Clifford Group, LLC

CIK

1965522

Location

WAYLAND, MA

Portfolio Value

Small $144,611,345

Diversification

Diversified

Filing Date

Global Rank

#7,509 / 8,794 ▲ 189 · as of Jun 2026

Top Industry

Semiconductors 18.1%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

74 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.6%

−10.6 pts

Top 5

61.4%

+2.8 pts

Top 10

75.6%

+3.8 pts

HHI

1,246

Diversified−514

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.3%	$97,253,119	14
Technology	13.2%	$19,077,033	17
Financial Services	4.9%	$7,044,737	12
Communication Services	4.1%	$5,950,218	2
Consumer Cyclical	3.4%	$4,954,831	5
Healthcare	2.2%	$3,153,564	8
Industrials	1.7%	$2,508,108	7
Consumer Defensive	1.7%	$2,439,286	5
Utilities	0.4%	$602,892	1
Energy	0.4%	$579,334	1
Basic Materials	0.4%	$546,443	1
Real Estate	0.3%	$501,780	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+142,121	177,887	$17,075,415
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+16,783	202,795	$17,030,141
KLAC	Kla Corp	+1,350	1,500	$452,565
ABT	Abbott Laboratories	+632	4,621	$419,309
AVGO	Broadcom Inc.	+413	4,512	$1,704,408
HLI	Houlihan Lokey, Inc.	+345	3,822	$512,644
NVDA	Nvidia Corp	+335	20,424	$4,086,638
FIS	Fidelity National Information Services, Inc.	+307	5,622	$218,583
WMT	Walmart Inc.	+270	6,910	$782,626
GLDM	World Gold Trust	+259	3,885	$308,546
TEL	TE Connectivity plc	+259	3,256	$656,442
PG	PROCTER & GAMBLE Co	+165	3,995	$585,826
COR	Cencora, Inc.	+105	2,453	$694,149
AAPL	Apple Inc.	+99	11,003	$3,183,828
LIN	Linde PLC	+97	1,053	$546,443
AJG	Arthur J. Gallagher & Co.	+97	2,096	$481,178
HD	Home Depot, Inc.	+76	1,862	$656,690
JNJ	Johnson & Johnson	+35	1,015	$257,779
UNH	Unitedhealth Group Inc	+28	1,120	$465,505
ORLY	O Reilly Automotive Inc	+22	2,377	$218,897
META	Meta Platforms, Inc.	+19	2,618	$1,474,693
DE	Deere & Co	+16	582	$369,180
PEP	Pepsico Inc	+14	2,891	$391,441
LLY	ELI LILLY & Co	+13	504	$604,512
ORCL	Oracle Corp	+12	2,235	$327,539
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−46,625	2,205	$340,540
LSGR	Natixis Loomis Sayles Focused Growth ETF	−16,942	152,854	$6,439,739
VB	Vanguard Morningstar Small-Cap ETF	−5,914	63,542	$42,838,816
KVYO	Klaviyo, Inc.	−3,105	31,634	$477,673
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−1,608	26,256	$667,952
—		−1,573	22,006	$5,418,097
VIG	Vanguard Dividend Appreciation ETF	−889	8,254	$795,933
AMZN	Amazon Com Inc	−530	14,187	$3,381,329
CSCO	Cisco Systems, Inc.	−402	8,411	$987,956
MS	Morgan Stanley	−335	5,257	$1,098,923
PSX	Phillips 66	−295	3,427	$579,334
NEE	Nextera Energy Inc	−190	6,869	$602,892
PLD	Prologis, Inc.	−171	3,704	$501,780
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−151	4,198	$2,004,838
MSFT	Microsoft Corp	−148	6,123	$2,284,001
UNP	Union Pacific Corp	−120	2,254	$613,088
AON	Aon plc	−69	641	$212,613
GOOGL	Alphabet Inc.	−65	12,558	$4,475,525
SPY	Spdr S&P 500 ETF Trust	−56	333	$248,674
DHR	Danaher Corp /De/	−36	1,296	$246,862
HLT	Hilton Worldwide Holdings Inc.	−31	843	$278,577
TSLA	Tesla, Inc.	−20	997	$419,338
QQQ	Invesco Qqq Trust, Series 1	−16	374	$275,413
TMO	Thermo Fisher Scientific Inc.	−16	425	$213,078
COST	Costco Wholesale Corp /New	−12	470	$439,670
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	42,687	$5,325,630
TOST	Toast, Inc.	18,986	$528,190
MU	Micron Technology Inc	253	$292,035
AMD	Advanced Micro Devices Inc	480	$278,836
CAT	Caterpillar Inc	250	$266,225
MNST	Monster Beverage Corp	2,494	$239,723
TXN	Texas Instruments Inc	741	$220,869
IVZ	Invesco Ltd.	3,188	$209,547
ABI	VictoryShares Pioneer Asset-Based Income ETF	972	$206,812
POWL	Powell Industries Inc	711	$203,601
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ADI	Analog Devices Inc	1,713	$544,973
NFLX	Netflix Inc	2,497	$240,086
XOM	ExxonMobil Holdings Corp	1,251	$212,244
CRM	Salesforce, Inc.	1,075	$200,670
