Clifford Group
WAYLAND, MAfiles as Clifford Group, LLC
$145m in 86 US stocks at the end of 30 June 2026. The top 10 are 65.2% of the money. It changed about 8.2% of the portfolio this quarter.
Value
$145m
Stocks
86
Top 10 share
65.2%
Turnover
8.2%
What changed this quarter
New
Bought for the first time this quarter.
- American Centy ETF TRAVUV3.7% of the fund
- ToastTOST0.4% of the fund
- Micron TechnologyMU0.2% of the fund
- Advanced Micro DevicesAMD0.2% of the fund
- CaterpillarCAT0.2% of the fund
- Monster BeverageMNST0.2% of the fund
- Texas InstrumentsTXN0.2% of the fund
- Invesco Exch Traded FD TR IICGW0.1% of the fund
- Ishares TRIWB0.1% of the fund
- Invesco Exchange Traded FD TRSP0.1% of the fund
- Powell IndustriesPOWL0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRMUB3.0% of the fund+42%
- BroadcomAVGO1.2% of the fund+10%
- WalmartWMT0.5% of the fund+4%
- CencoraCOR0.5% of the fund+4%
- Home DepotHD0.5% of the fund+4%
- TE ConnectivityTEL0.5% of the fund+9%
- Eli LillyLLY0.4% of the fund+3%
- Procter & GamblePG0.4% of the fund+4%
- LindeLIN0.4% of the fund+10%
- Houlihan LokeyHLI0.4% of the fund+10%
- Arthur J. GallagherAJG0.3% of the fund+5%
- UnitedHealth GroupUNH0.3% of the fund+3%
- Abbott LaboratoriesABT0.3% of the fund+16%
- DeereDE0.3% of the fund+3%
- World Gold TRGLDM0.2% of the fund+7%
- Johnson & JohnsonJNJ0.2% of the fund+4%
- Fidelity National Information ServicesFIS0.2% of the fund+6%
Cut
Sold some of their stake.
- Vanguard Index FDSVOO29.1% of the fund-9%
- Vanguard World FDMGK8.0% of the fund-9%
- Natixis ETF Trust IILSGR4.5% of the fund-10%
- Ishares TREFV4.3% of the fund-6%
- Vanguard World FDVGT3.8% of the fund-14%
- Vanguard Index FDSVXF3.7% of the fund-7%
- Amazon.comAMZN2.3% of the fund-4%
- Ishares TRIWF1.6% of the fund-14%
- MicrosoftMSFT1.6% of the fund-2%
- Taiwan Semiconductor ManufacturingTSM1.4% of the fund-3%
- Ishares TRIWD1.2% of the fund-7%
- Morgan StanleyMS0.8% of the fund-6%
- Cisco SystemsCSCO0.7% of the fund-5%
- Ishares TRGOVT0.7% of the fund-3%
- Vanguard Index FDSVNQ0.6% of the fund-10%
- Ishares TRIFRA0.5% of the fund-12%
- Spdr Series TrustHYMB0.5% of the fund-6%
- Union PacificUNP0.4% of the fund-5%
- NextEra EnergyNEE0.4% of the fund-3%
- Phillips 66PSX0.4% of the fund-8%
- PrologisPLD0.3% of the fund-4%
- KlaviyoKVYO0.3% of the fund-9%
- Costco WholesaleCOST0.3% of the fund-2%
- Ishares TRIUSV0.2% of the fund-3%
- Ishares TRIVV0.2% of the fund-19%
Sold out
Sold their entire stake.
