Fund HoldingsClarus Group, Inc.

Total Portfolio Value
$277.61M
Total Bought
$26.81M
Total Sold
$39.46M
Net Transaction
-$12.65M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
0284,081+284,081022,7898.21%+22,789
COMSTOCK RES INC(CRK)0213,330+213,33004,9451.78%+4,945
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
013,320+13,32005810.21%+581
EXXON MOBIL CORP93,15991,338-1,82110,50410,9923.96%+488
AMPHENOL CORP NEW03,543+3,54304790.17%+479
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,108+3,10804470.16%+447
ALPHABET INC(GOOG)6,7096,522-1871,6342,0470.74%+413
ISHARES SILVER TR(SLV)16,75016,75007101,0790.39%+369
DOW INC(DOW)010,333+10,33302420.09%+242
SOUTHWEST AIRLS CO(LUV)05,547+5,54702290.08%+229
APPLE INC(AAPL)38,16736,577-1,5909,7199,9443.58%+225
ISHARES TR0325+32502230.08%+223
ALPHABET INC(GOOG)2,9882,989+17269360.34%+209
NOVARTIS AG(NVS)01,461+1,46102010.07%+201
FIDELITY WISE ORIGIN BITCOIN(FBTC)3,0005,500+2,5002994190.15%+120
PLAINS ALL AMERN PIPELINE L(PAA)113,522114,399+8771,9372,0550.74%+118
INTUITIVE SURGICAL INC91591504095180.19%+109
POWERFLEET INC020,356+20,35601080.04%+108
JOHNSON & JOHNSON(JNJ)4,9124,922+109111,0190.37%+108
MERCK & CO INC(MRK)4,5274,439-883804670.17%+87
PDF SOLUTIONS INC(PDFS)8,64310,553+1,9102233010.11%+78
SPDR GOLD TR(GLD)1,8251,82506497230.26%+75
CATERPILLAR INC(CAT)718719+13434120.15%+69
WALMART INC(WMT)14,28313,820-4631,4721,5400.55%+68
AMAZON COM INC(AMZN)22,58121,768-8134,9585,0241.81%+66
INTEL CORP(INTC)13,78513,78504625090.18%+46
ENTERPRISE PRODS PARTNERS L(EPD)46,13046,144+141,4421,4790.53%+37
RTX CORPORATION(RTX)2,2762,27603814170.15%+37
COCA COLA CO(KO)7,0137,074+614654950.18%+29
INVESCO QQQ TR2,0052,00501,2041,2320.44%+28
ISHARES TR83583502262510.09%+25
INTERNATIONAL BUSINESS MACHS(IBM)1,5711,579+84434680.17%+25
HALLIBURTON CO(HAL)9,2308,780-4502272480.09%+21
LEGG MASON ETF INVT
FRANKLIN INTL LW
9,7259,72503383580.13%+20
TESLA INC(TSLA)3,7053,70501,6481,6660.60%+19
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
15,50515,50505185310.19%+13
VANECK ETF TRUST
MRNGSTR WDE MOAT
2,8142,81402792910.10%+13
VANGUARD SPECIALIZED FUNDS2,3912,39105165250.19%+10
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
4,0004,00002302370.09%+7
SHELL PLC(SHEL)3,2183,227+92302370.09%+7
PACER FDS TR
TRENDP US LAR CP
6,0916,09103343390.12%+5
PEPSICO INC(PEP)4,2864,225-616026060.22%+4
ISHARES TR1,1201,12002192240.08%+4
PACER FDS TR
TRENDPILOT 100
3,8183,81802963000.11%+4
HARROW INC(HROW)5,0005,00002412450.09%+4
VANGUARD WHITEHALL FDS1,5751,57502222260.08%+4
MCDONALDS CORP(MCD)1,1431,148+53473510.13%+3
BOEING CO(BA)2,2572,25704874900.18%+3
WISDOMTREE TR(WT)4,8064,80604284300.15%+2
