Clifford Group
Latest statistics and disclosures from Clifford Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VXF, MGK, EFV, VGT, and represent 55.93% of Clifford Group's stock portfolio.
- Added to shares of these 10 stocks: VOO, GLDM, VXF, HYMB, APP, SHM, UPS, VNQ, NSP, LIN.
- Started 2 new stock positions in GLDM, APP.
- Reduced shares in these 10 stocks: , MUB, TSM, , PINS, MSFT, TDG, VGT, MGK, MS.
- Sold out of its positions in PINS, GLD, TDG, VMBS.
- Clifford Group was a net seller of stock by $-2.3M.
- Clifford Group has $128M in assets under management (AUM), dropping by 5.48%.
- Central Index Key (CIK): 0001965522
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Portfolio Holdings for Clifford Group
Clifford Group holds 81 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 | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 30.4 | $39M | +2% | 64k | 612.38 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 8.7 | $11M | +2% | 53k | 209.34 |
|
| Vanguard World Mega Grwth Ind (MGK) | 8.7 | $11M | 28k | 402.42 |
|
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| Ishares Tr Eafe Value Etf (EFV) | 4.5 | $5.7M | 85k | 67.83 |
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| Vanguard World Inf Tech Etf (VGT) | 3.7 | $4.7M | -3% | 6.3k | 746.61 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $3.7M | 20k | 186.58 |
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| Ishares Tr National Mun Etf (MUB) | 2.5 | $3.2M | -30% | 30k | 106.49 |
|
| Amazon (AMZN) | 2.3 | $3.0M | 13k | 219.56 |
|
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| Microsoft Corporation (MSFT) | 2.3 | $2.9M | -7% | 5.6k | 517.97 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $2.7M | 5.8k | 468.41 |
|
|
| Apple (AAPL) | 1.9 | $2.5M | 9.7k | 254.62 |
|
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| Spdr Series Trust Nuveen Ice Short (SHM) | 1.7 | $2.2M | +7% | 46k | 48.22 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.1M | 8.8k | 243.10 |
|
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| Meta Platforms Cl A (META) | 1.4 | $1.7M | 2.4k | 734.40 |
|
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| JPMorgan Chase & Co. (JPM) | 1.3 | $1.7M | -2% | 5.4k | 315.46 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.6M | 8.0k | 203.59 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.2M | -17% | 4.4k | 279.31 |
|
| Automatic Data Processing (ADP) | 0.9 | $1.2M | 4.0k | 293.50 |
|
|
| Morgan Stanley Com New (MS) | 0.7 | $870k | -8% | 5.5k | 158.97 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $866k | +4% | 38k | 23.12 |
|
| Broadcom (AVGO) | 0.6 | $773k | 2.3k | 329.86 |
|
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| Houlihan Lokey Cl A (HLI) | 0.6 | $773k | -6% | 3.8k | 205.34 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $739k | +15% | 8.1k | 91.42 |
|
| AmerisourceBergen (COR) | 0.6 | $719k | -5% | 2.3k | 312.51 |
|
| Visa Com Cl A (V) | 0.5 | $701k | 2.1k | 341.38 |
|
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| Arthur J. Gallagher & Co. (AJG) | 0.5 | $672k | 2.2k | 309.68 |
|
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.5 | $647k | +49% | 26k | 24.93 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $643k | 2.6k | 243.55 |
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| Te Connectivity Ord Shs (TEL) | 0.5 | $624k | -4% | 2.8k | 219.50 |
|
| Oracle Corporation (ORCL) | 0.5 | $615k | 2.2k | 281.24 |
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| Home Depot (HD) | 0.5 | $615k | -7% | 1.5k | 405.15 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $595k | +3% | 11k | 52.82 |
|
| Cisco Systems (CSCO) | 0.5 | $583k | -9% | 8.5k | 68.42 |
|
| Union Pacific Corporation (UNP) | 0.4 | $576k | +5% | 2.4k | 236.37 |
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| Abbott Laboratories (ABT) | 0.4 | $569k | +5% | 4.2k | 133.95 |
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| Procter & Gamble Company (PG) | 0.4 | $553k | -8% | 3.6k | 153.64 |
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| Goldman Sachs (GS) | 0.4 | $550k | 691.00 | 796.35 |
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| Nextera Energy (NEE) | 0.4 | $513k | +15% | 6.8k | 75.49 |
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| Costco Wholesale Corporation (COST) | 0.4 | $486k | 525.00 | 926.47 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $482k | +13% | 2.0k | 246.66 |
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| Phillips 66 (PSX) | 0.3 | $442k | +7% | 3.3k | 136.02 |
