Clifford Group
Latest statistics and disclosures from Clifford Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, MGK, LSGR, EFV, VXF, and represent 53.00% of Clifford Group's stock portfolio.
- Added to shares of these 10 stocks: LSGR (+$6.7M), VOO, AVGO, MGK, KVYO, GOOGL, NVDA, AAPL, AMZN, MSFT.
- Started 9 new stock positions in NFLX, JNJ, LRCX, TT, KLAC, LSGR, QQQ, XOM, FIS.
- Reduced shares in these 10 stocks: VXF (-$6.2M), , PAYX, SCHD, SPOT, HON, MUB, GLDM, IWF, HLI.
- Sold out of its positions in HON, PAYX, SCHD, ACN, SPOT.
- Clifford Group was a net buyer of stock by $6.9M.
- Clifford Group has $130M in assets under management (AUM), dropping by 0.27%.
- Central Index Key (CIK): 0001965522
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Portfolio Holdings for Clifford Group
Clifford Group holds 80 positions in its portfolio as reported in the March 2026 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) | 30.9 | $40M | +3% | 67k | 597.55 |
|
| Vanguard World Mega Grwth Ind (MGK) | 8.3 | $11M | +4% | 29k | 367.44 |
|
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 5.2 | $6.7M | NEW | 170k | 39.39 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.9 | $6.4M | 86k | 74.35 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.7 | $4.9M | -56% | 24k | 205.80 |
|
| Vanguard World Inf Tech Etf (VGT) | 3.5 | $4.6M | +3% | 6.6k | 697.72 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $3.5M | +11% | 20k | 174.40 |
|
| Amazon (AMZN) | 2.4 | $3.1M | +10% | 15k | 208.26 |
|
| Ishares Tr National Mun Etf (MUB) | 2.3 | $3.0M | -5% | 28k | 106.15 |
|
| Apple (AAPL) | 2.1 | $2.8M | +14% | 11k | 253.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $2.8M | +16% | 9.6k | 287.55 |
|
| Microsoft Corporation (MSFT) | 1.8 | $2.3M | +13% | 6.3k | 370.17 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.8 | $2.3M | -2% | 5.4k | 426.40 |
|
| Spdr Series Trust State Street Spd (SHM) | 1.7 | $2.2M | 47k | 47.83 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.7M | 7.9k | 213.67 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.6M | 5.4k | 294.19 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $1.5M | +9% | 2.6k | 572.03 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $1.5M | +2% | 4.3k | 337.97 |
|
| Broadcom (AVGO) | 1.0 | $1.3M | +74% | 4.1k | 309.48 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $978k | +2% | 43k | 22.91 |
|
| Morgan Stanley Com New (MS) | 0.7 | $920k | +5% | 5.6k | 164.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $872k | +15% | 3.0k | 286.86 |
|
| Wal-Mart Stores (WMT) | 0.6 | $825k | +10% | 6.6k | 124.28 |
|
| Automatic Data Processing (ADP) | 0.6 | $824k | 4.1k | 203.18 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $811k | +6% | 9.1k | 88.70 |
|
| AmerisourceBergen (COR) | 0.6 | $738k | +5% | 2.3k | 314.12 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $694k | +3% | 12k | 57.20 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.5 | $691k | +11% | 28k | 24.80 |
|
| Cisco Systems (CSCO) | 0.5 | $684k | +7% | 8.8k | 77.59 |
|
| Phillips 66 (PSX) | 0.5 | $678k | +12% | 3.7k | 182.20 |
|
| Klaviyo Com Ser A (KVYO) | 0.5 | $676k | +165% | 35k | 19.46 |
|
| Nextera Energy (NEE) | 0.5 | $656k | +8% | 7.1k | 92.89 |
|
| Te Connectivity Ord Shs (TEL) | 0.5 | $626k | +6% | 3.0k | 209.00 |
|
| Home Depot (HD) | 0.5 | $587k | +20% | 1.8k | 328.87 |
|
