Fund HoldingsClarus Group, Inc.

Total Portfolio Value
$137.83M
Total Bought
$11.49M
Total Sold
$8.87M
Net Transaction
+$2.62M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
TOYOTA MOTOR CORP(TM)69,42971,779+2,35011,16112,9029.36%+1,742
EXXON MOBIL CORP95,19697,809+2,61310,21011,5008.34%+1,291
PACER FDS TR
TRENDPILOT US BD
049,041+49,04109560.69%+956
PACER FDS TR
TRENDPILOT INTL
036,395+36,39509490.69%+949
PACER FDS TR
TRENDP US LAR CP
023,600+23,60009430.68%+943
PACER FDS TR
TRENDP US MID CP
029,802+29,80209400.68%+940
PACER FDS TR
TRENDPILOT 100
65,23873,550+8,3124,0494,5193.28%+470
BLACK STONE MINERALS L P(BSM)334,596334,59605,3375,7654.18%+428
PLAINS ALL AMERN PIPELINE L(PAA)55,16474,352+19,1887781,1390.83%+361
AMERICAN CENTY ETF TR78,35382,449+4,0966,0816,4274.66%+346
PATTERSON-UTI ENERGY INC(PTEN)29,14244,623+15,4813496180.45%+269
FREEPORT-MCMORAN INC(FCX)06,703+6,70302500.18%+250
CONOCOPHILLIPS(COP)4,6586,041+1,3834837240.53%+241
ENERGY TRANSFER L P(ET)155,001156,161+1,1601,9692,1911.59%+222
PROGRESSIVE CORP(PGR)01,529+1,52902130.15%+213
CHEVRON CORP NEW(CVX)24,77624,332-4443,8994,1032.98%+204
SPDR SER TR
ST STR BLO 1 ETF
4,6206,133+1,5134245630.41%+139
HALLIBURTON CO(HAL)15,85415,892+385236440.47%+121
ELI LILLY & CO(LLY)1,6521,65207758870.64%+113
SCHLUMBERGER LTD(SLB)4,8446,005+1,1612383500.25%+112
ALPHABET INC(GOOG)8,3668,406+401,0121,1080.80%+96
WALMART INC(WMT)4,0844,588+5046427340.53%+92
CATERPILLAR INC(CAT)2,4232,426+35966620.48%+66
NVIDIA CORPORATION(NVDA)3,8703,910+401,6371,7011.23%+64
UNITEDHEALTH GROUP INC(UNH)1,9051,938+339169770.71%+61
ENTERPRISE PRODS PARTNERS L(EPD)70,25369,796-4571,8511,9101.39%+59
SHELL PLC(SHEL)9,4469,655+2095706220.45%+51
VALERO ENERGY CORP(VLO)1,9551,925-302292730.20%+43
BP PLC(BP)9,7799,872+933453820.28%+37
HOME DEPOT INC(HD)1,6561,814+1585155480.40%+34
OCCIDENTAL PETE CORP(OXY)4,9154,916+12893190.23%+30
META PLATFORMS INC(META)1,7601,76005055280.38%+23
BERKSHIRE HATHAWAY INC DEL3,4523,424-281,1771,1990.87%+22
ABBVIE INC(ABBV)4,2463,977-2695725930.43%+21
CISCO SYS INC(CSCO)10,61510,502-1135495650.41%+15
ALPHABET INC(GOOG)2,4032,313-902883030.22%+15
SPDR S&P 500 ETF TR(SPY)1,7191,815+967627760.56%+14
ADOBE INC(ADBE)0435+43502220.16%+222
INTEL CORP(INTC)9,1968,899-2973083160.23%+9
CHUBB LIMITED
COM
01,130+1,13002350.17%+235
GOLDMAN SACHS BDC INC(GSBD)011,832+11,83201720.12%+172
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,0582,230+1723583660.27%+8
ITERIS INC NEW013,476+13,4760560.04%+56
GOLDMAN SACHS GROUP INC(GS)1,5481,547-14995010.36%+1
EMAGIN CORP010,000+10,0000200.01%+20
CARLYLE SECURED LENDING INC29,46429,46404294270.31%-2
WHITESTONE REIT(WSR)32,29332,29303133110.23%-2
MATINAS BIOPHARMA HLDGS INC012,000+12,000020.00%+2
