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Latest Clifford Group, LLC Stock Portfolio

Clifford Group, LLC Performance:
2025 Q4: 1.86%YTD: 16.02%2024: -4.02%
Performance for 2025 Q4 is 1.86%, and YTD is 16.02%, and 2024 is -4.02%.

About Clifford Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clifford Group, LLC reported an equity portfolio of $129.5 Millions as of 31 Dec, 2025.

The top stock holdings of Clifford Group, LLC are VB, EDV, VB. The fund has invested 31.4% of it's portfolio in VANGUARD INDEX FDS and 8.9% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off UNITED PARCEL SERVICE INC (UPS), FIDELITY NATL INFORMATION SV (FIS) and UBER TECHNOLOGIES INC (UBER) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), DEERE & CO (DE) and ISHARES TR (IJR). Clifford Group, LLC opened new stock positions in ISHARES TR (IJR) and CHUBB LIMITED (CB). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), BERKSHIRE HATHAWAY INC DEL and ISHARES TR (AMPS).

Clifford Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Clifford Group, LLC made a return of 1.86% in the last quarter. In trailing 12 months, it's portfolio return was 16.02%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr213,701
chubb limited200,693
New stocks bought by Clifford Group, LLC

Additions

Ticker% Inc.
walmart inc108
berkshire hathaway inc del60.48
ishares tr10.75
vanguard index fds5.82
ishares tr4.14
prologis inc.2.59
phillips 661.97
spdr series trust1.81
Additions to existing portfolio by Clifford Group, LLC

Reductions

Ticker% Reduced
accenture plc ireland-29.22
deere & co-18.25
ishares tr-16.78
honeywell intl inc-14.35
unitedhealth group inc-12.91
paychex inc-11.67
schwab strategic tr-11.59
spdr s&p 500 etf tr-9.03
Clifford Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
fidelity natl information sv-312,739
united parcel service inc-313,913
uber technologies inc-264,715
netflix inc-248,176
trane technologies plc-209,714
mastercard incorporated-208,753
applovin corp-206,940
Clifford Group, LLC got rid off the above stocks

Sector Distribution

Clifford Group, LLC has about 71.6% of it's holdings in Others sector.

Sector%
Others71.6
Technology8.9
Financial Services4.7
Communication Services3.8
Consumer Cyclical3.4
Industrials2.4
Healthcare1.6
Consumer Defensive1.5
Utilities1.1

Market Cap. Distribution

Clifford Group, LLC has about 28% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED71
MEGA-CAP20.7
LARGE-CAP7.3

Stocks belong to which Index?

About 26.9% of the stocks held by Clifford Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others72.1
S&P 50026.9
Top 5 Winners (%)%
LLY
eli lilly & co
40.9 %
GOOG
alphabet inc
28.8 %
GOOG
alphabet inc
27.9 %
TMO
thermo fisher scientific inc
19.3 %
klaviyo inc
17.3 %
Top 5 Winners ($)$
VB
vanguard index fds
0.9 M
GOOG
alphabet inc
0.6 M
AAXJ
ishares tr
0.3 M
EDV
vanguard world fd
0.3 M
GOOG
alphabet inc
0.2 M
Top 5 Losers (%)%
ORCL
oracle corp
-30.7 %
NSP
insperity inc
-21.3 %
SPOT
spotify technology s a
-16.8 %
AJG
gallagher arthur j & co
-16.4 %
ORLY
oreilly automotive inc
-15.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-0.2 M
ORCL
oracle corp
-0.2 M
META
meta platforms inc
-0.2 M
ADP
automatic data processing in
-0.1 M
HLI
houlihan lokey inc
-0.1 M

Clifford Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clifford Group, LLC

Clifford Group, LLC has 76 stocks in it's portfolio. About 68.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Clifford Group, LLC last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions