Clifford Group, LLC
13F Reported Value
ⓘ$129.8M
Holdings
80
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Clifford Group, LLC disclosed 80 positions worth $129.8M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 5 and a full exit from $ACN. The portfolio is most concentrated in Other (67.7% of disclosed assets). All figures are sourced directly from Clifford Group, LLC’s Form 13F-HR filing with the SEC under CIK 1965522.
AI Fund Analysis
Diversifying
$PLDSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS
—Quality
$40.2M67,213 shVANGUARD WORLD FD
—Quality
$10.7M29,165 shNATIXIS ETF TRUST II
—Quality
$6.7M169,796 shISHARES TR
—Quality
$6.4M85,924 shVANGUARD INDEX FDS
—Quality
$4.9M23,579 shVANGUARD WORLD FD
—Quality
$4.6M6,601 sh- 90.2
Quality
$3.5M20,089 sh - 74.6
Quality
$3.1M14,717 sh ISHARES TR
—Quality
$3.0M28,405 sh- 76.1
Quality
$2.8M10,904 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $40.2M | 67,213 |
| VANGUARD WORLD FD | — | $10.7M | 29,165 |
| NATIXIS ETF TRUST II | — | $6.7M | 169,796 |
| ISHARES TR | — | $6.4M | 85,924 |
| VANGUARD INDEX FDS | — | $4.9M | 23,579 |
| VANGUARD WORLD FD | — | $4.6M | 6,601 |
 NVIDIA CORP$NVDA | 90.2 | $3.5M | 20,089 |
 AMAZON COM INC$AMZN | 74.6 | $3.1M | 14,717 |
| ISHARES TR | — | $3.0M | 28,405 |
 Apple Inc.$AAPL | 76.1 | $2.8M | 10,904 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clifford Group, LLC's 80 positions.
Showing top 10 of 80 holdings.
Sector Allocation
Other
$87.8M
Technology
$21.2M
Financials
$6.5M
Consumer Discretionary
$5.4M
Industrials
$2.6M
Consumer Staples
$2.0M
Healthcare
$1.4M
Energy
$890,394
Full Holdings — Clifford Group, LLC (Q1 2026)
All 80 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $40.2M | 30.9% | +4% | — |
| 2 | — | VANGUARD WORLD FD | $10.7M | 8.3% | +4% | — |
| 3 | — | NATIXIS ETF TRUST II | $6.7M | 5.2% | NEW | — |
| 4 | — | ISHARES TR | $6.4M | 4.9% | +1% | — |
| 5 | — | VANGUARD INDEX FDS | $4.9M | 3.7% | -56% | — |
| 6 | — | VANGUARD WORLD FD | $4.6M | 3.5% | +3% | — |
| 7 | $NVDA | NVIDIA CORP | $3.5M | 2.7% | +12% | 90.2 |
| 8 | $AMZN | AMAZON COM INC | $3.1M | 2.4% | +11% | 74.6 |
| 9 | — | ISHARES TR | $3.0M | 2.3% | -5% | — |
| 10 | $AAPL | Apple Inc. | $2.8M | 2.1% | +14% | 76.1 |
| 11 |  $GOOG | Alphabet Inc. | $2.8M | 2.1% | +16% | 80.2 |
| 12 |  $MSFT | MICROSOFT CORP | $2.3M | 1.8% | +14% | 83.7 |
| 13 | — | ISHARES TR | $2.3M | 1.8% | -2% | — |
| 14 | — | SPDR SERIES TRUST | $2.2M | 1.7% | +2% | — |
| 15 | — | ISHARES TR | $1.7M | 1.3% | -1% | — |
| 16 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 1.2% | +1% | 35.6 |
| 17 |  $META | Meta Platforms, Inc. | $1.5M | 1.1% | +10% | 80.9 |
| 18 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 1.1% | +2% | — |
| 19 |  $AVGO | Broadcom Inc. | $1.3M | 1.0% | +75% | 86.4 |
| 20 | — | ISHARES TR | $978,041 | 0.8% | +3% | — |
| 21 |  $MS | MORGAN STANLEY | $920,205 | 0.7% | +6% | — |
| 22 |  $GOOGL | Alphabet Inc. | $871,768 | 0.7% | +16% | 80.2 |
| 23 |  $WMT | Walmart Inc. | $825,219 | 0.6% | +11% | 63.2 |
| 24 |  $ADP | AUTOMATIC DATA PROCESSING INC | $823,489 | 0.6% | +1% | 77.9 |
| 25 | — | VANGUARD INDEX FDS | $811,003 | 0.6% | +7% | — |
| 26 |  $COR | Cencora, Inc. | $737,554 | 0.6% | +5% | 59.6 |
| 27 | — | ISHARES TR | $693,546 | 0.5% | +3% | — |
| 28 | — | SPDR SERIES TRUST | $691,027 | 0.5% | +11% | — |
| 29 |  $CSCO | CISCO SYSTEMS, INC. | $683,773 | 0.5% | +7% | 72.3 |
