Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Clarius Group, LLC 13F Holdings -- Portfolio & Top Positions (2025-12-31)

Clarius Group, LLC (CIK 1664214) reported $1.75B across 383 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: PCAR ($265.6M, 15.16%), MSFT ($152.7M, 8.72%), VOO ($139.3M, 7.95%), IDEV ($123.2M, 7.04%), DIHP ($86.3M, 4.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PCARPACCAR INC$265.6M15.16%2.4MAdded
2MSFTMICROSOFT CORP$152.7M8.72%315,797Trimmed
3VOOVANGUARD INDEX FDS$139.3M7.95%222,141Trimmed
4IDEVISHARES TR$123.2M7.04%1.5MAdded
5DIHPDIMENSIONAL ETF TRUST$86.3M4.93%2.7MAdded
6AMZNAMAZON COM INC$65.8M3.76%285,235Trimmed
7VTIVANGUARD INDEX FDS$62.2M3.55%185,545Added
8FNDASCHWAB STRATEGIC TR$59.5M3.40%1.9MTrimmed
9DUHPDIMENSIONAL ETF TRUST$50.1M2.86%1.3MAdded
10VEAVANGUARD TAX-MANAGED FDS$39.6M2.26%633,333Trimmed
11CGGECAPITAL GROUP GLOBAL EQUITY$34.9M1.99%1.1MNew
12SBUXSTARBUCKS CORP$34.1M1.95%405,512Trimmed
13SPYSPDR S&P 500 ETF TR$33.4M1.91%49,026Trimmed
14AAPLAPPLE INC$31.0M1.77%114,121Added
15NVDANVIDIA CORPORATION$26.7M1.52%143,021Trimmed
16ESGUISHARES TR$25.1M1.43%168,201Trimmed
17VUSBVANGUARD BD INDEX FDS$20.6M1.18%413,417Added
18ECMLEA SERIES TRUST$16.8M0.96%503,851Added
19VUGVANGUARD INDEX FDS$15.2M0.87%31,107Trimmed
20GOOGLALPHABET INC$15.2M0.87%48,552Trimmed
21IWBISHARES TR$14.7M0.84%39,400Hold
22ESGDISHARES TR$13.4M0.76%140,693Trimmed
23GOOGALPHABET INC$12.9M0.74%41,122Trimmed
24CINFCINCINNATI FINL CORP$12.3M0.70%75,463Trimmed
25QQQINVESCO QQQ TR$9.7M0.55%15,809Trimmed

Source: SEC Form 13F filings · as of 2025-12-31