Clifford Group, LLC
Top Portfolio Positions
59 positions ·
$41,344,272 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
20,089 | $3,503,521 | 8.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,717 | $3,065,109 | 7.41% | |
| AAPL |
Apple Inc.
Technology
|
10,904 | $2,767,326 | 6.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,584 | $2,755,975 | 6.67% | |
| MSFT |
Microsoft Corp
Technology
|
6,271 | $2,321,336 | 5.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,356 | $1,575,520 | 3.81% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,599 | $1,486,965 | 3.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
4,349 | $1,469,744 | 3.55% | |
| AVGO |
Broadcom Inc.
Technology
|
4,099 | $1,268,681 | 3.07% | |
| MS |
Morgan Stanley
Financial Services
|
5,592 | $920,275 | 2.23% |
Portfolio Trend
14 quarters · across all stocks
Holdings in KVYO
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $676,020 | 34,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $424,480 | 13,073 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $361,991 | 13,073 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $475,761 | 14,168 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $417,073 | 13,783 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||