Clifford Capital Partners as of March 31, 2025
Portfolio Holdings for Clifford Capital Partners
Clifford Capital Partners holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kenvue (KVUE) | 4.5 | $22M | 905k | 23.98 | |
| Dolby Laboratories Com Cl A (DLB) | 4.2 | $21M | 256k | 80.31 | |
| Johnson & Johnson (JNJ) | 4.1 | $20M | 121k | 165.84 | |
| Solventum Corp Com Shs (SOLV) | 4.1 | $20M | 262k | 76.04 | |
| Ncr Atleos Corporation Com Shs (NATL) | 3.9 | $19M | 715k | 26.38 | |
| 3M Company (MMM) | 3.8 | $19M | 126k | 146.86 | |
| Pfizer (PFE) | 3.7 | $18M | 716k | 25.34 | |
| Cardinal Health (CAH) | 3.7 | $18M | 130k | 137.77 | |
| Fidelity National Information Services (FIS) | 3.6 | $18M | 234k | 74.68 | |
| Vodafone Group Sponsored Adr (VOD) | 3.6 | $17M | 1.8M | 9.37 | |
| Glacier Ban (GBCI) | 3.5 | $17M | 385k | 44.22 | |
| Perdoceo Ed Corp (PRDO) | 3.4 | $16M | 649k | 25.18 | |
| eBay (EBAY) | 3.4 | $16M | 241k | 67.73 | |
| Henry Schein (HSIC) | 3.2 | $16M | 229k | 68.49 | |
| Evertec (EVTC) | 3.2 | $16M | 423k | 36.77 | |
| Warner Bros Discovery Com Ser A (WBD) | 3.1 | $15M | 1.4M | 10.73 | |
| Walt Disney Company (DIS) | 3.1 | $15M | 154k | 98.70 | |
| Raytheon Technologies Corp (RTX) | 3.0 | $15M | 111k | 132.46 | |
| SYSCO Corporation (SYY) | 2.9 | $14M | 191k | 75.04 | |
| Millicom Intl Cellular S A Com Stk (TIGO) | 2.9 | $14M | 468k | 30.27 | |
| Cisco Systems (CSCO) | 2.9 | $14M | 228k | 61.71 | |
| Community Trust Ban (CTBI) | 2.8 | $14M | 274k | 50.36 | |
| Keurig Dr Pepper (KDP) | 2.8 | $14M | 399k | 34.22 | |
| Schlumberger Com Stk (SLB) | 2.8 | $13M | 322k | 41.80 | |
| KAR Auction Services (OPLN) | 2.7 | $13M | 689k | 19.28 | |
| HNI Corporation (HNI) | 2.6 | $13M | 282k | 44.35 | |
| Liberty Energy Com Cl A (LBRT) | 2.5 | $12M | 767k | 15.83 | |
| General Mills (GIS) | 2.5 | $12M | 202k | 59.79 | |
| Delek Us Holdings (DK) | 2.5 | $12M | 792k | 15.07 | |
| Nike CL B (NKE) | 2.3 | $11M | 174k | 63.48 | |
| United Parcel Service CL B (UPS) | 1.4 | $6.8M | 62k | 109.99 | |
| Green Plains Renewable Energy (GPRE) | 0.5 | $2.2M | 460k | 4.85 | |
| Seneca Foods Corp Cl A (SENEA) | 0.1 | $477k | 5.4k | 89.04 | |
| Global Med Reit Com New | 0.1 | $468k | 54k | 8.75 | |
| Allison Transmission Hldngs I (ALSN) | 0.1 | $408k | 4.3k | 95.67 | |
| Reynolds Consumer Prods (REYN) | 0.1 | $367k | 15k | 23.86 | |
| Chemed Corp Com Stk (CHE) | 0.1 | $364k | 592.00 | 615.32 | |
| Fresh Del Monte Produce Ord (FDP) | 0.1 | $331k | 11k | 30.83 | |
| Thermon Group Holdings (THR) | 0.1 | $316k | 11k | 27.85 | |
| Winmark Corporation (WINA) | 0.1 | $310k | 974.00 | 317.87 | |
| Wright Express (WEX) | 0.1 | $273k | 1.7k | 157.02 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $250k | 3.2k | 77.67 | |
| Hancock Holding Company (HWC) | 0.1 | $249k | 4.8k | 52.45 | |
| Amc Networks Cl A (AMCX) | 0.0 | $235k | 34k | 6.88 | |
| Steelcase Cl A (SCS) | 0.0 | $226k | 21k | 10.96 |
