Clifford Capital Partners as of Sept. 30, 2025
Portfolio Holdings for Clifford Capital Partners
Clifford Capital Partners holds 43 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Solventum Corp Com Shs (SOLV) | 4.4 | $26M | 352k | 73.00 | |
| Henry Schein (HSIC) | 4.3 | $25M | 374k | 66.37 | |
| Ncr Atleos Corporation Com Shs (NATL) | 4.3 | $25M | 628k | 39.31 | |
| Johnson & Johnson (JNJ) | 4.2 | $24M | 130k | 185.42 | |
| Becton, Dickinson and (BDX) | 4.0 | $23M | 123k | 187.17 | |
| HNI Corporation (HNI) | 3.8 | $22M | 474k | 46.85 | |
| Glacier Ban (GBCI) | 3.8 | $22M | 455k | 48.67 | |
| Dolby Laboratories Com Cl A (DLB) | 3.8 | $22M | 304k | 72.37 | |
| Cardinal Health (CAH) | 3.6 | $21M | 134k | 156.96 | |
| Chemed Corp Com Stk (CHE) | 3.6 | $21M | 47k | 447.74 | |
| Perdoceo Ed Corp (PRDO) | 3.6 | $21M | 548k | 37.66 | |
| Keurig Dr Pepper (KDP) | 3.6 | $21M | 808k | 25.51 | |
| KAR Auction Services (KAR) | 3.5 | $21M | 711k | 28.78 | |
| Reynolds Consumer Prods (REYN) | 3.5 | $20M | 823k | 24.47 | |
| Warner Bros Discovery Com Ser A (WBD) | 3.5 | $20M | 1.0M | 19.53 | |
| Delek Us Holdings (DK) | 3.4 | $20M | 607k | 32.27 | |
| Raytheon Technologies Corp (RTX) | 3.3 | $19M | 115k | 167.33 | |
| Nike CL B (NKE) | 3.2 | $19M | 270k | 69.73 | |
| Cisco Systems (CSCO) | 3.2 | $19M | 275k | 68.42 | |
| Walt Disney Company (DIS) | 3.1 | $18M | 159k | 114.50 | |
| SYSCO Corporation (SYY) | 2.8 | $16M | 197k | 82.34 | |
| Community Trust Ban (CTBI) | 2.7 | $16M | 283k | 55.95 | |
| Rocket Cos Com Cl A (RKT) | 2.7 | $16M | 812k | 19.38 | |
| Evertec (EVTC) | 2.5 | $15M | 437k | 33.78 | |
| United Parcel Service CL B (UPS) | 2.5 | $15M | 176k | 83.53 | |
| Columbia Banking System (COLB) | 2.5 | $14M | 552k | 25.74 | |
| eBay (EBAY) | 2.2 | $13M | 139k | 90.95 | |
| CVB Financial (CVBF) | 2.2 | $13M | 665k | 18.91 | |
| Everus Constr Group (ECG) | 2.0 | $12M | 136k | 85.75 | |
| Bath & Body Works In (BBWI) | 1.7 | $9.8M | 380k | 25.76 | |
| Green Plains Renewable Energy (GPRE) | 1.6 | $9.3M | 1.1M | 8.79 | |
| Thermon Group Holdings (THR) | 0.1 | $434k | 16k | 26.72 | |
| Winmark Corporation (WINA) | 0.1 | $415k | 834.00 | 497.77 | |
| Hancock Holding Company (HWC) | 0.1 | $399k | 6.4k | 62.61 | |
| Global Med Reit Com New (GMRE) | 0.1 | $377k | 11k | 33.71 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $368k | 4.0k | 92.14 | |
| Allison Transmission Hldngs I (ALSN) | 0.1 | $355k | 4.2k | 84.88 | |
| Kornit Digital SHS (KRNT) | 0.1 | $318k | 24k | 13.50 | |
| Douglas Elliman (DOUG) | 0.1 | $302k | 105k | 2.86 | |
| Ies Hldgs (IESC) | 0.0 | $282k | 709.00 | 397.65 | |
| Amc Networks Cl A (AMCX) | 0.0 | $282k | 34k | 8.24 | |
| Core Natural Resources Com Shs (CNR) | 0.0 | $254k | 3.0k | 83.48 | |
| Bloomin Brands (BLMN) | 0.0 | $230k | 32k | 7.17 |
