Clarius Group, LLC 13F Holdings · last filed Q4 2025
Clarius Group, LLC reported 384 securities worth $1.75B in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: PCAR (15.16%), MSFT (8.72%), VOO (7.95%). Among its top 25 positions this quarter: 1 new, 8 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PCAR | PACCAR INC | $265.6M | 15.16% | 2.4M | Added |
| 2 | MSFT | MICROSOFT CORP | $152.7M | 8.72% | 315,797 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $139.3M | 7.95% | 222,141 | Trimmed |
| 4 | IDEV | ISHARES TR | $123.2M | 7.04% | 1.5M | Added |
| 5 | DIHP | DIMENSIONAL ETF TRUST | $86.3M | 4.93% | 2.7M | Added |
| 6 | AMZN | AMAZON COM INC | $65.8M | 3.76% | 285,235 | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $62.2M | 3.55% | 185,545 | Added |
| 8 | FNDA | SCHWAB STRATEGIC TR | $59.5M | 3.40% | 1.9M | Trimmed |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $50.1M | 2.86% | 1.3M | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $39.6M | 2.26% | 633,333 | Trimmed |
| 11 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $34.9M | 1.99% | 1.1M | New |
| 12 | SBUX | STARBUCKS CORP | $34.1M | 1.95% | 405,512 | Trimmed |
| 13 | SPY | SPDR S&P 500 ETF TR | $33.4M | 1.91% | 49,026 | Trimmed |
| 14 | AAPL | APPLE INC | $31.0M | 1.77% | 114,121 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $26.7M | 1.52% | 143,021 | Trimmed |
| 16 | ESGU | ISHARES TR | $25.1M | 1.43% | 168,201 | Trimmed |
| 17 | VUSB | VANGUARD BD INDEX FDS | $20.6M | 1.18% | 413,417 | Added |
| 18 | ECML | EA SERIES TRUST | $16.8M | 0.96% | 503,851 | Added |
| 19 | GOOGL | ALPHABET INC | $15.2M | 0.87% | 48,552 | Trimmed |
| 20 | VUG | VANGUARD INDEX FDS | $15.2M | 0.87% | 31,107 | Trimmed |
| 21 | IWB | ISHARES TR | $14.7M | 0.84% | 39,400 | Hold |
| 22 | ESGD | ISHARES TR | $13.4M | 0.76% | 140,693 | Trimmed |
| 23 | GOOG | ALPHABET INC | $12.9M | 0.74% | 41,122 | Trimmed |
| 24 | CINF | CINCINNATI FINL CORP | $12.3M | 0.70% | 75,463 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $9.7M | 0.55% | 15,809 | Trimmed |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR