Fund HoldingsClarus Group, Inc.

Total Portfolio Value
$295.02M
Total Bought
$36.91M
Total Sold
$49.94M
Net Transaction
-$13.04M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0285,013+285,013025,0478.49%+25,047
ETF SER SOLUTIONS
APTUS COLLRD INV
01,057,313+1,057,313048,78416.54%+48,784
GLOBAL X FDS
ARTIFICIAL ETF
0128,899+128,89908,4572.87%+8,457
ISHARES TR015,328+15,32801,5430.52%+1,543
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
0425,643+425,643012,5144.24%+12,514
INTEL CORP(INTC)13,78513,78506081,9250.65%+1,316
APPLE INC(AAPL)036,561+36,561010,5793.59%+10,579
GLOBAL X FDS
US INFR DEV ETF
172,227168,759-3,4688,7519,9433.37%+1,192
ETF SER SOLUTIONS
APTUS DEFINED
01,243,196+1,243,196035,74212.11%+35,742
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
55,57454,733-84110,66611,6453.95%+980
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
013,270+13,27006540.22%+654
ETF SER SOLUTIONS
OPUS SML CP VL
268,489265,889-2,60010,58911,2183.80%+629
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
015,505+15,50505660.19%+566
MICRON TECHNOLOGY INC(MU)65065002207510.25%+531
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,524+2,52404810.16%+481
NVIDIA CORPORATION(NVDA)036,802+36,80207,3642.50%+7,364
RBB FD INC
F/M US TREASURY
26,67635,676+9,0001,3301,7790.60%+449
ALPHABET INC(GOOG)06,523+6,52302,3050.78%+2,305
ADVANCED MICRO DEVICES INC(AMD)0700+70004070.14%+407
INVESCO QQQ TR2,0052,044+391,1571,5050.51%+348
FIDELITY COVINGTON TRUST05,714+5,71403370.11%+337
EXCHANGE TRADED CONCEPTS TRU10,22710,22706049330.32%+329
FIRST TR EXCHANGE-TRADED FD015,798+15,79803280.11%+328
MARVELL TECHNOLOGY INC(MRVL)01,102+1,10203280.11%+328
UNITEDHEALTH GROUP INC(UNH)0739+73903070.10%+307
AMERICAN CENTY ETF TR28,04727,192-8553,0983,3921.15%+294
AMAZON COM INC(AMZN)019,218+19,21804,5801.55%+4,580
HONEYWELL INTL INC01,090+1,09002530.09%+253
CISCO SYS INC(CSCO)02,122+2,12202490.08%+249
LAM RESEARCH CORP(LRCX)0560+56002430.08%+243
TEXAS INSTRS INC(TXN)0809+80902410.08%+241
HONEYWELL AEROSPACE INC01,088+1,08802410.08%+241
CROWDSTRIKE HLDGS INC(CRWD)0305+30502330.08%+233
ALPHABET INC(GOOG)3,6283,561-671,0431,2730.43%+229
QUANTA SVCS INC1,8821,752-1301,0331,2610.43%+228
CATERPILLAR INC(CAT)613614+14356540.22%+220
APPLIED MATLS INC0300+30002170.07%+217
GENIUS SPORTS LIMITED
SHARES CL A
19,56950,000+30,431873030.10%+216
STERLING INFRASTRUCTURE INC(STRL)50050002044200.14%+216
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
03,300+3,30002130.07%+213
HARROW INC(HROW)05,000+5,00002120.07%+212
KLA CORP(KLAC)1361,360+1,2242004100.14%+210
VANGUARD INDEX FDS02,600+2,60002090.07%+209
NLIGHT INC(LASR)03,000+3,00002090.07%+209
VANGUARD INDEX FDS0678+67802060.07%+206
ISHARES TR835725-1102744650.16%+190
