Clarus Group, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of September 30, 2026. The filing was submitted by Chief Compliance Officer Rex Whiteside on October 21, 2026.
The report lists a total of 123 securities held by the firm. The largest holding by number of shares is ExxonMobil Holdings Corp. Common Stock, with 8,369,387 shares. Other significant positions include Energy Transfer L.P. Common Units representing Limited Partnership Interests (13,112,800 shares), SPDR Series Trust S&P 500 ETF (32,147,400 shares), and ETF Ser Solutions Aptus Collared Inv (1,015,115 shares).
The portfolio is diversified across various sectors. Technology holdings include Microsoft Corporation (14,936 shares), Apple Inc. (36,012 shares), NVIDIA Corporation (35,634 shares), and Meta Platforms Inc. Class A (1,771 shares). Energy exposure is represented by ConocoPhillips (4,733 shares), Chevron Corporation (12,156 shares), and Kinder Morgan Inc. (19,242 shares). Financial services positions include JPMorgan Chase & Co. (4,107 shares) and Visa Inc. Class A (1,835 shares).
Other notable positions listed in the filing include Amazon.com Inc. (18,941 shares), Costco Wholesale Corporation (314 shares), and Tesla Inc. (3,612 shares). The filing also lists several exchange-traded funds, including Vanguard Specialized Funds Div App ETF, WisdomTree Trust US QTLY Div GRT, and Invesco Exchange Traded Fund T S&P 500 EQL WGT.