| Goldman Sachs (GS) | 0.5 | $585k | 691.00 | 845.99 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $576k | +5% | 2.4k | 242.63 |
|
| Visa Com Cl A (V) | 0.4 | $569k | -6% | 1.9k | 302.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $562k | +8% | 1.2k | 479.20 |
|
| Procter & Gamble Company (PG) | 0.4 | $553k | +14% | 3.8k | 144.44 |
|
| Analog Devices (ADI) | 0.4 | $545k | 1.7k | 318.14 |
|
|
| Prologis (PLD) | 0.4 | $512k | +11% | 3.9k | 132.17 |
|
| Houlihan Lokey Cl A (HLI) | 0.4 | $499k | -8% | 3.5k | 143.64 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $481k | -4% | 482.00 | 997.41 |
|
| Linde SHS (LIN) | 0.4 | $474k | +13% | 956.00 | 495.76 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $452k | +11% | 491.00 | 919.77 |
|
| Pepsi (PEP) | 0.3 | $447k | +17% | 2.9k | 155.27 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $433k | -7% | 2.0k | 216.54 |
|
| Abbott Laboratories (ABT) | 0.3 | $410k | -3% | 4.0k | 102.68 |
|
| Eaton Corp SHS (ETN) | 0.3 | $404k | 1.1k | 357.67 |
|
|
| Tesla Motors (TSLA) | 0.3 | $378k | +33% | 1.0k | 371.75 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $360k | 1.4k | 261.92 |
|
|
| American Express Company (AXP) | 0.3 | $353k | +2% | 1.2k | 302.48 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $336k | -20% | 3.6k | 92.69 |
|
| Oracle Corporation (ORCL) | 0.3 | $327k | 2.2k | 147.11 |
|
|
| Deere & Company (DE) | 0.2 | $319k | -2% | 566.00 | 563.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $316k | +55% | 484.00 | 653.21 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $315k | -3% | 3.1k | 102.25 |
|
| UnitedHealth (UNH) | 0.2 | $296k | +13% | 1.1k | 270.66 |
|
| McKesson Corporation (MCK) | 0.2 | $289k | 334.00 | 865.36 |
|
|
| Spdr Series Trust State Street Spd (SHE) | 0.2 | $286k | +10% | 2.2k | 127.81 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $279k | +19% | 869.00 | 320.83 |
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $266k | -7% | 874.00 | 304.08 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $253k | 389.00 | 650.34 |
|
|
| Danaher Corporation (DHR) | 0.2 | $253k | +11% | 1.3k | 189.62 |
|
| Fidelity National Information Services (FIS) | 0.2 | $249k | NEW | 5.3k | 46.91 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $248k | 1.8k | 138.32 |
|
|
| Netflix (NFLX) | 0.2 | $240k | NEW | 2.5k | 96.15 |
|
| Johnson & Johnson (JNJ) | 0.2 | $239k | NEW | 980.00 | 244.32 |
|
| Chubb (CB) | 0.2 | $236k | +12% | 725.00 | 325.93 |
|
| Aon Shs Cl A (AON) | 0.2 | $229k | 710.00 | 322.94 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $229k | NEW | 1.1k | 213.66 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $225k | NEW | 390.00 | 577.18 |
|
| Kla Corp Com New (KLAC) | 0.2 | $221k | NEW | 150.00 | 1472.41 |
|
| O'reilly Automotive (ORLY) | 0.2 | $217k | +2% | 2.4k | 92.31 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $217k | -9% | 441.00 | 491.58 |
|
| Insperity (NSP) | 0.2 | $213k | 7.9k | 27.04 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $212k | NEW | 1.3k | 169.66 |
|
| Trane Technologies SHS (TT) | 0.2 | $211k | NEW | 507.00 | 416.74 |
|
| Blackrock (BLK) | 0.2 | $206k | -11% | 214.00 | 962.62 |
|
| salesforce (CRM) | 0.2 | $201k | +21% | 1.1k | 186.67 |
|
Past Filings by Clifford Group
SEC 13F filings are viewable for Clifford Group going back to 2022
- Clifford Group 2026 Q1 filed May 15, 2026
- 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