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CIK: 0001965522
Total reported value
$144.6M
$144.6M
81 檔
49.7%
As reported in its official Q3 2025 Form 13F filing, Clifford Group, LLC's tracked investment portfolio stood at $144.6M with 81 total positions.
Clifford Group, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 4 holdings and trimming 33 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXF, MGK) accounted for 49.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.41% | -1.82% | +2.50% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.70% | +0.01% | +2.68% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.67% | -0.20% | -0.94% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.47% | -0.66% | -0.74% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.68% | +0.21% | -3.49% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | +0.13% | -1.16% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.49% | +0.68% | -30.45% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.02% | +0.16% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.25% | -0.21% | -7.13% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.12% | -0.17% | -1.44% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.92% | +0.07% | -1.92% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.73% | -1.72% | EXIT | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | +0.23% | +0.27% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.13% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | — | -2.88% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.27% | -0.08% | -0.02% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.96% | +0.26% | -17.61% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 0.92% | — | — | |
| 19 | MS | Morgan Stanley | Stock-Financials | 0.68% | +0.05% | -8.78% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.67% | -0.09% | +4.47% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.20% | — | |
| 22 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.60% | -0.03% | -6.53% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | -0.07% | +15.18% | |
| 24 | COR | Cencora Inc | Stock-Healthcare | 0.56% | -0.09% | -5.19% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | — | |
| 26 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.52% | — | -1.63% | |
| 27 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.50% | -0.07% | +49.33% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.08% | — | |
| 29 | TEL | TE Connectivity plc | Stock-Tech | 0.49% | -0.03% | -4.69% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.02% | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | — | -7.04% | |
| 32 | IFRA | Ishares US Infrastructure | ETF-Other | 0.46% | -0.06% | +3.52% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | +0.15% | -9.04% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | -0.02% | +5.95% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.03% | +5.88% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.02% | -8.84% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.03% | — | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.40% | -0.08% | +15.54% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.07% | — | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.38% | — | +13.08% | |
| 41 | PSX | Phillips 66 | Stock-Energy | 0.34% | -0.12% | +7.22% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.34% | — | -8.23% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.34% | +0.02% | +21.98% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.33% | +0.02% | — | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.33% | -0.42% | EXIT | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.30% | -0.04% | +15.46% | |
| 47 | NSP | Insperity Inc | Stock-Other | 0.30% | +0.07% | +32.55% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.30% | -0.01% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | +0.09% | +10.22% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.29% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.8% | +2.50% | Add |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +0.9% | -0.94% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | -1.16% | Trim |
| 4 | VXF | Vanguard Extended Market ETF | +0.7% | +2.68% | Add |
| 5 | VGT | Vanguard Info Tech ETF | +0.6% | -3.49% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.27% | Trim |
| 7 | AVGO | Broadcom Inc | +0.2% | — | Trim |
| 8 | ORCL | Oracle CORP | +0.2% | — | Unchanged |
| 9 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +49.33% | Add |
| 10 | MSFT | Microsoft CORP | +0.1% | -7.13% | Trim |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -17.61% | Trim |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 13 | TEL | TE Connectivity plc | +0.1% | -4.69% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.1% | — | Trim |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.44% | Trim |
| 17 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 18 | UPS | United Parcel Service-cl B | 0% | +65.40% | Add |
| 19 | MS | Morgan Stanley | 0% | -8.78% | Trim |
| 20 | IFRA | Ishares US Infrastructure | 0% | +3.52% | Add |
| 21 | PLD | Prologis Inc | 0% | +15.46% | Add |
| 22 | SCHD | Schwab US Dvd Equity ETF | 0% | +12.86% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -2.88% | Trim |
| 24 | VNQ | Vanguard Real Estate ETF | 0% | +15.18% | Add |
| 25 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 26 | SPOT | Spotify Technology S.A. | 0% | — | Unchanged |
| 27 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 28 | AXP | American Express Co | — | — | Unchanged |
| 29 | DE | Deere & Co | — | — | Add |
| 30 | VT | Vanguard Tot World Stk ETF | — | — | Unchanged |
| 31 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 32 | HLI | Houlihan Lokey Inc | 0% | -6.53% | Trim |
| 33 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 34 | WMT | Walmart Inc | 0% | — | Unchanged |
| 35 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 36 | HLT | Hilton Worldwide Holdings In | 0% | — | Unchanged |
| 37 | ORLY | O'reilly Automotive Inc | 0% | — | Add |
| 38 | FIS | Fidelity National Info Serv | 0% | +25.38% | Add |
| 39 | IUSV | Ishares Core S&p U.s. Value | 0% | — | Unchanged |
| 40 | NEE | Nextera Energy Inc | 0% | +15.54% | Add |
| 41 | PEP | Pepsico Inc | 0% | +12.14% | Add |
| 42 | DHR | Danaher CORP | 0% | — | Trim |
| 43 | ABT | Abbott Laboratories | -0.1% | +5.88% | Add |
| 44 | PSX | Phillips 66 | -0.1% | +7.22% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | Trim |
| 46 | HON | Honeywell International Inc | -0.1% | -1.82% | Trim |
| 47 | AON | Aon plc | -0.1% | — | Unchanged |
| 48 | HD | Home Depot Inc | -0.1% | -7.04% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 50 | GOVT | Ishares US Treasury Bond ETF | -0.1% | +4.47% | Add |
According to official SEC Form 13F filings, Clifford Group, LLC reported a total U.S. public equity portfolio value of $144.6M across 81 disclosed positions in Q3 2025.
During Q3 2025, Clifford Group, LLC's top holdings by market value included VOO (30.4%)、VXF (8.7%)、MGK (8.7%). The largest single position, VOO, represented 30.4% of total portfolio value.
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Top New Position Initiated
LIN
市值: $432.3K
Top Position Liquidated / Trimmed
VMBS
前期市值: $2.0M
In Q3 2025, Clifford Group, LLC made 65 total portfolio adjustments, initiating 9 new buys, adding to 19 positions, trimming 33 holdings, and fully liquidating 4 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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