AI Portfolio Summary
In 2025 Q4, Clifford Group, LLC maintained a portfolio of 83 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 1.7%. The fund also reduced its exposure to ACCENTURE PLC IRELAN by 29.2%.
Total Positions
83
Quarter
2025 Q4
Top Holding
VOO (31.4%)
Top 10 Concentration
68.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 83
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 31.39% | 30.41% |
#1
Prev: #1
|
6.5 | 1,060 | 1.7% |
P
S
|
64,811 | $40,645,230 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MGK
VANGUARD WORLD ...
|
Warrant | 8.90% | 8.67% |
#2
1
Prev: #3
|
5.6 | 251 | 0.9% |
P
S
|
27,913 | $11,521,557 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 8.67% | 8.70% |
#3
1
Prev: #2
|
5.0 | 288 | 0.5% |
P
S
|
53,670 | $11,223,380 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFV
ISHARES TR
|
ETF | 4.69% | 4.47% |
#4
Prev: #4
|
2.9 | 373 | 0.4% |
P
S
|
84,957 | $6,066,799 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 3.73% | 3.68% |
#5
Prev: #5
|
2.5 | 78 | 1.2% |
P
S
|
6,404 | $4,827,145 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.59% | 2.86% |
#6
Prev: #6
|
1.5 | -1,686 | -8.6% |
P
S
|
18,005 | $3,357,933 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 2.48% | 2.49% |
#7
Prev: #7
|
1.5 | -16 | -0.1% |
P
S
|
29,967 | $3,209,762 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.36% | 2.30% |
#8
Prev: #8
|
1.4 | -170 | -1.3% |
P
S
|
13,267 | $3,062,183 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.06% | 2.25% |
#9
Prev: #9
|
1.3 | -87 | -1.6% |
P
S
|
5,502 | $2,660,974 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWF
ISHARES TR
|
ETF | 2.01% | 2.12% |
#10
Prev: #10
|
1.3 | -318 | -5.5% |
P
S
|
5,490 | $2,598,417 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.00% | 1.92% |
#11
Prev: #11
|
1.3 | -139 | -1.4% |
P
S
|
9,539 | $2,593,162 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.99% | 1.66% |
#12
1
Prev: #13
|
1.3 | -504 | -5.8% |
P
S
|
8,251 | $2,582,563 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHM
SPDR SERIES TRU...
|
ETF | 1.70% | 1.73% |
#13
1
Prev: #12
|
1.2 | -178 | -0.4% |
P
S
|
45,806 | $2,198,236 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.32% | 1.32% |
#14
1
Prev: #15
|
1.0 | -43 | -0.8% |
P
S
|
5,310 | $1,711,136 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWD
ISHARES TR
|
ETF | 1.30% | 1.27% |
#15
1
Prev: #16
|
1.0 | -23 | -0.3% |
P
S
|
8,011 | $1,685,034 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.21% | 1.36% |
#16
2
Prev: #14
|
1.5 | no change | no change |
P
S
|
2,369 | $1,563,793 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.00% | 0.96% |
#17
Prev: #17
|
0.9 | -151 | -3.4% |
P
S
|
4,248 | $1,291,001 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 0.80% | 0.92% |
#18
Prev: #18
|
0.8 | -14 | -0.3% |
P
S
|
4,029 | $1,036,380 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOVT
ISHARES TR
|
ETF | 0.74% | 0.67% |
#19
1
Prev: #20
|
2.3 | 4,028 | 10.8% |
P
S
|
41,494 | $955,392 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.73% | 0.68% |
#20
1
Prev: #19
|
0.8 | -183 | -3.3% |
P
S
|
5,292 | $939,401 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.64% | 0.50% |
#21
7
Prev: #28
|
0.8 | -11 | -0.4% |
P
S
|
2,628 | $824,666 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.63% | 0.60% |
#22
1
Prev: #21
|
1.3 | no change | no change |
P
S
|
2,343 | $810,791 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.58% | 0.58% |
#23
Prev: #23
|
2.2 | 471 | 5.8% |
P
S
|
8,558 | $757,273 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COR
CENCORA INC
|
Healthcare | 0.58% | 0.56% |
#24
Prev: #24
|
0.7 | -70 | -3.0% |
P
S
|
2,230 | $753,130 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 0.55% | 0.55% |
#25
Prev: #25
|
0.7 | -41 | -2.0% |
P
S
|
2,013 | $705,979 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.52% | 0.23% |
#26
35
Prev: #61
|
3.2 | 3,120 | 108.7% |
P
S
|
5,990 | $667,346 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HLI
HOULIHAN LOKEY ...
