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CIK: 0001965522
Total reported value
$144.6M
$144.6M
83 檔
45.3%
The Q2 2025 SEC filing reveals that Clifford Group, LLC held a total portfolio value of $144.6M, covering 83 public equity positions.
Clifford Group, LLC executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 2 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MGK, VXF) accounted for 45.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 29.02% | -1.82% | +4.22% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.40% | -0.20% | +3.17% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.23% | +0.01% | +3.96% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.44% | -0.66% | -1.97% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 3.70% | +0.68% | +1.22% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.57% | +0.21% | +7.35% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | +0.13% | -0.05% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.46% | -0.21% | -0.38% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | -0.02% | -1.39% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.06% | -0.17% | -2.90% | |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.68% | -1.72% | EXIT | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.07% | -6.83% | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.51% | — | -5.96% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.13% | -0.08% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | — | -3.92% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.28% | -0.08% | -2.56% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.23% | -1.41% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.02% | — | — | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.99% | +0.26% | -1.28% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 0.69% | +0.05% | -1.01% | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.68% | -0.09% | +3.25% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.01% | — | |
| 23 | COR | Cencora Inc | Stock-Healthcare | 0.60% | -0.09% | -1.34% | |
| 24 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.60% | -0.03% | -0.17% | |
| 25 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.58% | — | +0.46% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.15% | +2.38% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.20% | -5.10% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.02% | +0.77% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.51% | -0.07% | +3.78% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | — | +1.55% | |
| 31 | PAYX | Paychex Inc | Stock-Tech | 0.45% | — | +1.90% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.03% | +0.85% | |
| 33 | IFRA | Ishares US Infrastructure | ETF-Other | 0.44% | -0.06% | +3.83% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | -0.02% | -19.99% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.07% | — | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.42% | — | -1.20% | |
| 37 | TEL | TE Connectivity plc | Stock-Tech | 0.41% | -0.03% | +1.39% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.03% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.02% | — | |
| 40 | KVYO | Klaviyo Inc-a | Stock-Other | 0.39% | -0.19% | +2.79% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.08% | — | |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.35% | -0.07% | +14.42% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.34% | +0.02% | — | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.34% | -0.08% | -12.09% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.33% | -0.42% | EXIT | |
| 46 | AXP | American Express Co | Stock-Financials | 0.30% | +0.01% | — | |
| 47 | PSX | Phillips 66 | Stock-Energy | 0.30% | -0.12% | -10.69% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.30% | -0.01% | — | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.30% | +0.01% | +22.32% | |
| 50 | NSP | Insperity Inc | Stock-Other | 0.29% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +3.17% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | -0.05% | Trim |
| 3 | VGT | Vanguard Info Tech ETF | +0.5% | +7.35% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.4% | +4.22% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | -0.38% | Trim |
| 6 | LIN | Linde plc | +0.3% | NEW | New buy |
| 7 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 8 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 9 | GLD | Spdr Gold Shares | +0.2% | NEW | New buy |
| 10 | TSLA | Tesla Inc | +0.2% | NEW | New buy |
| 11 | VXF | Vanguard Extended Market ETF | +0.2% | +3.96% | Add |
| 12 | TT | Trane Technologies plc | +0.2% | NEW | New buy |
| 13 | TDG | Transdigm Group Inc | +0.2% | NEW | New buy |
| 14 | SHE | Ss Spdr Msci U Gend Div ETF | +0.2% | NEW | New buy |
| 15 | MA | Mastercard Inc - A | +0.2% | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | +0.2% | -0.08% | Trim |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.28% | Trim |
| 18 | AVGO | Broadcom Inc | +0.1% | -5.10% | Trim |
| 19 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 21 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 22 | DE | Deere & Co | +0.1% | +22.32% | Add |
| 23 | SPOT | Spotify Technology S.A. | 0% | — | Unchanged |
| 24 | MS | Morgan Stanley | 0% | -1.01% | Trim |
| 25 | TEL | TE Connectivity plc | 0% | +1.39% | Add |
| 26 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 27 | CRM | Salesforce Inc | 0% | +19.60% | Add |
| 28 | IWF | Ishares Russell 1000 Growth | 0% | -2.90% | Trim |
| 29 | AXP | American Express Co | 0% | — | Unchanged |
| 30 | HLT | Hilton Worldwide Holdings In | 0% | — | Unchanged |
| 31 | AMZN | Amazon.com Inc | — | -1.39% | Trim |
| 32 | JPM | Jpmorgan Chase & Co | — | -3.92% | Trim |
| 33 | CSCO | Cisco Systems Inc | — | +2.38% | Add |
| 34 | IFRA | Ishares US Infrastructure | — | +3.83% | Add |
| 35 | KVYO | Klaviyo Inc-a | — | +2.79% | Add |
| 36 | PINS | Pinterest Inc- Class A | — | — | Unchanged |
| 37 | SCHD | Schwab US Dvd Equity ETF | — | +20.39% | Add |
| 38 | BLK | Blackrock Inc | — | — | Unchanged |
| 39 | VT | Vanguard Tot World Stk ETF | — | — | Unchanged |
| 40 | HLI | Houlihan Lokey Inc | 0% | -0.17% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 42 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +14.42% | Add |
| 43 | FIS | Fidelity National Info Serv | 0% | +2.24% | Add |
| 44 | WMT | Walmart Inc | 0% | — | Unchanged |
| 45 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 46 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 47 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 48 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 49 | GOOGL | Alphabet Inc-cl A | 0% | -1.41% | Trim |
| 50 | UPS | United Parcel Service-cl B | 0% | +12.59% | Add |
According to official SEC Form 13F filings, Clifford Group, LLC reported a total U.S. public equity portfolio value of $144.6M across 83 disclosed positions in Q2 2025.
During Q2 2025, Clifford Group, LLC's top holdings by market value included VOO (29.0%)、MGK (8.4%)、VXF (8.2%). The largest single position, VOO, represented 29.0% of total portfolio value.
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Top New Position Initiated
LIN
市值: $350.0K
Top Position Liquidated / Trimmed
TGT
前期市值: $229.7K
In Q2 2025, Clifford Group, LLC made 62 total portfolio adjustments, initiating 9 new buys, adding to 24 positions, trimming 27 holdings, and fully liquidating 2 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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