Chelsea Luzier

@Clarius Group, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.464B

Total holdings452

Assets growth rate2.7%

Assets growth rate (2-Q avg)1.88%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Clarius Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 452 positions.

Assets under management

The assets under management (AUM) of Clarius Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.464B in assets, with a quarterly growth rate of 2.7% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Chelsea Luzier, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.06%	$801,636 782 shares@ $1025.11 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.05%	$710,310 9,834 shares@ $72.24 avg price	New Position
HLNHaleon Plc Recent Activity New Position	0.04%	$558,348 58,527 shares@ $9.55 avg price	New Position
DVNDevon Energy Corp New Recent Activity New Position	0.04%	$557,916 17,046 shares@ $32.74 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.04%	$524,907 4,749 shares@ $110.54 avg price	New Position
TECXTectonic Therapeutic Inc Recent Activity New Position	0.04%	$467,702 10,130 shares@ $46.17 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.03%	$347,595 4,596 shares@ $75.63 avg price	New Position
ENBEnbridge Inc Recent Activity New Position	0.03%	$328,578 7,744 shares@ $42.44 avg price	New Position
UALUnited Airls Hldgs Inc Recent Activity New Position	0.03%	$317,323 3,268 shares@ $97.11 avg price	New Position
CRWDCrowdstrike Hldgs Inc Recent Activity New Position	0.03%	$311,023 909 shares@ $342.16 avg price	New Position