|
Financial Services | 0.51% | 0.60% |
#27
5
Prev: #22
|
0.7 | 43 | 1.1% |
P
S
|
3,806 | $663,026 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TEL
TE CONNECTIVITY...
|
Technology | 0.50% | 0.49% |
#28
1
Prev: #29
|
0.7 | -18 | -0.6% |
P
S
|
2,825 | $642,637 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.49% | 0.45% |
#29
4
Prev: #33
|
0.7 | -277 | -3.3% |
P
S
|
8,236 | $634,415 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYMB
SPDR SERIES TRU...
|
ETF | 0.48% | 0.50% |
#30
3
Prev: #27
|
0.7 | -857 | -3.3% |
P
S
|
25,094 | $625,844 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IFRA
ISHARES TR
|
ETF | 0.48% | 0.46% |
#31
1
Prev: #32
|
0.7 | 466 | 4.1% |
P
S
|
11,722 | $616,813 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.47% | 0.43% |
#32
5
Prev: #37
|
1.2 | no change | no change |
P
S
|
691 | $607,389 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AJG
GALLAGHER ARTHU...
|
Financial Services | 0.43% | 0.52% |
#33
7
Prev: #26
|
0.7 | -15 | -0.7% |
P
S
|
2,156 | $557,850 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.42% | 0.26% |
#34
21
Prev: #55
|
3.2 | 407 | 60.5% |
P
S
|
1,080 | $542,862 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.40% | 0.40% |
#35
3
Prev: #38
|
0.7 | -314 | -4.6% |
P
S
|
6,482 | $520,393 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.40% | 0.45% |
#36
2
Prev: #34
|
0.7 | -192 | -7.9% |
P
S
|
2,246 | $519,551 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABS
|
Healthcare | 0.40% | 0.44% |
#37
2
Prev: #35
|
0.7 | -135 | -3.2% |
P
S
|
4,113 | $515,369 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.39% | 0.48% |
#38
7
Prev: #31
|
0.7 | -34 | -2.2% |
P
S
|
1,484 | $510,601 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.37% | 0.43% |
#39
3
Prev: #36
|
0.6 | -256 | -7.1% |
P
S
|
3,342 | $478,930 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.37% | 0.26% |
#40
17
Prev: #57
|
1.1 | no change | no change |
P
S
|
442 | $475,009 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.36% | 0.33% |
#41
4
Prev: #45
|
1.1 | no change | no change |
P
S
|
1,713 | $464,566 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLD
PROLOGIS INC.
|
Real Estate | 0.34% | 0.30% |
#42
4
Prev: #46
|
0.6 | 88 | 2.6% |
P
S
|
3,487 | $445,100 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.34% | 0.38% |
#43
4
Prev: #39
|
0.6 | -20 | -3.8% |
P
S
|
505 | $435,890 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PSX
PHILLIPS 66
|
Energy | 0.33% | 0.34% |
#44
3
Prev: #41
|
0.6 | 64 | 2.0% |
P
S
|
3,315 | $427,794 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.33% | 0.48% |
#45
15
Prev: #30
|
1.1 | no change | no change |
P
S
|
2,187 | $426,268 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KVYO
KLAVIYO INC
|
Technology | 0.33% | 0.28% |
#46
5
Prev: #51
|
1.1 | no change | no change |
P
S
|
13,073 | $424,480 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.32% | 0.29% |
#47
3
Prev: #50
|
1.1 | no change | no change |
P
S
|
1,136 | $420,263 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.30% | 0.27% |
#48
6
Prev: #54
|
0.6 | 65 | 1.4% |
P
S
|
4,563 | $389,543 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.29% | 0.38% |
#49
9
Prev: #40
|
0.1 | -571 | -29.2% |
P
S
|
1,383 | $371,187 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.28% | 0.33% |
#50
6
Prev: #44
|
1.1 | no change | no change |
P
S
|
1,148 | $365,649 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 83 holdings