Institutional
Clifford Group, LLC
CIK 0001965522
$129.8M
Reported AUM
80
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Clifford Group, LLC · Q1 2026
AI · grounded in 13F
Clifford Group, LLC established a new position in LSGR valued at $6.69M. The fund also increased its holdings in KVYO by 165.73% and AVGO by 74.95%. On the sell side, the fund closed its positions in ACN and PAYX, while trimming its stake in VXF by 56.07%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $686.71 | 0.72% | 21.58% | 77.59% | $40.2M | 30.93% | — | HELD |
| 2 | MGK | VANGUARD WORLD FD | $86.32 | 1.10% | 15.23% | 76.00% | $10.7M | 8.25% | — | HELD |
| 3 | LSGR | NATIXIS ETF TRUST II | $42.84 | 2.81% | 2.27% | 62.87% | $6.7M | 5.15% | — | HELD |
| 4 | EFV | ISHARES TR | $80.88 | -0.53% | 34.95% | 95.87% | $6.4M | 4.92% | — | HELD |
| 5 | VXF | VANGUARD INDEX FDS | $236.16 | -0.30% | 23.72% | 32.25% | $4.9M | 3.74% | — | HELD |
| 6 | VGT | VANGUARD WORLD FD | $113.15 | -0.38% | 34.81% | 119.28% | $4.6M | 3.55% | — | HELD |
| 7 | NVDA | NVIDIA CORPORATION | $201.19 | 3.15% | 12.42% | 774.16% | $3.5M | 2.70% | — | HELD |
| 8 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $3.1M | 2.36% | — | HELD |
| 9 | MUB | ISHARES TR | $105.64 | -0.11% | 4.60% | 3.08% | $3.0M | 2.32% | — | HELD |
| 10 | AAPL | APPLE INC | $310.42 | -6.90% | 53.24% | 108.42% | $2.8M | 2.13% | — | HELD |
| 11 | GOOGL | ALPHABET INC | $355.99 | 6.69% | 85.11% | 143.37% | $2.8M | 2.12% | — | HELD |
| 12 | MSFT | MICROSOFT CORP | $465.00 | 3.08% | -10.62% | 60.10% | $2.3M | 1.79% | — | HELD |
| 13 | IWF | ISHARES TR | $118.35 | 0.78% | 9.16% | 66.32% | $2.3M | 1.76% | — | HELD |
| 14 | SHM | SPDR SERIES TRUST | $47.59 | -0.04% | 1.54% | 4.51% | $2.2M | 1.72% | — | HELD |
| 15 | IWD | ISHARES TR | $251.78 | 0.43% | 32.19% | 69.23% | $1.7M | 1.31% | — | HELD |
| 16 | JPM | JPMORGAN CHASE & CO | $351.86 | 0.29% | 23.57% | 148.58% | $1.6M | 1.21% | — | HELD |
| 17 | META | META PLATFORMS INC | $556.34 | 3.21% | -27.89% | 43.33% | $1.5M | 1.15% | — | HELD |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $404.31 | 0.25% | 73.77% | 268.49% | $1.5M | 1.13% | — | HELD |
| 19 | AVGO | BROADCOM INC | $389.53 | 0.44% | 35.65% | 758.72% | $1.3M | 0.98% | — | HELD |
| 20 | GOVT | ISHARES TR | $22.45 | -0.27% | 0.98% | -4.57% | $978K | 0.75% | — | HELD |
| 21 | MS | MORGAN STANLEY | $210.56 | 0.24% | 54.71% | 136.27% | $920K | 0.71% | — | HELD |
| 22 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $872K | 0.67% | — | HELD |