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $144,611,345 total · filing declares 86 positions · $144,611,714 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Reduced	63,542	-5,914	$42,838,816	+5.0%	29.62%
EDV	Vanguard World Funds Extended Duration ETF	Added	177,887	+142,121	$17,075,415	+528.0%	11.81%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	202,795	+16,783	$17,030,141	—	11.78%
LSGR	Natixis Loomis Sayles Focused Growth ETF	Reduced	152,854	-16,942	$6,439,739	−3.7%	4.45%
		Reduced	22,006	-1,573	$5,418,097	+11.7%	3.75%
ACSG	American Century Small Cap Growth Insights ETF	NEW	42,687	NEW	$5,325,630	NEW	3.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,558	-65	$4,475,525	+23.4%	3.09%
NVDA	Nvidia Corp Technology	Added	20,424	+335	$4,086,638	+16.6%	2.83%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,187	-530	$3,381,329	+10.3%	2.34%
AAPL	Apple Inc. Technology	Added	11,003	+99	$3,183,828	+15.1%	2.20%
MSFT	Microsoft Corp Technology	Reduced	6,123	-148	$2,284,001	−1.6%	1.58%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,198	-151	$2,004,838	+36.4%	1.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,361	+5	$1,754,816	+11.4%	1.21%
AVGO	Broadcom Inc. Technology	Added	4,512	+413	$1,704,408	+34.3%	1.18%
META	Meta Platforms, Inc. Communication Services	Added	2,618	+19	$1,474,693	−0.8%	1.02%
MS	Morgan Stanley Financial Services	Reduced	5,257	-335	$1,098,923	+19.4%	0.76%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,411	-402	$987,956	+44.5%	0.68%
ADP	Automatic Data Processing Inc Technology	Held	4,053	0	$907,669	+10.2%	0.63%
VIG	Vanguard Dividend Appreciation ETF	Reduced	8,254	-889	$795,933	−1.9%	0.55%
WMT	Walmart Inc. Consumer Defensive	Added	6,910	+270	$782,626	−5.2%	0.54%
GS	Goldman Sachs Group Inc Financial Services	Held	691	0	$698,856	+19.5%	0.48%
COR	Cencora, Inc. Healthcare	Added	2,453	+105	$694,149	−5.9%	0.48%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	26,256	-1,608	$667,952	−3.3%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,862	+76	$656,690	+11.8%	0.45%
TEL	TE Connectivity plc Technology	Added	3,256	+259	$656,442	+4.8%	0.45%
V	Visa Inc. Financial Services	Reduced	1,878	-5	$644,323	+13.2%	0.45%
UNP	Union Pacific Corp Industrials	Reduced	2,254	-120	$613,088	+6.4%	0.42%
LLY	ELI LILLY & Co Healthcare	Added	504	+13	$604,512	+33.9%	0.42%
NEE	Nextera Energy Inc Utilities	Reduced	6,869	-190	$602,892	−8.0%	0.42%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,995	+165	$585,826	+5.9%	0.41%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,166	-7	$583,454	+3.8%	0.40%
PSX	Phillips 66 Energy	Reduced	3,427	-295	$579,334	−14.6%	0.40%
LIN	Linde PLC Basic Materials	Added	1,053	+97	$546,443	+15.3%	0.38%
TOST	Toast, Inc. Technology	NEW	18,986	NEW	$528,190	NEW	0.37%
HLI	Houlihan Lokey, Inc. Financial Services	Added	3,822	+345	$512,644	+2.7%	0.35%
PLD	Prologis, Inc. Real Estate	Reduced	3,704	-171	$501,780	−2.0%	0.35%
ETN	Eaton Corp plc Industrials	Held	1,130	0	$481,515	+19.1%	0.33%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	2,096	+97	$481,178	+11.1%	0.33%
KVYO	Klaviyo, Inc. Technology	Reduced	31,634	-3,105	$477,673	−29.3%	0.33%
UNH	Unitedhealth Group Inc Healthcare	Added	1,120	+28	$465,505	+57.5%	0.32%
LRCX	Lam Research Corp Technology	Held	1,073	0	$464,963	+102.8%	0.32%
KLAC	Kla Corp Technology	Added	1,500	+1,350	$452,565	+104.9%	0.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	470	-12	$439,670	−8.5%	0.30%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	997	-20	$419,338	+10.9%	0.29%
ABT	Abbott Laboratories Healthcare	Added	4,621	+632	$419,309	+2.4%	0.29%
AXP	American Express Co Financial Services	Added	1,178	+12	$398,458	+13.0%	0.28%
PEP	Pepsico Inc Consumer Defensive	Added	2,891	+14	$391,441	−12.4%	0.27%
DE	Deere & Co Industrials	Added	582	+16	$369,180	+15.8%	0.26%
		Reduced	2,205	-46,625	$340,540	−86.5%	0.24%
ORCL	Oracle Corp Technology	Added	2,235	+12	$327,539	+0.2%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.