Clifford Group, LLC
Clifford Group, LLC reported 86 holdings worth US$145M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Clifford Group, LLC reported 86 holdings worth US$145M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Amazon.com, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$145M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 12,524 | US$4.48M | 3.1% |
| Nvidia Corporation | 20,424 | US$4.09M | 2.8% |
| Amazon.com, Inc. | 14,187 | US$3.38M | 2.3% |
| Apple Inc | 11,003 | US$3.18M | 2.2% |
| Microsoft Corp. | 6,123 | US$2.28M | 1.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4,198 | US$2M | 1.4% |
| Jp Morgan Chase & Co. | 5,361 | US$1.75M | 1.2% |
| Broadcom Inc. | 4,512 | US$1.7M | 1.2% |
| Meta Platforms, Inc. | 2,618 | US$1.47M | 1.0% |
| Morgan Stanley | 5,257 | US$1.1M | 0.76% |
| Cisco Systems, Inc. | 8,411 | US$988K | 0.68% |
| Automatic Data Processing, Inc. | 4,053 | US$908K | 0.63% |
| Walmart Inc. | 6,910 | US$783K | 0.54% |
| Goldman Sachs Group, Inc. (the) | 691 | US$699K | 0.48% |
| Cencora, Inc. | 2,453 | US$694K | 0.48% |
| Home Depot, Inc. (the) | 1,862 | US$657K | 0.45% |
| Visa Inc. | 1,878 | US$644K | 0.45% |
| Union Pacific Corporation | 2,254 | US$613K | 0.42% |
| Eli Lilly And Company | 504 | US$605K | 0.42% |
| Nextera Energy, Inc. | 6,869 | US$603K | 0.42% |
| Procter & Gamble Company (the) | 3,995 | US$586K | 0.41% |
| Berkshire Hathaway Inc. | 1,166 | US$583K | 0.40% |
| Phillips 66 | 3,427 | US$579K | 0.40% |
| Toast, Inc. | 18,986 | US$528K | 0.37% |
| Houlihan Lokey, Inc. | 3,822 | US$513K | 0.35% |
| Prologis, Inc. | 3,704 | US$502K | 0.35% |
| Arthur J. Gallagher & Co. | 2,096 | US$481K | 0.33% |
| Klaviyo, Inc. Series A | 31,634 | US$478K | 0.33% |
| Unitedhealth Group Incorporated | 1,120 | US$466K | 0.32% |
| Lam Research Corporation | 1,073 | US$465K | 0.32% |
| Kla Corporation | 1,500 | US$453K | 0.31% |
| Costco Wholesale Corporation | 470 | US$440K | 0.30% |
| Tesla, Inc. | 997 | US$419K | 0.29% |
| Abbott Laboratories | 4,621 | US$419K | 0.29% |
| American Express Company | 1,178 | US$398K | 0.28% |
| Pepsico, Inc. | 2,891 | US$391K | 0.27% |
| Deere & Company | 582 | US$369K | 0.26% |
| Oracle Corporation | 2,235 | US$328K | 0.23% |
| Insperity, Inc. | 7,879 | US$325K | 0.23% |
| Micron Technology, Inc. | 253 | US$292K | 0.20% |
| Advanced Micro Devices Inc | 480 | US$279K | 0.19% |
| Hilton Worldwide Holdings Inc. | 843 | US$279K | 0.19% |
| Caterpillar, Inc. | 250 | US$266K | 0.18% |
| Johnson & Johnson | 1,015 | US$258K | 0.18% |
| Mckesson Corporation | 334 | US$252K | 0.17% |
| Danaher Corporation | 1,296 | US$247K | 0.17% |
| Monster Beverage Corporation | 2,494 | US$240K | 0.17% |
| Texas Instruments Incorporated | 741 | US$221K | 0.15% |
| O'reilly Automotive, Inc. | 2,377 | US$219K | 0.15% |
| Fidelity National Information Services, Inc. | 5,622 | US$219K | 0.15% |
| Thermo Fisher Scientific Inc | 425 | US$213K | 0.15% |
| Powell Industries, Inc. | 711 | US$204K | 0.14% |
| Blackrock, Inc. | 211 | US$203K | 0.14% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Analog Devices, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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