Investor
Clifford Group, LLC
CIK 0001965522 · filed 2026-05-15 · SEC filing
13F book
$129.8M
Positions
80
9 new · 5 sold
Largest name
30.9%
Vanguard Index Fds
Est. mark
−$6.4M
Price effect on 71 names still held. Flow $6.74M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 67.2K | $40.2M | 30.9% | −$1.92M | Added−$482.2K |
| Vanguard World Fd | — | 29.2K | $10.7M | 8.3% | −$1.27M | Added−$805.1K |
| Natixis Etf Trust Ii | — | 169.8K | $6.69M | 5.2% | — | New |
| Ishares Tr | — | 85.9K | $6.39M | 4.9% | $249.8K | Added$321.7K |
| Vanguard Index Fds | — | 23.6K | $4.85M | 3.7% | −$78.3K | Cut−$6.37M |
| Vanguard World Fd | — | 6.6K | $4.61M | 3.5% | −$359K | Added−$221.5K |
| Nvidia Corp | NVDA | 20.1K | $3.5M | 2.7% | −$217.9K | Added$145.6K |
| Amazon Com Inc | AMZN | 14.7K | $3.07M | 2.4% | −$299.2K | Added$2.83K |
| Ishares Tr | — | 28.4K | $3.02M | 2.3% | −$27.3K | Cut−$194.6K |
| Apple Inc. | AAPL | 10.9K | $2.77M | 2.1% | −$172.3K | Added$174.1K |
| Alphabet Inc | — | 9.58K | $2.76M | 2.1% | −$210K | Added$173.4K |
| Microsoft Corp | MSFT | 6.27K | $2.32M | 1.8% | −$624.3K | Added−$339.7K |
| Ishares Tr | — | 5.37K | $2.29M | 1.8% | −$251.6K | Cut−$310.8K |
| Spdr Series Trust | — | 46.6K | $2.23M | 1.7% | −$7.33K | Added$30.2K |
| Ishares Tr | — | 7.94K | $1.7M | 1.3% | $26.4K | Cut$10.9K |
| Jpmorgan Chase & Co. | — | 5.36K | $1.58M | 1.2% | −$149K | Added−$135.5K |
| Meta Platforms, Inc. | META | 2.6K | $1.49M | 1.1% | −$208.6K | Added−$77.1K |
| Taiwan Semiconductor Mfg Ltd | — | 4.35K | $1.47M | 1.1% | $144.7K | Added$178.8K |
| Broadcom Inc. | AVGO | 4.1K | $1.27M | 1.0% | −$85.7K | Added$457.8K |
| Ishares Tr | — | 42.7K | $978K | 0.8% | −$4.77K | Added$22.6K |
| Morgan Stanley | — | 5.59K | $920.2K | 0.7% | −$68.6K | Added−$19.2K |
| Alphabet Inc | — | 3.04K | $871.8K | 0.7% | −$70.8K | Added$47.1K |
| Walmart Inc. | WMT | 6.64K | $825.2K | 0.6% | $77.1K | Added$157.9K |
| Automatic Data Processing In | — | 4.05K | $823.5K | 0.6% | −$217.8K | Added−$212.9K |
| Vanguard Index Fds | — | 9.14K | $811K | 0.6% | $1.84K | Added$53.7K |
| Cencora, Inc. | COR | 2.35K | $737.6K | 0.6% | −$52.6K | Added−$15.6K |
| Ishares Tr | — | 12.1K | $693.5K | 0.5% | $53.7K | Added$76.7K |
| Spdr Series Trust | — | 27.9K | $691K | 0.5% | −$3.51K | Added$65.2K |
| Cisco Sys Inc | — | 8.81K | $683.8K | 0.5% | $4.59K | Added$49.4K |
| Phillips 66 | PSX | 3.72K | $678.1K | 0.5% | $176.2K | Added$250.4K |
| Klaviyo, Inc. | KVYO | 34.7K | $676K | 0.5% | −$170.1K | Added$251.5K |
| Nextera Energy Inc | — | 7.06K | $655.7K | 0.5% | $81.7K | Added$135.3K |
| Te Connectivity Plc | TEL | 3K | $626.4K | 0.5% | −$52.2K | Added−$16.3K |
| Home Depot, Inc. | HD | 1.79K | $587.4K | 0.5% | −$22.6K | Added$76.8K |
| Goldman Sachs Group Inc | — | 691 | $584.6K | 0.4% | −$22.8K | Held |
| Union Pac Corp | — | 2.37K | $576K | 0.4% | $25.4K | Added$56.4K |
| Visa Inc. | V | 1.88K | $569K | 0.4% | −$91.4K | Cut−$137K |
| Berkshire Hathaway Inc Del | — | 1.17K | $562.1K | 0.4% | −$25.3K | Added$19.2K |
