Clifford Group, LLC

13F filer · CIK 0001965522

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$145MU.S. long equity reported on 13F

Positions647 new · 4 closed

Net flow last quarter+$826KBuys minus sells

Top 10 positions weight16.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202664 positions
NVDANvidia Corp	$4.09M	2.83%	0.00%	+1.7%	Q4 2022
GOOGLAlphabet Inc.	$3.4M	2.35%	0.00%	-0.8%	Q4 2022
AMZNAmazon Com Inc	$3.38M	2.34%	0.00%	-3.6%	Q4 2022
AAPLApple Inc.	$3.18M	2.20%	0.00%	+0.9%	Q4 2022
MSFTMicrosoft Corp	$2.28M	1.58%	0.00%	-2.4%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2M	1.39%	0.00%	-3.5%	Q4 2022
JPMJPMorgan Chase & Co	$1.75M	1.21%	0.00%	+0.1%	Q4 2022
AVGOBroadcom Inc.	$1.7M	1.18%	0.00%	+10.1%	Q4 2023
METAMeta Platforms, Inc.	$1.47M	1.02%	Not reported	+0.7%	Q4 2022
MSMorgan Stanley	$1.1M	0.76%	0.00%	-6.0%	Q4 2022
GOOGAlphabet Inc.	$1.08M	0.75%	Not reported	+0.4%	Q4 2022
CSCOCisco Systems, Inc.	$988K	0.68%	0.00%	-4.6%	Q1 2023
ADPAutomatic Data Processing Inc	$908K	0.63%	0.00%	Not reported	Q4 2022
WMTWalmart Inc.	$783K	0.54%	0.00%	+4.1%	Q3 2024
GSGoldman Sachs Group Inc	$699K	0.48%	0.00%	Not reported	Q2 2023
CORCencora, Inc.	$694K	0.48%	0.00%	+4.5%	Q4 2022
HDHome Depot, Inc.	$657K	0.45%	0.00%	+4.3%	Q4 2022
TELTE Connectivity plc	$657K	0.45%	0.00%	+8.6%	Q4 2022
VVisa Inc.	$644K	0.45%	0.00%	-0.3%	Q4 2022
UNPUnion Pacific Corp	$613K	0.42%	0.00%	-5.1%	Q4 2022
LLYELI LILLY & Co	$605K	0.42%	0.00%	+2.7%	Q2 2023
NEENextera Energy Inc	$603K	0.42%	0.00%	-2.7%	Q4 2022