CARLYLE SECURED LENDING INC21,29121,29102662660.10%-0
CENTERPOINT ENERGY INC(CNP)6,6246,648+242572550.09%-2
PACER FDS TR
LUNT MDCAP MLT
5,1595,15902432400.09%-2
ISHARES TR2,3292,32903313290.12%-2
RBB FD INC
F/M US TREASURY
29,07629,07601,4541,4500.52%-3
EXCHANGE TRADED CONCEPTS TRU10,25810,25806576510.23%-6
ABBVIE INC(ABBV)2,2272,232+55165100.18%-6
CONOCOPHILLIPS(COP)9,2459,261+168748670.31%-8
FIRST TR EXCHANGE-TRADED FD98198102752640.10%-10
VISA INC(V)3,0322,918-1141,0351,0230.37%-12
HONEYWELL INTL INC(HON)2,0822,179+974384250.15%-13
COSTCO WHSL CORP NEW(COST)307314+72842710.10%-13
ABBOTT LABS1,6261,62602182040.07%-14
JPMORGAN CHASE & CO.(JPM)5,3245,165-1591,6791,6640.60%-15
PROCTER AND GAMBLE CO(PG)1,5651,56502402240.08%-16
DIAMONDBACK ENERGY INC(FANG)4,2143,894-3206035850.21%-18
UNITEDHEALTH GROUP INC(UNH)757737-202612430.09%-18
WILLIAMS COS INC(WMB)7,3897,398+94684450.16%-23
BANK AMERICA CORP6,5345,667-8673373120.11%-25
RAYMOND JAMES FINL INC(RJF)2,2712,27103923650.13%-27
QUANTA SVCS INC2,3152,198-1179599280.33%-32
INSPIRED ENTMT INC16,99813,421-3,5771591260.05%-34
GLOBAL X FDS
ARTIFICIAL ETF
138,063133,304-4,7596,8196,7802.44%-39
AMERICAN CENTY ETF TR028,924+28,92402,9501.06%+2,950
KINDER MORGAN INC DEL(KMI)20,83719,295-1,5425905300.19%-59
SPDR S&P 500 ETF TR(SPY)01,413+1,41309640.35%+964
BERKSHIRE HATHAWAY INC DEL2,6232,498-1251,3191,2560.45%-63
CHEMED CORP NEW(CHE)1,3221,229-935925260.19%-66
HOME DEPOT INC(HD)1,0961,091-54443750.14%-69
ENERGY TRANSFER L P(ET)134,373135,066+6932,3062,2270.80%-79
AMERICAN TOWER CORP NEW(AMT)2,9962,821-1755764950.18%-81
PHILIP MORRIS INTL INC(PM)2,0541,561-4933332500.09%-83
BROADRIDGE FINL SOLUTIONS IN(BR)2,9602,769-1917056180.22%-87
PROGRESSIVE CORP(PGR)2,9292,774-1557236320.23%-92
BROADCOM INC(AVGO)2,6932,272-4218897860.28%-102
TEMPUS AI INC(TEM)5,0005,00004042950.11%-108
META PLATFORMS INC(META)1,7391,769+301,2771,1680.42%-109
ISHARES TR07,093+7,09307570.27%+757
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
444,379433,554-10,82511,48711,3764.10%-111
COPART INC(CPRT)13,61912,791-8286125010.18%-112
SERVICENOW INC(NOW)5962,790+2,1945484270.15%-121
THRYV HLDGS INC10,4580-10,4581260-126
CHEVRON CORP NEW(CVX)12,62111,912-7091,9601,8160.65%-144
NETFLIX INC(NFLX)4103,500+3,0904923280.12%-163
ORACLE CORP(ORCL)1,9161,917+15393740.13%-165
PACER FDS TR
LUNT LRGCP MULTI
14,57610,686-3,8907555580.20%-196
SABLE OFFSHORE CORP22,54021,540-1,0003941940.07%-199
VANECK ETF TRUST
JP MRGAN EM LOC
7,9200-7,9202020-202
EOG RES INC(EOG)1,9030-1,9032130-213
VISTRA CORP(VST)1,1490-1,1492250-225
BP PLC(BP)6,5360-6,5362250-225
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