| 23 | WMT | WALMART INC | $111.21 | 0.09% | 13.85% | 139.22% | $825K | 0.64% | — | HELD |
| 24 | ADP | AUTOMATIC DATA PROCESSING IN | $266.46 | 0.98% | -9.73% | 40.87% | $823K | 0.63% | — | HELD |
| 25 | VNQ | VANGUARD INDEX FDS | $98.95 | -0.54% | 16.22% | 11.04% | $811K | 0.62% | — | HELD |
| 26 | COR | CENCORA INC | $311.34 | -0.29% | 8.28% | 171.79% | $738K | 0.57% | — | HELD |
| 27 | IFRA | ISHARES TR | $60.57 | 0.00% | 23.20% | 83.09% | $694K | 0.53% | — | HELD |
| 28 | HYMB | SPDR SERIES TRUST | $24.89 | -0.16% | 6.50% | 0.13% | $691K | 0.53% | — | HELD |
| 29 | CSCO | CISCO SYS INC | $115.99 | 2.14% | 73.60% | 122.41% | $684K | 0.53% | — | HELD |
| 30 | PSX | PHILLIPS 66 | $211.68 | 0.51% | 82.12% | 253.33% | $678K | 0.52% | — | HELD |
| 31 | KVYO | KLAVIYO INC | $17.84 | -2.78% | — | — | $676K | 0.52% | — | HELD |
| 32 | NEE | NEXTERA ENERGY INC | $86.93 | -1.14% | — | — | $656K | 0.51% | — | HELD |
| 33 | TEL | TE CONNECTIVITY PLC | $205.71 | -0.42% | — | — | $626K | 0.48% | — | HELD |
| 34 | HD | HOME DEPOT INC | $331.99 | -0.41% | — | — | $587K | 0.45% | — | HELD |
| 35 | GS | GOLDMAN SACHS GROUP INC | $1017.98 | -0.67% | — | — | $585K | 0.45% | — | HELD |
| 36 | UNP | UNION PAC CORP | $292.12 | 0.92% | — | — | $576K | 0.44% | — | HELD |
| 37 | V | VISA INC | $366.16 | -0.03% | — | — | $569K | 0.44% | — | HELD |
| 38 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $562K | 0.43% | — | HELD |
| 39 | PG | PROCTER & GAMBLE CO | $144.52 | 0.39% | — | — | $553K | 0.43% | — | HELD |
| 40 | ADI | ANALOG DEVICES INC | $367.41 | 0.20% | — | — | $545K | 0.42% | — | HELD |
| 41 | PLD | PROLOGIS INC. | $144.65 | -1.05% | — | — | $512K | 0.39% | — | HELD |
| 42 | HLI | HOULIHAN LOKEY INC | $125.49 | -2.22% | — | — | $499K | 0.38% | — | HELD |
| 43 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $481K | 0.37% | — | HELD |
| 44 | LIN | LINDE PLC | $478.38 | -5.95% | — | — | $474K | 0.37% | — | HELD |
| 45 | LLY | ELI LILLY & CO | $1148.35 | -0.57% | — | — | $452K | 0.35% | — | HELD |
| 46 | PEP | PEPSICO INC | $139.56 | -0.46% | — | — | $447K | 0.34% | — | HELD |
| 47 | AJG | GALLAGHER ARTHUR J & CO | $249.42 | -2.75% | — | — | $433K | 0.33% | — | HELD |
| 48 | ABT | ABBOTT LABORATORIES | $105.74 | 0.12% | — | — | $410K | 0.32% | — | HELD |
| 49 | ETN | EATON CORP PLC | $415.69 | 7.44% | — | — | $404K | 0.31% | — | HELD |
| 50 | TSLA | TESLA INC | $311.11 | 0.73% | — | — | $378K | 0.29% | — | HELD |
| 51 | VB | VANGUARD INDEX FDS | $295.02 | -0.26% | — | — | $360K | 0.28% | — | HELD |
| 52 | AXP | AMERICAN EXPRESS CO | $336.25 | -0.38% | — | — | $353K | 0.27% | — | HELD |
