Clarius Group, LLC

Est. AUM

$1.75B

13F long equity, this entity only

Positions

382

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PACCAR INC	COM	$265.6M	2425122	15.17%	SOLE
2	MICROSOFT CORP	COM	$152.7M	315797	8.73%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$139.3M	222141	7.96%	SOLE
4	ISHARES TR	CORE MSCI INTL	$123.2M	1493767	7.04%	SOLE
5	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$86.3M	2724537	4.93%	SOLE
6	AMAZON COM INC	COM	$65.8M	285235	3.76%	SOLE
7	VANGUARD INDEX FDS	TOTAL STK MKT	$62.2M	185545	3.55%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$59.5M	1889725	3.40%	SOLE
9	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$50.1M	1318039	2.86%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$39.6M	633333	2.26%	SOLE
11	CAPITAL GROUP GLOBAL EQUITY	SHS	$34.9M	1103189	1.99%	SOLE
12	STARBUCKS CORP	COM	$34.1M	405512	1.95%	SOLE
13	SPDR S&P 500 ETF TR	TR UNIT	$33.4M	49026	1.91%	SOLE
14	APPLE INC	COM	$31.0M	114121	1.77%	SOLE
15	NVIDIA CORPORATION	COM	$26.7M	143021	1.52%	SOLE
16	ISHARES TR	ESG AWR MSCI USA	$25.1M	168201	1.43%	SOLE
17	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$20.6M	413417	1.18%	SOLE
18	EA SERIES TRUST	EUCLIDEAN FUNDAM	$16.8M	503851	0.96%	SOLE
19	ALPHABET INC	CAP STK CL A	$15.2M	48552	0.87%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$15.2M	31107	0.87%	SOLE
21	ISHARES TR	RUS 1000 ETF	$14.7M	39400	0.84%	SOLE
22	ISHARES TR	ESG AW MSCI EAFE	$13.4M	140693	0.76%	SOLE
23	ALPHABET INC	CAP STK CL C	$12.9M	41122	0.74%	SOLE
24	CINCINNATI FINL CORP	COM	$12.3M	75463	0.70%	SOLE
25	INVESCO QQQ TR	UNIT SER 1	$9.7M	15809	0.55%	SOLE
26	META PLATFORMS INC	CL A	$8.8M	13355	0.50%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$8.6M	139915	0.49%	SOLE
28	VANGUARD INDEX FDS	EXTEND MKT ETF	$7.8M	37255	0.45%	SOLE
29	ISHARES INC	CORE MSCI EMKT	$7.3M	108160	0.42%	SOLE
30	VANGUARD INDEX FDS	LARGE CAP ETF	$7.2M	22901	0.41%	SOLE
31	SNOWFLAKE INC	COM SHS	$7.1M	32271	0.40%	SOLE
32	J P MORGAN EXCHANGE TRADED F	BETABUILDERS I	$6.7M	93183	0.39%	SOLE
33	BROADCOM INC	COM	$6.7M	19409	0.38%	SOLE
34	LATTICE STRATEGIES TR	HARTFORD MLT ETF	$6.6M	178572	0.38%	SOLE
35	COSTCO WHSL CORP NEW	COM	$6.1M	7078	0.35%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.1M	12122	0.35%	SOLE
37	DENALI THERAPEUTICS INC	COM	$6.1M	368995	0.35%	SOLE
38	TESLA INC	COM	$6.0M	13351	0.34%	SOLE
39	JPMORGAN CHASE & CO.	COM	$5.9M	18297	0.34%	SOLE
40	ELI LILLY & CO	COM	$5.6M	5202	0.32%	SOLE
41	BERKSHIRE HATHAWAY INC DEL	CL A	$5.3M	7	0.30%	SOLE
42	ISHARES TR	RUS 1000 VAL ETF	$5.1M	24276	0.29%	SOLE
43	ISHARES TR	RUS 1000 GRW ETF	$5.0M	10621	0.29%	SOLE
44	ISHARES TR	MSCI ACWI ETF	$4.9M	34459	0.28%	SOLE
45	VISA INC	COM CL A	$4.6M	13106	0.26%	SOLE
46	NETFLIX INC	COM	$4.5M	48166	0.26%	SOLE
47	VANGUARD INDEX FDS	VALUE ETF	$4.4M	22845	0.25%	SOLE
48	ISHARES TR	HDG MSCI JAPAN	$4.2M	80255	0.24%	SOLE
49	ABBVIE INC	COM	$3.8M	16746	0.22%	SOLE
50	VIR BIOTECHNOLOGY INC	COM	$3.7M	608200	0.21%	SOLE

1–50 of 382

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.