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
15,82315,644-1793043000.22%-4
WORKHORSE GROUP INC011,864+11,864050.00%+5
TELLURIAN INC NEW033,724+33,7240390.03%+39
FIRST TR ENERGY INCOME & GRO011,405+11,40501500.11%+150
SCHWAB STRATEGIC TR11,60111,475-1263113010.22%-10
RAYMOND JAMES FINL INC(RJF)3,0773,07703193090.22%-10
NUCOR CORP(NUE)1,4471,44702372260.16%-11
UNION PAC CORP(UNP)1,3721,323-492812690.20%-11
VISA INC(V)2,4352,464+295785670.41%-11
ISHARES TR2,3292,32902642510.18%-13
ACCENTURE PLC IRELAND
SHS CLASS A
1,2361,193-433813660.27%-15
ISHARES TR
CORE DIV GRWTH
5,7255,647-782952800.20%-15
TESLA INC(TSLA)1,4311,43103753580.26%-17
LOWES COS INC(LOW)0968+96802010.15%+201
SPDR GOLD TR(GLD)1,3351,285-502382200.16%-18
WILLIAMS COS INC(WMB)10,2239,373-8503343160.23%-18
VANGUARD TAX-MANAGED FDS6,1736,097-762852670.19%-19
BANK AMERICA CORP12,97212,915-573723540.26%-19
ALPS ETF TR
SECTR DIV DOGS
6,2096,147-623102890.21%-21
COCA COLA CO(KO)10,31810,659+3416215970.43%-25
KINDER MORGAN INC DEL(KMI)46,87346,801-728077760.56%-31
SYSCO CORP(SYY)3,4623,416-462572260.16%-31
NETFLIX INC(NFLX)55355302442090.15%-35
EOG RES INC(EOG)2,7592,201-5583162790.20%-37
VANECK ETF TRUST
MRNGSTR WDE MOAT
8,0237,941-826406020.44%-38
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,5892,535-542612200.16%-41
BOEING CO(BA)3,2423,352+1106856430.47%-42
BROADCOM INC(AVGO)401367-343483040.22%-43
DEERE & CO(DE)899850-493643210.23%-43
INTUITIVE SURGICAL INC89589503062620.19%-44
QUALCOMM INC(QCOM)2,7552,470-2853282740.20%-54
MICROCHIP TECHNOLOGY INC.(MCHP)4,3534,304-493903360.24%-54
GLOBAL X FDS
US INFR DEV ETF
208,194213,357+5,1636,5446,4824.70%-62
ALTRIA GROUP INC(MO)7,3266,391-9353322690.19%-63
CONAGRA BRANDS INC(CAG)9,0488,460-5883052320.17%-73
HONEYWELL INTL INC(HON)2,0261,873-1534203460.25%-74
UNITED PARCEL SERVICE INC(UPS)2,2032,053-1503953200.23%-75
PROCTER AND GAMBLE CO(PG)5,6015,311-2908507750.56%-75
EATON CORP PLC(ETN)2,0371,567-4704103340.24%-75
PFIZER INC(PFE)18,76618,240-5266886050.44%-83
COMSTOCK RES INC(CRK)155,745155,74501,8071,7181.25%-89
JPMORGAN CHASE & CO(JPM)11,84211,264-5781,7221,6331.19%-89
ABBOTT LABS4,7054,329-3765134190.30%-94
TEXAS INSTRS INC(TXN)5,4145,517+1039758770.64%-97
LAMB WESTON HLDGS INC(LW)4,5894,58905284240.31%-103
PHILIP MORRIS INTL INC(PM)5,5114,674-8375384330.31%-105
VERIZON COMMUNICATIONS INC(VZ)10,5568,620-1,9363932790.20%-113
MARATHON PETE CORP(MPC)4,2202,470-1,7504923740.27%-118
PEPSICO INC(PEP)6,4466,341-1051,1941,0750.78%-119
DUKE ENERGY CORP NEW(DUK)3,9082,514-1,3943512220.16%-129
ENPHASE ENERGY INC(ENPH)2,8912,89104843470.25%-137
MCDONALDS CORP(MCD)3,0232,900-1239027640.55%-138
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