TESLA INC(TSLA)03,712+3,71201,5610.53%+1,561
BROADCOM INC(AVGO)2,1752,177+26738220.28%+149
INTUITIVE SURGICAL INC9151,417+5024225640.19%+142
STATE STR SPDR S&P 500 ETF T(SPY)1,4131,41309191,0550.36%+136
AMPHENOL CORP3,5243,182-3424455610.19%+116
BED BATH & BEYOND INC016,855+16,8550980.03%+98
FERMI INC(FRMI)010,547+10,5470970.03%+97
JPMORGAN CHASE & CO(JPM)5,1104,866-2441,5031,5930.54%+90
COGNYTE SOFTWARE LTD010,000+10,0000880.03%+88
PACER FDS TR
LUNT LRGCP MULTI
10,68610,68605546380.22%+85
ISHARES TR1,1201,12002032820.10%+79
SOUTHWEST AIRLS CO(LUV)5,5475,54702082850.10%+77
POWERFLEET INC25,79040,000+14,210791530.05%+74
ABBVIE INC(ABBV)2,0512,057+64465180.18%+71
TEMPUS AI INC(TEM)5,1005,10002312950.10%+65
PACER FDS TR
TRENDPILOT 100
3,8183,81802793380.11%+60
JOHNSON & JOHNSON(JNJ)4,9314,941+101,2051,2550.43%+49
BANK OF AMER CORP5,6935,714+212783260.11%+48
CHEMED CORP NEW(CHE)1,1871,061-1264484940.17%+46
HOME DEPOT INC(HD)1,0941,146+523604040.14%+45
PACER FDS TR
LUNT MDCAP MLT
5,1595,15902472860.10%+39
BOEING CO(BA)2,1942,19404374750.16%+38
MERCK & CO INC(MRK)4,4514,461+105355730.19%+38
INSPIRED ENTMT INC15,59118,000+2,4091111490.05%+37
WISDOMTREE TR(WT)4,7874,78704204580.16%+37
ISHARES TR325326+12132440.08%+31
DELEK US HLDGS INC NEW(DK)5,3005,30002392690.09%+30
FIRST TR EXCHANGE-TRADED FD98198102302600.09%+30
DEERE & CO(DE)38338302162430.08%+27
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
4,0004,00002182450.08%+27
PHILIP MORRIS INTL INC(PM)1,5611,56102582820.10%+24
MICROSOFT CORP(MSFT)015,125+15,12505,6421.91%+5,642
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,8052,80502712920.10%+20
VANGUARD WHITEHALL FDS1,5751,57502332490.08%+16
MARATHON PETE CORP(MPC)917920+32242350.08%+11
CENTERPOINT ENERGY INC(CNP)6,6696,691+222882950.10%+7
NOVARTIS AG(NVS)1,4611,46102232290.08%+6
PROGRESSIVE CORP(PGR)2,7892,551-2385535570.19%+4
COCA COLA CO(KO)6,8326,447-3855205240.18%+4
VISA INC(V)2,8882,549-3398738740.30%+1
LEGG MASON ETF INVT
FRANKLIN INTL LW
9,7259,72503943950.13%0
ORACLE CORP(ORCL)1,8171,818+12672660.09%-1
PLAINS ALL AMERN PIPELINE L(PAA)111,025111,303+2782,4792,4780.84%-2
RTX CORPORATION(RTX)2,2772,27704394320.15%-7
ONEOK INC NEW(OKE)2,5302,544+142292210.07%-8
CARLYLE SECURED LENDING INC21,29121,29102332240.08%-9
RAYMOND JAMES FINL INC(RJF)2,2712,101-1703293190.11%-9
META PLATFORMS INC(META)1,7701,77001,0139970.34%-15
COSTCO WHOLESALE CORPORATION(COST)31431403132940.10%-19
ENERGY TRANSFER L P(ET)134,799134,899+1002,6022,5790.87%-22
THE BRAND HOUSE COLLECTIVE I26,0110-26,011240-24
EOG RES INC(EOG)1,9031,90302752470.08%-28
KINDER MORGAN INC DEL(KMI)19,34119,387+466496200.21%-29
ASPEN AEROGELS INC10,5040-10,504360-36
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