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Clifford Group, LLC
Clifford Group, LLC is an institution, managing $128.4M across 81 long positions as of Q3 2025 with 67% ETF concentration, 68% concentrated in top 10 holdings, and 30% allocation to VOO.
- Portfolio Value
- $128.4M
- Positions
- 81
- Top Holding
- VOO at 30.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Clifford Group, LLC's portfolio (67.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.0M | 30.41% | +$952.3K Bought | — 63.8K shares | |
ETF ETF | $11.2M | 8.70% | +$291.8K Bought | — 53.4K shares | |
ETF ETF | $11.1M | 8.67% | -$105.8K Sold | — 27.7K shares | |
ETF ETF | $5.7M | 4.47% | -$43.0K Sold | — 84.6K shares | |
ETF ETF | $4.7M | 3.68% | -$171.0K Sold | — 6.3K shares | |
Semiconductors Technology | $3.7M | 2.86% | -$43.3K Sold | 0.00% 19.7K shares | |
ETF ETF | $3.2M | 2.49% | -$1.4M Sold | — 30.0K shares | |
Specialty Retail Consumer Cyclical | $3.0M | 2.30% | +$4.6K Bought | 0.00% 13.4K shares | |
Software - Infrastructure Technology | $2.9M | 2.25% | -$222.2K Sold | 0.00% 5.6K shares | |
ETF ETF | $2.7M | 2.12% | -$39.8K Sold | — 5.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Clifford Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+65.4% | |
+49.33% | |
+32.55% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-30.45% |
Analytics
Portfolio insights and performance metrics for Clifford Group, LLC
GthenA