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The Analysis of Clifford Group, LLC's Holdings & P&L

Currently, Clifford Group, LLC holds 80 types of securities in its portfolio with a total value $129.8M. In the most recent quarter, they have increased their positions in LSGR (+169.8K shares, valued at $6.7M), N/A (+2.4K shares, valued at $1.4M), N/A (+1.8K shares, valued at $543.5K); decreased their positions in VXF (-30.1K shares, valued at $6.2M), MUB (-1.6K shares, valued at $165.8K), GLDM (-937 shares, valued at $86.9K); initiated new positions in LSGR (+169.8K shares, valued at $6.7M), FIS (+5.3K shares, valued at $249.3K), NFLX (+2.5K shares, valued at $240.1K).

1M P&L

-4.7M-4.69%

3M P&L

-80.0M-45.82%

HY P&L

-83.6M-46.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A48.0M

59.3%

2Semiconductors5.5M

6.8%

3Software - Infrastructure3.3M

4.1%

Top Industries by Stock Count

1N/A21 stocks

31.3%

2Semiconductors3 stocks

4.5%

3Capital Markets3 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS67.2K shares3.71%2026-03-312026-05-15

MGK VANGUARD WORLD FD29.2K shares4.49%2026-03-312026-05-15

LSGR NATIXIS ETF TRUST II169.8K sharesnew addition2026-03-312026-05-15

EFV ISHARES TR85.9K shares1.14%2026-03-312026-05-15

VXF VANGUARD INDEX FDS23.6K shares-56.07%2026-03-312026-05-15

VGT VANGUARD WORLD FD6.6K shares3.08%2026-03-312026-05-15

NVDA NVIDIA CORPORATION20.1K shares11.57%2026-03-312026-05-15

AMZN AMAZON COM INC14.7K shares10.93%2026-03-312026-05-15

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MUB ISHARES TR28.4K shares-5.21%2026-03-312026-05-15

AAPL APPLE INC10.9K shares14.31%2026-03-312026-05-15

ALPHABET INC ALPHABET INC9.6K shares16.16%2026-03-312026-05-15

MSFT MICROSOFT CORP6.3K shares13.98%2026-03-312026-05-15

IWF ISHARES TR5.4K shares-2.28%2026-03-312026-05-15

SHM SPDR SERIES TRUST46.6K shares1.71%2026-03-312026-05-15

IWD ISHARES TR7.9K shares-0.92%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO5.4K shares0.87%2026-03-312026-05-15

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META META PLATFORMS INC2.6K shares9.71%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC4.3K shares2.38%2026-03-312026-05-15

BROADCOM INC BROADCOM INC4.1K shares74.95%2026-03-312026-05-15

GOVT ISHARES TR42.7K shares2.88%2026-03-312026-05-15

MS MORGAN STANLEY5.6K shares5.67%2026-03-312026-05-15

ALPHABET INC ALPHABET INC3.0K shares15.64%2026-03-312026-05-15

WMT WALMART INC6.6K shares10.85%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN4.1K shares0.60%2026-03-312026-05-15

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VNQ VANGUARD INDEX FDS9.1K shares6.84%2026-03-312026-05-15

CENCORA INC CENCORA INC2.3K shares5.29%2026-03-312026-05-15

IFRA ISHARES TR12.1K shares3.44%2026-03-312026-05-15

HYMB SPDR SERIES TRUST27.9K shares11.04%2026-03-312026-05-15

CSCO CISCO SYS INC8.8K shares7.01%2026-03-312026-05-15

PSX PHILLIPS 663.7K shares12.28%2026-03-312026-05-15

KVYO KLAVIYO INC34.7K shares165.73%2026-03-312026-05-15

NEE NEXTERA ENERGY INC7.1K shares8.90%2026-03-312026-05-15

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.0K shares6.09%2026-03-312026-05-15

HD HOME DEPOT INC1.8K shares20.35%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC691 shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP2.4K shares5.70%2026-03-312026-05-15

V VISA INC1.9K shares-6.46%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares8.61%2026-03-312026-05-15

PG PROCTER & GAMBLE CO3.8K shares14.60%2026-03-312026-05-15

ADI ANALOG DEVICES INC1.7K shares0.00%2026-03-312026-05-15

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PLD PROLOGIS INC.3.9K shares11.13%2026-03-312026-05-15

HLI HOULIHAN LOKEY INC3.5K shares-8.64%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION482 shares-4.55%2026-03-312026-05-15

LINDE PLC LINDE PLC956 shares13.27%2026-03-312026-05-15

LLY ELI LILLY & CO491 shares11.09%2026-03-312026-05-15

PEP PEPSICO INC2.9K shares17.67%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO2.0K shares-7.28%2026-03-312026-05-15

ABT ABBOTT LABORATORIES4.0K shares-3.01%2026-03-312026-05-15

Sponsored

EATON CORP PLC EATON CORP PLC1.1K shares-1.57%2026-03-312026-05-15

TSLA TESLA INC1.0K shares33.82%2026-03-312026-05-15

VB VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.2K shares2.64%2026-03-312026-05-15

GLDM WORLD GOLD TR3.6K shares-20.53%2026-03-312026-05-15

ORCL ORACLE CORP2.2K shares1.65%2026-03-312026-05-15

DE DEERE & CO566 shares-2.08%2026-03-312026-05-15

IVV ISHARES TR484 shares55.13%2026-03-312026-05-15

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IUSV ISHARES TR3.1K shares-3.05%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.1K shares13.99%2026-03-312026-05-15

MCK MCKESSON CORP334 shares1.52%2026-03-312026-05-15

SHE SPDR SERIES TRUST2.2K shares10.84%2026-03-312026-05-15

VTI VANGUARD INDEX FDS869 shares19.37%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC874 shares-7.02%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T389 shares1.57%2026-03-312026-05-15

DHR DANAHER CORP DEL1.3K shares11.93%2026-03-312026-05-15

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FIS FIDELITY NATL INFORMATION SV5.3K sharesnew addition2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F1.8K shares0.00%2026-03-312026-05-15

NFLX NETFLIX INC.2.5K sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON980 sharesnew addition2026-03-312026-05-15

CB CHUBB LTD SWITZ725 shares12.75%2026-03-312026-05-15

AON PLC AON PLC710 shares0.00%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR390 sharesnew addition2026-03-312026-05-15

Sponsored

KLAC KLA CORP150 sharesnew addition2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC2.4K shares2.61%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC441 shares-9.63%2026-03-312026-05-15

NSP INSPERITY INC7.9K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC507 sharesnew addition2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC214 shares-11.20%2026-03-312026-05-15

CRM SALESFORCE INC1.1K shares21.47%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS

3.71%

Shares67.2K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

4.49%

Shares29.2K

Event2026-03-31

Filed2026-05-15

LSGR

NATIXIS ETF TRUST II

New

Shares169.8K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

1.14%

Shares85.9K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

-56.07%

Shares23.6K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

3.08%

Shares6.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

11.57%

Shares20.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

10.93%

Shares14.7K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

-5.21%

Shares28.4K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

14.31%

Shares10.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

16.16%

Shares9.6K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

13.98%

Shares6.3K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-2.28%

Shares5.4K

Event2026-03-31

Filed2026-05-15

SHM

SPDR SERIES TRUST

1.71%

Shares46.6K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-0.92%

Shares7.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.87%

Shares5.4K

Event2026-03-31

Filed2026-05-15