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Holders — by stockHoldings — by fund

Clarus Group, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001844568

$295.0M

disclosed book value

127

positions

16.5%

largest position share

Positions, as of 2026-06-30

top 100 of 127 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ACIOETF SER SOLUTIONS1.1M$48.8M16.5%
2DRSKETF SER SOLUTIONS1.2M$35.7M12.1%
3SPYMSPDR SERIES TRUST285,013$25.0M8.5%
4JPSTJ P MORGAN EXCHANGE TRADED F440,964$22.3M7.6%
5RDVIFIRST TR EXCHANGE-TRADED FD425,643$12.5M4.2%
6RSPINVESCO EXCHANGE TRADED FD T54,733$11.6M3.9%
7EXMOCEXXON MOBIL CORP83,713$11.4M3.9%
8OSCVETF SER SOLUTIONS265,889$11.2M3.8%
9AAPLAPPLE INC36,561$10.6M3.6%
10PAVEGLOBAL X FDS168,759$9.9M3.4%
11AIQGLOBAL X FDS128,899$8.5M2.9%
12NVDANVIDIA CORPORATION36,802$7.4M2.5%
13MSFTMICROSOFT CORP15,125$5.6M1.9%
14AMZNAMAZON COM INC19,218$4.6M1.6%
15AVUVAMERICAN CENTY ETF TR27,192$3.4M1.1%
16CRKCOMSTOCK RES INC212,223$3.2M1.1%
17ETENERGY TRANSFER L P134,899$2.6M0.9%
18PAAPLAINS ALL AMERN PIPELINE L111,303$2.5M0.8%
19GOOGALPHABET INC6,523$2.3M0.8%
20CVXCHEVRON CORPORATION12,119$2.0M0.7%
21INTCINTEL CORP13,785$1.9M0.7%
22TBILRBB FD INC35,676$1.8M0.6%
23EPDENTERPRISE PRODS PARTNERS L45,955$1.7M0.6%
24JPMJPMORGAN CHASE & CO4,866$1.6M0.5%
25TSLATESLA INC3,712$1.6M0.5%
26SGOVISHARES TR15,328$1.5M0.5%
27QQQINVESCO QQQ TR2,044$1.5M0.5%
28WMTWALMART INC12,957$1.5M0.5%
29GOOGLALPHABET INC3,561$1.3M0.4%
30PWRQUANTA SVCS INC1,752$1.3M0.4%
31JNJJOHNSON & JOHNSON4,941$1.3M0.4%
32BRK/BBERKSHIRE HATHAWAY INC DEL2,247$1.1M0.4%
33SPYSTATE STR SPDR S&P 500 ETF T1,413$1.1M0.4%
34METAMETA PLATFORMS INC1,770$997,2600.3%
35THNQEXCHANGE TRADED CONCEPTS TRU10,227$932,8050.3%
36SLVISHARES SILVER TR16,750$895,6230.3%
37VVISA INC2,549$874,4290.3%
38AVGOBROADCOM INC2,177$822,2960.3%
39MUMICRON TECHNOLOGY INC650$750,5640.3%
40GLDSPDR GOLD TR1,940$714,6570.2%
41CATCATERPILLAR INC614$654,0260.2%
42CGDVCAPITAL GROUP DIVIDEND VALUE13,270$653,9460.2%
43PALCPACER FDS TR10,686$638,4990.2%
44KMIKINDER MORGAN INC DEL19,387$619,7880.2%
45FANGDIAMONDBACK ENERGY INC3,405$598,6020.2%
46MRKMERCK & CO INC4,461$573,2890.2%
47PEPPEPSICO INC4,189$567,2570.2%
48BUFRFIRST TR EXCHNG TRADED FD VI15,505$566,3980.2%
49ISRGINTUITIVE SURGICAL INC1,417$563,5130.2%
50APHAMPHENOL CORP3,182$560,9720.2%
51PGRPROGRESSIVE CORP2,551$557,2700.2%
52KOCOCA COLA CO6,447$523,9670.2%
53ABBVABBVIE INC2,057$517,5190.2%
54CHECHEMED CORP NEW1,061$494,2440.2%
55COPCONOCOPHILLIPS4,722$490,8630.2%
56XLKSELECT SECTOR SPDR TR2,524$480,9600.2%
57BABOEING CO2,194$474,9740.2%
58SOXXISHARES TR725$464,5510.2%
59DGRWWISDOMTREE TR4,787$457,7330.2%
60RTXRTX CORPORATION2,277$432,0490.1%
61STRLSTERLING INFRASTRUCTURE INC500$419,6800.1%
62AMTAMERICAN TOWER CORP2,530$413,8590.1%
63KLACKLA CORP1,360$410,3260.1%
64AMDADVANCED MICRO DEVICES INC700$406,6370.1%
65HDHOME DEPOT INC1,146$404,2540.1%
66LVHILEGG MASON ETF INVT9,725$394,6890.1%
67VIGVANGUARD SPECIALIZED FUNDS1,570$371,4930.1%
68BRBROADRIDGE FINL SOLUTIONS IN2,532$346,7580.1%
69PTNQPACER FDS TR3,818$338,4660.1%
70FFLCFIDELITY COVINGTON TRUST5,714$336,6120.1%
71ACYNFIRST TR EXCHANGE-TRADED FD15,798$328,4360.1%
72MRVLMARVELL TECHNOLOGY INC1,102$328,3720.1%
73BACBANK OF AMER CORP5,714$325,5600.1%
74CPRTCOPART INC11,526$324,9180.1%
75RJFRAYMOND JAMES FINL INC2,101$319,3460.1%
76MCDMCDONALDS CORP1,158$313,0020.1%
77UNHUNITEDHEALTH GROUP INC739$306,9830.1%
78GENIUS SPORTS LIMITED50,000$303,0000.1%
79TEMTEMPUS AI INC5,100$295,4430.1%
80CNPCENTERPOINT ENERGY INC6,691$294,6640.1%
81COSTCOSTCO WHOLESALE CORPORATION314$293,7380.1%
82MOATVANECK ETF TRUST2,805$291,6080.1%
83HALHALLIBURTON CO8,509$288,8920.1%
84PAMCPACER FDS TR5,159$285,9790.1%
85LUVSOUTHWEST AIRLS CO5,547$285,2270.1%
86IYWISHARES TR1,120$282,4980.1%
87PMPHILIP MORRIS INTL INC1,561$282,4330.1%
88FBTCFIDELITY WISE ORIGIN BITCOIN5,500$280,7750.1%
89IBMINTERNATIONAL BUSINESS MACHS992$278,9580.1%
90SUBISHARES TR2,583$275,0120.1%
91DVYISHARES TR1,737$271,4930.1%
92NOWSERVICENOW INC2,733$271,3320.1%
93DKDELEK US HLDGS INC NEW5,300$269,2930.1%
94PDFSPDF SOLUTIONS INC3,800$269,0020.1%
95ORCLORACLE CORP1,818$266,4700.1%
96FDNFIRST TR EXCHANGE-TRADED FD981$259,6900.1%
97HONHONEYWELL INTL INC1,090$252,9930.1%
98SHELSHELL PLC3,245$251,6330.1%
99NFLXNETFLIX INC.3,500$249,9000.1%
100CSCOCISCO SYS INC2,122$249,2600.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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