Clarius Group, LLC
Annual return '25
+10.1%
SPY '25
+17.7%
Alpha
-7.7ptsvs SPY
Invested
$1.8B
Holdings
383
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PCAR
PACCAR INC
Held since at least Q1 2024
15.2%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 45.9% (104.1k → 56.3k shares)
8.7%
03
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (2.1k shares)
8.0%
04
$IDEV
ISHARES TR
Held since at least Q1 2024
7.0%
05
$DIHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.9%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +3.3% (19.5k → 20.1k shares)
3.8%
07
$VTI
VANGUARD INDEX FDS
Q4 2025: New position (742 shares)
3.6%
08
$FNDA
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.4%
09
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
2.9%
10
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: New position (12.0k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:37 UTC.