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 $128.8M. In the most recent quarter, they have increased their positions in NOW (+42.5K shares, valued at $6.5M), PVLA (+1 shares, valued at $104.66999847231618); decreased their positions in ORLY (-1.1K shares, valued at $101.7K), N/A (-301 shares, valued at $67.0K), HLT (-220 shares, valued at $63.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ORLY OREILLY AUTOMOTIVE INC247.5K shares-0.45%2025-12-312026-01-16

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC59.2K shares-0.51%2025-12-312026-01-16

AZO AUTOZONE INC3.8K shares-0.48%2025-12-312026-01-16

HLT HILTON WORLDWIDE HLDGS INC44.2K shares-0.50%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL25.2K shares-0.45%2025-12-312026-01-16

PVLA PALVELLA THERAPEUTICS INC NE91.6K shares0.00%2025-12-312026-01-16

V VISA INC26.9K shares-0.37%2025-12-312026-01-16

CDW CDW CORP64.9K shares-0.47%2025-12-312026-01-16

Sponsored

NOW SERVICENOW INC53.3K shares393.34%2025-12-312026-01-16

SPGI S&P GLOBAL INC13.1K shares-0.46%2025-12-312026-01-16

SHW SHERWIN WILLIAMS CO17.4K shares-0.45%2025-12-312026-01-16

BIL SPDR SERIES TRUST53.8K shares-0.43%2025-12-312026-01-16

AMZN AMAZON COM INC6.0K shares0.00%2025-12-312026-01-16

STZ CONSTELLATION BRANDS INC1.0K shares0.00%2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available