Clifford Group as of Dec. 31, 2025
Portfolio Holdings for Clifford Group
Clifford Group holds 76 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 |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 31.4 | $41M | 65k | 627.13 | |
| Vanguard World Mega Grwth Ind (MGK) | 8.9 | $12M | 28k | 412.77 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 8.7 | $11M | 54k | 209.12 | |
| Ishares Tr Eafe Value Etf (EFV) | 4.7 | $6.1M | 85k | 71.41 | |
| Vanguard World Inf Tech Etf (VGT) | 3.7 | $4.8M | 6.4k | 753.77 | |
| NVIDIA Corporation (NVDA) | 2.6 | $3.4M | 18k | 186.50 | |
| Ishares Tr National Mun Etf (MUB) | 2.5 | $3.2M | 30k | 107.11 | |
| Amazon (AMZN) | 2.4 | $3.1M | 13k | 230.81 | |
| Microsoft Corporation (MSFT) | 2.1 | $2.7M | 5.5k | 483.64 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.0 | $2.6M | 5.5k | 473.30 | |
| Apple (AAPL) | 2.0 | $2.6M | 9.5k | 271.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $2.6M | 8.3k | 313.00 | |
| Spdr Series Trust State Street Spd (SHM) | 1.7 | $2.2M | 46k | 47.99 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $1.7M | 5.3k | 322.25 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.7M | 8.0k | 210.34 | |
| Meta Platforms Cl A (META) | 1.2 | $1.6M | 2.4k | 660.11 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.3M | 4.2k | 303.91 | |
| Automatic Data Processing (ADP) | 0.8 | $1.0M | 4.0k | 257.23 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $955k | 42k | 23.02 | |
| Morgan Stanley Com New (MS) | 0.7 | $939k | 5.3k | 177.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $825k | 2.6k | 313.80 | |
| Broadcom (AVGO) | 0.6 | $811k | 2.3k | 346.05 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $757k | 8.6k | 88.49 | |
| AmerisourceBergen (COR) | 0.6 | $753k | 2.2k | 337.73 | |
| Visa Com Cl A (V) | 0.5 | $706k | 2.0k | 350.71 | |
| Wal-Mart Stores (WMT) | 0.5 | $667k | 6.0k | 111.41 | |
| Houlihan Lokey Cl A (HLI) | 0.5 | $663k | 3.8k | 174.21 | |
| Te Connectivity Ord Shs (TEL) | 0.5 | $643k | 2.8k | 227.48 | |
| Cisco Systems (CSCO) | 0.5 | $634k | 8.2k | 77.03 | |
| Spdr Series Trust State Street Spd (HYMB) | 0.5 | $626k | 25k | 24.94 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $617k | 12k | 52.62 | |
| Goldman Sachs (GS) | 0.5 | $607k | 691.00 | 879.00 | |
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $558k | 2.2k | 258.74 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $543k | 1.1k | 502.65 | |
| Nextera Energy (NEE) | 0.4 | $520k | 6.5k | 80.28 | |
| Union Pacific Corporation (UNP) | 0.4 | $520k | 2.2k | 231.32 | |
| Abbott Laboratories (ABT) | 0.4 | $515k | 4.1k | 125.30 | |
| Home Depot (HD) | 0.4 | $511k | 1.5k | 344.07 | |
| Procter & Gamble Company (PG) | 0.4 | $479k | 3.3k | 143.31 | |
| Eli Lilly & Co. (LLY) | 0.4 | $475k | 442.00 | 1074.68 | |
| Analog Devices (ADI) | 0.4 | $465k | 1.7k | 271.20 | |
| Prologis (PLD) | 0.3 | $445k | 3.5k | 127.65 | |
| Costco Wholesale Corporation (COST) | 0.3 | $436k | 505.00 | 863.15 | |
| Phillips 66 (PSX) | 0.3 | $428k | 3.3k | 129.05 | |
| Oracle Corporation (ORCL) | 0.3 | $426k | 2.2k | 194.91 | |
| Klaviyo Com Ser A (KVYO) | 0.3 | $425k | 13k | 32.47 | |
| American Express Company (AXP) | 0.3 | $420k | 1.1k | 369.95 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $390k | 4.6k | 85.37 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $371k | 1.4k | 268.39 | |
| Eaton Corp SHS (ETN) | 0.3 | $366k | 1.1k | 318.51 | |
| Linde SHS (LIN) | 0.3 | $360k | 844.00 | 426.39 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $354k | 1.4k | 257.95 | |
| Pepsi (PEP) | 0.3 | $351k | 2.4k | 143.53 | |
| Tesla Motors (TSLA) | 0.3 | $342k | 760.00 | 449.72 | |
| Paychex (PAYX) | 0.3 | $341k | 3.0k | 112.17 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.3 | $326k | 3.2k | 102.54 | |
| UnitedHealth (UNH) | 0.2 | $316k | 958.00 | 330.19 | |
| Insperity (NSP) | 0.2 | $305k | 7.9k | 38.72 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $283k | 488.00 | 579.50 | |
| Danaher Corporation (DHR) | 0.2 | $272k | 1.2k | 228.94 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $270k | 940.00 | 287.25 | |
| McKesson Corporation (MCK) | 0.2 | $270k | 329.00 | 820.29 | |
| Deere & Company (DE) | 0.2 | $269k | 578.00 | 465.57 | |
| Spdr Series Trust State Street Spd (SHE) | 0.2 | $267k | 2.0k | 132.07 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $261k | 383.00 | 681.92 | |
| Blackrock (BLK) | 0.2 | $258k | 241.00 | 1071.24 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $253k | 1.8k | 141.06 | |
| Aon Shs Cl A (AON) | 0.2 | $251k | 710.00 | 353.05 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $244k | 728.00 | 335.27 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $242k | 8.8k | 27.43 | |
| salesforce (CRM) | 0.2 | $234k | 885.00 | 264.91 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $232k | 400.00 | 580.71 | |
| Honeywell International (HON) | 0.2 | $229k | 1.2k | 195.09 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $214k | 312.00 | 684.94 | |
| O'reilly Automotive (ORLY) | 0.2 | $209k | 2.3k | 91.21 | |
| Chubb (CB) | 0.2 | $201k | 643.00 | 312.12 |
