Latest Clifford Group, LLC Stock Portfolio
Clifford Group, LLC Performance:
2025 Q3: 7.34%YTD: 12.26%2024: -4.02%
Performance for 2025 Q3 is 7.34%, and YTD is 12.26%, and 2024 is -4.02%.
About Clifford Group, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Clifford Group, LLC reported an equity portfolio of $128.4 Millions as of 30 Sep, 2025.
The top stock holdings of Clifford Group, LLC are VB, VB, EDV. The fund has invested 30.4% of it's portfolio in VANGUARD INDEX FDS and 8.7% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), SPDR GOLD TR (GLD) and PINTEREST INC (PINS) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), SALESFORCE INC (CRM) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). Clifford Group, LLC opened new stock positions in WORLD GOLD TR (GLDM) and APPLOVIN CORP (APP). The fund showed a lot of confidence in some stocks as they added substantially to UNITED PARCEL SERVICE INC (UPS), SPDR SERIES TRUST (BIL) and INSPERITY INC (NSP).
The top stock holdings of Clifford Group, LLC are VB, VB, EDV. The fund has invested 30.4% of it's portfolio in VANGUARD INDEX FDS and 8.7% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), SPDR GOLD TR (GLD) and PINTEREST INC (PINS) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), SALESFORCE INC (CRM) and TAIWAN SEMICONDUCTOR MFG LTD (TSM). Clifford Group, LLC opened new stock positions in WORLD GOLD TR (GLDM) and APPLOVIN CORP (APP). The fund showed a lot of confidence in some stocks as they added substantially to UNITED PARCEL SERVICE INC (UPS), SPDR SERIES TRUST (BIL) and INSPERITY INC (NSP).
Clifford Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Clifford Group, LLC made a return of 7.34% in the last quarter. In trailing 12 months, it's portfolio return was -6.09%.
New Buys
| Ticker | $ Bought |
|---|---|
| world gold tr | 343,872 |
| applovin corp | 206,940 |
New stocks bought by Clifford Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| united parcel service inc | 65.4 |
| spdr series trust | 49.33 |
| insperity inc | 32.55 |
| fidelity natl information sv | 25.38 |
| linde plc | 21.98 |
| spdr series trust | 18.51 |
| nextera energy inc | 15.54 |
| prologis inc. | 15.46 |
Additions to existing portfolio by Clifford Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -30.45 |
| salesforce inc | -23.33 |
| taiwan semiconductor mfg ltd | -17.61 |
| cisco sys inc | -9.04 |
| procter and gamble co | -8.84 |
| morgan stanley | -8.78 |
| paychex inc | -8.23 |
| klaviyo inc | -7.73 |
Clifford Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard scottsdale fds | -1,835,230 |
| pinterest inc | -235,600 |
| spdr gold tr | -245,998 |
| transdigm group inc | -215,931 |
Clifford Group, LLC got rid off the above stocks
Sector Distribution
Clifford Group, LLC has about 69.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 69.9 |
| Technology | 10.1 |
| Financial Services | 4.7 |
| Communication Services | 3.7 |
| Consumer Cyclical | 3.4 |
| Industrials | 3.2 |
| Healthcare | 1.6 |
| Consumer Defensive | 1.3 |
| Utilities | 1.1 |
Market Cap. Distribution
Clifford Group, LLC has about 29% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 69.3 |
| MEGA-CAP | 19.8 |
| LARGE-CAP | 9.2 |
Stocks belong to which Index?
About 28.1% of the stocks held by Clifford Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 70.9 |
| S&P 500 | 28.1 |
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 81 stocks in it's portfolio. About 67.9% of the portfolio is in top 10 stocks. ACN 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: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.92 | 9,678 | 2,464,210 | reduced | -1.92 | ||
| AAXJ | ishares tr | 4.47 | 84,584 | 5,737,310 | reduced | -0.74 | ||
| AAXJ | ishares tr | 2.49 | 29,983 | 3,192,890 | reduced | -30.45 | ||
| ABC | cencora inc | 0.56 | 2,300 | 718,768 | reduced | -5.19 | ||
| ABT | abbott labs | 0.44 | 4,248 | 569,024 | added | 5.88 | ||
| ACN | accenture plc ireland | 0.38 | 1,954 | 481,964 | added | 13.08 | ||
| ADI | analog devices inc | 0.33 | 1,713 | 420,884 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.92 | 4,043 | 1,186,620 | unchanged | 0.00 | ||
| AJG | gallagher arthur j & co | 0.52 | 2,171 | 672,320 | reduced | -1.63 | ||
| AMPS | ishares tr | 0.68 | 37,466 | 866,220 | added | 4.47 | ||
| AMZN | amazon com inc | 2.30 | 13,437 | 2,950,260 | added | 0.16 | ||
| AON | aon plc | 0.20 | 710 | 253,294 | unchanged | 0.00 | ||
| APP | applovin corp | 0.16 | 288 | 206,940 | new | |||
| AVGO | broadcom inc | 0.60 | 2,343 | 772,864 | unchanged | 0.00 | ||
| AXP | american express co | 0.29 | 1,136 | 377,334 | unchanged | 0.00 | ||
| BGRN | ishares tr | 0.46 | 11,256 | 594,537 | added | 3.52 | ||
| BIL | spdr series trust | 1.73 | 45,984 | 2,217,360 | added | 7.54 | ||
| BIL | spdr series trust | 0.50 | 25,951 | 646,958 | added | 49.33 | ||
| BIL | spdr series trust | 0.20 | 1,985 | 253,004 | added | 18.51 | ||
| BNDW | vanguard scottsdale fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||