Clifford Group as of March 31, 2026
Portfolio Holdings for Clifford Group
Clifford Group holds 80 positions in its portfolio as reported in the March 2026 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) | 30.9 | $40M | 67k | 597.55 | |
| Vanguard World Mega Grwth Ind (MGK) | 8.3 | $11M | 29k | 367.44 | |
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 5.2 | $6.7M | 170k | 39.39 | |
| Ishares Tr Eafe Value Etf (EFV) | 4.9 | $6.4M | 86k | 74.35 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.7 | $4.9M | 24k | 205.80 | |
| Vanguard World Inf Tech Etf (VGT) | 3.5 | $4.6M | 6.6k | 697.72 | |
| NVIDIA Corporation (NVDA) | 2.7 | $3.5M | 20k | 174.40 | |
| Amazon (AMZN) | 2.4 | $3.1M | 15k | 208.26 | |
| Ishares Tr National Mun Etf (MUB) | 2.3 | $3.0M | 28k | 106.15 | |
| Apple (AAPL) | 2.1 | $2.8M | 11k | 253.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $2.8M | 9.6k | 287.55 | |
| Microsoft Corporation (MSFT) | 1.8 | $2.3M | 6.3k | 370.17 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.8 | $2.3M | 5.4k | 426.40 | |
| Spdr Series Trust State Street Spd (SHM) | 1.7 | $2.2M | 47k | 47.83 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.3 | $1.7M | 7.9k | 213.67 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $1.6M | 5.4k | 294.19 | |
| Meta Platforms Cl A (META) | 1.1 | $1.5M | 2.6k | 572.03 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $1.5M | 4.3k | 337.97 | |
| Broadcom (AVGO) | 1.0 | $1.3M | 4.1k | 309.48 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.8 | $978k | 43k | 22.91 | |
| Morgan Stanley Com New (MS) | 0.7 | $920k | 5.6k | 164.56 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $872k | 3.0k | 286.86 | |
| Wal-Mart Stores (WMT) | 0.6 | $825k | 6.6k | 124.28 | |
| Automatic Data Processing (ADP) | 0.6 | $824k | 4.1k | 203.18 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $811k | 9.1k | 88.70 | |
| AmerisourceBergen (COR) | 0.6 | $738k | 2.3k | 314.12 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.5 | $694k | 12k | 57.20 | |
| Spdr Series Trust State Street Spd (HYMB) | 0.5 | $691k | 28k | 24.80 | |
| Cisco Systems (CSCO) | 0.5 | $684k | 8.8k | 77.59 | |
| Phillips 66 (PSX) | 0.5 | $678k | 3.7k | 182.20 | |
| Klaviyo Com Ser A (KVYO) | 0.5 | $676k | 35k | 19.46 | |
| Nextera Energy (NEE) | 0.5 | $656k | 7.1k | 92.89 | |
| Te Connectivity Ord Shs (TEL) | 0.5 | $626k | 3.0k | 209.00 | |
| Home Depot (HD) | 0.5 | $587k | 1.8k | 328.87 | |
| Goldman Sachs (GS) | 0.5 | $585k | 691.00 | 845.99 | |
| Union Pacific Corporation (UNP) | 0.4 | $576k | 2.4k | 242.63 | |
| Visa Com Cl A (V) | 0.4 | $569k | 1.9k | 302.16 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $562k | 1.2k | 479.20 | |
| Procter & Gamble Company (PG) | 0.4 | $553k | 3.8k | 144.44 | |
| Analog Devices (ADI) | 0.4 | $545k | 1.7k | 318.14 | |
| Prologis (PLD) | 0.4 | $512k | 3.9k | 132.17 | |
| Houlihan Lokey Cl A (HLI) | 0.4 | $499k | 3.5k | 143.64 | |
| Costco Wholesale Corporation (COST) | 0.4 | $481k | 482.00 | 997.41 | |
| Linde SHS (LIN) | 0.4 | $474k | 956.00 | 495.76 | |
| Eli Lilly & Co. (LLY) | 0.3 | $452k | 491.00 | 919.77 | |
| Pepsi (PEP) | 0.3 | $447k | 2.9k | 155.27 | |
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $433k | 2.0k | 216.54 | |
| Abbott Laboratories (ABT) | 0.3 | $410k | 4.0k | 102.68 | |
| Eaton Corp SHS (ETN) | 0.3 | $404k | 1.1k | 357.67 | |
| Tesla Motors (TSLA) | 0.3 | $378k | 1.0k | 371.75 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $360k | 1.4k | 261.92 | |
| American Express Company (AXP) | 0.3 | $353k | 1.2k | 302.48 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $336k | 3.6k | 92.69 | |
| Oracle Corporation (ORCL) | 0.3 | $327k | 2.2k | 147.11 | |
| Deere & Company (DE) | 0.2 | $319k | 566.00 | 563.30 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $316k | 484.00 | 653.21 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $315k | 3.1k | 102.25 | |
| UnitedHealth (UNH) | 0.2 | $296k | 1.1k | 270.66 | |
| McKesson Corporation (MCK) | 0.2 | $289k | 334.00 | 865.36 | |
| Spdr Series Trust State Street Spd (SHE) | 0.2 | $286k | 2.2k | 127.81 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $279k | 869.00 | 320.83 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $266k | 874.00 | 304.08 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $253k | 389.00 | 650.34 | |
| Danaher Corporation (DHR) | 0.2 | $253k | 1.3k | 189.62 | |
| Fidelity National Information Services (FIS) | 0.2 | $249k | 5.3k | 46.91 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $248k | 1.8k | 138.32 | |
| Netflix (NFLX) | 0.2 | $240k | 2.5k | 96.15 | |
| Johnson & Johnson (JNJ) | 0.2 | $239k | 980.00 | 244.32 | |
| Chubb (CB) | 0.2 | $236k | 725.00 | 325.93 | |
| Aon Shs Cl A (AON) | 0.2 | $229k | 710.00 | 322.94 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $229k | 1.1k | 213.66 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $225k | 390.00 | 577.18 | |
| Kla Corp Com New (KLAC) | 0.2 | $221k | 150.00 | 1472.41 | |
| O'reilly Automotive (ORLY) | 0.2 | $217k | 2.4k | 92.31 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $217k | 441.00 | 491.58 | |
| Insperity (NSP) | 0.2 | $213k | 7.9k | 27.04 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $212k | 1.3k | 169.66 | |
| Trane Technologies SHS (TT) | 0.2 | $211k | 507.00 | 416.74 | |
| Blackrock (BLK) | 0.2 | $206k | 214.00 | 962.62 | |
| salesforce (CRM) | 0.2 | $201k | 1.1k | 186.67 |
