Clifford Group, LLC
Filing Date
Global Rank
#6,710
/ 8,232
▲ 285
Top Industry
Semiconductors
16.7%
3Y Alpha vs SPY
-5.0%
Period ended 2 months ago
Filed May 15, 2026 · 29d
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.7%
SPY
+76.5%
Annualised alpha
-4.9%
Max drawdown
−19.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.5%
+0.0 pts
Top 5
34.9%
−0.9 pts
Top 10
51.1%
−1.1 pts
HHI
360
Diversified−13
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.5% | $15,912,460 |
| Financial Services | 14.9% | $6,167,869 |
| Consumer Cyclical | 10.9% | $4,513,730 |
| Communication Services | 10.8% | $4,483,026 |
| Healthcare | 7.0% | $2,892,133 |
| Consumer Defensive | 5.6% | $2,305,472 |
| Industrials | 4.2% | $1,723,308 |
| Energy | 2.2% | $890,317 |
| Unclassified | 2.0% | $814,175 |
| Utilities | 1.6% | $655,639 |
| Real Estate | 1.2% | $512,197 |
| Basic Materials | 1.1% | $473,946 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KVYO | Klaviyo, Inc. | +21,666 | 34,739 | $676,020 | |
| NVDA | Nvidia Corp | +2,084 | 20,089 | $3,503,521 | |
| AVGO | Broadcom Inc. | +1,756 | 4,099 | $1,268,681 | |
| AMZN | Amazon Com Inc | +1,450 | 14,717 | $3,065,109 | |
| AAPL | Apple Inc. | +1,365 | 10,904 | $2,767,326 | |
| GOOGL | Alphabet Inc. | +1,333 | 9,584 | $2,755,975 | |
| MSFT | Microsoft Corp | +769 | 6,271 | $2,321,336 | |
| WMT | Walmart Inc. | +650 | 6,640 | $825,219 | |
| CSCO | Cisco Systems, Inc. | +577 | 8,813 | $683,800 | |
| NEE | Nextera Energy Inc | +577 | 7,059 | $655,639 | |
| PG | PROCTER & GAMBLE Co | +488 | 3,830 | $553,205 | |
| PEP | Pepsico Inc | +432 | 2,877 | $446,769 | |
| PSX | Phillips 66 | +407 | 3,722 | $678,073 | |
| PLD | Prologis, Inc. | +388 | 3,875 | $512,197 | |
| HD | Home Depot, Inc. | +302 | 1,786 | $587,397 | |
| MS | Morgan Stanley | +300 | 5,592 | $920,275 | |
| TSLA | Tesla, Inc. | +257 | 1,017 | $378,069 | |
| META | Meta Platforms, Inc. | +230 | 2,599 | $1,486,965 | |
| CRM | Salesforce, Inc. | +190 | 1,075 | $200,670 | |
| TEL | TE Connectivity plc | +172 | 2,997 | $626,432 | |
| DHR | Danaher Corp /De/ | +142 | 1,332 | $252,547 | |
| UNH | Unitedhealth Group Inc | +134 | 1,092 | $295,484 | |
| UNP | Union Pacific Corp | +128 | 2,374 | $575,979 | |
| COR | Cencora, Inc. | +118 | 2,348 | $737,600 | |
| LIN | Linde PLC | +112 | 956 | $473,946 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −937 | 3,626 | $336,093 | |
| HLI | Houlihan Lokey, Inc. | −329 | 3,477 | $499,366 | |
| AJG | Arthur J. Gallagher & Co. | −157 | 1,999 | $432,943 | |
| V | Visa Inc. | −130 | 1,883 | $569,117 | |
| ABT | Abbott Laboratories | −124 | 3,989 | $409,550 | |
| HLT | Hilton Worldwide Holdings Inc. | −66 | 874 | $265,765 | |
| TMO | Thermo Fisher Scientific Inc. | −47 | 441 | $216,764 | |
| BLK | BlackRock, Inc. | −27 | 214 | $205,805 | |
| COST | Costco Wholesale Corp /New | −23 | 482 | $480,279 | |
| ETN | Eaton Corp plc | −18 | 1,130 | $404,167 | |
| DE | Deere & Co | −12 | 566 | $318,827 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FIS | Fidelity National Information Services, Inc. | 5,315 | $249,326 | |
| NFLX | Netflix Inc | 2,497 | $240,086 | |
| JNJ | Johnson & Johnson | 980 | $239,551 | |
| LRCX | Lam Research Corp | 1,073 | $229,257 | |
| QQQ | Invesco Qqq Trust, Series 1 | 390 | $225,100 | |
| KLAC | Kla Corp | 150 | $220,861 | |
| XOM | Exxon Mobil Corp | 1,251 | $212,244 | |
| TT | Trane Technologies plc | 507 | $211,287 | |
| No positions match the current search. | ||||
59 positions ·
$41,344,272 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 59 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 20,089 | $3,503,521 | 8.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 14,717 | $3,065,109 | 7.41% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,904 | $2,767,326 | 6.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 9,584 | $2,755,975 | 6.67% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,271 | $2,321,336 | 5.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,356 | $1,575,520 | 3.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,599 | $1,486,965 | 3.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 4,349 | $1,469,744 | 3.55% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,099 | $1,268,681 | 3.07% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 5,592 | $920,275 | 2.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 6,640 | $825,219 | 2.00% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 4,053 | $823,488 | 1.99% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 2,348 | $737,600 | 1.78% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 8,813 | $683,800 | 1.65% | |
| PSX |
Phillips 66
Energy
|
Added | 3,722 | $678,073 | 1.64% | |
| KVYO |
Klaviyo, Inc.
Technology
|
Added | 34,739 | $676,020 | 1.64% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 7,059 | $655,639 | 1.59% | |
| TEL |
TE Connectivity plc
Technology
|
Added | 2,997 | $626,432 | 1.52% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,786 | $587,397 | 1.42% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 691 | $584,579 | 1.41% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 2,374 | $575,979 | 1.39% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,883 | $569,117 | 1.38% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,173 | $562,101 | 1.36% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,830 | $553,205 | 1.34% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 1,713 | $544,973 | 1.32% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 3,875 | $512,197 | 1.24% | |
| HLI |
Houlihan Lokey, Inc.
Financial Services
|
Reduced | 3,477 | $499,366 | 1.21% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 482 | $480,279 | 1.16% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 956 | $473,946 | 1.15% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 491 | $451,607 | 1.09% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 2,877 | $446,769 | 1.08% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Reduced | 1,999 | $432,943 | 1.05% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 3,989 | $409,550 | 0.99% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 1,130 | $404,167 | 0.98% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,017 | $378,069 | 0.91% | |
| AXP |
American Express Co
Financial Services
|
Added | 1,166 | $352,691 | 0.85% | |
| GLDM |
World Gold Trust
|
Reduced | 3,626 | $336,093 | 0.81% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,223 | $327,025 | 0.79% | |
| DE |
Deere & Co
Industrials
|
Reduced | 566 | $318,827 | 0.77% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,092 | $295,484 | 0.71% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 334 | $289,030 | 0.70% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Reduced | 874 | $265,765 | 0.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 389 | $252,982 | 0.61% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 1,332 | $252,547 | 0.61% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
NEW | 5,315 | $249,326 | 0.60% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 2,497 | $240,086 | 0.58% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 980 | $239,551 | 0.58% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 725 | $236,299 | 0.57% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 1,073 | $229,257 | 0.55% | |
| AON |
Aon plc
Financial Services
|
Held | 710 | $229,173 | 0.55% |