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| Paychex (PAYX) | 0.3 | $437k | -8% | 3.4k | 126.75 |
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| Linde SHS (LIN) | 0.3 | $432k | +21% | 910.00 | 475.00 |
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| Eaton Corp SHS (ETN) | 0.3 | $430k | 1.1k | 374.25 |
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| Analog Devices (ADI) | 0.3 | $421k | 1.7k | 245.70 |
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| Prologis (PLD) | 0.3 | $389k | +15% | 3.4k | 114.54 |
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| Insperity (NSP) | 0.3 | $388k | +32% | 7.9k | 49.20 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $382k | 3.8k | 99.95 |
|
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| UnitedHealth (UNH) | 0.3 | $380k | +10% | 1.1k | 345.37 |
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| American Express Company (AXP) | 0.3 | $377k | 1.1k | 332.16 |
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| Klaviyo Com Ser A (KVYO) | 0.3 | $362k | -7% | 13k | 27.69 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $349k | 1.4k | 254.28 |
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| Pepsi (PEP) | 0.3 | $348k | +12% | 2.5k | 140.45 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $344k | NEW | 4.5k | 76.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $338k | 673.00 | 502.74 |
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| Tesla Motors (TSLA) | 0.3 | $338k | 760.00 | 444.72 |
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| Eli Lilly & Co. (LLY) | 0.3 | $337k | 442.00 | 763.00 |
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| Deere & Company (DE) | 0.3 | $323k | 707.00 | 457.26 |
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| United Parcel Service CL B (UPS) | 0.2 | $314k | +65% | 3.8k | 83.53 |
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| Fidelity National Information Services (FIS) | 0.2 | $313k | +25% | 4.7k | 65.94 |
|
| Wal-Mart Stores (WMT) | 0.2 | $296k | 2.9k | 103.06 |
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| Blackrock (BLK) | 0.2 | $281k | 241.00 | 1166.85 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $281k | -6% | 421.00 | 666.18 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $279k | 400.00 | 698.00 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $273k | +12% | 10k | 27.30 |
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| Honeywell International (HON) | 0.2 | $272k | 1.3k | 210.50 |
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| Uber Technologies (UBER) | 0.2 | $265k | 2.7k | 97.97 |
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| McKesson Corporation (MCK) | 0.2 | $254k | 329.00 | 772.54 |
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| Aon Shs Cl A (AON) | 0.2 | $253k | 710.00 | 356.75 |
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| Spdr Series Trust Spdr Msci Usa Ge (SHE) | 0.2 | $253k | +18% | 2.0k | 127.46 |
|
| Netflix (NFLX) | 0.2 | $248k | 207.00 | 1198.92 |
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| O'reilly Automotive (ORLY) | 0.2 | $247k | 2.3k | 107.81 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $247k | 1.8k | 137.80 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $244k | 940.00 | 259.44 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $241k | 497.00 | 485.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $239k | 728.00 | 328.17 |
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| Danaher Corporation (DHR) | 0.2 | $239k | 1.2k | 198.28 |
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| salesforce (CRM) | 0.2 | $217k | -23% | 917.00 | 237.00 |
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| Trane Technologies SHS (TT) | 0.2 | $210k | 497.00 | 421.96 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $209k | 367.00 | 568.81 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $207k | NEW | 288.00 | 718.54 |
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Past Filings by Clifford Group
SEC 13F filings are viewable for Clifford Group going back to 2022
- Clifford Group 2025 Q3 filed Nov. 14, 2025
- Clifford Group 2025 Q2 filed Aug. 14, 2025
- Clifford Group 2025 Q1 filed May 15, 2025
- Clifford Group 2024 Q4 filed Feb. 12, 2025
- Clifford Group 2024 Q3 filed Nov. 12, 2024
- Clifford Group 2024 Q2 filed Aug. 12, 2024
- Clifford Group 2024 Q1 filed May 15, 2024
- Clifford Group 2023 Q4 filed Feb. 14, 2024
- Clifford Group 2023 Q3 filed Nov. 14, 2023
- Clifford Group 2023 Q2 filed Aug. 14, 2023
- Clifford Group 2023 Q1 filed May 15, 2023
- Clifford Group 2022 Q4 filed Feb. 13, 2023