.7%89,7615.5%EnergyRDVIFT Vest Rising Dividend Achievers Target Income ETF$11,034,598$42,694 â–¼-0.4%431,8834.0%ETFRSPInvesco S&P 500 Equal Weight ETF$10,665,845$87,900 â–¼-0.8%55,5743.8%ETFOSCVOpus Small Cap Value Plus ETF$10,589,187$68,547 â–¼-0.6%268,4893.8%ETFAAPLApple$9,275,865$7,106 â–¼-0.1%36,5493.3%Computer and TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$8,750,857$203,697 â–¼-2.3%172,2273.1%ETFNVDANVIDIA$6,913,984$162,019 â–²2.4%39,6442.5%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$6,147,717$73,599 â–¼-1.2%131,7272.2%ETFMSFTMicrosoft$5,618,685$79,585 â–²1.4%15,1792.0%Computer and TechnologyCRKComstock Resources$4,496,9960.0%213,3301.6%EnergyAMZNAmazon.com$4,315,563$218,059 â–¼-4.8%20,7211.5%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$3,276,684$3,276,684 â–²New Holding32,5521.2%ETFAVUVAvantis U.S. Small Cap Value ETF$3,098,380$96,883 â–¼-3.0%28,0471.1%ETFETEnergy Transfer$2,601,615$5,153 â–¼-0.2%134,7990.9%EnergyCVXChevron$2,553,579$88,968 â–²3.6%12,3420.9%EnergyPLAINS ALL AMERN PIPELINE L$2,479,178$75,341 â–¼-2.9%111,0250.9%UNIT LTD PARTNGOOGAlphabet$1,871,088$287 â–²0.0%6,5230.7%Computer and TechnologyEPDEnterprise Products Partners$1,746,944$870 â–²0.0%46,1670.6%EnergyWALMART INC$1,686,504$31,070 â–¼-1.8%13,5700.6%COMJPMJPMorgan Chase & Co.$1,503,116$16,178 â–¼-1.1%5,1100.5%FinanceTSLATesla$1,377,2600.0%3,7050.5%Auto/Tires/TrucksTBILUS Treasury 3 Month Bill ETF$1,330,065$119,664 â–¼-8.3%26,6760.5%ETFCOPConocoPhillips$1,224,300$1,848 â–²0.2%9,2750.4%EnergyJNJJohnson & Johnson$1,205,377$2,200 â–²0.2%4,9310.4%MedicalBRK.BBerkshire Hathaway$1,197,0420.0%2,4980.4%FinanceQQQInvesco QQQ$1,157,2640.0%2,0050.4%FinanceSLViShares Silver Trust$1,141,3450.0%16,7500.4%ETFGOOGLAlphabet$1,043,185$183,736 â–²21.4%3,6280.4%Computer and TechnologyPWRQuanta Services$1,033,119$173,467 â–¼-14.4%1,8820.4%ConstructionMETAMeta Platforms$1,012,598$572 â–²0.1%1,7700.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$918,9300.0%1,4130.3%FinanceVVisa$873,001$9,069 â–¼-1.0%2,8880.3%Business ServicesGLDSPDR Gold Shares$785,2790.0%1,8250.3%FinanceFANGDiamondback Energy$748,674$21,560 â–¼-2.8%3,7850.3%EnergyAVGOBroadcom$673,124$30,020 â–¼-4.3%2,1750.2%Computer and TechnologyPEPPepsiCo$657,685$1,553 â–²0.2%4,2350.2%Consumer StaplesKMIKinder Morgan$648,503$1,542 â–²0.2%19,3410.2%EnergyINTCIntel$608,3170.0%13,7850.2%Computer and TechnologyTHNQROBO Global Artificial Intelligence ETF$603,505$1,829 â–¼-0.3%10,2270.2%ETFCGDVCapital Group Dividend Value ETF$564,506$2,127 â–¼-0.4%13,2700.2%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$553,6420.0%10,6860.2%ETFPGRProgressive$552,847$2,973 â–²0.5%2,7890.2%FinanceWMBWilliams Companies$543,807$5,386 â–²1.0%7,4720.2%EnergyMRKMerck & Co., Inc.$535,380$1,443 â–²0.3%4,4510.2%MedicalBUFRFT Vest Laddered Buffer ETF$523,6040.0%15,5050.2%ETFKOCocaCola$519,555$18,403 â–¼-3.4%6,8320.