PGPROCTER & GAMBLE Co	$586K	0.41%	0.00%	+4.3%	Q4 2022
BRK.BBerkshire Hathaway Inc	$583K	0.40%	Not reported	-0.6%	Q1 2023
PSXPhillips 66	$579K	0.40%	0.00%	-7.9%	Q4 2022
LINLinde PLC	$546K	0.38%	0.00%	+10.2%	Q2 2025
TOSTToast, Inc.	$528K	0.37%	0.01%	New	Q2 2026
HLIHoulihan Lokey, Inc.	$513K	0.35%	0.65%	+9.9%	Q4 2022
PLDPrologis, Inc.	$502K	0.35%	0.00%	-4.4%	Q4 2022
ETNEaton Corp plc	$482K	0.33%	0.00%	Not reported	Q1 2023
AJGArthur J. Gallagher & Co.	$481K	0.33%	0.00%	+4.9%	Q4 2022
KVYOKlaviyo, Inc.	$478K	0.33%	Not reported	-8.9%	Q1 2025
UNHUnitedhealth Group Inc	$466K	0.32%	0.00%	+2.6%	Q4 2022
LRCXLam Research Corp	$465K	0.32%	0.00%	Not reported	Q1 2026
KLACKla Corp	$453K	0.31%	0.00%	Not reported	Q1 2026
COSTCostco Wholesale Corp	$440K	0.30%	0.00%	-2.5%	Q4 2022
TSLATesla, Inc.	$419K	0.29%	0.00%	-2.0%	Q2 2023
ABTAbbott Laboratories	$419K	0.29%	0.00%	+15.8%	Q4 2022
AXPAmerican Express Co	$398K	0.28%	0.00%	+1.0%	Q4 2023
PEPPepsico Inc	$391K	0.27%	0.00%	+0.5%	Q2 2023
DEDeere & Co	$369K	0.26%	0.00%	+2.8%	Q4 2022
SHEShengkai Innovations, Inc.	$341K	0.24%	Not reported	-1.6%	Q2 2025
ORCLOracle Corp	$328K	0.23%	0.00%	+0.5%	Q1 2023
NSPInsperity, Inc.	$325K	0.23%	0.02%	Not reported	Q4 2022
GLDMWorld Gold Trust	$309K	0.21%	0.00%	+7.1%	Q3 2025
MUMicron Technology Inc	$292K	0.20%	0.00%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$279K	0.19%	0.00%	New	Q2 2026
HLTHilton Worldwide Holdings Inc.	$279K	0.19%	0.00%	-3.6%	Q1 2024
QQQInvesco QQQ Trust, Series 1	$275K	0.19%	Not reported	-4.1%	Q1 2026
CATCaterpillar Inc	$266K	0.18%	0.00%	New	Q2 2026

