Clifford Group, LLC

CIK

1965522

Location

WAYLAND, MA

Portfolio Value

Micro $60,255,634

Diversification

Diversified

Filing Date

Global Rank

#6,719 / 8,517 ▲ 459

Top Industry

Semiconductors 18.2%

3Y Alpha vs SPY

+21.5%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+187.1%

SPY

+75.3%

Annualised alpha

+21.5%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.7%

−1.7 pts

Top 5

39.5%

−0.7 pts

Top 10

57.6%

−0.3 pts

HHI

439

Diversified−23

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$19,077,033	17
Unclassified	21.8%	$13,106,955	6
Financial Services	11.3%	$6,835,190	11
Communication Services	9.9%	$5,950,218	2
Consumer Cyclical	8.2%	$4,954,831	5
Healthcare	5.2%	$3,153,564	8
Industrials	4.2%	$2,508,108	7
Consumer Defensive	4.0%	$2,439,286	5
Utilities	1.0%	$602,892	1
Energy	1.0%	$579,334	1
Basic Materials	0.9%	$546,443	1
Real Estate	0.8%	$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
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
AJG	Arthur J. Gallagher & Co.	+97	2,096	$481,178
LIN	Linde PLC	+97	1,053	$546,443
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
AXP	American Express Co	+12	1,178	$398,458
JPM	Jpmorgan Chase & Co	+5	5,361	$1,754,816
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
LSGR	Natixis Loomis Sayles Focused Growth ETF	−16,942	152,854	$6,439,739
KVYO	Klaviyo, Inc.	−3,105	31,634	$477,673
VXF	Vanguard Extended Market ETF	−1,573	22,006	$5,418,097
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
BRK-B	Berkshire Hathaway Inc	−7	1,166	$583,454
V	Visa Inc.	−5	1,878	$644,323
BLK	BlackRock, Inc.	−3	211	$202,889
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
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
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

65 tracked positions · $60,255,634 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 65 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LSGR	Natixis Loomis Sayles Focused Growth ETF	Reduced	152,854	-16,942	$6,439,739	−3.7%	10.69%
VXF	Vanguard Extended Market ETF	Reduced	22,006	-1,573	$5,418,097	+11.7%	8.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,558	-65	$4,475,525	+23.4%	7.43%
NVDA	Nvidia Corp Technology	Added	20,424	+335	$4,086,638	+16.6%	6.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,187	-530	$3,381,329	+10.3%	5.61%
AAPL	Apple Inc. Technology	Added	11,003	+99	$3,183,828	+15.1%	5.28%
MSFT	Microsoft Corp Technology	Reduced	6,123	-148	$2,284,001	−1.6%	3.79%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	4,198	-151	$2,004,838	+36.4%	3.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,361	+5	$1,754,816	+11.4%	2.91%
AVGO	Broadcom Inc. Technology	Added	4,512	+413	$1,704,408	+34.3%	2.83%
META	Meta Platforms, Inc. Communication Services	Added	2,618	+19	$1,474,693	−0.8%	2.45%
MS	Morgan Stanley Financial Services	Reduced	5,257	-335	$1,098,923	+19.4%	1.82%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,411	-402	$987,956	+44.5%	1.64%
ADP	Automatic Data Processing Inc Technology	Held	4,053	0	$907,669	+10.2%	1.51%
WMT	Walmart Inc. Consumer Defensive	Added	6,910	+270	$782,626	−5.2%	1.30%
GS	Goldman Sachs Group Inc Financial Services	Held	691	0	$698,856	+19.5%	1.16%
COR	Cencora, Inc. Healthcare	Added	2,453	+105	$694,149	−5.9%	1.15%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,862	+76	$656,690	+11.8%	1.09%
TEL	TE Connectivity plc Technology	Added	3,256	+259	$656,442	+4.8%	1.09%
V	Visa Inc. Financial Services	Reduced	1,878	-5	$644,323	+13.2%	1.07%
UNP	Union Pacific Corp Industrials	Reduced	2,254	-120	$613,088	+6.4%	1.02%
LLY	ELI LILLY & Co Healthcare	Added	504	+13	$604,512	+33.9%	1.00%
NEE	Nextera Energy Inc Utilities	Reduced	6,869	-190	$602,892	−8.0%	1.00%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,995	+165	$585,826	+5.9%	0.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,166	-7	$583,454	+3.8%	0.97%
PSX	Phillips 66 Energy	Reduced	3,427	-295	$579,334	−14.6%	0.96%
LIN	Linde PLC Basic Materials	Added	1,053	+97	$546,443	+15.3%	0.91%
TOST	Toast, Inc. Technology	NEW	18,986	NEW	$528,190	NEW	0.88%
HLI	Houlihan Lokey, Inc. Financial Services	Added	3,822	+345	$512,644	+2.7%	0.85%
PLD	Prologis, Inc. Real Estate	Reduced	3,704	-171	$501,780	−2.0%	0.83%
ETN	Eaton Corp plc Industrials	Held	1,130	0	$481,515	+19.1%	0.80%
AJG	Arthur J. Gallagher & Co. Financial Services	Added	2,096	+97	$481,178	+11.1%	0.80%
KVYO	Klaviyo, Inc. Technology	Reduced	31,634	-3,105	$477,673	−29.3%	0.79%
UNH	Unitedhealth Group Inc Healthcare	Added	1,120	+28	$465,505	+57.5%	0.77%
LRCX	Lam Research Corp Technology	Held	1,073	0	$464,963	+102.8%	0.77%
KLAC	Kla Corp Technology	Added	1,500	+1,350	$452,565	+104.9%	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	470	-12	$439,670	−8.5%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	997	-20	$419,338	+10.9%	0.70%
ABT	Abbott Laboratories Healthcare	Added	4,621	+632	$419,309	+2.4%	0.70%
VB	Vanguard Morningstar Small-Cap ETF	Held	1,374	0	$416,486	+15.7%	0.69%
AXP	American Express Co Financial Services	Added	1,178	+12	$398,458	+13.0%	0.66%
PEP	Pepsico Inc Consumer Defensive	Added	2,891	+14	$391,441	−12.4%	0.65%
DE	Deere & Co Industrials	Added	582	+16	$369,180	+15.8%	0.61%
ORCL	Oracle Corp Technology	Added	2,235	+12	$327,539	+0.2%	0.54%
NSP	Insperity, Inc. Industrials	Held	7,879	0	$325,481	+52.8%	0.54%
GLDM	World Gold Trust	Added	3,885	+259	$308,546	−8.2%	0.51%
MU	Micron Technology Inc Technology	NEW	253	NEW	$292,035	NEW	0.48%
AMD	Advanced Micro Devices Inc Technology	NEW	480	NEW	$278,836	NEW	0.46%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	843	-31	$278,577	+4.8%	0.46%
QQQ	Invesco Qqq Trust, Series 1	Reduced	374	-16	$275,413	+22.4%	0.46%

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.