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CIK: 0001664214
Total reported value
$1.8B
$1.8B
398 檔
42.5%
In Q3 2025, Clarius Group, LLC's U.S. equity holdings reached a combined market value of $1.8B, distributed across 398 disclosed stock positions.
In Q3 2025, Clarius Group, LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including PCAR, MSFT, VOO) accounted for 42.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
EWJ
市值: $1.1M
Top Position Liquidated / Trimmed
MUB
前期市值: $2.2M
Showing top 200 holdings (of 398 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | Stock-Industrials | 14.11% | +1.05% | -0.07% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.94% | -1.22% | -4.76% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.13% | -0.18% | +9.29% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 7.03% | +0.01% | +4.37% | |
| 5 | DIHP | Dimensional International Hi | ETF-Other | 4.83% | +0.10% | -7.02% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.79% | -0.03% | -5.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.60% | -0.05% | +0.51% | |
| 8 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 3.54% | — | +3.42% | |
| 9 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.90% | -0.04% | +20.21% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.28% | -0.02% | -0.13% | |
| 11 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.05% | -0.10% | -0.62% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.03% | -0.12% | +0.46% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.71% | +0.06% | -24.30% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | -0.10% | -31.81% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.47% | — | -0.46% | |
| 16 | ECML | Eucldean Fundmntl Val ETF Ec | ETF-Other | 0.98% | — | — | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.91% | +0.27% | +1.14% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | — | +1.23% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.85% | — | — | |
| 20 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.78% | — | +0.09% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.13% | -23.86% | |
| 22 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.73% | — | -0.44% | |
| 23 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.69% | -0.20% | -0.44% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | -0.12% | -17.46% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.12% | -23.25% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.05% | -24.04% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.46% | — | +0.08% | |
| 28 | SNOW | Snowflake Inc | Stock-Tech | 0.44% | -0.04% | -7.57% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.42% | — | -0.17% | |
| 30 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.41% | — | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.05% | -15.30% | |
| 32 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.38% | — | +1.87% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | — | -32.91% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | -28.67% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | — | -43.43% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.34% | +0.08% | +17.06% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | — | -26.39% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.06% | -10.79% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.31% | — | — | |
| 40 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.31% | +0.04% | -2.51% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | — | — | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.28% | — | — | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.27% | +0.02% | -0.13% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | — | -24.44% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.07% | -36.97% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | — | +3.55% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | — | -17.02% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.24% | -0.05% | -34.98% | |
| 49 | HEWJ | Isha Curr Hedged Msci Japan | ETF-Other | 0.23% | — | -4.67% | |
| 50 | VIR | Vir Biotechnology Inc | Stock-Other | 0.21% | — | +0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.9% | -4.76% | Trim |
| 2 | VOO | Vanguard S&p 500 ETF | +1.2% | +9.29% | Add |
| 3 | IDEV | Ishares Core Msci Dev Mkts | +0.8% | +4.37% | Add |
| 4 | DUHP | Dimensional US High Profi Et | +0.7% | +20.21% | Add |
| 5 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.3% | +3.42% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +0.46% | Trim |
| 7 | VIR | Vir Biotechnology Inc | +0.2% | +0.29% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.2% | +1.23% | Add |
| 9 | ESGU | Ishares Esg Aware Msci USA | +0.1% | -0.46% | Trim |
| 10 | SNOW | Snowflake Inc | +0.1% | -7.57% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.13% | Trim |
| 12 | RBLX | Roblox CORP -class A | +0.1% | — | Unchanged |
| 13 | IWB | Ishares Russell 1000 ETF | +0.1% | — | Unchanged |
| 14 | VV | Vanguard Large-cap ETF | +0.1% | -0.17% | Add |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +0.51% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.1% | -5.01% | Trim |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | +17.06% | Add |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +0.09% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -23.86% | Trim |
| 20 | IWF | Ishares Russell 1000 Growth | +0.1% | — | Trim |
| 21 | AVGO | Broadcom Inc | +0.1% | -32.91% | Trim |
| 22 | PRCH | Porch Group Inc | +0.1% | — | Unchanged |
| 23 | NVDA | Nvidia CORP | 0% | -31.81% | Trim |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -23.25% | Trim |
| 25 | ORCL | Oracle CORP | 0% | -34.98% | Trim |
| 26 | BBIN | JPM Betabuilders Intl Eqty | 0% | +1.87% | Add |
| 27 | OMFL | Invesco Russell 1000 Dyn M/f | 0% | -0.44% | Trim |
| 28 | DIHP | Dimensional International Hi | 0% | -7.02% | Trim |
| 29 | AMP | Ameriprise Financial Inc | -0.1% | -44.59% | Trim |
| 30 | PANW | Palo Alto Networks Inc | -0.1% | -53.40% | Trim |
| 31 | ACN | Accenture plc | -0.1% | -57.66% | Trim |
| 32 | WMT | Walmart Inc | -0.1% | -30.62% | Trim |
| 33 | OKTA | Okta Inc | -0.1% | -1.65% | Trim |
| 34 | PG | Procter & Gamble Co/the | -0.1% | -27.53% | Trim |
| 35 | TSLA | Tesla Inc | -0.1% | -43.43% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.1% | -24.04% | Trim |
| 37 | MA | Mastercard Inc - A | -0.1% | -29.94% | Trim |
| 38 | COST | Costco Wholesale CORP | -0.1% | -15.30% | Trim |
| 39 | V | Visa Inc-class A Shares | -0.1% | -24.44% | Trim |
| 40 | PCAR | Paccar Inc | -0.1% | -0.07% | Add |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -50.53% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.1% | -36.97% | Trim |
| 43 | VGT | Vanguard Info Tech ETF | -0.1% | -25.87% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -28.67% | Trim |
| 45 | AAPL | Apple Inc | -0.4% | -24.30% | Trim |
| 46 | SBUX | Starbucks CORP | -0.5% | -0.62% | Trim |
| 47 | MUB | Ishares National Muni Bond E | — | EXIT | Sold out |
| 48 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 49 | SUB | Ishares Short-term National | — | EXIT | Sold out |
| 50 | ELV | Elevance Health Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Clarius Group, LLC reported a total U.S. public equity portfolio value of $1.8B across 398 disclosed positions in Q3 2025.
During Q3 2025, Clarius Group, LLC's top holdings by market value included PCAR (14.1%)、MSFT (9.9%)、VOO (8.1%). The largest single position, PCAR, represented 14.1% of total portfolio value.
In Q3 2025, Clarius Group, LLC made 47 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 33 holdings, and fully liquidating 3 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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