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$512,703$1,505 â–¼-0.3%2,3840.2%ETFHONHoneywell International$492,5190.0%2,1790.2%Multi-Sector ConglomeratesAMTAmerican Tower$485,706$1,208 â–¼-0.2%2,8140.2%FinanceBRBroadridge Financial Solutions$451,703$1,787 â–²0.4%2,7800.2%Computer and TechnologyCHEChemed$448,353$15,864 â–¼-3.4%1,1870.2%MedicalABBVAbbVie$446,033$39,362 â–¼-8.1%2,0510.2%MedicalAPHAmphenol$445,230$2,401 â–¼-0.5%3,5240.2%Computer and TechnologyRTXRTX$439,185$193 â–²0.0%2,2770.2%AerospaceBABoeing$436,707$12,540 â–¼-2.8%2,1940.2%AerospaceCATCaterpillar$434,510$75,135 â–¼-14.7%6130.2%IndustrialsISRGIntuitive Surgical$421,8060.0%9150.2%MedicalCPRTCopart$420,843$3,818 â–¼-0.9%12,6760.2%Business ServicesDGRWWisdomTree U.S. Quality Dividend Growth Fund$420,490$1,669 â–¼-0.4%4,7870.2%ManufacturingSUBiShares Short-Term National Muni Bond ETF$411,942$343,463 â–¼-45.5%3,8680.1%ETFDOWDOW$397,457$32,903 â–¼-7.6%9,5430.1%Basic MaterialsLVHIFranklin International Low Volatility High Dividend Index ETF$394,2520.0%9,7250.1%ETFIBMInternational Business Machines$385,215$2,424 â–²0.6%1,5890.1%Computer and TechnologyHDHome Depot$359,666$986 â–²0.3%1,0940.1%Retail/WholesaleMCDMcDonald's$358,163$1,244 â–²0.3%1,1520.1%Retail/WholesaleSABLE OFFSHORE CORP$355,395$446 â–¼-0.1%21,5130.1%COM SHSDVYiShares Select Dividend ETF$352,6340.0%2,3290.1%ETFPDFSPDF Solutions$345,1890.0%10,5530.1%Computer and TechnologyNFLXNetflix$336,5250.0%3,5000.1%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$335,324$77,751 â–¼-18.8%2,5230.1%ETFHALHalliburton$331,159$11,191 â–¼-3.3%8,4930.1%EnergyRJFRaymond James Financial$328,7520.0%2,2710.1%FinanceFIDELITY WISE ORIGIN BITCOIN$324,6650.0%5,5000.1%SHSPTLCPacer Trendpilot US Large Cap ETF$319,5340.0%6,0910.1%ETFCOSTCostco Wholesale$312,8790.0%3140.1%Retail/WholesaleNOWServiceNow$310,827$19,133 â–²6.6%2,9730.1%Computer and TechnologySHELShell$300,872$744 â–²0.2%3,2350.1%EnergyCNPCenterPoint Energy$287,835$906 â–²0.3%6,6690.1%UtilitiesPTNQPacer Trendpilot 100 ETF$278,5610.0%3,8180.1%ETFBACBank of America$277,550$1,268 â–²0.5%5,6930.1%FinanceEOGEOG Resources$275,117$275,117 â–²New Holding1,9030.1%EnergySOXXiShares Semiconductor ETF$274,4310.0%8350.1%ETFMOATVanEck Morningstar Wide Moat ETF$271,244$870 â–¼-0.3%2,8050.1%ETFORCLOracle$267,329$14,713 â–¼-5.2%1,8170.1%Computer and TechnologyPMPhilip Morris International$258,1250.0%1,5610.1%Consumer StaplesPAMCPacer Lunt MidCap Multi-Factor Alternator ETF$246,9050.0%5,1590.1%ETFDKDelek US$238,871$238,871 â–²New Holding5,3000.1%EnergyVYMVanguard High Dividend Yield ETF$233,2580.0%1,5750.1%Financial ServicesCGBDCarlyle Secured Lending$232,9240.0%21,2910.1%FinanceTEMPUS AI INC$230,622$4,522 â–²2.0%5,1000.1%CL AFDNFirst Trust Dow Jones Internet Index Fund$229,5830.0%9810.1%ETFOKEONEOK$228,715$228,715 â–²New Holding2,5300.1%EnergyMPCMarathon Petroleum$223,892$223,892 â–²New Holding9170.1%EnergyNVSNovartis$223,1680.0%1,4610.1%MedicalMUMicron Technology$219,660$219,660 â–²New Holding6500.1%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$218,2000.0%4,0000.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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