Q1 2026Reported May 15, 202661 positions
NVDANvidia Corp	$3.5M	2.70%	0.00%	+11.6%	Q4 2022
AMZNAmazon Com Inc	$3.07M	2.36%	0.00%	+10.9%	Q4 2022
AAPLApple Inc.	$2.77M	2.13%	0.00%	+14.3%	Q4 2022
GOOGLAlphabet Inc.	$2.76M	2.12%	0.00%	+16.2%	Q4 2022
MSFTMicrosoft Corp	$2.32M	1.79%	0.00%	+14.0%	Q4 2022
JPMJPMorgan Chase & Co	$1.58M	1.21%	0.00%	+0.9%	Q4 2022
METAMeta Platforms, Inc.	$1.49M	1.15%	Not reported	+9.7%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.47M	1.13%	0.00%	+2.4%	Q4 2022
AVGOBroadcom Inc.	$1.27M	0.98%	0.00%	+75.0%	Q4 2023
MSMorgan Stanley	$920K	0.71%	0.00%	+5.7%	Q4 2022
GOOGAlphabet Inc.	$872K	0.67%	Not reported	+15.6%	Q4 2022
WMTWalmart Inc.	$825K	0.64%	0.00%	+10.9%	Q3 2024
ADPAutomatic Data Processing Inc	$823K	0.63%	0.00%	+0.6%	Q4 2022
CORCencora, Inc.	$738K	0.57%	0.00%	+5.3%	Q4 2022
CSCOCisco Systems, Inc.	$684K	0.53%	0.00%	+7.0%	Q1 2023
PSXPhillips 66	$678K	0.52%	0.00%	+12.3%	Q4 2022
KVYOKlaviyo, Inc.	$676K	0.52%	Not reported	+165.7%	Q1 2025
NEENextera Energy Inc	$656K	0.51%	0.00%	+8.9%	Q4 2022
TELTE Connectivity plc	$626K	0.48%	0.00%	+6.1%	Q4 2022
HDHome Depot, Inc.	$587K	0.45%	0.00%	+20.4%	Q4 2022
GSGoldman Sachs Group Inc	$585K	0.45%	0.00%	Not reported	Q2 2023
UNPUnion Pacific Corp	$576K	0.44%	0.00%	+5.7%	Q4 2022
VVisa Inc.	$569K	0.44%	0.00%	-6.5%	Q4 2022
BRK.BBerkshire Hathaway Inc	$562K	0.43%	Not reported	+8.6%	Q1 2023
PGPROCTER & GAMBLE Co	$553K	0.43%	0.00%	+14.6%	Q4 2022
ADIAnalog Devices Inc	$545K	0.42%	0.00%	Not reported	Q4 2022
PLDPrologis, Inc.	$512K	0.39%	0.00%	+11.1%	Q4 2022
HLIHoulihan Lokey, Inc.	$499K	0.38%	0.59%	-8.6%	Q4 2022
COSTCostco Wholesale Corp	$481K	0.37%	0.00%	-4.6%	Q4 2022
LINLinde PLC	$474K	0.37%	0.00%	+13.3%	Q2 2025
LLYELI LILLY & Co	$452K	0.35%	0.00%	+11.1%	Q2 2023
PEPPepsico Inc	$447K	0.34%	0.00%	+17.7%	Q2 2023
AJGArthur J. Gallagher & Co.	$433K	0.33%	0.00%	-7.3%	Q4 2022
ABTAbbott Laboratories	$410K	0.32%	0.00%	-3.0%	Q4 2022
ETNEaton Corp plc	$404K	0.31%	0.00%	-1.6%	Q1 2023
TSLATesla, Inc.	$378K	0.29%	0.00%	+33.8%	Q2 2023
AXPAmerican Express Co	$353K	0.27%	0.00%	+2.6%	Q4 2023
GLDMWorld Gold Trust	$336K	0.26%	0.00%	-20.5%	Q3 2025
ORCLOracle Corp	$327K	0.25%	0.00%	+1.7%	Q1 2023
DEDeere & Co	$319K	0.25%	0.00%	-2.1%	Q4 2022
UNHUnitedhealth Group Inc	$296K	0.23%	0.00%	+14.0%	Q4 2022
MCKMckesson Corp	$289K	0.22%	0.00%	+1.5%	Q1 2025
SHEShengkai Innovations, Inc.	$286K	0.22%	Not reported	+10.8%	Q2 2025
HLTHilton Worldwide Holdings Inc.	$266K	0.20%	0.00%	-7.0%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$253K	0.19%	Not reported	+1.6%	Q2 2023
DHRDanaher Corp	$253K	0.19%	0.00%	+11.9%	Q4 2022
FISFidelity National Information Services, Inc.	$249K	0.19%	0.00%	Not reported	Q4 2024
NFLXNetflix Inc	$240K	0.18%	0.00%	Not reported	Q2 2025
JNJJohnson & Johnson	$239K	0.18%	0.00%	Not reported	Q4 2022
CBChubb Ltd	$236K	0.18%	0.00%	+12.8%	Q4 2025

