CLIFFORD CAPITAL PARTNERS LLC
13F Reported Value
ⓘ$726.6M
Holdings
43
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CLIFFORD CAPITAL PARTNERS LLC disclosed 43 positions worth $726.6M in its Form 13F-HR for Q2 2026, led by $CSCO (CISCO SYSTEMS, INC.) at 5.2% of the equity portfolio, followed by $KDP and $SOLV. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $CPRT and a full exit from $PRDO. The portfolio is most concentrated in Consumer Discretionary (20.4% of disclosed assets). All figures are sourced directly from CLIFFORD CAPITAL PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1730467.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 70.3#224
Quality
$37.5M319,224 sh - 64.6#532
Quality
$35.9M1,098,204 sh - 55.2#1,263
Quality
$33.4M433,128 sh - 58.8
Quality
$33.4M399,954 sh - 62.4
Quality
$28.8M121,090 sh - 58.6
Quality
$28.1M260,994 sh - 61.0
Quality
$27.6M668,706 sh - 68.7
Quality
$26.9M112,671 sh - 64.2
Quality
$26.3M104,055 sh - 74.2
Quality
$25.8M1,639,991 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CISCO SYSTEMS, INC.$CSCO | 70.3#224 | $37.5M | 319,224 |
 Keurig Dr Pepper Inc.$KDP | 64.6#532 | $35.9M | 1,098,204 |
 Solventum Corp$SOLV | 55.2#1,263 | $33.4M | 433,128 |
 HENRY SCHEIN INC$HSIC | 58.8 | $33.4M | 399,954 |
 CARDINAL HEALTH INC$CAH | 62.4 | $28.8M | 121,090 |
 UNITED PARCEL SERVICE INC$UPS | 58.6 | $28.1M | 260,994 |
 OPENLANE, Inc.$OPLN | 61.0 | $27.6M | 668,706 |
 AMAZON COM INC$AMZN | 68.7 | $26.9M | 112,671 |
 SANMINA CORP$SANM | 64.2 | $26.3M | 104,055 |
 Rocket Companies, Inc.$RKT | 74.2 | $25.8M | 1,639,991 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CLIFFORD CAPITAL PARTNERS LLC's 43 positions.
Showing top 10 of 43 holdings.
Sector Allocation
Consumer Discretionary
$148.4M
Industrials
$147.9M
Healthcare
$124.5M
Technology
$105.1M
Financials
$83.9M
Consumer Staples
$64.7M
Communication Services
$22.7M
Materials
$15.4M
Full Holdings — CLIFFORD CAPITAL PARTNERS LLC (Q2 2026)
All 43 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 | $CSCO | CISCO SYSTEMS, INC. | $37.5M | 5.2% | +6% | 70.3 |
| 2 | $KDP | Keurig Dr Pepper Inc. | $35.9M | 5.0% | +6% | 64.6 |
| 3 | $SOLV | Solventum Corp | $33.4M | 4.6% | +38% | 55.2 |
| 4 | $HSIC | HENRY SCHEIN INC | $33.4M | 4.6% | +6% | 58.8 |
| 5 | $CAH | CARDINAL HEALTH INC | $28.8M | 4.0% | +6% | 62.4 |
| 6 | $UPS | UNITED PARCEL SERVICE INC | $28.1M | 3.9% | -2% | 58.6 |
| 7 | $OPLN | OPENLANE, Inc. | $27.6M | 3.8% | -22% | 61 |
| 8 | $AMZN | AMAZON COM INC | $26.9M | 3.7% | +6% | 68.7 |
| 9 | $SANM | SANMINA CORP | $26.3M | 3.6% | +6% | 64.2 |
| 10 | $RKT | Rocket Companies, Inc. | $25.8M | 3.6% | +6% | 74.2 |
| 11 |  $GPN | GLOBAL PAYMENTS INC | $23.7M | 3.3% | +6% | 47 |
| 12 |  $BDX | BECTON DICKINSON & CO | $23.6M | 3.3% | +6% | 59 |
| 13 |  $DIS | Walt Disney Co | $22.2M | 3.1% | +6% | 60.1 |
| 14 |  $CTBI | COMMUNITY TRUST BANCORP INC /KY/ | $21.7M | 3.0% | +6% | 59 |
| 15 |  $RTX | RTX Corp | $21.7M | 3.0% | +24% | 73.2 |
| 16 |  $HNI | HNI CORP | $21.7M | 3.0% | -2% | 58.1 |
| 17 |  $KBR | KBR, INC. | $19.6M | 2.7% | -3% | 56.2 |
| 18 |  $LKQ | LKQ CORP | $19.2M | 2.6% | +78% | 46.9 |
| 19 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $19.2M | 2.6% | -6% | 50.2 |
| 20 |  $ECG | Everus Construction Group, Inc. | $19.2M | 2.6% | -6% | 66.3 |
| 21 |  $CPRT | COPART INC | $18.5M | 2.5% | NEW | 69.1 |
| 22 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $18.2M | 2.5% | +6% | 63.6 |
| 23 |  $WEX | WEX Inc. | $17.9M | 2.5% | +38% | 48.9 |
| 24 |  $CRM | Salesforce, Inc. | $17.7M | 2.4% | NEW | 77 |
| 25 |  $CHE | CHEMED CORP | $17.3M | 2.4% | +38% | 62.9 |
| 26 |  $GBCI | GLACIER BANCORP, INC. | $16.9M | 2.3% | -27% | 68.1 |
| 27 |  $JNJ | JOHNSON & JOHNSON | $16.8M | 2.3% | -10% | 69 |
| 28 |  $EBAY | EBAY INC | $16.6M | 2.3% | +6% | 66.4 |
| 29 |  $EVTC | EVERTEC, Inc. | $16.2M | 2.2% | +6% | 60.5 |
| 30 |  $NKE | NIKE, Inc. | $14.9M | 2.1% | +6% | 49.3 |
| 31 |  $REYN | Reynolds Consumer Products Inc. | $14.9M | 2.0% | -32% | 54.5 |
| 32 |  $DK | Delek US Holdings, Inc. | $12.5M | 1.7% | +6% | 50.8 |
| 33 |  $PLAB | PHOTRONICS INC | $7.3M | 1.0% | +1254% | 56.5 |
| 34 |  $XRN | Chiron Real Estate Inc. | $707,327 | 0.1% | +27% | 59.9 |
| 35 |  $OSG | OCTAVE SPECIALTY GROUP INC | $671,898 | 0.1% | NEW | 45 |
| 36 |  $IESC | IES Holdings, Inc. | $595,809 | 0.1% | -41% | 68.3 |
| 37 |  $KRNT | Kornit Digital Ltd. | $586,121 | 0.1% | +3% | — |
| 38 |  $HWC | HANCOCK WHITNEY CORP | $514,298 | 0.1% | +2% | 53 |
| 39 |  $CNR | Core Natural Resources, Inc. | $500,925 | 0.1% | -10% | 61.5 |
| 40 |  $BLMN | Bloomin' Brands, Inc. | $459,523 | 0.1% | +2% | 49.6 |
| 41 |  $AMCX | AMC Global Media Inc. | $447,393 | 0.1% | +2% | 46.6 |
| 42 |  $WOR | WORTHINGTON ENTERPRISES, INC. | $433,306 | 0.1% | +2% | 55.9 |
| 43 |  $DOUG | Douglas Elliman Inc. | $285,745 | 0.0% | +2% | 38.5 |
New Positions (3)
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AI-Powered Hedge Fund Analysis: CLIFFORD CAPITAL PARTNERS LLC
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