The Analysis of Clio Asset Management LLC's Holdings


Currently, Clio Asset Management LLC holds 14 types of securities in its portfolio with a total value $134.7M. In the most recent quarter, they have increased their positions in BIL (+44.1K shares, valued at $4.0M), PVLA (+133 shares, valued at $8.3K); decreased their positions in ORLY (-1.6K shares, valued at $174.4K), AZO (-26 shares, valued at $111.5K), FERG (-400 shares, valued at $89.8K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ORLY OREILLY AUTOMOTIVE INC248.6K shares-0.65%2025-09-302025-10-21history
AZO AUTOZONE INC3.8K shares-0.68%2025-09-302025-10-21history
FERG FERGUSON ENTERPRISES INC59.5K shares-0.67%2025-09-302025-10-21history
BRK.B BERKSHIRE HATHAWAY INC DEL25.3K shares-0.67%2025-09-302025-10-21history
HLT HILTON WORLDWIDE HLDGS INC44.4K shares-0.69%2025-09-302025-10-21history
CDW CDW CORP65.2K shares-0.73%2025-09-302025-10-21history
NOW SERVICENOW INC10.8K shares-0.65%2025-09-302025-10-21history
V VISA INC27.0K shares-0.46%2025-09-302025-10-21history
Sponsored
SPGI S&P GLOBAL INC13.1K shares-0.45%2025-09-302025-10-21history
SHW SHERWIN WILLIAMS CO17.5K shares-0.64%2025-09-302025-10-21history
PVLA PALVELLA THERAPEUTICS INC NE91.6K shares0.15%2025-09-302025-10-21history
BIL SPDR SERIES TRUST54.1K shares442.46%2025-09-302025-10-21history
AMZN AMAZON COM INC6.0K shares0.00%2025-09-302025-10-21history
STZ CONSTELLATION BRANDS INC1.0K shares0.00%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available