Clifford Group
Latest statistics and disclosures from Clifford Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, MGK, LSGR, EFV, VGT, and represent 49.63% of Clifford Group's stock portfolio.
- Added to shares of these 10 stocks: MGK (+$9.1M), AVUV (+$5.3M), VGT, IWF, MUB, TOST, KLAC, MU, AMD, CAT.
- Started 11 new stock positions in CAT, IWB, POWL, TXN, MU, CGW, AMD, RSP, MNST, TOST. AVUV.
- Reduced shares in these 10 stocks: VOO, SHM, LSGR, ADI, EFV, VXF, NFLX, , , IWD.
- Sold out of its positions in ADI, XOM, NFLX, SHM, CRM.
- Clifford Group was a net buyer of stock by $16M.
- Clifford Group has $145M in assets under management (AUM), dropping by 11.38%.
- Central Index Key (CIK): 0001965522
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Portfolio Holdings for Clifford Group
Clifford Group holds 86 positions in its portfolio as reported in the June 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) | 29.1 | $42M | -8% | 61k | 686.82 |
|
| Vanguard World Mega Grwth Ind (MGK) | 8.0 | $12M | +354% | 132k | 87.91 |
|
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 4.5 | $6.4M | -9% | 153k | 42.13 |
|
| Ishares Tr Eafe Value Etf (EFV) | 4.3 | $6.2M | -6% | 80k | 76.55 |
|
| Vanguard World Inf Tech Etf (VGT) | 3.8 | $5.4M | +588% | 46k | 119.52 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.7 | $5.4M | -6% | 22k | 246.20 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.7 | $5.3M | NEW | 43k | 124.76 |
|
| Ishares Tr National Mun Etf (MUB) | 3.0 | $4.3M | +42% | 40k | 107.62 |
|
| NVIDIA Corporation (NVDA) | 2.8 | $4.1M | 20k | 200.09 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $3.4M | 9.5k | 357.36 |
|
|
| Amazon (AMZN) | 2.3 | $3.4M | -3% | 14k | 238.34 |
|
| Apple (AAPL) | 2.2 | $3.2M | 11k | 289.36 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.6 | $2.3M | +244% | 19k | 124.17 |
|
| Microsoft Corporation (MSFT) | 1.6 | $2.3M | -2% | 6.1k | 373.04 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.4 | $2.0M | -3% | 4.2k | 477.57 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.2 | $1.8M | -7% | 7.4k | 242.43 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.8M | 5.4k | 327.34 |
|
|
| Broadcom (AVGO) | 1.2 | $1.7M | +10% | 4.5k | 377.72 |
|
| Meta Platforms Cl A (META) | 1.0 | $1.5M | 2.6k | 563.20 |
|
|
| Morgan Stanley Com New (MS) | 0.8 | $1.1M | -5% | 5.3k | 209.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.1M | 3.1k | 353.33 |
|
|
| Cisco Systems (CSCO) | 0.7 | $988k | -4% | 8.4k | 117.46 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $948k | -2% | 42k | 22.78 |
|
| Automatic Data Processing (ADP) | 0.6 | $908k | 4.1k | 223.95 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $796k | -9% | 8.3k | 96.44 |
|
| Wal-Mart Stores (WMT) | 0.5 | $783k | +4% | 6.9k | 113.26 |
|
| Goldman Sachs (GS) | 0.5 | $699k | 691.00 | 1011.37 |
|
|
| AmerisourceBergen (COR) | 0.5 | $694k | +4% | 2.5k | 282.95 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $673k | -12% | 11k | 63.04 |
|
| Spdr Series Trust St Nuve High Etf (HYMB) | 0.5 | $668k | -5% | 26k | 25.44 |
|
| Home Depot (HD) | 0.5 | $657k | +4% | 1.9k | 352.61 |
|
| Te Connectivity Ord Shs (TEL) | 0.5 | $657k | +8% | 3.3k | 201.63 |
|
| Visa Com Cl A (V) | 0.4 | $644k | 1.9k | 343.00 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $613k | -5% | 2.3k | 271.96 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $605k | +2% | 504.00 | 1199.43 |
|
| Nextera Energy (NEE) | 0.4 | $603k | -2% | 6.9k | 87.76 |
|
| Procter & Gamble Company (PG) | 0.4 | $586k | +4% | 4.0k | 146.62 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $584k | 1.2k | 500.39 |
