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CIK: 0001965522
Total reported value
$144.6M
$144.6M
80 檔
47.6%
During the Q1 2026 filing period, Clifford Group, LLC (CIK: 0001965522) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $144.6M across 80 reported positions.
In Q1 2026, Clifford Group, LLC displayed an active expansion posture, initiating 9 new positions and adding to 49 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 30.93% | -1.82% | +3.71% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.25% | -0.20% | +4.49% | |
| 3 | LSGR | Natixis Loomis Focused Grwth | ETF-Other | 5.15% | -0.70% | — | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.92% | -0.66% | +1.14% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.74% | +0.01% | -56.07% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.55% | +0.21% | +3.08% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.70% | +0.13% | +11.57% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | -0.02% | +10.93% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-Other | 2.32% | +0.68% | -5.21% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.07% | +14.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.12% | +0.23% | +16.16% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.21% | +13.98% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.76% | -0.17% | -2.28% | |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.72% | -1.72% | EXIT | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.31% | -0.08% | -0.92% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | — | +0.87% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.13% | +9.71% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.13% | +0.26% | +2.38% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.20% | +74.95% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.75% | -0.09% | +2.88% | |
| 21 | MS | Morgan Stanley | Stock-Financials | 0.71% | +0.05% | +5.67% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.08% | +15.64% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.10% | +10.85% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 0.63% | — | +0.60% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.62% | -0.07% | +6.84% | |
| 26 | COR | Cencora Inc | Stock-Healthcare | 0.57% | -0.09% | +5.29% | |
| 27 | IFRA | Ishares US Infrastructure | ETF-Other | 0.53% | -0.06% | +3.44% | |
| 28 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.53% | -0.07% | +11.04% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.15% | +7.01% | |
| 30 | PSX | Phillips 66 | Stock-Energy | 0.52% | -0.12% | +12.28% | |
| 31 | KVYO | Klaviyo Inc-a | Stock-Other | 0.52% | -0.19% | +165.73% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.51% | -0.08% | +8.90% | |
| 33 | TEL | TE Connectivity plc | Stock-Tech | 0.48% | -0.03% | +6.09% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | — | +20.35% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | +0.03% | — | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.44% | -0.02% | +5.70% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | +0.01% | -6.46% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.03% | +8.61% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.02% | +14.60% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.42% | -0.42% | EXIT | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.39% | -0.04% | +11.13% | |
| 42 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.38% | -0.03% | -8.64% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.07% | -4.55% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.37% | +0.02% | +13.27% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.07% | +11.09% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.07% | +17.67% | |
| 47 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.33% | — | -7.28% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | -0.03% | -3.01% | |
| 49 | ETN | Eaton Corporation plc | Stock-Industrials | 0.31% | +0.02% | -1.57% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | +33.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.4% | +74.95% | Add |
| 2 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +1.14% | Add |
| 3 | KVYO | Klaviyo Inc-a | +0.2% | +165.73% | Add |
| 4 | PSX | Phillips 66 | +0.2% | +12.28% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.38% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +14.31% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.16% | Add |
| 8 | WMT | Walmart Inc | +0.1% | +10.85% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | +11.57% | Add |
| 10 | NEE | Nextera Energy Inc | +0.1% | +8.90% | Add |
| 11 | LIN | Linde plc | +0.1% | +13.27% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +55.13% | Add |
| 13 | PEP | Pepsico Inc | +0.1% | +17.67% | Add |
| 14 | ADI | Analog Devices Inc | +0.1% | — | Unchanged |
| 15 | HD | Home Depot Inc | +0.1% | +20.35% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.1% | +14.60% | Add |
| 17 | IFRA | Ishares US Infrastructure | +0.1% | +3.44% | Add |
| 18 | PLD | Prologis Inc | +0.1% | +11.13% | Add |
| 19 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +11.04% | Add |
| 20 | UNP | Union Pacific CORP | 0% | +5.70% | Add |
| 21 | VNQ | Vanguard Real Estate ETF | 0% | +6.84% | Add |
| 22 | DE | Deere & Co | 0% | -2.08% | Trim |
| 23 | CSCO | Cisco Systems Inc | 0% | +7.01% | Add |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +15.64% | Add |
| 25 | COST | Costco Wholesale CORP | 0% | -4.55% | Trim |
| 26 | ETN | Eaton Corporation plc | 0% | -1.57% | Trim |
| 27 | TSLA | Tesla Inc | 0% | +33.82% | Add |
| 28 | CB | Chubb Limited | 0% | +12.75% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | 0% | +19.37% | Add |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | 0% | +1.71% | Add |
| 31 | GOVT | Ishares US Treasury Bond ETF | 0% | +2.88% | Add |
| 32 | SHE | Ss Spdr Msci U Gend Div ETF | 0% | +10.84% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.61% | Add |
| 34 | MCK | Mckesson CORP | 0% | +1.52% | Add |
| 35 | IWD | Ishares Russell 1000 Value E | 0% | -0.92% | Trim |
| 36 | ORLY | O'reilly Automotive Inc | 0% | +2.61% | Add |
| 37 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 38 | AMZN | Amazon.com Inc | — | +10.93% | Add |
| 39 | AON | Aon plc | 0% | — | Unchanged |
| 40 | UNH | Unitedhealth Group Inc | 0% | +13.99% | Add |
| 41 | COR | Cencora Inc | 0% | +5.29% | Add |
| 42 | IUSV | Ishares Core S&p U.s. Value | 0% | -3.05% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.57% | Add |
| 44 | VT | Vanguard Tot World Stk ETF | 0% | — | Unchanged |
| 45 | HLT | Hilton Worldwide Holdings In | 0% | -7.02% | Trim |
| 46 | LLY | Eli Lilly & Co | 0% | +11.09% | Add |
| 47 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 48 | DHR | Danaher CORP | 0% | +11.93% | Add |
| 49 | MS | Morgan Stanley | 0% | +5.67% | Add |
| 50 | TEL | TE Connectivity plc | 0% | +6.09% | Add |
According to official SEC Form 13F filings, Clifford Group, LLC reported a total U.S. public equity portfolio value of $144.6M across 80 disclosed positions in Q1 2026.
During Q1 2026, Clifford Group, LLC's top holdings by market value included VOO (30.9%)、MGK (8.3%)、LSGR (5.2%). The largest single position, VOO, represented 30.9% 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, MGK, LSGR) accounted for 47.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
LSGR
市值: $6.7M
Top Position Liquidated / Trimmed
ACN
前期市值: $371.2K
In Q1 2026, Clifford Group, LLC made 79 total portfolio adjustments, initiating 9 new buys, adding to 49 positions, trimming 16 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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