0001951757-24-000360.txt : 20240422 0001951757-24-000360.hdr.sgml : 20240422 20240422105054 ACCESSION NUMBER: 0001951757-24-000360 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240422 DATE AS OF CHANGE: 20240422 EFFECTIVENESS DATE: 20240422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clarus Group, Inc. CENTRAL INDEX KEY: 0001844568 ORGANIZATION NAME: IRS NUMBER: 203116742 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20931 FILM NUMBER: 24859945 BUSINESS ADDRESS: STREET 1: 520 POST OAK BLVD STE 750 CITY: HOUSTON STATE: TX ZIP: 77027 BUSINESS PHONE: 7136213500 MAIL ADDRESS: STREET 1: 520 POST OAK BLVD STE 750 CITY: HOUSTON STATE: TX ZIP: 77027 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001844568 XXXXXXXX 03-31-2024 03-31-2024 Clarus Group, Inc.

520 POST OAK BLVD STE 750 HOUSTON TX 77027

13F HOLDINGS REPORT 028-20931 N Rex Whiteside (713) 621-3500 Rex Whiteside Houston TX 04-22-2024 0 107 142851143 false INFORMATION TABLE 2 F_13F_TheClarusGroup_Q12024.xml ABBOTT LABS COM 002824100 492034 4329 SH SOLE 0 0 4329 ABBVIE INC COM 00287Y109 636301 3494 SH SOLE 0 0 3494 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 413506 1193 SH SOLE 0 0 1193 ADOBE INC COM 00724F101 238171 472 SH SOLE 0 0 472 ALPHABET INC CAP STK CL C 02079K107 1745737 11466 SH SOLE 0 0 11466 ALPHABET INC CAP STK CL A 02079K305 431207 2857 SH SOLE 0 0 2857 ALTRIA GROUP INC COM 02209S103 277273 6357 SH SOLE 0 0 6357 AMAZON COM INC COM 023135106 4129259 22892 SH SOLE 0 0 22892 AMERICAN CENTY ETF TR US SML CP VALU 025072877 7381488 78769 SH SOLE 0 0 78769 AMERICAN TOWER CORP NEW COM 03027X100 225024 1139 SH SOLE 0 0 1139 APPLE INC COM 037833100 9264648 54028 SH SOLE 0 0 54028 BANK AMERICA CORP COM 060505104 469620 12384 SH SOLE 0 0 12384 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1439440 3423 SH SOLE 0 0 3423 BLACK STONE MINERALS L P COM UNIT 09225M101 5353236 334996 SH SOLE 0 0 334996 BOEING CO COM 097023105 625478 3241 SH SOLE 0 0 3241 BP PLC SPONSORED ADR 055622104 340541 9038 SH SOLE 0 0 9038 BROADCOM INC COM 11135F101 326108 246 SH SOLE 0 0 246 BROOKFIELD CORP CL A LTD VT SH 11271J107 221042 5279 SH SOLE 0 0 5279 CARLYLE SECURED LENDING INC COM 872280102 479674 29464 SH SOLE 0 0 29464 CATERPILLAR INC COM 149123101 1026364 2801 SH SOLE 0 0 2801 CHEVRON CORP NEW COM 166764100 4110321 26058 SH SOLE 0 0 26058 CHUBB LIMITED COM H1467J104 292933 1130 SH SOLE 0 0 1130 CISCO SYS INC COM 17275R102 482736 9672 SH SOLE 0 0 9672 CME GROUP INC COM 12572Q105 357166 1659 SH SOLE 0 0 1659 COCA COLA CO COM 191216100 576675 9426 SH SOLE 0 0 9426 COMSTOCK RES INC COM 205768302 1445314 155745 SH SOLE 0 0 155745 CONAGRA BRANDS INC COM 