Clifford Group as of June 30, 2025
Portfolio Holdings for Clifford Group
Clifford Group holds 83 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 |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 29.0 | $35M | 62k | 568.03 | |
| Vanguard World Mega Grwth Ind (MGK) | 8.4 | $10M | 28k | 366.17 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 8.2 | $10M | 52k | 192.71 | |
| Ishares Tr Eafe Value Etf (EFV) | 4.4 | $5.4M | 85k | 63.48 | |
| Ishares Tr National Mun Etf (MUB) | 3.7 | $4.5M | 43k | 104.48 | |
| Vanguard World Inf Tech Etf (VGT) | 3.6 | $4.3M | 6.6k | 663.31 | |
| NVIDIA Corporation (NVDA) | 2.6 | $3.1M | 20k | 157.99 | |
| Microsoft Corporation (MSFT) | 2.5 | $3.0M | 6.0k | 497.38 | |
| Amazon (AMZN) | 2.4 | $2.9M | 13k | 219.38 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $2.5M | 5.9k | 424.58 | |
| Spdr Series Trust Nuveen Ice Short (SHM) | 1.7 | $2.0M | 43k | 47.83 | |
| Apple (AAPL) | 1.7 | $2.0M | 9.9k | 205.16 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.5 | $1.8M | 40k | 46.34 | |
| Meta Platforms Cl A (META) | 1.4 | $1.7M | 2.4k | 738.11 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.6M | 5.5k | 289.93 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.6M | 8.0k | 194.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.5M | 8.7k | 176.23 | |
| Automatic Data Processing (ADP) | 1.0 | $1.2M | 4.0k | 308.40 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.2M | 5.3k | 226.50 | |
| Morgan Stanley Com New (MS) | 0.7 | $845k | 6.0k | 140.86 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $824k | 36k | 22.98 | |
| Visa Com Cl A (V) | 0.6 | $729k | 2.1k | 355.05 | |
| AmerisourceBergen (COR) | 0.6 | $727k | 2.4k | 299.83 | |
| Houlihan Lokey Cl A (HLI) | 0.6 | $725k | 4.0k | 179.96 | |
| Arthur J. Gallagher & Co. (AJG) | 0.6 | $706k | 2.2k | 320.06 | |
| Cisco Systems (CSCO) | 0.5 | $649k | 9.4k | 69.38 | |
| Broadcom (AVGO) | 0.5 | $646k | 2.3k | 275.61 | |
| Procter & Gamble Company (PG) | 0.5 | $629k | 3.9k | 159.33 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $625k | 7.0k | 89.06 | |
| Home Depot (HD) | 0.5 | $599k | 1.6k | 366.60 | |
| Paychex (PAYX) | 0.4 | $546k | 3.8k | 145.47 | |
| Abbott Laboratories (ABT) | 0.4 | $546k | 4.0k | 136.02 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $535k | 11k | 49.19 | |
| Union Pacific Corporation (UNP) | 0.4 | $529k | 2.3k | 230.07 | |
| Costco Wholesale Corporation (COST) | 0.4 | $520k | 525.00 | 990.83 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $517k | 1.7k | 298.96 | |
| Te Connectivity Ord Shs (TEL) | 0.4 | $503k | 3.0k | 168.67 | |
| Goldman Sachs (GS) | 0.4 | $489k | 691.00 | 707.75 | |
| Oracle Corporation (ORCL) | 0.4 | $478k | 2.2k | 218.63 | |
| Klaviyo Com Ser A (KVYO) | 0.4 | $476k | 14k | 33.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $468k | 2.6k | 177.39 | |
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.4 | $431k | 17k | 24.78 | |
| Eaton Corp SHS (ETN) | 0.3 | $410k | 1.1k | 356.99 | |
| Nextera Energy (NEE) | 0.3 | $408k | 5.9k | 69.42 | |
| Analog Devices (ADI) | 0.3 | $408k | 1.7k | 238.02 | |
| American Express Company (AXP) | 0.3 | $362k | 1.1k | 318.98 | |
| Phillips 66 (PSX) | 0.3 | $362k | 3.0k | 119.31 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $361k | 3.8k | 94.63 | |
| Deere & Company (DE) | 0.3 | $360k | 707.00 | 508.49 | |
| Insperity (NSP) | 0.3 | $357k | 5.9k | 60.12 | |
| Linde SHS (LIN) | 0.3 | $350k | 746.00 | 469.18 | |
| Eli Lilly & Co. (LLY) | 0.3 | $345k | 442.00 | 779.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $327k | 673.00 | 485.77 | |
| salesforce (CRM) | 0.3 | $326k | 1.2k | 272.69 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $326k | 1.4k | 236.98 | |
| UnitedHealth (UNH) | 0.3 | $311k | 998.00 | 312.03 | |
| Prologis (PLD) | 0.3 | $310k | 2.9k | 105.12 | |
| Fidelity National Information Services (FIS) | 0.3 | $308k | 3.8k | 81.40 | |
| Spotify Technology S A SHS (SPOT) | 0.3 | $307k | 400.00 | 767.34 | |
| Honeywell International (HON) | 0.3 | $307k | 1.3k | 232.88 | |
| Pepsi (PEP) | 0.2 | $292k | 2.2k | 132.04 | |
| Wal-Mart Stores (WMT) | 0.2 | $281k | 2.9k | 97.78 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $277k | 449.00 | 617.57 | |
| Netflix (NFLX) | 0.2 | $277k | 207.00 | 1339.13 | |
| Aon Shs Cl A (AON) | 0.2 | $253k | 710.00 | 356.93 | |
| Blackrock (BLK) | 0.2 | $253k | 241.00 | 1050.13 | |
| Uber Technologies (UBER) | 0.2 | $252k | 2.7k | 93.30 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $250k | 940.00 | 266.34 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $246k | 807.00 | 304.83 | |
| Tesla Motors (TSLA) | 0.2 | $241k | 760.00 | 317.66 | |
| McKesson Corporation (MCK) | 0.2 | $241k | 329.00 | 732.78 | |
| Danaher Corporation (DHR) | 0.2 | $238k | 1.2k | 197.56 | |
| Pinterest Cl A (PINS) | 0.2 | $236k | 6.6k | 35.86 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $235k | 8.9k | 26.50 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $230k | 1.8k | 128.52 | |
| United Parcel Service CL B (UPS) | 0.2 | $229k | 2.3k | 100.95 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $221k | 728.00 | 303.93 | |
| Trane Technologies SHS (TT) | 0.2 | $217k | 497.00 | 437.41 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $216k | 142.00 | 1520.64 | |
| Spdr Series Trust Spdr Msci Usa Ge (SHE) | 0.2 | $209k | 1.7k | 124.82 | |
| O'reilly Automotive (ORLY) | 0.2 | $207k | 2.3k | 90.13 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $206k | 367.00 | 561.94 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $202k | 497.00 | 405.49 |
