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CIK: 0001664214
Total reported value
$1.8B
$1.8B
484 檔
34.9%
During the Q1 2024 filing period, Clarius Group, LLC (CIK: 0001664214) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 484 reported positions.
During Q1 2024, Clarius Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 484 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | Stock-Industrials | 19.78% | +1.05% | +128.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.98% | -1.22% | +0.17% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.02% | -0.18% | +22.59% | |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 4.20% | — | -4.58% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.19% | -0.03% | +6.81% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.09% | +0.01% | +17.61% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.76% | -0.05% | +18.04% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.48% | +0.08% | -5.03% | |
| 9 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 2.61% | -0.20% | -35.95% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.78% | -0.02% | +19.41% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.72% | +0.06% | -0.34% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | -0.10% | +0.85% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.33% | -0.04% | +1572.22% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | -0.12% | -23.29% | |
| 15 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-Other | 1.23% | — | — | |
| 16 | DIHP | Dimensional International Hi | ETF-Other | 1.02% | +0.10% | +3578.51% | |
| 17 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.82% | — | -0.21% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | — | +5.56% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.78% | — | — | |
| 20 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.71% | — | -30.29% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.13% | -1.26% | |
| 22 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.65% | — | -47.45% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.12% | -3.45% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | — | -10.59% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.05% | -5.10% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | — | -17.48% | |
| 27 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.56% | +0.04% | +3.69% | |
| 28 | OKTA | Okta Inc | Stock-Tech | 0.45% | — | +48.66% | |
| 29 | SMARGBP | Smartsheet Inc-class A | Stock-Other | 0.45% | — | +9.84% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.44% | — | -1.45% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.05% | +33.89% | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.43% | -0.10% | +24.65% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | +5.31% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | — | -2.32% | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.41% | — | +0.02% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | — | -9.91% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.07% | -13.33% | |
| 38 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.34% | — | +3.31% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.33% | — | -13.65% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | — | -10.75% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.06% | -5.07% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | — | +0.01% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.30% | — | -31.93% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | — | -11.46% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.26% | — | -10.60% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.26% | — | +0.36% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | — | -13.34% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | — | -20.20% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.23% | — | -11.92% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | -0.03% | -10.57% |
According to official SEC Form 13F filings, Clarius Group, LLC reported a total U.S. public equity portfolio value of $1.8B across 484 disclosed positions in Q1 2024.
During Q1 2024, Clarius Group, LLC's top holdings by market value included PCAR (19.8%)、MSFT (9.0%)、VOO (5.0%). The largest single position, PCAR, represented 19.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including PCAR, MSFT, VOO) accounted for 34.9% of total reported equity market value during Q1 2024.
In Q1 2024, Clarius Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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