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CIK: 0001664214
Total reported value
$1.8B
$1.8B
482 檔
36.7%
At the close of Q1 2025, Clarius Group, LLC disclosed equity holdings valued at approximately $1.8B, spread across 482 reported holdings.
In Q1 2025, Clarius Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including PCAR, MSFT, VOO) accounted for 36.7% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 482 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | Stock-Industrials | 14.24% | +1.05% | -0.00% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.09% | -1.22% | +9.55% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.94% | -0.18% | +32.32% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 6.24% | +0.01% | +32.36% | |
| 5 | DIHP | Dimensional International Hi | ETF-Other | 4.85% | +0.10% | +93.90% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.72% | -0.03% | -0.24% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.52% | -0.05% | -0.06% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 3.24% | — | -5.56% | |
| 9 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.54% | -0.10% | +517.18% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.21% | -0.04% | +13.49% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.18% | -0.02% | +25.61% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.06% | +13.68% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.84% | -0.12% | +31.81% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | -0.10% | +14.42% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.34% | — | +8.47% | |
| 16 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-Other | 0.99% | — | -0.15% | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.95% | +0.27% | +905.05% | |
| 18 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.80% | — | +0.00% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.76% | — | — | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.73% | — | +17.76% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | — | -1.05% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.13% | +8.22% | |
| 23 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.68% | -0.20% | -13.34% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | -0.12% | +428.95% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.05% | +8.89% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | — | -3.18% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.12% | +3.13% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.05% | +17.41% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.44% | — | +112.61% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | — | -7.21% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | — | -1.21% | |
| 32 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.38% | — | -0.84% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.07% | -7.08% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | — | -6.19% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.35% | — | — | |
| 36 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.35% | — | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | — | +7.97% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | — | -17.57% | |
| 39 | SNOW | Snowflake Inc | Stock-Tech | 0.32% | -0.04% | -1.50% | |
| 40 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.32% | +0.04% | -10.00% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | — | +15.16% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.30% | -0.06% | -24.53% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | -0.06% | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.28% | +0.08% | -86.13% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.27% | +0.02% | +96.50% | |
| 46 | OKTA | Okta Inc | Stock-Tech | 0.27% | — | -18.44% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | — | +26.48% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | — | +23.57% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.25% | — | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | — | +15.39% |
According to official SEC Form 13F filings, Clarius Group, LLC reported a total U.S. public equity portfolio value of $1.8B across 482 disclosed positions in Q1 2025.
During Q1 2025, Clarius Group, LLC's top holdings by market value included PCAR (14.2%)、MSFT (8.1%)、VOO (6.9%). The largest single position, PCAR, represented 14.2% of total portfolio value.
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Top New Position Initiated
PCAR
市值: $226.8M
In Q1 2025, Clarius Group, LLC made 50 total portfolio adjustments, initiating 50 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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