Clifford Group
Latest statistics and disclosures from Clifford Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, MGK, VXF, EFV, VGT, and represent 57.37% of Clifford Group's stock portfolio.
- Added to shares of these 10 stocks: VOO, WMT, IVV, BRK.B, CB, MGK, GOVT, VXF, VGT, VNQ.
- Started 2 new stock positions in CB, IVV.
- Reduced shares in these 10 stocks: NVDA, UPS, , UBER, NFLX, TT, , APP, GOOGL, ACN.
- Sold out of its positions in APP, FIS, MA, NFLX, UBER, UPS, TT.
- Clifford Group was a net seller of stock by $-1.3M.
- Clifford Group has $130M in assets under management (AUM), dropping by 0.85%.
- Central Index Key (CIK): 0001965522
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Portfolio Holdings for Clifford Group
Clifford Group holds 76 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 | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 31.4 | $41M | 65k | 627.13 |
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| Vanguard World Mega Grwth Ind (MGK) | 8.9 | $12M | 28k | 412.77 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 8.7 | $11M | 54k | 209.12 |
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| Ishares Tr Eafe Value Etf (EFV) | 4.7 | $6.1M | 85k | 71.41 |
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| Vanguard World Inf Tech Etf (VGT) | 3.7 | $4.8M | 6.4k | 753.77 |
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| NVIDIA Corporation (NVDA) | 2.6 | $3.4M | -8% | 18k | 186.50 |
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| Ishares Tr National Mun Etf (MUB) | 2.5 | $3.2M | 30k | 107.11 |
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| Amazon (AMZN) | 2.4 | $3.1M | 13k | 230.81 |
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| Microsoft Corporation (MSFT) | 2.1 | $2.7M | 5.5k | 483.64 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.0 | $2.6M | -5% | 5.5k | 473.30 |
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| Apple (AAPL) | 2.0 | $2.6M | 9.5k | 271.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $2.6M | -5% | 8.3k | 313.00 |
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| Spdr Series Trust State Street Spd (SHM) | 1.7 | $2.2M | 46k | 47.99 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $1.7M | 5.3k | 322.25 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.7M | 8.0k | 210.34 |
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| Meta Platforms Cl A (META) | 1.2 | $1.6M | 2.4k | 660.11 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.3M | -3% | 4.2k | 303.91 |
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| Automatic Data Processing (ADP) | 0.8 | $1.0M | 4.0k | 257.23 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $955k | +10% | 42k | 23.02 |
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| Morgan Stanley Com New (MS) | 0.7 | $939k | -3% | 5.3k | 177.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $825k | 2.6k | 313.80 |
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| Broadcom (AVGO) | 0.6 | $811k | 2.3k | 346.05 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $757k | +5% | 8.6k | 88.49 |
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| AmerisourceBergen (COR) | 0.6 | $753k | -3% | 2.2k | 337.73 |
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| Visa Com Cl A (V) | 0.5 | $706k | 2.0k | 350.71 |
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| Wal-Mart Stores (WMT) | 0.5 | $667k | +108% | 6.0k | 111.41 |
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| Houlihan Lokey Cl A (HLI) | 0.5 | $663k | 3.8k | 174.21 |
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| Te Connectivity Ord Shs (TEL) | 0.5 | $643k | 2.8k | 227.48 |
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| Cisco Systems (CSCO) | 0.5 | $634k | -3% | 8.2k | 77.03 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.5 | $626k | -3% | 25k | 24.94 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $617k | +4% | 12k | 52.62 |
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| Goldman Sachs (GS) | 0.5 | $607k | 691.00 | 879.00 |
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| Arthur J. Gallagher & Co. (AJG) | 0.4 | $558k | 2.2k | 258.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $543k | +60% | 1.1k | 502.65 |
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| Nextera Energy (NEE) | 0.4 | $520k | -4% | 6.5k | 80.28 |
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| Union Pacific Corporation (UNP) | 0.4 | $520k | -7% | 2.2k | 231.32 |
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| Abbott Laboratories (ABT) | 0.4 | $515k | -3% | 4.1k | 125.30 |
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| Home Depot (HD) | 0.4 | $511k | -2% | 1.5k | 344.07 |
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| Procter & Gamble Company (PG) | 0.4 | $479k | -7% | 3.3k | 143.31 |
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| Eli Lilly & Co. (LLY) | 0.4 | $475k | 442.00 | 1074.68 |
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| Analog Devices (ADI) | 0.4 | $465k | 1.7k | 271.20 |
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| Prologis (PLD) | 0.3 | $445k | +2% | 3.5k | 127.65 |
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| Costco Wholesale Corporation (COST) | 0.3 | $436k | -3% | 505.00 | 863.15 |
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| Phillips 66 (PSX) | 0.3 | $428k | 3.3k | 129.05 |
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| Oracle Corporation (ORCL) | 0.3 | $426k | 2.2k | 194.91 |
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| Klaviyo Com Ser A (KVYO) | 0.3 | $425k | 13k | 32.47 |
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| American Express Company (AXP) | 0.3 | $420k | 1.1k | 369.95 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $390k | 4.6k | 85.37 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $371k | -29% | 1.4k | 268.39 |
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| Eaton Corp SHS (ETN) | 0.3 | $366k | 1.1k | 318.51 |
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| Linde SHS (LIN) | 0.3 | $360k | -7% | 844.00 | 426.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $354k | 1.4k | 257.95 |
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| Pepsi (PEP) | 0.3 | $351k | 2.4k | 143.53 |
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| Tesla Motors (TSLA) | 0.3 | $342k | 760.00 | 449.72 |
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| Paychex (PAYX) | 0.3 | $341k | -11% | 3.0k | 112.17 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $326k | -16% | 3.2k | 102.54 |
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| UnitedHealth (UNH) | 0.2 | $316k | -12% | 958.00 | 330.19 |
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| Insperity (NSP) | 0.2 | $305k | 7.9k | 38.72 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $283k | 488.00 | 579.50 |
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| Danaher Corporation (DHR) | 0.2 | $272k | 1.2k | 228.94 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $270k | 940.00 | 287.25 |
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| McKesson Corporation (MCK) | 0.2 | $270k | 329.00 | 820.29 |
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| Deere & Company (DE) | 0.2 | $269k | -18% | 578.00 | 465.57 |
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| Spdr Series Trust State Street Spd (SHE) | 0.2 | $267k | 2.0k | 132.07 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $261k | -9% | 383.00 | 681.92 |
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| Blackrock (BLK) | 0.2 | $258k | 241.00 | 1071.24 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $253k | 1.8k | 141.06 |
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| Aon Shs Cl A (AON) | 0.2 | $251k | 710.00 | 353.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $244k | 728.00 | 335.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $242k | -11% | 8.8k | 27.43 |
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| salesforce (CRM) | 0.2 | $234k | -3% | 885.00 | 264.91 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $232k | 400.00 | 580.71 |
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| Honeywell International (HON) | 0.2 | $229k | -9% | 1.2k | 195.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $214k | NEW | 312.00 | 684.94 |
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| O'reilly Automotive (ORLY) | 0.2 | $209k | 2.3k | 91.21 |
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| Chubb (CB) | 0.2 | $201k | NEW | 643.00 | 312.12 |
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Past Filings by Clifford Group
SEC 13F filings are viewable for Clifford Group going back to 2022
- Clifford Group 2025 Q4 filed Feb. 13, 2026
- 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