| Procter And Gamble Co | PG | 3.83K | $553.2K | 0.4% | $3.79K | Added$74.3K |
| Analog Devices Inc | ADI | 1.71K | $545K | 0.4% | $80.4K | Held |
| Prologis Inc. | — | 3.88K | $512.2K | 0.4% | $15.8K | Added$67.1K |
| Houlihan Lokey, Inc. | HLI | 3.48K | $499.4K | 0.4% | −$106.3K | Cut−$163.6K |
| Costco Whsl Corp New | — | 482 | $480.8K | 0.4% | $64.7K | Cut$44.9K |
| Linde Plc | LIN | 956 | $473.9K | 0.4% | $58.5K | Added$114.1K |
| Eli Lilly & Co | LLY | 491 | $451.6K | 0.3% | −$68.5K | Added−$23.4K |
| Pepsico Inc | PEP | 2.88K | $446.7K | 0.3% | $28.7K | Added$95.8K |
| Gallagher Arthur J & Co | — | 2K | $432.9K | 0.3% | −$84.4K | Cut−$125K |
| Abbott Labs | ABT | 3.99K | $409.6K | 0.3% | −$90.2K | Cut−$105.8K |
| Eaton Corp Plc | ETN | 1.13K | $404.2K | 0.3% | $44.3K | Cut$38.5K |
| Tesla, Inc. | TSLA | 1.02K | $378.1K | 0.3% | −$59.3K | Added$36.3K |
| Vanguard Index Fds | — | 1.37K | $359.9K | 0.3% | $5.45K | Held |
| American Express Co | AXP | 1.17K | $352.7K | 0.3% | −$76.6K | Added−$67.6K |
| World Gold Tr | — | 3.63K | $336.1K | 0.3% | $26.5K | Cut−$53.4K |
| Oracle Corp | — | 2.22K | $327K | 0.3% | −$104.5K | Added−$99.2K |
| Deere & Co | DE | 566 | $318.8K | 0.2% | $55.3K | Cut$49.7K |
| Ishares Tr | — | 484 | $316.2K | 0.2% | −$9.9K | Added$102.5K |
| Ishares Tr | — | 3.08K | $315K | 0.2% | −$894 | Cut−$10.8K |
| Unitedhealth Group Inc | UNH | 1.09K | $295.6K | 0.2% | −$57K | Added−$20.8K |
| Mckesson Corp | MCK | 334 | $289K | 0.2% | $14.8K | Added$19.2K |
| Spdr Series Trust | — | 2.24K | $286.3K | 0.2% | −$8.62K | Added$19.4K |
| Vanguard Index Fds | — | 869 | $278.8K | 0.2% | −$10.5K | Added$34.7K |
| Hilton Worldwide Hldgs Inc | — | 874 | $265.8K | 0.2% | $14.7K | Cut−$4.25K |
| Spdr S&P 500 Etf Tr | — | 389 | $253K | 0.2% | −$12.1K | Added−$8.19K |
| Danaher Corporation | — | 1.33K | $252.6K | 0.2% | −$46.8K | Added−$19.9K |
| Fidelity Natl Information Sv | — | 5.32K | $249.3K | 0.2% | — | New |
| Vanguard Intl Equity Index F | — | 1.79K | $248K | 0.2% | −$4.91K | Held |
| Netflix Inc | NFLX | 2.5K | $240.1K | 0.2% | — | New |
| Johnson & Johnson | JNJ | 980 | $239.4K | 0.2% | — | New |
| Chubb Limited | — | 725 | $236.3K | 0.2% | $8.88K | Added$35.6K |
| Aon plc | AON | 710 | $229.3K | 0.2% | −$21.4K | Held |
| Lam Research Corp | LRCX | 1.07K | $229.3K | 0.2% | — | New |
| Invesco Qqq Tr | — | 390 | $225.1K | 0.2% | — | New |
| Kla Corp | KLAC | 150 | $220.9K | 0.2% | — | New |
| Oreilly Automotive Inc | — | 2.35K | $217.4K | 0.2% | $2.52K | Added$8.06K |
| Thermo Fisher Scientific Inc. | TMO | 441 | $216.8K | 0.2% | −$38.8K | Cut−$66K |
| Insperity, Inc. | NSP | 7.88K | $213K | 0.2% | −$92K | Held |
| Exxon Mobil Corp | — | 1.25K | $212.2K | 0.2% | — | New |
| Trane Technologies Plc | TT | 507 | $211.3K | 0.2% | — | New |
| BlackRock, Inc. | BLK | 214 | $206K | 0.2% | −$23.2K | Cut−$52.2K |
| Salesforce, Inc. | CRM | 1.07K | $200.7K | 0.2% | −$69.2K | Added−$33.8K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.