| 53 | GLDM | WORLD GOLD TR | $80.14 | -1.46% | — | — | $336K | 0.26% | — | HELD |
| 54 | ORCL | ORACLE CORP | $129.88 | 1.82% | — | — | $327K | 0.25% | — | HELD |
| 55 | DE | DEERE & CO | $592.75 | -1.12% | — | — | $319K | 0.25% | — | HELD |
| 56 | IVV | ISHARES TR | $750.46 | 0.71% | — | — | $316K | 0.24% | — | HELD |
| 57 | IUSV | ISHARES TR | $112.29 | -0.22% | — | — | $315K | 0.24% | — | HELD |
| 58 | UNH | UNITEDHEALTH GROUP INC | $414.22 | -1.72% | — | — | $296K | 0.23% | — | HELD |
| 59 | MCK | MCKESSON CORP | $857.27 | -0.95% | — | — | $289K | 0.22% | — | HELD |
| 60 | SHE | SPDR SERIES TRUST | $154.64 | 0.44% | — | — | $286K | 0.22% | — | HELD |
| 61 | VTI | VANGUARD INDEX FDS | $368.22 | 0.53% | — | — | $279K | 0.21% | — | HELD |
| 62 | HLT | HILTON WORLDWIDE HLDGS INC | $320.49 | -0.48% | — | — | $266K | 0.20% | — | HELD |
| 63 | SPY | STATE STR SPDR S&P 500 ETF T | $746.85 | 0.70% | — | — | $253K | 0.19% | — | HELD |
| 64 | DHR | DANAHER CORP DEL | $195.07 | -0.56% | — | — | $253K | 0.19% | — | HELD |
| 65 | FIS | FIDELITY NATL INFORMATION SV | $44.77 | -2.67% | — | — | $249K | 0.19% | — | HELD |
| 66 | VT | VANGUARD INTL EQUITY INDEX F | $155.86 | 0.26% | — | — | $248K | 0.19% | — | HELD |
| 67 | NFLX | NETFLIX INC. | $71.69 | -2.02% | — | — | $240K | 0.18% | — | HELD |
| 68 | JNJ | JOHNSON & JOHNSON | $256.32 | 0.20% | — | — | $239K | 0.18% | — | HELD |
| 69 | CB | CHUBB LTD SWITZ | $350.70 | 0.16% | — | — | $236K | 0.18% | — | HELD |
| 70 | AON | AON PLC | $360.55 | -1.64% | — | — | $229K | 0.18% | — | HELD |
| 71 | LRCX | LAM RESEARCH CORP | $293.02 | -1.58% | — | — | $229K | 0.18% | — | HELD |
| 72 | QQQ | INVESCO QQQ TR | $688.22 | 0.68% | — | — | $225K | 0.17% | — | HELD |
| 73 | KLAC | KLA CORP | $182.82 | 1.38% | — | — | $221K | 0.17% | — | HELD |
| 74 | ORLY | OREILLY AUTOMOTIVE INC | $89.35 | 2.28% | — | — | $217K | 0.17% | — | HELD |
| 75 | TMO | THERMO FISHER SCIENTIFIC INC | $574.12 | -0.46% | — | — | $217K | 0.17% | — | HELD |
| 76 | NSP | INSPERITY INC | $50.61 | -6.33% | — | — | $213K | 0.16% | — | HELD |
| 77 | XOM | EXXON MOBIL CORP | $155.44 | -0.97% | — | — | $212K | 0.16% | — | HELD |
| 78 | TT | TRANE TECHNOLOGIES PLC | $455.07 | 3.36% | — | — | $211K | 0.16% | — | HELD |
| 79 | BLK | BLACKROCK INC | $1090.39 | -0.73% | — | — | $206K | 0.16% | — | HELD |
| 80 | CRM | SALESFORCE INC | $184.03 | 1.84% | — | — | $201K | 0.15% | — | HELD |
Source: SEC EDGAR · accession 0001965522-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.