Clifford Capital Partners as of Dec. 31, 2025
Portfolio Holdings for Clifford Capital Partners
Clifford Capital Partners holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Henry Schein (HSIC) | 4.8 | $28M | 370k | 75.58 | |
| Solventum Corp Com Shs (SOLV) | 4.2 | $25M | 309k | 79.24 | |
| Rocket Cos Com Cl A (RKT) | 4.1 | $24M | 1.3M | 19.36 | |
| HNI Corporation (HNI) | 4.1 | $24M | 574k | 42.04 | |
| Ncr Atleos Corporation Com Shs (NATL) | 4.0 | $24M | 622k | 38.11 | |
| Cardinal Health (CAH) | 3.9 | $23M | 113k | 205.50 | |
| Keurig Dr Pepper (KDP) | 3.8 | $22M | 801k | 28.01 | |
| Dolby Laboratories Com Cl A (DLB) | 3.8 | $22M | 348k | 64.22 | |
| Global Payments (GPN) | 3.7 | $22M | 280k | 77.40 | |
| Cisco Systems (CSCO) | 3.6 | $21M | 272k | 77.03 | |
| Becton, Dickinson and (BDX) | 3.5 | $21M | 107k | 194.07 | |
| Raytheon Technologies Corp (RTX) | 3.5 | $21M | 113k | 183.40 | |
| Johnson & Johnson (JNJ) | 3.4 | $20M | 97k | 206.95 | |
| Chemed Corp Com Stk (CHE) | 3.4 | $20M | 47k | 427.86 | |
| Perdoceo Ed Corp (PRDO) | 3.3 | $19M | 653k | 29.33 | |
| Reynolds Consumer Prods (REYN) | 3.2 | $19M | 818k | 22.92 | |
| KAR Auction Services (OPLN) | 3.1 | $18M | 613k | 29.78 | |
| Walt Disney Company (DIS) | 3.0 | $18M | 157k | 113.77 | |
| United Parcel Service CL B (UPS) | 2.9 | $17M | 175k | 99.19 | |
| Nike CL B (NKE) | 2.9 | $17M | 267k | 63.71 | |
| Glacier Ban (GBCI) | 2.8 | $16M | 373k | 44.05 | |
| Thermon Group Holdings (THR) | 2.7 | $16M | 430k | 37.16 | |
| Community Trust Ban (CTBI) | 2.7 | $16M | 280k | 56.50 | |
| Everus Constr Group (ECG) | 2.7 | $16M | 183k | 85.56 | |
| SYSCO Corporation (SYY) | 2.4 | $14M | 195k | 73.69 | |
| Wright Express (WEX) | 2.4 | $14M | 95k | 148.98 | |
| Evertec (EVTC) | 2.1 | $13M | 434k | 29.09 | |
| eBay (EBAY) | 2.0 | $12M | 138k | 87.10 | |
| Columbia Banking System (COLB) | 2.0 | $12M | 415k | 27.95 | |
| Delek Us Holdings (DK) | 1.9 | $11M | 374k | 29.66 | |
| Green Plains Renewable Energy (GPRE) | 1.7 | $10M | 1.0M | 9.80 | |
| Warner Bros Discovery Com Ser A (WBD) | 1.1 | $6.5M | 225k | 28.82 | |
| CVB Financial (CVBF) | 0.6 | $3.5M | 190k | 18.60 | |
| Global Med Reit Com New (GMRE) | 0.1 | $496k | 15k | 33.74 | |
| Ies Hldgs (IESC) | 0.1 | $453k | 1.2k | 389.02 | |
| Kornit Digital SHS (KRNT) | 0.1 | $440k | 31k | 14.38 | |
| Msc Indl Direct Cl A (MSM) | 0.1 | $410k | 4.9k | 84.10 | |
| Hancock Holding Company (HWC) | 0.1 | $402k | 6.3k | 63.68 | |
| Core Natural Resources Com Shs (CNR) | 0.1 | $393k | 4.4k | 88.51 | |
| Douglas Elliman (DOUG) | 0.1 | $372k | 157k | 2.37 | |
| Amc Networks Cl A (AMCX) | 0.1 | $326k | 34k | 9.52 | |
| Bloomin Brands (BLMN) | 0.1 | $301k | 49k | 6.17 |
