Clifford Group as of Sept. 30, 2025
Portfolio Holdings for Clifford Group
Clifford Group holds 81 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 |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 30.4 | $39M | 64k | 612.38 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 8.7 | $11M | 53k | 209.34 | |
| Vanguard World Mega Grwth Ind (MGK) | 8.7 | $11M | 28k | 402.42 | |
| Ishares Tr Eafe Value Etf (EFV) | 4.5 | $5.7M | 85k | 67.83 | |
| Vanguard World Inf Tech Etf (VGT) | 3.7 | $4.7M | 6.3k | 746.61 | |
| NVIDIA Corporation (NVDA) | 2.9 | $3.7M | 20k | 186.58 | |
| Ishares Tr National Mun Etf (MUB) | 2.5 | $3.2M | 30k | 106.49 | |
| Amazon (AMZN) | 2.3 | $3.0M | 13k | 219.56 | |
| Microsoft Corporation (MSFT) | 2.3 | $2.9M | 5.6k | 517.97 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $2.7M | 5.8k | 468.41 | |
| Apple (AAPL) | 1.9 | $2.5M | 9.7k | 254.62 | |
| Spdr Series Trust Nuveen Ice Short (SHM) | 1.7 | $2.2M | 46k | 48.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $2.1M | 8.8k | 243.10 | |
| Meta Platforms Cl A (META) | 1.4 | $1.7M | 2.4k | 734.40 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.7M | 5.4k | 315.46 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.6M | 8.0k | 203.59 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.2M | 4.4k | 279.31 | |
| Automatic Data Processing (ADP) | 0.9 | $1.2M | 4.0k | 293.50 | |
| Morgan Stanley Com New (MS) | 0.7 | $870k | 5.5k | 158.97 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $866k | 38k | 23.12 | |
| Broadcom (AVGO) | 0.6 | $773k | 2.3k | 329.86 | |
| Houlihan Lokey Cl A (HLI) | 0.6 | $773k | 3.8k | 205.34 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $739k | 8.1k | 91.42 | |
| AmerisourceBergen (COR) | 0.6 | $719k | 2.3k | 312.51 | |
| Visa Com Cl A (V) | 0.5 | $701k | 2.1k | 341.38 | |
| Arthur J. Gallagher & Co. (AJG) | 0.5 | $672k | 2.2k | 309.68 | |
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.5 | $647k | 26k | 24.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $643k | 2.6k | 243.55 | |
| Te Connectivity Ord Shs (TEL) | 0.5 | $624k | 2.8k | 219.50 | |
| Oracle Corporation (ORCL) | 0.5 | $615k | 2.2k | 281.24 | |
| Home Depot (HD) | 0.5 | $615k | 1.5k | 405.15 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $595k | 11k | 52.82 | |
| Cisco Systems (CSCO) | 0.5 | $583k | 8.5k | 68.42 | |
| Union Pacific Corporation (UNP) | 0.4 | $576k | 2.4k | 236.37 | |
| Abbott Laboratories (ABT) | 0.4 | $569k | 4.2k | 133.95 | |
| Procter & Gamble Company (PG) | 0.4 | $553k | 3.6k | 153.64 | |
| Goldman Sachs (GS) | 0.4 | $550k | 691.00 | 796.35 | |
| Nextera Energy (NEE) | 0.4 | $513k | 6.8k | 75.49 | |
| Costco Wholesale Corporation (COST) | 0.4 | $486k | 525.00 | 926.47 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $482k | 2.0k | 246.66 | |
| Phillips 66 (PSX) | 0.3 | $442k | 3.3k | 136.02 | |
| Paychex (PAYX) | 0.3 | $437k | 3.4k | 126.75 | |
| Linde SHS (LIN) | 0.3 | $432k | 910.00 | 475.00 | |
| Eaton Corp SHS (ETN) | 0.3 | $430k | 1.1k | 374.25 | |
| Analog Devices (ADI) | 0.3 | $421k | 1.7k | 245.70 | |
| Prologis (PLD) | 0.3 | $389k | 3.4k | 114.54 | |
| Insperity (NSP) | 0.3 | $388k | 7.9k | 49.20 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $382k | 3.8k | 99.95 | |
| UnitedHealth (UNH) | 0.3 | $380k | 1.1k | 345.37 | |
| American Express Company (AXP) | 0.3 | $377k | 1.1k | 332.16 | |
| Klaviyo Com Ser A (KVYO) | 0.3 | $362k | 13k | 27.69 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $349k | 1.4k | 254.28 | |
| Pepsi (PEP) | 0.3 | $348k | 2.5k | 140.45 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $344k | 4.5k | 76.45 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $338k | 673.00 | 502.74 | |
| Tesla Motors (TSLA) | 0.3 | $338k | 760.00 | 444.72 | |
| Eli Lilly & Co. (LLY) | 0.3 | $337k | 442.00 | 763.00 | |
| Deere & Company (DE) | 0.3 | $323k | 707.00 | 457.26 | |
| United Parcel Service CL B (UPS) | 0.2 | $314k | 3.8k | 83.53 | |
| Fidelity National Information Services (FIS) | 0.2 | $313k | 4.7k | 65.94 | |
| Wal-Mart Stores (WMT) | 0.2 | $296k | 2.9k | 103.06 | |
| Blackrock (BLK) | 0.2 | $281k | 241.00 | 1166.85 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $281k | 421.00 | 666.18 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $279k | 400.00 | 698.00 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $273k | 10k | 27.30 | |
| Honeywell International (HON) | 0.2 | $272k | 1.3k | 210.50 | |
| Uber Technologies (UBER) | 0.2 | $265k | 2.7k | 97.97 | |
| McKesson Corporation (MCK) | 0.2 | $254k | 329.00 | 772.54 | |
| Aon Shs Cl A (AON) | 0.2 | $253k | 710.00 | 356.75 | |
| Spdr Series Trust Spdr Msci Usa Ge (SHE) | 0.2 | $253k | 2.0k | 127.46 | |
| Netflix (NFLX) | 0.2 | $248k | 207.00 | 1198.92 | |
| O'reilly Automotive (ORLY) | 0.2 | $247k | 2.3k | 107.81 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $247k | 1.8k | 137.80 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $244k | 940.00 | 259.44 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $241k | 497.00 | 485.06 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $239k | 728.00 | 328.17 | |
| Danaher Corporation (DHR) | 0.2 | $239k | 1.2k | 198.28 | |
| salesforce (CRM) | 0.2 | $217k | 917.00 | 237.00 | |
| Trane Technologies SHS (TT) | 0.2 | $210k | 497.00 | 421.96 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $209k | 367.00 | 568.81 | |
| Applovin Corp Com Cl A (APP) | 0.2 | $207k | 288.00 | 718.54 |