| 30 |  $PSX | Phillips 66 | $678,149 | 0.5% | +12% | 47.6 |
| 31 |  $KVYO | Klaviyo, Inc. | $676,021 | 0.5% | +166% | 50.7 |
| 32 |  $NEE | NEXTERA ENERGY INC | $655,675 | 0.5% | +9% | 71.7 |
| 33 |  $TEL | TE Connectivity plc | $626,372 | 0.5% | +6% | — |
| 34 |  $HD | HOME DEPOT, INC. | $587,370 | 0.5% | +20% | 69.2 |
| 35 |  $GS | GOLDMAN SACHS GROUP INC | $584,579 | 0.5% | +0% | — |
| 36 |  $UNP | UNION PACIFIC CORP | $575,996 | 0.4% | +6% | 74 |
| 37 |  $V | VISA INC. | $568,967 | 0.4% | -6% | 83.5 |
| 38 |  $BRK.B | BERKSHIRE HATHAWAY INC | $562,102 | 0.4% | +9% | 64.5 |
| 39 |  $PG | PROCTER & GAMBLE Co | $553,209 | 0.4% | +15% | 72.9 |
| 40 |  $ADI | ANALOG DEVICES INC | $544,974 | 0.4% | +0% | 76.2 |
| 41 | $PLD | Prologis, Inc. | $512,163 | 0.4% | +11% | 67.5 |
| 42 |  $HLI | HOULIHAN LOKEY, INC. | $499,421 | 0.4% | -9% | 67.3 |
| 43 |  $COST | COSTCO WHOLESALE CORP /NEW | $480,752 | 0.4% | -5% | 67 |
| 44 |  $LIN | LINDE PLC | $473,947 | 0.4% | +13% | — |
| 45 |  $LLY | ELI LILLY & Co | $451,607 | 0.3% | +11% | 89.3 |
| 46 |  $PEP | PEPSICO INC | $446,706 | 0.3% | +18% | 62.7 |
| 47 |  $AJG | Arthur J. Gallagher & Co. | $432,866 | 0.3% | -7% | 72.1 |
| 48 |  $ABT | ABBOTT LABORATORIES | $409,600 | 0.3% | -3% | 67 |
| 49 |  $ETN | Eaton Corp plc | $404,167 | 0.3% | -2% | — |
| 50 |  $TSLA | Tesla, Inc. | $378,070 | 0.3% | +34% | 50.1 |
| 51 | — | VANGUARD INDEX FDS | $359,878 | 0.3% | +0% | — |
| 52 |  $AXP | AMERICAN EXPRESS CO | $352,692 | 0.3% | +3% | 73.2 |
| 53 |  $GLDM | World Gold Trust | $336,094 | 0.3% | -21% | — |
| 54 |  $ORCL | ORACLE CORP | $327,026 | 0.3% | +2% | 67.2 |
| 55 |  $DE | DEERE & CO | $318,828 | 0.3% | -2% | 57.4 |
| 56 | — | ISHARES TR | $316,154 | 0.2% | +55% | — |
| 57 | — | ISHARES TR | $315,032 | 0.2% | -3% | — |
| 58 |  $UNH | UNITEDHEALTH GROUP INC | $295,565 | 0.2% | +14% | 66.8 |
| 59 |  $MCK | MCKESSON CORP | $289,030 | 0.2% | +2% | 63.7 |
| 60 | — | SPDR SERIES TRUST | $286,293 | 0.2% | +11% | — |
| 61 | — | VANGUARD INDEX FDS | $278,797 | 0.2% | +19% | — |
| 62 |  $HLT | Hilton Worldwide Holdings Inc. | $265,766 | 0.2% | -7% | 73.1 |
| 63 |  $SPY | SPDR S&P 500 ETF TRUST | $252,982 | 0.2% | +2% | — |
| 64 |  $DHR | DANAHER CORP /DE/ | $252,570 | 0.2% | +12% | 63.9 |
| 65 |  $FIS | Fidelity National Information Services, Inc. | $249,344 | 0.2% | NEW | 69.6 |
| 66 |  $DOV | DOVER Corp | $248,008 | 0.2% | +0% | 63.1 |
| 67 |  $NFLX | NETFLIX INC | $240,087 | 0.2% | NEW | 86.7 |
| 68 |  $JNJ | JOHNSON & JOHNSON | $239,429 | 0.2% | NEW | 72.8 |
| 69 |  $CB | Chubb Ltd | $236,299 | 0.2% | +13% | — |
| 70 |  $AON | Aon plc | $229,284 | 0.2% | +0% | — |
| 71 |  $LRCX | LAM RESEARCH CORP | $229,257 | 0.2% | NEW | 82.4 |
| 72 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $225,100 | 0.2% | NEW | — |
| 73 |  $KLAC | KLA CORP | $220,862 | 0.2% | NEW | 84.4 |
| 74 |  $ORLY | O REILLY AUTOMOTIVE INC | $217,390 | 0.2% | +3% | 72.7 |
| 75 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $216,785 | 0.2% | -10% | 63.7 |
| 76 |  $NSP | INSPERITY, INC. | $213,048 | 0.2% | +0% | 48.2 |
| 77 |  $XOM | EXXON MOBIL CORP | $212,245 | 0.2% | NEW | 61.8 |
| 78 |  $TT | Trane Technologies plc | $211,287 | 0.2% | NEW | — |
| 79 |  $BLK | BlackRock, Inc. | $206,000 | 0.2% | -11% | 70.3 |
| 80 |  $CRM | Salesforce, Inc. | $200,670 | 0.1% | +21% | 75.2 |
New Positions (9)
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