Clarus Group, Inc. holds a focused book of 127 stocks worth $295.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Aptus Collared Invest Opp. Their largest long position is Aptus Collared Invest Opp at 17% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1844568/holdings"
Use Arkolith to show Clarus Group, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning Clarus Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clarus Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HARBOUR INVESTMENTS, INC. | 80 / 80 | $1.2B |
| MORGAN STANLEY | 79 / 80 | $568.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $84.3B |
| LPL Financial LLC | 79 / 80 | $81.4B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $51.0B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.4B |
| Advisory Services Network, LLC | 79 / 80 | $2.3B |
| JPMORGAN CHASE & CO | 78 / 80 | $546.1B |
Ranked by how many of Clarus Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | ETF Ser Solutions APTUS COLLRD INV | $48.8M | 1.06M | 16.5% | ▼−1.9% Reduced · −21K sh | |
| 2 | ETF Ser Solutions APTUS DEFINED | $35.7M | 1.24M | 12.1% | ▼−1.8% Reduced · −22K sh | |
| 3 | SPDR Series Trust ST STR P500ETF | $25.0M | 285.0K | 8.5% | ▲+0.2% Added · +636 sh | |
| 4 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $22.3M | 441.0K | 7.6% | ▼−2.1% Reduced · −9K sh | |
| 5 | First TR Exchange-Traded FD FT VEST RIS | $12.5M | 425.6K | 4.2% | ▼−1.4% Reduced · −6K sh | |
| 6 | Invesco Exchange Traded FD T S&P500 EQL WGT | $11.6M | 54.7K | 3.9% | ▼−1.5% Reduced · −841 sh | |
| 7 | Exxon Mobil Corp COM | $11.4M | 83.7K | 3.9% | ▼−6.7% Reduced · −6K sh | |
| 8 | ETF Ser Solutions OPUS SML CP VL | $11.2M | 265.9K | 3.8% | ▼−1.0% Reduced · −3K sh | |
| 9 | Apple Inc COM | $10.6M | 36.6K | 3.6% | ▲~0% Added · +12 sh | |
| 10 | Global X FDS US INFR DEV ETF | $9.9M | 168.8K | 3.4% | ▼−2.0% Reduced · −3K sh | |
| 11 | Global X FDS ARTIFICIAL ETF | $8.5M | 128.9K | 2.9% | ▼−2.1% Reduced · −3K sh | |
| 12 | Nvidia Corporation COM | $7.4M | 36.8K | 2.5% | ▼−7.2% Reduced · −3K sh | |
| 13 | Microsoft Corp COM | $5.6M | 15.1K | 1.9% | ▼−0.3% Reduced · −54 sh | |
| 14 | Amazon Com Inc COM | $4.6M | 19.2K | 1.6% | ▼−7.3% Reduced · −2K sh | |
| 15 | American Centy ETF TR US SML CP VALU | $3.4M | 27.2K | 1.1% | ▼−3.0% Reduced · −855 sh | |
| 16 | Comstock Res Inc COM | $3.2M | 212.2K | 1.1% | ▼−0.5% Reduced · −1K sh | |
| 17 | Energy Transfer L P COM UT LTD PTN | $2.6M | 134.9K | 0.9% | ▲+0.1% Added · +100 sh | |
| 18 | Plains All Amern Pipeline L UNIT LTD PARTN | $2.5M | 111.3K | 0.8% | ▲+0.3% Added · +278 sh | |
| 19 | Alphabet Inc CAP STK CL C | $2.3M | 6.5K | 0.8% | —Held | |
| 20 | Chevron Corporation COM | $2.0M | 12.1K | 0.7% | ▼−1.8% Reduced · −223 sh | |
| 21 | Intel Corp COM | $1.9M | 13.8K | 0.7% | —Held | |
| 22 | RBB FD Inc F/M US TREASURY | $1.8M | 35.7K | 0.6% | ▲+34% Added · +9K sh | |
| 23 | Enterprise Prods Partners L COM | $1.7M | 46.0K | 0.6% | ▼−0.5% Reduced · −212 sh | |
| 24 | JPMorgan Chase & Co COM | $1.6M | 4.9K | 0.5% | ▼−4.8% Reduced · −244 sh | |
| 25 | Tesla Inc COM | $1.6M | 3.7K | 0.5% | ▲+0.2% Added · +7 sh | |
| 26 | Ishares TR 0-3 MTH TREASURY | $1.5M | 15.3K | 0.5% | ▼−53% Reduced · −17K sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $1.5M | 2.0K | 0.5% | ▲+1.9% Added · +39 sh | |
| 28 | Walmart Inc COM | $1.5M | 13.0K | 0.5% | ▼−4.5% Reduced · −613 sh | |
| 29 | Alphabet Inc CAP STK CL A | $1.3M | 3.6K | 0.4% | ▼−1.8% Reduced · −67 sh | |
| 30 | Quanta Svcs Inc COM | $1.3M | 1.8K | 0.4% | ▼−6.9% Reduced · −130 sh | |
| 31 | Johnson & Johnson COM | $1.3M | 4.9K | 0.4% | ▲+0.2% Added · +10 sh | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $1.1M | 2.2K | 0.4% | ▼−10% Reduced · −251 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.4K | 0.4% | —Held | |
| 34 | Meta Platforms Inc CL A | $997K | 1.8K | 0.3% | —Held | |
| 35 | Exchange Traded Concepts Tru ROBO GLB ARTIF | $933K | 10.2K | 0.3% | —Held | |
| 36 | Ishares Silver TR ISHARES | $896K | 16.8K | 0.3% | —Held | |
| 37 | Visa Inc COM CL A | $874K | 2.5K | 0.3% | ▼−12% Reduced · −339 sh | |
| 38 | Broadcom Inc COM | $822K | 2.2K | 0.3% | ▲+0.1% Added · +2 sh | |
| 39 | Micron Technology Inc COM | $751K | 650 | 0.3% | —Held | |
| 40 | SPDR Gold TR GOLD SHS | $715K | 1.9K | 0.2% | ▲+6.3% Added · +115 sh | |
| 41 | Caterpillar Inc COM | $654K | 614 | 0.2% | ▲+0.2% Added · +1 sh | |
| 42 | Capital Group Dividend Value SHS CREAT UNIT | $654K | 13.3K | 0.2% | —Held | |
| 43 | Pacer FDS TR LUNT LRGCP MULTI | $638K | 10.7K | 0.2% | —Held | |
| 44 | Kinder Morgan Inc Del COM | $620K | 19.4K | 0.2% | ▲+0.2% Added · +46 sh | |
| 45 | Diamondback Energy Inc COM | $599K | 3.4K | 0.2% | ▼−10% Reduced · −380 sh | |
| 46 | Merck & Co Inc COM | $573K | 4.5K | 0.2% | ▲+0.2% Added · +10 sh | |
| 47 | Pepsico Inc COM | $567K | 4.2K | 0.2% | ▼−1.1% Reduced · −46 sh | |
| 48 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $566K | 15.5K | 0.2% | —Held | |
| 49 | Intuitive Surgical Inc COM NEW | $564K | 1.4K | 0.2% | ▲+55% Added · +502 sh | |
| 50 | Amphenol Corp CL A | $561K | 3.2K | 0.2% | ▼−9.7% Reduced · −342 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 127 | $295.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 113 | $279.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 103 | $277.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 105 | $287.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 101 | $272.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 97 | $257.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 102 | $281.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 111 | $236.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.