Q4 2025Reported Feb 13, 202657 positions
NVDANvidia Corp	$3.36M	2.59%	0.00%	-8.6%	Q4 2022
AMZNAmazon Com Inc	$3.06M	2.36%	0.00%	-1.3%	Q4 2022
MSFTMicrosoft Corp	$2.66M	2.06%	0.00%	-1.6%	Q4 2022
AAPLApple Inc.	$2.59M	2.00%	0.00%	-1.4%	Q4 2022
GOOGLAlphabet Inc.	$2.58M	1.99%	0.00%	-5.8%	Q4 2022
JPMJPMorgan Chase & Co	$1.71M	1.32%	0.00%	-0.8%	Q4 2022
METAMeta Platforms, Inc.	$1.56M	1.21%	Not reported	Not reported	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.29M	1.00%	0.00%	-3.4%	Q4 2022
ADPAutomatic Data Processing Inc	$1.04M	0.80%	0.00%	-0.4%	Q4 2022
MSMorgan Stanley	$939K	0.73%	0.00%	-3.3%	Q4 2022
GOOGAlphabet Inc.	$825K	0.64%	Not reported	-0.4%	Q4 2022
AVGOBroadcom Inc.	$811K	0.63%	0.00%	Not reported	Q4 2023
CORCencora, Inc.	$753K	0.58%	0.00%	-3.0%	Q4 2022
VVisa Inc.	$706K	0.55%	0.00%	-2.0%	Q4 2022
WMTWalmart Inc.	$667K	0.52%	0.00%	+108.7%	Q3 2024
HLIHoulihan Lokey, Inc.	$663K	0.51%	0.65%	+1.1%	Q4 2022
TELTE Connectivity plc	$643K	0.50%	0.00%	-0.6%	Q4 2022
CSCOCisco Systems, Inc.	$634K	0.49%	0.00%	-3.3%	Q1 2023
GSGoldman Sachs Group Inc	$607K	0.47%	0.00%	Not reported	Q2 2023
AJGArthur J. Gallagher & Co.	$558K	0.43%	0.00%	-0.7%	Q4 2022
BRK.BBerkshire Hathaway Inc	$543K	0.42%	Not reported	+60.5%	Q1 2023
NEENextera Energy Inc	$520K	0.40%	0.00%	-4.6%	Q4 2022
UNPUnion Pacific Corp	$520K	0.40%	0.00%	-7.9%	Q4 2022
ABTAbbott Laboratories	$515K	0.40%	0.00%	-3.2%	Q4 2022
HDHome Depot, Inc.	$511K	0.39%	0.00%	-2.2%	Q4 2022
PGPROCTER & GAMBLE Co	$479K	0.37%	0.00%	-7.1%	Q4 2022
LLYELI LILLY & Co	$475K	0.37%	0.00%	Not reported	Q2 2023
ADIAnalog Devices Inc	$465K	0.36%	0.00%	Not reported	Q4 2022
PLDPrologis, Inc.	$445K	0.34%	0.00%	+2.6%	Q4 2022
COSTCostco Wholesale Corp	$436K	0.34%	0.00%	-3.8%	Q4 2022
PSXPhillips 66	$428K	0.33%	0.00%	+2.0%	Q4 2022
ORCLOracle Corp	$426K	0.33%	0.00%	Not reported	Q1 2023
KVYOKlaviyo, Inc.	$424K	0.33%	Not reported	Not reported	Q1 2025
AXPAmerican Express Co	$420K	0.32%	0.00%	Not reported	Q4 2023
GLDMWorld Gold Trust	$390K	0.30%	0.00%	+1.5%	Q3 2025
ACNAccenture plc	$371K	0.29%	0.00%	-29.2%	Q4 2022
ETNEaton Corp plc	$366K	0.28%	0.00%	Not reported	Q1 2023
LINLinde PLC	$360K	0.28%	0.00%	-7.3%	Q2 2025
PEPPepsico Inc	$351K	0.27%	0.00%	-1.3%	Q2 2023
TSLATesla, Inc.	$342K	0.26%	0.00%	Not reported	Q2 2023
PAYXPaychex Inc	$341K	0.26%	0.00%	-11.7%	Q4 2022
UNHUnitedhealth Group Inc	$316K	0.24%	0.00%	-12.9%	Q4 2022
NSPInsperity, Inc.	$305K	0.24%	0.02%	Not reported	Q4 2022
TMOThermo Fisher Scientific Inc.	$283K	0.22%	0.00%	-1.8%	Q4 2022
DHRDanaher Corp	$272K	0.21%	0.00%	-1.2%	Q4 2022
HLTHilton Worldwide Holdings Inc.	$270K	0.21%	0.00%	Not reported	Q1 2024
MCKMckesson Corp	$270K	0.21%	0.00%	Not reported	Q1 2025
DEDeere & Co	$269K	0.21%	0.00%	-18.3%	Q4 2022
SHEShengkai Innovations, Inc.	$267K	0.21%	Not reported	+1.8%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$261K	0.20%	Not reported	-9.0%	Q2 2023

