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CIK: 0001965522
Total reported value
$144.6M
$144.6M
76 檔
39.6%
According to the latest 13F quarterly dataset, Clifford Group, LLC managed an equity portfolio of $144.6M at the end of Q1 2025, spanning 76 distinct U.S. exchange-listed positions.
Clifford Group, LLC executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 5 holdings and trimming 31 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.65% | -1.82% | +8.81% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.05% | +0.01% | +6.97% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 7.81% | -0.20% | +4.95% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.79% | -0.66% | +13.36% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 4.19% | +0.68% | +57.27% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.09% | +0.21% | +2.64% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | -0.02% | +0.41% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.20% | +0.07% | -0.13% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.21% | -2.63% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 2.05% | -1.72% | EXIT | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.05% | -0.17% | -1.99% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.13% | +1.25% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.82% | — | -0.58% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.45% | -0.08% | -3.51% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | — | +0.81% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.23% | +0.33% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.13% | +1.15% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.15% | — | — | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.84% | +0.26% | +0.67% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.75% | -0.09% | -0.51% | |
| 21 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.71% | — | -5.26% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.01% | +4.37% | |
| 23 | MS | Morgan Stanley | Stock-Financials | 0.66% | +0.05% | -7.45% | |
| 24 | COR | Cencora Inc | Stock-Healthcare | 0.64% | -0.09% | -8.76% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.63% | -0.02% | -10.93% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.02% | -18.07% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.09% | -15.89% | |
| 28 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.61% | -0.03% | -4.99% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | -0.07% | -8.95% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | — | -11.16% | |
| 31 | PAYX | Paychex Inc | Stock-Tech | 0.53% | — | -20.55% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.15% | -21.36% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.51% | — | -23.59% | |
| 34 | NSP | Insperity Inc | Stock-Other | 0.50% | +0.07% | — | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.03% | -28.53% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.07% | — | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.08% | -11.97% | |
| 38 | IFRA | Ishares US Infrastructure | ETF-Other | 0.44% | -0.06% | +4.91% | |
| 39 | PSX | Phillips 66 | Stock-Energy | 0.39% | -0.12% | -15.86% | |
| 40 | KVYO | Klaviyo Inc-a | Stock-Other | 0.39% | -0.19% | — | |
| 41 | TEL | TE Connectivity plc | Stock-Tech | 0.39% | -0.03% | -21.19% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.20% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.08% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.07% | +1.03% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.36% | -0.07% | +15.38% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | -0.02% | -15.39% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.35% | +0.03% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.03% | +1.05% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.33% | -0.01% | — | |
| 50 | ADI | Analog Devices Inc | Stock-Tech | 0.32% | -0.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +6.1% | +8.81% | Add |
| 2 | MUB | Ishares National Muni Bond E | +2% | +57.27% | Add |
| 3 | EFV | Ishares Msci Eafe Value ETF | +1.7% | +13.36% | Add |
| 4 | VXF | Vanguard Extended Market ETF | +1.3% | +6.97% | Add |
| 5 | MGK | Vanguard Mega Cap Growth ETF | +1.1% | +4.95% | Add |
| 6 | SHM | Ss Spdr N Ice St Muni ETF | +0.5% | +6.70% | Add |
| 7 | KVYO | Klaviyo Inc-a | +0.4% | NEW | New buy |
| 8 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | -0.58% | Trim |
| 9 | VGT | Vanguard Info Tech ETF | +0.3% | +2.64% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +0.81% | Add |
| 11 | ADP | Automatic Data Processing | +0.3% | — | Unchanged |
| 12 | IWD | Ishares Russell 1000 Value E | +0.2% | -3.51% | Trim |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +1.15% | Add |
| 14 | UPS | United Parcel Service-cl B | +0.2% | NEW | New buy |
| 15 | MCK | Mckesson CORP | +0.2% | NEW | New buy |
| 16 | SPOT | Spotify Technology S.A. | +0.2% | NEW | New buy |
| 17 | AJG | Arthur J Gallagher & Co | +0.2% | -5.26% | Trim |
| 18 | ORLY | O'reilly Automotive Inc | +0.2% | NEW | New buy |
| 19 | V | Visa Inc-class A Shares | +0.2% | +4.37% | Add |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 21 | AAPL | Apple Inc | +0.2% | -0.13% | Trim |
| 22 | COR | Cencora Inc | +0.2% | -8.76% | Trim |
| 23 | AMZN | Amazon.com Inc | +0.2% | +0.41% | Add |
| 24 | IWF | Ishares Russell 1000 Growth | +0.2% | -1.99% | Trim |
| 25 | NSP | Insperity Inc | +0.2% | — | Unchanged |
| 26 | GOVT | Ishares US Treasury Bond ETF | +0.1% | -0.51% | Trim |
| 27 | MSFT | Microsoft CORP | +0.1% | -2.63% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.05% | Add |
| 29 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +15.38% | Add |
| 30 | FIS | Fidelity National Info Serv | +0.1% | +32.10% | Add |
| 31 | LLY | Eli Lilly & Co | +0.1% | +1.03% | Add |
| 32 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 33 | IFRA | Ishares US Infrastructure | +0.1% | +4.91% | Add |
| 34 | PEP | Pepsico Inc | +0.1% | +12.35% | Add |
| 35 | UNP | Union Pacific CORP | +0.1% | -10.93% | Trim |
| 36 | VNQ | Vanguard Real Estate ETF | +0.1% | -8.95% | Trim |
| 37 | AON | Aon plc | +0.1% | — | Unchanged |
| 38 | DE | Deere & Co | +0.1% | — | Unchanged |
| 39 | IUSV | Ishares Core S&p U.s. Value | +0.1% | — | Unchanged |
| 40 | HLI | Houlihan Lokey Inc | +0.1% | -4.99% | Trim |
| 41 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 42 | TMO | Thermo Fisher Scientific Inc | +0.1% | +5.51% | Add |
| 43 | UNH | Unitedhealth Group Inc | 0% | -15.89% | Trim |
| 44 | PSX | Phillips 66 | 0% | -15.86% | Trim |
| 45 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 46 | TGT | Target CORP | 0% | +35.86% | Add |
| 47 | WMT | Walmart Inc | 0% | +0.88% | Add |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 0% | +0.67% | Add |
| 49 | MS | Morgan Stanley | 0% | -7.45% | Trim |
| 50 | PAYX | Paychex Inc | 0% | -20.55% | Trim |
According to official SEC Form 13F filings, Clifford Group, LLC reported a total U.S. public equity portfolio value of $144.6M across 76 disclosed positions in Q1 2025.
During Q1 2025, Clifford Group, LLC's top holdings by market value included VOO (28.6%)、VXF (8.1%)、MGK (7.8%). The largest single position, VOO, represented 28.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXF, MGK) accounted for 39.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
KVYO
市值: $417.1K
Top Position Liquidated / Trimmed
SPIB
前期市值: $2.4M
In Q1 2025, Clifford Group, LLC made 68 total portfolio adjustments, initiating 6 new buys, adding to 26 positions, trimming 31 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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