|
|
| Phillips 66 (PSX) | 0.4 | $579k | -7% | 3.4k | 169.07 |
|
| Linde SHS (LIN) | 0.4 | $546k | +10% | 1.1k | 518.94 |
|
| Toast Cl A (TOST) | 0.4 | $528k | NEW | 19k | 27.82 |
|
| Houlihan Lokey Cl A (HLI) | 0.4 | $513k | +9% | 3.8k | 134.13 |
|
| Prologis (PLD) | 0.3 | $502k | -4% | 3.7k | 135.49 |
|
| Eaton Corp SHS (ETN) | 0.3 | $482k | 1.1k | 426.12 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $481k | +4% | 2.1k | 229.62 |
|
| Klaviyo Com Ser A (KVYO) | 0.3 | $478k | -8% | 32k | 15.10 |
|
| UnitedHealth (UNH) | 0.3 | $466k | +2% | 1.1k | 415.66 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $465k | 1.1k | 433.33 |
|
|
| Kla Corp Com New (KLAC) | 0.3 | $453k | +900% | 1.5k | 301.71 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $440k | -2% | 470.00 | 936.41 |
|
| Tesla Motors (TSLA) | 0.3 | $419k | 997.00 | 420.60 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $419k | +15% | 4.6k | 90.74 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $417k | 1.4k | 303.12 |
|
|
| American Express Company (AXP) | 0.3 | $399k | 1.2k | 338.25 |
|
|
| Pepsi (PEP) | 0.3 | $391k | 2.9k | 135.39 |
|
|
| Deere & Company (DE) | 0.3 | $369k | +2% | 582.00 | 634.33 |
|
| Spdr Series Trust St Str Msci Gen (SHE) | 0.2 | $341k | 2.2k | 154.44 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $330k | -2% | 3.0k | 110.15 |
|
| Oracle Corporation (ORCL) | 0.2 | $328k | 2.2k | 146.55 |
|
|
| Insperity (NSP) | 0.2 | $326k | 7.9k | 41.31 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $322k | 869.00 | 370.06 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $309k | +7% | 3.9k | 79.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $292k | -19% | 390.00 | 748.89 |
|
| Micron Technology (MU) | 0.2 | $292k | NEW | 253.00 | 1154.29 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $281k | 1.8k | 156.95 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $279k | NEW | 480.00 | 580.91 |
|
| Hilton Worldwide Holdings (HLT) | 0.2 | $279k | -3% | 843.00 | 330.46 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $275k | -4% | 374.00 | 736.40 |
|
| Caterpillar (CAT) | 0.2 | $266k | NEW | 250.00 | 1064.90 |
|
| Johnson & Johnson (JNJ) | 0.2 | $258k | +3% | 1.0k | 253.85 |
|
| McKesson Corporation (MCK) | 0.2 | $252k | 334.00 | 755.60 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $249k | 507.00 | 491.16 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $249k | -14% | 333.00 | 746.77 |
|
| Chubb (CB) | 0.2 | $247k | 725.00 | 340.74 |
|
|
| Danaher Corporation (DHR) | 0.2 | $247k | -2% | 1.3k | 190.50 |
|
| Monster Beverage Corp (MNST) | 0.2 | $240k | NEW | 2.5k | 96.12 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $221k | NEW | 741.00 | 298.07 |
|
| O'reilly Automotive (ORLY) | 0.2 | $219k | 2.4k | 92.09 |
|
|
| Fidelity National Information Services (FIS) | 0.2 | $219k | +5% | 5.6k | 38.88 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $213k | -3% | 425.00 | 501.41 |
|
| Aon Shs Cl A (AON) | 0.1 | $213k | -9% | 641.00 | 331.87 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $210k | NEW | 3.2k | 65.73 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $207k | NEW | 506.00 | 409.50 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $207k | NEW | 972.00 | 212.77 |
|
| Powell Industries (POWL) | 0.1 | $204k | NEW | 711.00 | 286.36 |
|
| Blackrock (BLK) | 0.1 | $203k | 211.00 | 962.48 |
|
Past Filings by Clifford Group
SEC 13F filings are viewable for Clifford Group going back to 2022
- Clifford Group 2026 Q2 filed Aug. 14, 2026
- 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