Clifford Capital Partners

Latest statistics and disclosures from Clifford Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are HSIC, SOLV, RKT, HNI, NATL, and represent 21.17% of Clifford Capital Partners's stock portfolio.
  • Added to shares of these 10 stocks: GPN (+$22M), THR (+$15M), WEX (+$14M), RKT (+$8.6M), HNI, ECG, PRDO, DLB, IESC, CNR.
  • Started 2 new stock positions in WEX, GPN.
  • Reduced shares in these 10 stocks: WBD (-$23M), BBWI (-$9.8M), CVBF (-$8.8M), DK (-$6.9M), JNJ (-$6.9M), CAH, COLB, GBCI, SOLV, BDX.
  • Sold out of its positions in ALSN, BBWI, WINA.
  • Clifford Capital Partners was a net seller of stock by $-5.5M.
  • Clifford Capital Partners has $589M in assets under management (AUM), dropping by 1.71%.
  • Central Index Key (CIK): 0001730467

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Portfolio Holdings for Clifford Capital Partners

Clifford Capital Partners holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Henry Schein (HSIC) 4.8 $28M 370k 75.58
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Solventum Corp Com Shs (SOLV) 4.2 $25M -12% 309k 79.24
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Rocket Cos Com Cl A (RKT) 4.1 $24M +54% 1.3M 19.36
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HNI Corporation (HNI) 4.1 $24M +21% 574k 42.04
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Ncr Atleos Corporation Com Shs (NATL) 4.0 $24M 622k 38.11
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Cardinal Health (CAH) 3.9 $23M -15% 113k 205.50
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Keurig Dr Pepper (KDP) 3.8 $22M 801k 28.01
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Dolby Laboratories Com Cl A (DLB) 3.8 $22M +14% 348k 64.22
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Global Payments (GPN) 3.7 $22M NEW 280k 77.40
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Cisco Systems (CSCO) 3.6 $21M 272k 77.03
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Becton, Dickinson and (BDX) 3.5 $21M -12% 107k 194.07
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Raytheon Technologies Corp (RTX) 3.5 $21M 113k 183.40
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Johnson & Johnson (JNJ) 3.4 $20M -25% 97k 206.95
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Chemed Corp Com Stk (CHE) 3.4 $20M 47k 427.86
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Perdoceo Ed Corp (PRDO) 3.3 $19M +19% 653k 29.33
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Reynolds Consumer Prods (REYN) 3.2 $19M 818k 22.92
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KAR Auction Services (OPLN) 3.1 $18M -13% 613k 29.78
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Walt Disney Company (DIS) 3.0 $18M 157k 113.77
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United Parcel Service CL B (UPS) 2.9 $17M 175k 99.19
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Nike CL B (NKE) 2.9 $17M 267k 63.71
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Glacier Ban (GBCI) 2.8 $16M -18% 373k 44.05
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Thermon Group Holdings (THR) 2.7 $16M +2551% 430k 37.16
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Community Trust Ban (CTBI) 2.7 $16M 280k 56.50
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Everus Constr Group (ECG) 2.7 $16M +35% 183k 85.56
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SYSCO Corporation (SYY) 2.4 $14M 195k 73.69
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Wright Express (WEX) 2.4 $14M NEW 95k 148.98
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Evertec (EVTC) 2.1 $13M 434k 29.09
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eBay (EBAY) 2.0 $12M 138k 87.10
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Columbia Banking System (COLB) 2.0 $12M -24% 415k 27.95
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Delek Us Holdings (DK) 1.9 $11M -38% 374k 29.66
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Green Plains Renewable Energy (GPRE) 1.7 $10M 1.0M 9.80
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Warner Bros Discovery Com Ser A (WBD) 1.1 $6.5M -78% 225k 28.82
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CVB Financial (CVBF) 0.6 $3.5M -71% 190k 18.60
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Global Med Reit Com New (GMRE) 0.1 $496k +31% 15k 33.74
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Ies Hldgs (IESC) 0.1 $453k +64% 1.2k 389.02
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Kornit Digital SHS (KRNT) 0.1 $440k +29% 31k 14.38
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Msc Indl Direct Cl A (MSM) 0.1 $410k +22% 4.9k 84.10
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Hancock Holding Company (HWC) 0.1 $402k 6.3k 63.68
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Core Natural Resources Com Shs (CNR) 0.1 $393k +45% 4.4k 88.51
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Douglas Elliman (DOUG) 0.1 $372k +48% 157k 2.37
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Amc Networks Cl A (AMCX) 0.1 $326k 34k 9.52
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Bloomin Brands (BLMN) 0.1 $301k +52% 49k 6.17
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Past Filings by Clifford Capital Partners

SEC 13F filings are viewable for Clifford Capital Partners going back to 2017

View all past filings