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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001664214

Clarius Group, LLC

SEATTLE, WA · File #028-17249

Latest AUM
$1.75B
Positions
384
Top-10 Concentration
69.2%
Filings
12

Sector Allocation

Industrials
16.3%$285.1M
Technology
14.6%$256.2M
Healthcare
2.7%$47.6M
Financials
2.4%$41.9M
Energy
0.4%$7.6M
Utilities
0.2%$3.2M
Materials
0.1%$2.6M
Real Estate
0.1%$1.4M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1PACCAR INCPCAR2,425,122$265.6M17.61%
2MICROSOFT CORPMSFT315,797$152.7M10.12%
3VANGUARD INDEX FDS922908363222,141$139.3M9.24%
4ISHARES TR46435G3261,493,767$123.2M8.17%
5DIMENSIONAL ETF TRUST25434V7652,724,537$86.3M5.72%
6AMAZON COM INCAMZN285,235$65.8M4.36%
7VANGUARD INDEX FDS922908769185,545$62.2M4.12%
8SCHWAB STRATEGIC TR8085247631,889,725$59.5M3.95%
9DIMENSIONAL ETF TRUST25434V8311,318,039$50.1M3.32%
10VANGUARD TAX-MANAGED FDS921943858633,333$39.6M2.62%
11CAPITAL GROUP GLOBAL EQUITY14020R1071,103,189$34.9M2.31%
12STARBUCKS CORPSBUX405,512$34.1M2.26%
13SPDR S&P 500 ETF TRSPY49,026$33.4M2.22%
14APPLE INCAAPL114,121$31.0M2.06%
15NVIDIA CORPORATIONNVDA143,021$26.7M1.77%
16ISHARES TR46435G425168,201$25.1M1.66%
17VANGUARD BD INDEX FDS92203C303413,417$20.6M1.37%
18EA SERIES TRUST02072L466503,851$16.8M1.12%
19ALPHABET INCGOOG48,552$15.2M1.01%
20VANGUARD INDEX FDS92290873631,107$15.2M1.01%