Clifford Group, LLC

CIK

1965522

Location

WAYLAND, MA

Portfolio Value

Micro $2,305,472

Diversification

Diversified

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 SPY

Hypothetical 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

-5.0%

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, 2025

Top 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	Positions
Technology	38.5%	$15,912,460	15
Financial Services	14.9%	$6,167,869	11
Consumer Cyclical	10.9%	$4,513,730	5
Communication Services	10.8%	$4,483,026	3
Healthcare	7.0%	$2,892,133	8
Consumer Defensive	5.6%	$2,305,472	4
Industrials	4.2%	$1,723,308	5
Energy	2.2%	$890,317	2
Unclassified	2.0%	$814,175	3
Utilities	1.6%	$655,639	1
Real Estate	1.2%	$512,197	1
Basic Materials	1.1%	$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

8 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
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.

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
SPOT	Spotify Technology S.A.	400	$232,284
HON	Honeywell International Inc	1,175	$229,230
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $2,305,472 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	6,640	+650	$825,219	+23.7%	35.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,830	+488	$553,205	+15.5%	24.00%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	482	-23	$480,279	+10.3%	20.83%
PEP	Pepsico Inc Consumer Defensive	Added	2,877	+432	$446,769	+27.3%	19.38%