DOSSIER · 13F-HR · Q1 2026

Clarus Group, Inc.

Clarus's asset manager based in Stamford, CT $279M in tracked AUM across 113 positions as of Q1 2026.

C
Clarus·Stamford, CT·Asset Manager
CIK 0001844568 · last filed Mar 31, 2026
Total AUM
$279M
9.5%
vs prior
Holdings
113
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Clarus Group, Inc. SEC 13F Filing
Portfolio Overview

Clarus Group, Inc. manages a moderately sized portfolio valued at approximately $277.61 million as of December 31, 2025. The firm has adopted a highly diversified approach, holding 103 distinct positions. Over the quarter, the portfolio experienced significant growth, with total value increasing by 19.7% (up from $231.99M). This performance likely stems from a combination of asset appreciation and a...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ACIO
ETF SER SOLUTIONS
$45M1.1M16.2%
02
DRSK
ETF SER SOLUTIONS
$35M1.3M12.4%
03
JPST
J P MORGAN EXCHANGE TRADED F
$23M450K8.2%
04
SPYM
SPDR SERIES TRUST
$22M284K7.8%
05
XOM
EXXON MOBIL CORP
$15M90K5.5%
06
RDVI
FIRST TR EXCHANGE-TRADED FD
$11M432K4.0%
07
RSP
INVESCO EXCHANGE TRADED FD T
$11M56K3.8%
08
OSCV
ETF SER SOLUTIONS
$11M268K3.8%
09
AAPL
APPLE INC
$9M37K3.3%
10
PAVE
GLOBAL X FDS
$9M172K3.1%

Filing history

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