Clifford Group, LLC

CIK

1965522

Location

WAYLAND, MA

Portfolio Value

Micro $40,933,253

Diversification

Diversified

Filing Date

Global Rank

#7,072 / 8,603 ▲ 144 · as of Mar 2026

Top Industry

Semiconductors 16.9%

3Y Alpha vs SPY

-4.5%

Period ended 3 months ago

Filed May 15, 2026 · 55d

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.5%

SPY

+76.5%

Annualised alpha

-4.3%

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

58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.6%

+0.1 pts

Top 5

35.2%

−0.6 pts

Top 10

51.6%

−0.6 pts

HHI

367

Diversified−7

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.4%	$15,713,685	15
Financial Services	15.1%	$6,167,869	11
Consumer Cyclical	11.0%	$4,513,730	5
Communication Services	11.0%	$4,483,026	3
Healthcare	7.1%	$2,892,133	8
Consumer Defensive	5.6%	$2,305,472	4
Industrials	4.2%	$1,723,308	5
Unclassified	2.0%	$814,175	3
Energy	1.7%	$678,073	1
Utilities	1.6%	$655,639	1
Real Estate	1.3%	$512,197	1
Basic Materials	1.2%	$473,946	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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

7 positions

Ticker	Company	Shares	Value
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
TT	Trane Technologies plc	507	$211,287
KLAC	Kla Corp	150	$22,086
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	1,383	$371,058
PAYX	Paychex Inc	3,043	$341,363
HON	Honeywell International Inc	1,175	$240,409
SPOT	Spotify Technology S.A.	400	$232,284
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 positions · $40,933,253 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 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	20,089	+2,084	$3,503,521	+4.3%	8.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,717	+1,450	$3,065,109	+0.1%	7.49%
AAPL	Apple Inc. Technology	Added	10,904	+1,365	$2,767,326	+6.7%	6.76%
GOOGL	Alphabet Inc. Communication Services	Added	9,584	+1,333	$2,755,975	+6.7%	6.73%
MSFT	Microsoft Corp Technology	Added	6,271	+769	$2,321,336	−12.8%	5.67%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,356	+46	$1,575,520	−7.9%	3.85%
META	Meta Platforms, Inc. Communication Services	Added	2,599	+230	$1,486,965	−4.9%	3.63%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,349	+101	$1,469,744	+13.9%	3.59%
AVGO	Broadcom Inc. Technology	Added	4,099	+1,756	$1,268,681	+56.5%	3.10%
MS	Morgan Stanley Financial Services	Added	5,592	+300	$920,275	−2.0%	2.25%
WMT	Walmart Inc. Consumer Defensive	Added	6,640	+650	$825,219	+23.7%	2.02%
ADP	Automatic Data Processing Inc Technology	Added	4,053	+24	$823,488	−20.5%	2.01%
COR	Cencora, Inc. Healthcare	Added	2,348	+118	$737,600	−2.1%	1.80%
CSCO	Cisco Systems, Inc. Technology	Added	8,813	+577	$683,800	+7.8%	1.67%
PSX	Phillips 66 Energy	Added	3,722	+407	$678,073	+58.5%	1.66%
KVYO	Klaviyo, Inc. Technology	Added	34,739	+21,666	$676,020	+59.3%	1.65%
NEE	Nextera Energy Inc Utilities	Added	7,059	+577	$655,639	+26.0%	1.60%
TEL	TE Connectivity plc Technology	Added	2,997	+172	$626,432	−2.5%	1.53%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,786	+302	$587,397	+15.0%	1.44%
GS	Goldman Sachs Group Inc Financial Services	Held	691	0	$584,579	−3.8%	1.43%
UNP	Union Pacific Corp Industrials	Added	2,374	+128	$575,979	+10.9%	1.41%
V	Visa Inc. Financial Services	Reduced	1,883	-130	$569,117	−19.4%	1.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,173	+93	$562,101	+3.5%	1.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,830	+488	$553,205	+15.5%	1.35%
ADI	Analog Devices Inc Technology	Held	1,713	0	$544,973	+17.3%	1.33%
PLD	Prologis, Inc. Real Estate	Added	3,875	+388	$512,197	+15.1%	1.25%
HLI	Houlihan Lokey, Inc. Financial Services	Reduced	3,477	-329	$499,366	−24.7%	1.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	482	-23	$480,279	+10.3%	1.17%
LIN	Linde PLC Basic Materials	Added	956	+112	$473,946	+31.7%	1.16%
LLY	ELI LILLY & Co Healthcare	Added	491	+49	$451,607	−4.9%	1.10%
PEP	Pepsico Inc Consumer Defensive	Added	2,877	+432	$446,769	+27.3%	1.09%
AJG	Arthur J. Gallagher & Co. Financial Services	Reduced	1,999	-157	$432,943	−22.4%	1.06%
ABT	Abbott Laboratories Healthcare	Reduced	3,989	-124	$409,550	−20.5%	1.00%
ETN	Eaton Corp plc Industrials	Reduced	1,130	-18	$404,167	+10.5%	0.99%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,017	+257	$378,069	+10.6%	0.92%
AXP	American Express Co Financial Services	Added	1,166	+30	$352,691	−16.1%	0.86%
GLDM	World Gold Trust	Reduced	3,626	-937	$336,093	−13.7%	0.82%
ORCL	Oracle Corp Technology	Added	2,223	+36	$327,025	−23.3%	0.80%
DE	Deere & Co Industrials	Reduced	566	-12	$318,827	+18.5%	0.78%
UNH	Unitedhealth Group Inc Healthcare	Added	1,092	+134	$295,484	−6.6%	0.72%
MCK	Mckesson Corp Healthcare	Added	334	+5	$289,030	+7.1%	0.71%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	874	-66	$265,765	−1.6%	0.65%
SPY	Spdr S&P 500 ETF Trust	Added	389	+6	$252,982	−3.1%	0.62%
DHR	Danaher Corp /De/ Healthcare	Added	1,332	+142	$252,547	−7.3%	0.62%
FIS	Fidelity National Information Services, Inc. Technology	NEW	5,315	NEW	$249,326	NEW	0.61%
NFLX	Netflix Inc Communication Services	NEW	2,497	NEW	$240,086	NEW	0.59%
JNJ	Johnson & Johnson Healthcare	NEW	980	NEW	$239,551	NEW	0.59%
CB	Chubb Ltd Financial Services	Added	725	+82	$236,299	+17.7%	0.58%
LRCX	Lam Research Corp Technology	NEW	1,073	NEW	$229,257	NEW	0.56%
AON	Aon plc Financial Services	Held	710	0	$229,173	−8.5%	0.56%