Q3 2025Reported Nov 14, 202563 positions
NVDANvidia Corp	$3.67M	2.86%	0.00%	-1.2%	Q4 2022
AMZNAmazon Com Inc	$2.95M	2.30%	0.00%	+0.2%	Q4 2022
MSFTMicrosoft Corp	$2.89M	2.25%	0.00%	-7.1%	Q4 2022
AAPLApple Inc.	$2.46M	1.92%	0.00%	-1.9%	Q4 2022
GOOGLAlphabet Inc.	$2.13M	1.66%	0.00%	+0.3%	Q4 2022
METAMeta Platforms, Inc.	$1.74M	1.36%	Not reported	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$1.69M	1.32%	0.00%	-2.9%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.23M	0.96%	0.00%	-17.6%	Q4 2022
ADPAutomatic Data Processing Inc	$1.19M	0.92%	0.00%	Not reported	Q4 2022
MSMorgan Stanley	$870K	0.68%	0.00%	-8.8%	Q4 2022
AVGOBroadcom Inc.	$773K	0.60%	0.00%	Not reported	Q4 2023
HLIHoulihan Lokey, Inc.	$773K	0.60%	0.64%	-6.5%	Q4 2022
CORCencora, Inc.	$719K	0.56%	0.00%	-5.2%	Q4 2022
VVisa Inc.	$701K	0.55%	0.00%	Not reported	Q4 2022
AJGArthur J. Gallagher & Co.	$672K	0.52%	0.00%	-1.6%	Q4 2022
GOOGAlphabet Inc.	$643K	0.50%	Not reported	Not reported	Q4 2022
TELTE Connectivity plc	$624K	0.49%	0.00%	-4.7%	Q4 2022
ORCLOracle Corp	$615K	0.48%	0.00%	Not reported	Q1 2023
HDHome Depot, Inc.	$615K	0.48%	0.00%	-7.0%	Q4 2022
CSCOCisco Systems, Inc.	$582K	0.45%	0.00%	-9.0%	Q1 2023
UNPUnion Pacific Corp	$576K	0.45%	0.00%	+6.0%	Q4 2022
ABTAbbott Laboratories	$569K	0.44%	0.00%	+5.9%	Q4 2022
PGPROCTER & GAMBLE Co	$553K	0.43%	0.00%	-8.8%	Q4 2022
GSGoldman Sachs Group Inc	$550K	0.43%	0.00%	Not reported	Q2 2023
NEENextera Energy Inc	$513K	0.40%	0.00%	+15.5%	Q4 2022
COSTCostco Wholesale Corp	$486K	0.38%	0.00%	Not reported	Q4 2022
ACNAccenture plc	$482K	0.38%	0.00%	+13.1%	Q4 2022
PSXPhillips 66	$442K	0.34%	0.00%	+7.2%	Q4 2022
PAYXPaychex Inc	$437K	0.34%	0.00%	-8.2%	Q4 2022
LINLinde PLC	$432K	0.34%	0.00%	+22.0%	Q2 2025
ETNEaton Corp plc	$430K	0.33%	0.00%	Not reported	Q1 2023
ADIAnalog Devices Inc	$421K	0.33%	0.00%	Not reported	Q4 2022
PLDPrologis, Inc.	$389K	0.30%	0.00%	+15.5%	Q4 2022
NSPInsperity, Inc.	$388K	0.30%	0.02%	+32.6%	Q4 2022
UNHUnitedhealth Group Inc	$380K	0.30%	0.00%	+10.2%	Q4 2022
AXPAmerican Express Co	$377K	0.29%	0.00%	Not reported	Q4 2023
KVYOKlaviyo, Inc.	$362K	0.28%	Not reported	-7.7%	Q1 2025
PEPPepsico Inc	$348K	0.27%	0.00%	+12.1%	Q2 2023
GLDMWorld Gold Trust	$344K	0.27%	0.00%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$338K	0.26%	Not reported	Not reported	Q1 2023
TSLATesla, Inc.	$338K	0.26%	0.00%	Not reported	Q2 2023
LLYELI LILLY & Co	$337K	0.26%	0.00%	Not reported	Q2 2023
DEDeere & Co	$323K	0.25%	0.00%	Not reported	Q4 2022
UPSUnited Parcel Service Inc	$314K	0.24%	0.00%	+65.4%	Q4 2022
FISFidelity National Information Services, Inc.	$313K	0.24%	0.00%	+25.4%	Q4 2024
WMTWalmart Inc.	$296K	0.23%	0.00%	Not reported	Q3 2024
BLKBlackRock, Inc.	$281K	0.22%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$280K	0.22%	Not reported	-6.2%	Q2 2023
SPOTSpotify Technology S.A.	$279K	0.22%	0.00%	Not reported	Q1 2025
HONHoneywell International Inc	$272K	0.21%	0.00%	-1.8%	Q4 2022

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