Clifford Capital Partners as of June 30, 2025
Portfolio Holdings for Clifford Capital Partners
Clifford Capital Partners holds 46 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cardinal Health (CAH) | 4.3 | $23M | 134k | 168.00 | |
| Johnson & Johnson (JNJ) | 4.2 | $22M | 145k | 152.75 | |
| Keurig Dr Pepper (KDP) | 4.2 | $22M | 667k | 33.06 | |
| Perdoceo Ed Corp (PRDO) | 4.2 | $22M | 669k | 32.69 | |
| Ncr Atleos Corporation Com Shs (NATL) | 4.0 | $21M | 736k | 28.53 | |
| Solventum Corp Com Shs (SOLV) | 3.9 | $21M | 270k | 75.84 | |
| Walt Disney Company (DIS) | 3.7 | $20M | 158k | 124.01 | |
| Dolby Laboratories Com Cl A (DLB) | 3.7 | $20M | 264k | 74.26 | |
| Glacier Ban (GBCI) | 3.7 | $20M | 454k | 43.08 | |
| Nike CL B (NKE) | 3.6 | $19M | 269k | 71.04 | |
| KAR Auction Services (KAR) | 3.3 | $17M | 710k | 24.45 | |
| Henry Schein (HSIC) | 3.3 | $17M | 236k | 73.05 | |
| Delek Us Holdings (DK) | 3.3 | $17M | 807k | 21.18 | |
| Kenvue (KVUE) | 3.2 | $17M | 805k | 20.93 | |
| Raytheon Technologies Corp (RTX) | 3.2 | $17M | 114k | 146.02 | |
| Cisco Systems (CSCO) | 3.1 | $16M | 236k | 69.38 | |
| Fidelity National Information Services (FIS) | 3.0 | $16M | 196k | 81.41 | |
| Evertec (EVTC) | 3.0 | $16M | 435k | 36.05 | |
| Reynolds Consumer Prods (REYN) | 2.9 | $15M | 708k | 21.42 | |
| Community Trust Ban (CTBI) | 2.9 | $15M | 283k | 52.92 | |
| SYSCO Corporation (SYY) | 2.8 | $15M | 197k | 75.74 | |
| eBay (EBAY) | 2.8 | $15M | 195k | 74.46 | |
| HNI Corporation (HNI) | 2.7 | $14M | 290k | 49.18 | |
| United Parcel Service CL B (UPS) | 2.6 | $14M | 134k | 100.94 | |
| Millicom Intl Cellular S A Com Stk (TIGO) | 2.6 | $13M | 358k | 37.47 | |
| Becton, Dickinson and (BDX) | 2.4 | $13M | 74k | 172.25 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.2 | $12M | 1.0M | 11.46 | |
| Rocket Cos Com Cl A (RKT) | 2.2 | $12M | 810k | 14.18 | |
| Humana (HUM) | 1.9 | $9.9M | 41k | 244.48 | |
| Everus Constr Group (ECG) | 1.7 | $8.7M | 136k | 63.53 | |
| Green Plains Renewable Energy (GPRE) | 1.6 | $8.4M | 1.4M | 6.03 | |
| LKQ Corporation (LKQ) | 1.6 | $8.3M | 225k | 37.01 | |
| Columbia Banking System (COLB) | 1.4 | $7.4M | 316k | 23.38 | |
| Winmark Corporation (WINA) | 0.1 | $465k | 1.2k | 377.61 | |
| Allison Transmission Hldngs I (ALSN) | 0.1 | $405k | 4.3k | 94.99 | |
| Chemed Corp Com Stk (CHE) | 0.1 | $387k | 794.00 | 486.93 | |
| Fresh Del Monte Produce Ord (FDP) | 0.1 | $348k | 11k | 32.42 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $340k | 4.0k | 85.02 | |
| CVB Financial (CVBF) | 0.1 | $338k | 17k | 19.79 | |
| Thermon Group Holdings (THR) | 0.1 | $319k | 11k | 28.08 | |
| Hancock Holding Company (HWC) | 0.1 | $273k | 4.8k | 57.40 | |
| Ies Hldgs (IESC) | 0.0 | $254k | 858.00 | 296.23 | |
| Douglas Elliman (DOUG) | 0.0 | $232k | 100k | 2.32 | |
| Global Med Reit Com New | 0.0 | $215k | 31k | 6.93 | |
| Steelcase Cl A (SCS) | 0.0 | $215k | 21k | 10.43 | |
| Amc Networks Cl A (AMCX) | 0.0 | $214k | 34k | 6.27 |
