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Home > Institutional Investor > Clarius Group, Llc > Profile

Instuitional Investor - Clarius Group, Llc

Fund Profile
Filing Period:
Fund Name: Clarius Group, Llc
Portfolio Value $1,206,090,599
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 308,675 $116,074,012 9.62%
2.
Paccar Inc
 PCAR 1,012,755 $98,895,572 8.19%
3.
Schwab Strategic Trust
 FNDF 1,117,041 $61,828,231 5.12%
4.
Invesco Exch Trd Slf Idx Fd
 1,068,065 $54,909,212 4.55%
5.
Vanguard Index Fds
 123,272 $53,845,386 4.46%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)