MondegarAI
Clifford Group, LLC

Q1 2025 · 13F-HR

Clifford Group, LLCholdings as filed

Filed 2025-05-15 · accession 0001965522-25-000005

$107.0M
Reported value
76
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$30.7M28.6%59,676CommonNONE
922908652VXFVANGUARD INDEX FDS$8.6M8.05%50,009CommonNONE
921910816MGKVANGUARD WORLD FD$8.4M7.81%27,067CommonNONE
464288877EFVISHARES TR$5.1M4.79%86,927CommonNONE
464288414MUBISHARES TR$4.5M4.19%42,588CommonNONE
92204A702VGTVANGUARD WORLD FD$3.3M3.09%6,106CommonNONE
023135106AMZNAMAZON COM INC$2.6M2.42%13,605CommonNONE
037833100AAPLAPPLE INC$2.4M2.20%10,590CommonNONE
594918104MSFTMICROSOFT CORP$2.3M2.12%6,041CommonNONE
78468R739SHMSPDR SER TR$2.2M2.05%46,086CommonNONE
464287614IWFISHARES TR$2.2M2.05%6,069CommonNONE
67066G104NVDANVIDIA CORPORATION$2.2M2.02%19,933CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$2.0M1.82%42,113CommonNONE
464287598IWDISHARES TR$1.6M1.45%8,247CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.4M1.31%5,737CommonNONE
02079K305GOOGLALPHABET INC$1.4M1.28%8,856CommonNONE
30303M102METAMETA PLATFORMS INC$1.4M1.28%2,371CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M1.15%4,043CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$897,7520.84%5,408CommonNONE
46429B267GOVTISHARES TR$798,3420.75%34,733CommonNONE
363576109AJGGALLAGHER ARTHUR J & CO$758,3470.71%2,197CommonNONE
92826C839VVISA INC$719,8450.67%2,054CommonNONE
617446448MSMORGAN STANLEY$707,3450.66%6,063CommonNONE
03073E105CORCENCORA INC$683,7720.64%2,459CommonNONE
907818108UNPUNION PAC CORP$679,4050.63%2,876CommonNONE
742718109PGPROCTER AND GAMBLE CO$667,5520.62%3,917CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$651,6270.61%1,244CommonNONE
441593100HLIHOULIHAN LOKEY INC$651,3700.61%4,033CommonNONE
922908553VNQVANGUARD INDEX FDS$612,5420.57%6,765CommonNONE
437076102HDHOME DEPOT INC$589,2430.55%1,608CommonNONE
704326107PAYXPAYCHEX INC$568,3820.53%3,684CommonNONE
17275R102CSCOCISCO SYS INC$564,0930.53%9,141CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$545,8770.51%1,749CommonNONE
45778Q107NSPINSPERITY INC$530,3830.50%5,944CommonNONE
002824100ABTABBOTT LABS$527,7150.49%3,978CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$496,9830.46%525CommonNONE
65339F101NEENEXTERA ENERGY INC$474,3060.44%6,691CommonNONE
46435U713IFRAISHARES TR$471,9560.44%10,472CommonNONE
718546104PSXPHILLIPS 66$419,2130.39%3,395CommonNONE
49845K101KVYOKLAVIYO INC$417,0740.39%13,783CommonNONE
G87052109TELTE CONNECTIVITY PLC$415,7590.39%2,942CommonNONE
11135F101AVGOBROADCOM INC$413,3260.39%2,469CommonNONE
02079K107GOOGALPHABET INC$412,2910.39%2,639CommonNONE
532457108LLYELI LILLY & CO$404,6960.38%490CommonNONE
78464A284HYMBSPDR SER TR$383,0410.36%15,188CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$378,1310.35%676CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$377,4860.35%691CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$358,4260.33%673CommonNONE
464287663IUSVISHARES TR$352,4560.33%3,819CommonNONE
032654105ADIANALOG DEVICES INC$345,4610.32%1,713CommonNONE
713448108PEPPEPSICO INC$331,4950.31%2,211CommonNONE
G29183103ETNEATON CORP PLC$312,0610.29%1,148CommonNONE
68389X105ORCLORACLE CORP$305,7640.29%2,187CommonNONE
025816109AXPAMERICAN EXPRESS CO$305,6410.29%1,136CommonNONE
922908751VBVANGUARD INDEX FDS$304,6850.28%1,374CommonNONE
74340W103PLDPROLOGIS INC.$300,1270.28%2,685CommonNONE
G0403H108AONAON PLC$283,4900.26%710CommonNONE
438516106HONHONEYWELL INTL INC$278,8750.26%1,317CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$276,3440.26%3,700CommonNONE
244199105DEDEERE & CO$271,2840.25%578CommonNONE
79466L302CRMSALESFORCE INC$268,3600.25%1,000CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$257,2800.24%517CommonNONE
931142103WMTWALMART INC$251,9570.24%2,870CommonNONE
235851102DHRDANAHER CORPORATION$248,2790.23%1,211CommonNONE
87612E106TGTTARGET CORP$229,6710.21%2,201CommonNONE
09290D101BLKBLACKROCK INC$228,2930.21%241CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$221,9680.21%2,018CommonNONE
58155Q103MCKMCKESSON CORP$221,4140.21%329CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$220,0120.21%400CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$219,1850.20%153CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$213,8970.20%940CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$207,8980.19%1,793CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$205,7300.19%7,358CommonNONE
72352L106PINSPINTEREST INC$203,6700.19%6,570CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$201,5750.19%407CommonNONE
922908769VTIVANGUARD INDEX FDS$200,0840.19%728CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.