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Latest Clifford Group, LLC Stock Portfolio

$129Million– No. of Holdings #80

Clifford Group, LLC Performance:
2026 Q1: -4.76%YTD: -4.76%2025: 16.02%
Performance for 2026 Q1 is -4.76%, and YTD is -4.76%, and 2025 is 16.02%.

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clifford Group, LLC reported an equity portfolio of $129.8 Millions as of 31 Mar, 2026.

The top stock holdings of Clifford Group, LLC are VB, EDV, EQOP. The fund has invested 30.9% of it's portfolio in VANGUARD INDEX FDS and 8.2% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off ACCENTURE PLC IRELAND (ACN), PAYCHEX INC (PAYX) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), WORLD GOLD TR (GLDM) and BLACKROCK INC. Clifford Group, LLC opened new stock positions in NATIXIS ETF TRUST II (EQOP), FIDELITY NATL INFORMATION SV (FIS) and NETFLIX INC. (NFLX). The fund showed a lot of confidence in some stocks as they added substantially to KLAVIYO INC, BROADCOM INC (AVGO) and ISHARES TR (IJR).
Clifford Group, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026

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

Our best estimate is that Clifford Group, LLC made a return of -4.76% in the last quarter. In trailing 12 months, it's portfolio return was 14.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
natixis etf trust ii6,688,260
fidelity natl information sv249,344
netflix inc.240,087
johnson & johnson239,429
lam research corp229,257
invesco qqq tr225,100
kla corp220,862
exxon mobil corp212,245
New stocks bought by Clifford Group, LLC

Additions

Ticker% Inc.
klaviyo inc165
broadcom inc74.95
ishares tr55.13
tesla inc33.82
salesforce inc21.47
home depot inc20.35
vanguard index fds19.37
pepsico inc17.67
Additions to existing portfolio by Clifford Group, LLC

Reductions

Ticker% Reduced
vanguard index fds-56.07
world gold tr-20.53
blackrock inc-11.2
thermo fisher scientific inc-9.63
houlihan lokey inc-8.64
gallagher arthur j & co-7.28
hilton worldwide hldgs inc-7.02
visa inc-6.46
Clifford Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
schwab strategic tr-242,426
paychex inc-341,348
accenture plc ireland-371,187
honeywell intl inc-229,231
spotify technology s a-232,284
Clifford Group, LLC got rid off the above stocks

Sector Distribution

Clifford Group, LLC has about 70.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Healthcare
  • Utilities
Sector%
Others70.7
Technology9.5
Financial Services4.2
Communication Services4.1
Consumer Cyclical3.5
Industrials2
Consumer Defensive1.8
Healthcare1.7
Utilities1.3

Market Cap. Distribution

Clifford Group, LLC has about 29% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED70.1
MEGA-CAP21.9
LARGE-CAP7.1

Stocks belong to which Index?

About 28% of the stocks held by Clifford Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others71
S&P 50028
Top 5 Winners (%)%
PSX
phillips 66
38.1 %
DE
deere & co
20.8 %
ADI
analog devices inc
17.3 %
COST
costco wholesale corporation
15.2 %
LIN
linde plc
15.2 %
Top 5 Winners ($)$
AAXJ
ishares tr
0.3 M
PSX
phillips 66
0.2 M
TSM
taiwan semiconductor manufac
0.1 M
NEE
nextera energy inc
0.1 M
WMT
walmart inc
0.1 M
Top 5 Losers (%)%
klaviyo inc
-31.5 %
NSP
insperity inc
-30.2 %
CRM
salesforce inc
-27.6 %
ORCL
oracle corp
-24.4 %
MSFT
microsoft corp
-22.3 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.0 M
EDV
vanguard world fd
-1.3 M
MSFT
microsoft corp
-0.7 M
VAW
vanguard world fd
-0.4 M
AMZN
amazon com inc
-0.3 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 80 stocks in it's portfolio. About 66.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAXJ was the most profitable stock for Clifford Group, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions