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CIK: 0001965522
Total reported value
$144.6M
$144.6M
76 檔
51.4%
At the close of Q4 2025, Clifford Group, LLC disclosed equity holdings valued at approximately $144.6M, spread across 76 reported holdings.
In Q4 2025, Clifford Group, LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MGK, VXF) accounted for 51.4% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 31.39% | -1.82% | +1.66% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.90% | -0.20% | +0.91% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.67% | +0.01% | +0.54% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.69% | -0.66% | +0.44% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.73% | +0.21% | +1.23% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.59% | +0.13% | -8.56% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 2.48% | +0.68% | -0.05% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | -0.02% | -1.27% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | -0.21% | -1.56% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.01% | -0.17% | -5.48% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.00% | +0.07% | -1.44% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +0.23% | -5.76% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.70% | -1.72% | EXIT | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | — | -0.80% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.30% | -0.08% | -0.29% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.13% | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.00% | +0.26% | -3.43% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 0.80% | — | -0.35% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.74% | -0.09% | +10.75% | |
| 20 | MS | Morgan Stanley | Stock-Financials | 0.73% | +0.05% | -3.34% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.08% | -0.42% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.20% | — | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.58% | -0.07% | +5.82% | |
| 24 | COR | Cencora Inc | Stock-Healthcare | 0.58% | -0.09% | -3.04% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | -2.00% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.10% | +108.71% | |
| 27 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.51% | -0.03% | +1.14% | |
| 28 | TEL | TE Connectivity plc | Stock-Tech | 0.50% | -0.03% | -0.63% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.15% | -3.25% | |
| 30 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.48% | -0.07% | -3.30% | |
| 31 | IFRA | Ishares US Infrastructure | ETF-Other | 0.48% | -0.06% | +4.14% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | +0.03% | — | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.43% | — | -0.69% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | +60.48% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.40% | -0.08% | -4.62% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | -0.02% | -7.88% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | -0.03% | -3.18% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | — | -2.24% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.02% | -7.12% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.07% | — | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.36% | -0.42% | EXIT | |
| 42 | PLD | Prologis Inc | Stock-Real Estate | 0.34% | -0.04% | +2.59% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.07% | -3.81% | |
| 44 | PSX | Phillips 66 | Stock-Energy | 0.33% | -0.12% | +1.97% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.02% | — | |
| 46 | KVYO | Klaviyo Inc-a | Stock-Other | 0.33% | -0.19% | — | |
| 47 | AXP | American Express Co | Stock-Financials | 0.32% | +0.01% | — | |
| 48 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.30% | -0.05% | +1.45% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.29% | — | -29.22% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1% | +1.66% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.76% | Trim |
| 3 | WMT | Walmart Inc | +0.3% | +108.71% | Add |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +0.91% | Add |
| 5 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +0.44% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +60.48% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.42% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 9 | AAPL | Apple Inc | +0.1% | -1.44% | Trim |
| 10 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +10.75% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | -1.27% | Trim |
| 12 | VGT | Vanguard Info Tech ETF | +0.1% | +1.23% | Add |
| 13 | MS | Morgan Stanley | +0.1% | -3.34% | Trim |
| 14 | KVYO | Klaviyo Inc-a | +0.1% | — | Unchanged |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 0% | -3.43% | Trim |
| 16 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 17 | PLD | Prologis Inc | 0% | +2.59% | Add |
| 18 | CSCO | Cisco Systems Inc | 0% | -3.25% | Trim |
| 19 | IWD | Ishares Russell 1000 Value E | 0% | -0.29% | Trim |
| 20 | GLDM | Spdr Gold Minishares Trust | 0% | +1.45% | Add |
| 21 | ADI | Analog Devices Inc | 0% | — | Unchanged |
| 22 | AXP | American Express Co | 0% | — | Unchanged |
| 23 | TMO | Thermo Fisher Scientific Inc | 0% | -1.81% | Trim |
| 24 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 25 | COR | Cencora Inc | 0% | -3.04% | Trim |
| 26 | DHR | Danaher CORP | 0% | -1.16% | Trim |
| 27 | HLT | Hilton Worldwide Holdings In | 0% | — | Unchanged |
| 28 | IFRA | Ishares US Infrastructure | 0% | +4.14% | Add |
| 29 | TEL | TE Connectivity plc | 0% | -0.63% | Trim |
| 30 | CRM | Salesforce Inc | 0% | -3.49% | Trim |
| 31 | MCK | Mckesson CORP | 0% | — | Unchanged |
| 32 | SHE | Ss Spdr Msci U Gend Div ETF | 0% | +1.81% | Add |
| 33 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 34 | JPM | Jpmorgan Chase & Co | — | -0.80% | Trim |
| 35 | VNQ | Vanguard Real Estate ETF | — | +5.82% | Add |
| 36 | NEE | Nextera Energy Inc | — | -4.62% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 38 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 39 | V | Visa Inc-class A Shares | — | -2.00% | Trim |
| 40 | TSLA | Tesla Inc | — | — | Unchanged |
| 41 | PEP | Pepsico Inc | — | -1.25% | Trim |
| 42 | MUB | Ishares National Muni Bond E | 0% | -0.05% | Trim |
| 43 | PSX | Phillips 66 | 0% | +1.97% | Add |
| 44 | AON | Aon plc | 0% | — | Unchanged |
| 45 | SCHD | Schwab US Dvd Equity ETF | 0% | -11.59% | Trim |
| 46 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 47 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | -3.30% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -9.03% | Trim |
| 49 | VXF | Vanguard Extended Market ETF | 0% | +0.54% | Add |
| 50 | HON | Honeywell International Inc | 0% | -9.13% | 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 Q4 2025.
During Q4 2025, Clifford Group, LLC's top holdings by market value included VOO (31.4%)、MGK (8.9%)、VXF (8.7%). The largest single position, VOO, represented 31.4% of total portfolio value.
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Top New Position Initiated
IVV
市值: $213.7K
Top Position Liquidated / Trimmed
UPS
前期市值: $313.9K
In Q4 2025, Clifford Group, LLC made 63 total portfolio adjustments, initiating 2 new buys, adding to 15 positions, trimming 39 holdings, and fully liquidating 7 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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