Clifford Capital Partners
Latest statistics and disclosures from Clifford Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SOLV, HSIC, NATL, JNJ, BDX, and represent 21.14% of Clifford Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: CHE (+$21M), CVBF (+$12M), BBWI (+$9.8M), BDX (+$9.2M), HSIC (+$9.1M), HNI (+$8.6M), COLB (+$6.1M), SOLV (+$6.0M), KDP, UPS.
- Started 5 new stock positions in CNR, GMRE, KRNT, BLMN, BBWI.
- Reduced shares in these 10 stocks: KVUE (-$17M), , , HUM (-$9.9M), LKQ (-$8.3M), DK (-$6.5M), EBAY (-$5.1M), PRDO, NATL, GPRE.
- Sold out of its positions in FIS, Global Medical Reit, HUM, KVUE, LKQ, SCS, FDP, TIGO.
- Clifford Capital Partners was a net buyer of stock by $7.6M.
- Clifford Capital Partners has $579M in assets under management (AUM), dropping by 10.32%.
- Central Index Key (CIK): 0001730467
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Portfolio Holdings for Clifford Capital Partners
Clifford Capital Partners holds 43 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Solventum Corp Com Shs (SOLV) | 4.4 | $26M | +30% | 352k | 73.00 |
|
| Henry Schein (HSIC) | 4.3 | $25M | +58% | 374k | 66.37 |
|
| Ncr Atleos Corporation Com Shs (NATL) | 4.3 | $25M | -14% | 628k | 39.31 |
|
| Johnson & Johnson (JNJ) | 4.2 | $24M | -10% | 130k | 185.42 |
|
| Becton, Dickinson and (BDX) | 4.0 | $23M | +65% | 123k | 187.17 |
|
| HNI Corporation (HNI) | 3.8 | $22M | +63% | 474k | 46.85 |
|
| Glacier Ban (GBCI) | 3.8 | $22M | 455k | 48.67 |
|
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| Dolby Laboratories Com Cl A (DLB) | 3.8 | $22M | +15% | 304k | 72.37 |
|
| Cardinal Health (CAH) | 3.6 | $21M | 134k | 156.96 |
|
|
| Chemed Corp Com Stk (CHE) | 3.6 | $21M | +5818% | 47k | 447.74 |
|
| Perdoceo Ed Corp (PRDO) | 3.6 | $21M | -18% | 548k | 37.66 |
|
| Keurig Dr Pepper (KDP) | 3.6 | $21M | +21% | 808k | 25.51 |
|
| KAR Auction Services (KAR) | 3.5 | $21M | 711k | 28.78 |
|
|
| Reynolds Consumer Prods (REYN) | 3.5 | $20M | +16% | 823k | 24.47 |
|
| Warner Bros Discovery Com Ser A (WBD) | 3.5 | $20M | 1.0M | 19.53 |
|
|
| Delek Us Holdings (DK) | 3.4 | $20M | -24% | 607k | 32.27 |
|
| Raytheon Technologies Corp (RTX) | 3.3 | $19M | 115k | 167.33 |
|
|
| Nike CL B (NKE) | 3.2 | $19M | 270k | 69.73 |
|
|
| Cisco Systems (CSCO) | 3.2 | $19M | +16% | 275k | 68.42 |
|
| Walt Disney Company (DIS) | 3.1 | $18M | 159k | 114.50 |
|
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| SYSCO Corporation (SYY) | 2.8 | $16M | 197k | 82.34 |
|
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| Community Trust Ban (CTBI) | 2.7 | $16M | 283k | 55.95 |
|
|
| Rocket Cos Com Cl A (RKT) | 2.7 | $16M | 812k | 19.38 |
|
|
| Evertec (EVTC) | 2.5 | $15M | 437k | 33.78 |
|
|
| United Parcel Service CL B (UPS) | 2.5 | $15M | +30% | 176k | 83.53 |
|
| Columbia Banking System (COLB) | 2.5 | $14M | +74% | 552k | 25.74 |
|
| eBay (EBAY) | 2.2 | $13M | -28% | 139k | 90.95 |
|
| CVB Financial (CVBF) | 2.2 | $13M | +3800% | 665k | 18.91 |
|
| Everus Constr Group (ECG) | 2.0 | $12M | 136k | 85.75 |
|
|
| Bath & Body Works In (BBWI) | 1.7 | $9.8M | NEW | 380k | 25.76 |
|
| Green Plains Renewable Energy (GPRE) | 1.6 | $9.3M | -23% | 1.1M | 8.79 |
|
| Thermon Group Holdings (THR) | 0.1 | $434k | +42% | 16k | 26.72 |
|
| Winmark Corporation (WINA) | 0.1 | $415k | -32% | 834.00 | 497.77 |
|
| Hancock Holding Company (HWC) | 0.1 | $399k | +33% | 6.4k | 62.61 |
|
| Global Med Reit Com New (GMRE) | 0.1 | $377k | NEW | 11k | 33.71 |
|
| Msc Indl Direct Cl A (MSM) | 0.1 | $368k | 4.0k | 92.14 |
|
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $355k | 4.2k | 84.88 |
|
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| Kornit Digital SHS (KRNT) | 0.1 | $318k | NEW | 24k | 13.50 |
|
| Douglas Elliman (DOUG) | 0.1 | $302k | +5% | 105k | 2.86 |
|
| Ies Hldgs (IESC) | 0.0 | $282k | -17% | 709.00 | 397.65 |
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| Amc Networks Cl A (AMCX) | 0.0 | $282k | 34k | 8.24 |
|
|
| Core Natural Resources Com Shs (CNR) | 0.0 | $254k | NEW | 3.0k | 83.48 |
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| Bloomin Brands (BLMN) | 0.0 | $230k | NEW | 32k | 7.17 |
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Past Filings by Clifford Capital Partners
SEC 13F filings are viewable for Clifford Capital Partners going back to 2017
- Clifford Capital Partners 2025 Q3 filed Nov. 14, 2025
- Clifford Capital Partners 2025 Q2 filed Aug. 12, 2025
- Clifford Capital Partners 2025 Q1 filed May 14, 2025
- Clifford Capital Partners 2024 Q4 filed Feb. 14, 2025
- Clifford Capital Partners 2024 Q3 filed Nov. 13, 2024
- Clifford Capital Partners 2024 Q2 filed Sept. 20, 2024
- Clifford Capital Partners 2024 Q1 filed May 7, 2024
- Clifford Capital Partners 2023 Q3 filed Nov. 13, 2023
- Clifford Capital Partners 2023 Q2 filed Aug. 10, 2023
- Clifford Capital Partners 2023 Q1 filed May 10, 2023
- Clifford Capital Partners 2022 Q4 filed Feb. 9, 2023
- Clifford Capital Partners 2022 Q3 filed Nov. 8, 2022
- Clifford Capital Partners 2022 Q2 restated filed Aug. 9, 2022
- Clifford Capital Partners 2022 Q2 filed Aug. 8, 2022
- Clifford Capital Partners 2022 Q1 filed May 5, 2022
- Clifford Capital Partners 2021 Q4 filed Feb. 11, 2022