Clifford Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$129.8M
Q ending 2026-03-31
Prior quarter
$129.5M
Q ending 2025-12-31
Change
+0.3% QoQ · +21.3% YoY
Positions
80
reported holdings
Largest positions
All 80 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $40.2M | 67K |
| Vanguard World Fd | MGK | Shares | $10.7M | 29K |
| Natixis Etf Trust Ii | LSGR | Shares | $6.7M | 170K |
| Ishares Tr | EFV | Shares | $6.4M | 86K |
| Vanguard Index Fds | VXF | Shares | $4.9M | 24K |
| Vanguard World Fd | VGT | Shares | $4.6M | 7K |
| Nvidia Corporation | NVDA | Shares | $3.5M | 20K |
| Amazon Com Inc | AMZN | Shares | $3.1M | 15K |
| Ishares Tr | MUB | Shares | $3.0M | 28K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Alphabet Inc | GOOGL | Shares | $2.8M | 10K |
| Microsoft Corp | MSFT | Shares | $2.3M | 6K |
| Ishares Tr | IWF | Shares | $2.3M | 5K |
| Spdr Series Trust | SHM | Shares | $2.2M | 47K |
| Ishares Tr | IWD | Shares | $1.7M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $1.6M | 5K |
| Meta Platforms Inc | META | Shares | $1.5M | 3K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.5M | 4K |
| Broadcom Inc | AVGO | Shares | $1.3M | 4K |
| Ishares Tr | GOVT | Shares | $978K | 43K |
| Morgan Stanley | MS | Shares | $920K | 6K |
| Alphabet Inc | GOOG | Shares | $872K | 3K |
| Walmart Inc | WMT | Shares | $825K | 7K |
| Automatic Data Processing In | ADP | Shares | $823K | 4K |
| Vanguard Index Fds | VNQ | Shares | $811K | 9K |
| Cencora Inc | COR | Shares | $738K | 2K |
| Ishares Tr | IFRA | Shares | $694K | 12K |
| Spdr Series Trust | HYMB | Shares | $691K | 28K |
| Cisco Sys Inc | CSCO | Shares | $684K | 9K |
| Phillips 66 | PSX | Shares | $678K | 4K |
| Klaviyo Inc | KVYO | Shares | $676K | 35K |
| Nextera Energy Inc | NEE | Shares | $656K | 7K |
| Te Connectivity Plc | Shares | $626K | 3K | |
| Home Depot Inc | HD | Shares | $587K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $585K | 691 |
| Union Pac Corp | UNP | Shares | $576K | 2K |
| Visa Inc | V | Shares | $569K | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $562K | 1K |
| Procter & Gamble Co | PG | Shares | $553K | 4K |
| Analog Devices Inc | ADI | Shares | $545K | 2K |
| Prologis Inc. | PLD | Shares | $512K | 4K |
| Houlihan Lokey Inc | HLI | Shares | $499K | 3K |
| Costco Wholesale Corporation | COST | Shares | $481K | 482 |
| Linde Plc | Shares | $474K | 956 | |
| Eli Lilly & Co | LLY | Shares | $452K | 491 |
| Pepsico Inc | PEP | Shares | $447K | 3K |
| Gallagher Arthur J & Co | AJG | Shares | $433K | 2K |
| Abbott Laboratories | ABT | Shares | $410K | 4K |
| Eaton Corp Plc | Shares | $404K | 1K | |
| Tesla Inc | TSLA | Shares | $378K | 1K |
| Vanguard Index Fds | VB | Shares | $360K | 1K |
| American Express Co | AXP | Shares | $353K | 1K |
| World Gold Tr | GLDM | Shares | $336K | 4K |
| Oracle Corp | ORCL | Shares | $327K | 2K |
| Deere & Co | DE | Shares | $319K | 566 |
| Ishares Tr | IVV | Shares | $316K | 484 |
| Ishares Tr | IUSV | Shares | $315K | 3K |
| Unitedhealth Group Inc | UNH | Shares | $296K | 1K |
| Mckesson Corp | MCK | Shares | $289K | 334 |
| Spdr Series Trust | SHE | Shares | $286K | 2K |
| Vanguard Index Fds | VTI | Shares | $279K | 869 |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $266K | 874 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $253K | 389 |
| Danaher Corp Del | DHR | Shares | $253K | 1K |
| Fidelity Natl Information Sv | FIS | Shares | $249K | 5K |
| Vanguard Intl Equity Index F | VT | Shares | $248K | 2K |
| Netflix Inc. | NFLX | Shares | $240K | 2K |
| Johnson & Johnson | JNJ | Shares | $239K | 980 |
| Chubb Ltd Switz | Shares | $236K | 725 | |
| Aon Plc | Shares | $229K | 710 | |
| Lam Research Corp | LRCX | Shares | $229K | 1K |
| Invesco Qqq Tr | QQQ | Shares | $225K | 390 |
| Kla Corp | KLAC | Shares | $221K | 150 |
| Oreilly Automotive Inc | ORLY | Shares | $217K | 2K |
| Thermo Fisher Scientific Inc | TMO | Shares | $217K | 441 |
| Insperity Inc | NSP | Shares | $213K | 8K |
| Exxon Mobil Corp | XOM | Shares | $212K | 1K |
| Trane Technologies Plc | Shares | $211K | 507 | |
| Blackrock Inc | BLK | Shares | $206K | 214 |
| Salesforce Inc | CRM | Shares | $201K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.