CG

Clarius Group, LLC

13F
Clarius Group, LLC
Last update 2025-04-18 482 Stocks (54 new)
Value $1.59 Bil Turnover 17 %
Countries:
Top Holdings: PCAR(14.24%)MSFT(8.09%)VOO(6.94%)IDEV(6.24%)DIHP(4.85%)
Summary Stock Picks Current Portfolio
Clarius Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PCAR
PACCAR Inc
2,329,379
226,811.6
0%
14.240
0%
0.440
+7.04%
-8.99%
49,372.4
Farm & Heavy Construction Machinery
MSFT
Microsoft Corp
343,213
128,838.6
+9.55%
8.090
+0.71%
0.000
+39.39%
+21.87%
3,803,232.7
Software
VOO
Vanguard S&P 500 ETF
215,107
110,545.7
+32.32%
6.940
+1.70%
0.020
+19.28%
+7.12%
661,132.0
 
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
1,441,842
99,328.5
+32.36%
6.240
+1.53%
0.540
+10.28%
+17.33%
20,253.6
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2,865,725
77,202.6
+93.90%
4.850
+2.35%
2.190
+8.35%
+15.70%
4,172.7
 
AMZN
Amazon.com Inc
311,708
59,305.5
-0.24%
3.720
-0.01%
0.000
+29.70%
+2.05%
2,376,789.0
Retail - Cyclical
VTI
Vanguard Total Stock Market ETF
204,144
56,106.9
-0.06%
3.520
0%
0.010
+19.52%
+6.71%
476,877.3
 
FNDA
Schwab Fundamental U.S. Small Company ETF
Schwab Fundamental U.S. Small Company ETF
1,882,471
51,560.9
-5.56%
3.240
-0.22%
0.580
+16.68%
-0.37%
8,545.6
 
SBUX
Starbucks Corp
412,939
40,505.2
+517.18%
2.540
+2.13%
0.040
+15.15%
+3.40%
105,901.1
Restaurants
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
1,061,930
35,192.4
+13.49%
2.210
+0.26%
0.460
+15.51%
+7.13%
8,836.4
 

Clarius Group, LLC's Historical Top Holdings Breakdowns

Clarius Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2025-03-31
Add
Add
+2.35%
●
25.1 ($26.73) 27.85
$29.19
9.20%
Add 93.9%
2,865,725
1,387,794
SBUX
Starbucks Corp
2025-03-31
Add
Add
+2.13%
●
92.17 ($103.37) 115.81
$93.19
-9.85%
Add 517.18%
412,939
346,032
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-1.83%
●
50.83 ($53.83) 55.94
$61.18
13.65%
Reduce -86.13%
82,962
-515,030
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+1.70%
●
507.05 ($540.58) 563.67
$577.18
6.77%
Add 32.32%
215,107
52,543
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
2025-03-31
Add
Add
+1.53%
●
63.77 ($68.2) 71.36
$75.64
10.91%
Add 32.36%
1,441,842
352,548
VUSB
Vanguard Ultra-Short Bond ETF
2025-03-31
Add
Add
+0.86%
●
49.61 ($49.73) 49.89
$49.75
0.04%
Add 905.05%
302,741
272,619
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.71%
●
375.39 ($407.71) 447.2
$511.70
25.51%
Add 9.55%
343,213
29,930
SMAR Unlock Delisted
Smartsheet Inc
2025-03-31
Sold Out
Sold Out
-0.58%
●
56.06 ($56.28) 56.47
$56.47
0.34%
Sold Out
0
-150,897
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.54%
●
468.34 ($508.07) 539.52
$561.80
10.58%
Add 428.95%
22,782
18,475
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.44%
●
47.4 ($50.6) 52.99
$56.77
12.19%
Add 25.61%
683,026
139,259

Clarius Group, LLC Total Holding History ($B)

To

Clarius Group, LLC's Asset Allocation

To

Clarius Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Clarius Group, LLC's Hypothetical Growth since 2025-03-31

Clarius Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Clarius Group, LLC's Holdings Heat Map

Size field:

Clarius Group, LLC's Holdings Bubble Chart

Clarius Group, LLC News

  • 1

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