205887102 244826 8260 SH SOLE 0 0 8260 CONOCOPHILLIPS COM 20825C104 775355 6092 SH SOLE 0 0 6092 DEERE & CO COM 244199105 288774 703 SH SOLE 0 0 703 DOW INC COM 260557103 240790 4157 SH SOLE 0 0 4157 DUKE ENERGY CORP NEW COM NEW 26441C204 228062 2358 SH SOLE 0 0 2358 EATON CORP PLC SHS G29183103 489986 1567 SH SOLE 0 0 1567 ELI LILLY & CO COM 532457108 1279159 1644 SH SOLE 0 0 1644 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2072860 131778 SH SOLE 0 0 131778 ENPHASE ENERGY INC COM 29355A107 349753 2891 SH SOLE 0 0 2891 ENTERPRISE PRODS PARTNERS L COM 293792107 1934695 66302 SH SOLE 0 0 66302 EOG RES INC COM 26875P101 259942 2033 SH SOLE 0 0 2033 EQUIFAX INC COM 294429105 267520 1000 SH SOLE 0 0 1000 ETF SER SOLUTIONS APTUS COLLRD INV 26922A222 302127 8385 SH SOLE 0 0 8385 EXXON MOBIL CORP COM 30231G102 11069715 95232 SH SOLE 0 0 95232 FIRST TR ENERGY INCOME & GRO COM 33738G104 179577 10990 SH SOLE 0 0 10990 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 242211 1181 SH SOLE 0 0 1181 FIRST TR EXCHNG TRADED FD VI FT VEST FD OF BU 33740F755 5264309 188280 SH SOLE 0 0 188280 FIRST TR MORNINGSTAR DIVID L SHS 336917109 336392 8742 SH SOLE 0 0 8742 FREEPORT-MCMORAN INC CL B 35671D857 202441 4305 SH SOLE 0 0 4305 GLOBAL X FDS US INFR DEV ETF 37954Y673 7717463 193857 SH SOLE 0 0 193857 GOLDMAN SACHS GROUP INC COM 38141G104 400510 959 SH SOLE 0 0 959 HALLIBURTON CO COM 406216101 613645 15567 SH SOLE 0 0 15567 HOME DEPOT INC COM 437076102 676169 1763 SH SOLE 0 0 1763 HONEYWELL INTL INC COM 438516106 384433 1873 SH SOLE 0 0 1873 INTEL CORP COM 458140100 367171 8313 SH SOLE 0 0 8313 INTERNATIONAL BUSINESS MACHS COM 459200101 475529 2490 SH SOLE 0 0 2490 INTUITIVE SURGICAL INC COM NEW 46120E602 353195 885 SH SOLE 0 0 885 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 317205 15361 SH SOLE 0 0 15361 ISHARES TR SHRT NAT MUN ETF 464288158 6609042 63106 SH SOLE 0 0 63106 ISHARES TR SELECT DIVID ETF 464287168 286886 2329 SH SOLE 0 0 2329 ITERIS INC NEW COM 46564T107 66571 13476 SH SOLE 0 0 13476 JOHNSON & JOHNSON COM 478160104 957091 6050 SH SOLE 0 0 6050 JPMORGAN CHASE & CO COM 46625H100 1778891 8881 SH SOLE 0 0 8881 KINDER MORGAN INC DEL COM 49456B101 602271 32839 SH SOLE 0 0 32839 LAMB WESTON HLDGS INC COM 513272104 488866 4589 SH SOLE 0 0 4589 MARATHON PETE CORP COM 56585A102 624004 3097 SH SOLE 0 0 3097 MATINAS BIOPHARMA HLDGS INC COM 576810105 3252 12000 SH SOLE 0 0 12000 MCDONALDS CORP COM 580135101 774089 2745 SH SOLE 0 0 2745 MERCK & CO INC COM 58933Y105 846450 6415 SH SOLE 0 0 6415 META PLATFORMS INC CL A 30303M102 854938 1761 SH SOLE 0 0 1761 MICROCHIP TECHNOLOGY INC. 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