Clarius Group, LLC
CIK: 0001664214SEC EDGAR →
Portfolio Value
$1.8T
Holdings
384
As of
Q4 2025
New Positions
9
Closed Positions
90
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PACCAR INC | 2,425,122 | $265.6B | 15.16% |
| 2 | MICROSOFT CORP | 315,797 | $152.7B | 8.72% |
| 3 | VANGUARD INDEX FDS | 222,141 | $139.3B | 7.95% |
| 4 | ISHARES TR | 1,493,767 | $123.2B | 7.04% |
| 5 | DIMENSIONAL ETF TRUST | 2,724,537 | $86.3B | 4.93% |
| 6 | AMAZON COM INC | 285,235 | $65.8B | 3.76% |
| 7 | VANGUARD INDEX FDS | 185,545 | $62.2B | 3.55% |
| 8 | SCHWAB STRATEGIC TR | 1,889,725 | $59.5B | 3.40% |
| 9 | DIMENSIONAL ETF TRUST | 1,318,039 | $50.1B | 2.86% |
| 10 | VANGUARD TAX-MANAGED FDS | 633,333 | $39.6B | 2.26% |
Quarterly Changes
Top Buys
New Positions (15)
$34.9B · 1.1M shares
$531.0M · 2K shares
$447.0M · 44K shares
$379.0M · 6K shares
$361.0M · 2K shares
$328.0M · 5K shares
$291.0M · 1K shares
$282.0M · 2K shares
$258.0M · 7K shares
$250.0M · 1K shares
$232.0M · 4K shares
$227.0M · 3K shares
$223.0M · 3K shares
$218.0M · 6K shares
$207.0M · 4K shares
Closed Positions (29)
$650.3M · 5K shares
$461.6M · 2K shares
$454.4M · 11K shares
$403.7M · 5K shares
$396.9M · 14K shares
$373.9M · 6K shares
$370.5M · 751 shares
$369.8M · 2K shares
$366.0M · 734 shares
$346.6M · 6K shares
$334.8M · 6K shares
$300.8M · 1K shares
$291.1M · 4K shares
$284.9M · 623 shares
$282.4M · 808 shares
$275.6M · 2K shares
$275.0M · 888 shares
$268.5M · 11K shares
$251.2M · 2K shares
$230.5M · 475 shares
$226.3M · 1K shares
$221.2M · 2K shares
$216.3M · 227 shares
$213.8M · 3K shares
$207.8M · 7K shares
$206.3M · 2K shares
$203.1M · 665 shares
$202.1M · 8K shares
$176.1M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 125 | $901.3B | 51.5% |
| Industrials | 42 | $291.0B | 16.6% |
| Technology | 58 | $271.9B | 15.5% |
| Consumer Cyclical | 25 | $121.4B | 6.9% |
| Healthcare | 47 | $51.5B | 2.9% |
| Communication Services | 11 | $44.9B | 2.6% |
| Unknown | 17 | $30.0B | 1.7% |
| Consumer Defensive | 12 | $16.5B | 0.9% |
| Energy | 15 | $9.5B | 0.5% |
| Utilities | 13 | $5.6B | 0.3% |
| Basic Materials | 11 | $4.3B | 0.2% |
| Real Estate | 8 | $3.2B | 0.2% |