- Spdr Series TrustSHM-100%
- Analog DevicesADI-100%
- NetflixNFLX-100%
- ExxonMobil HoldingsXOM-100%
- SalesforceCRM-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 29.1%
- Value
- $42m
- Shares
- 61,299
-9%
- Vanguard World FDMGK
- Share
- 8.0%
- Value
- $12m
- Shares
- 132,415
-9%
- Natixis ETF Trust IILSGR
- Share
- 4.5%
- Value
- $6m
- Shares
- 152,854
-10%
- Ishares TREFV
- Share
- 4.3%
- Value
- $6m
- Shares
- 80,425
-6%
- Vanguard World FDVGT
- Share
- 3.8%
- Value
- $5m
- Shares
- 45,472
-14%
- Vanguard Index FDSVXF
- Share
- 3.7%
- Value
- $5m
- Shares
- 22,006
-7%
- American Centy ETF TRAVUV
- Share
- 3.7%
- Value
- $5m
- Shares
- 42,687
New
- Ishares TRMUB
- Share
- 3.0%
- Value
- $4m
- Shares
- 40,360
+42%
- Ishares TRIWF
- Share
- 1.6%
- Value
- $2m
- Shares
- 18,497
-14%
- Ishares TRIWD
- Share
- 1.2%
- Value
- $2m
- Shares
- 7,358
-7%
- Ishares TRGOVT
- Share
- 0.7%
- Value
- $947,468
- Shares
- 41,592
-3%
- Vanguard Index FDSVNQ
- Share
- 0.6%
- Value
- $795,979
- Shares
- 8,254
-10%
- Ishares TRIFRA
- Share
- 0.5%
- Value
- $672,619
- Shares
- 10,670
-12%
- Spdr Series TrustHYMB
- Share
- 0.5%
- Value
- $667,953
- Shares
- 26,256
-6%
- Vanguard Index FDSVB
- Share
- 0.3%
- Value
- $416,487
- Shares
- 1,374
Held
- Spdr Series TrustSHE
- Share
- 0.2%
- Value
- $340,540
- Shares
- 2,205
Held
- Ishares TRIUSV
- Share
- 0.2%
- Value
- $330,120
- Shares
- 2,997
-3%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $321,580
- Shares
- 869
Held
- World Gold TRGLDM
- Share
- 0.2%
- Value
- $308,547
- Shares
- 3,885
+7%
- Ishares TRIVV
- Share
- 0.2%
- Value
- $292,067
- Shares
- 390
-19%
- Vanguard Intl Equity Index FVT
- Share
- 0.2%
- Value
- $281,411
- Shares
- 1,793
Held
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $275,414
- Shares
- 374
-4%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $248,674
- Shares
- 333
-14%
- Invesco Exch Traded FD TR IICGW
- Share
- 0.1%
- Value
- $209,547
- Shares
- 3,188
New
- Ishares TRIWB
- Share
- 0.1%
- Value
- $207,207
- Shares
- 506
New
- Invesco Exchange Traded FD TRSP
- Share
- 0.1%
- Value
- $206,812
- Shares
- 972
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 29.1% | $42m | 61,299 | -9% |
| Vanguard World FDMGK | 8.0% | $12m | 132,415 | -9% |
| Natixis ETF Trust IILSGR | 4.5% | $6m | 152,854 | -10% |
| Ishares TREFV | 4.3% | $6m | 80,425 | -6% |
| Vanguard World FDVGT | 3.8% | $5m | 45,472 | -14% |
| Vanguard Index FDSVXF | 3.7% | $5m | 22,006 | -7% |
| American Centy ETF TRAVUV | 3.7% | $5m | 42,687 | New |
| Ishares TRMUB | 3.0% | $4m | 40,360 | +42% |
| NvidiaNVDA | 2.8% | $4m | 20,424 | Held |
| AlphabetGOOGL | 2.3% | $3m | 9,507 | Held |
| Amazon.comAMZN | 2.3% | $3m | 14,187 | -4% |
| AppleAAPL | 2.2% | $3m | 11,003 | Held |
| Ishares TRIWF | 1.6% | $2m | 18,497 | -14% |
| MicrosoftMSFT | 1.6% | $2m | 6,123 | -2% |
| Taiwan Semiconductor ManufacturingTSM | 1.4% | $2m | 4,198 | -3% |
| Ishares TRIWD | 1.2% | $2m | 7,358 | -7% |
| JPMorgan ChaseJPM | 1.2% | $2m | 5,361 | Held |
| BroadcomAVGO | 1.2% | $2m | 4,512 | +10% |
| Meta PlatformsMETA | 1.0% | $1m | 2,618 | Held |
| Morgan StanleyMS | 0.8% | $1m | 5,257 | -6% |
| AlphabetGOOG | 0.7% | $1m | 3,051 | Held |
| Cisco SystemsCSCO | 0.7% | $987,966 | 8,411 | -5% |
| Ishares TRGOVT | 0.7% | $947,468 | 41,592 | -3% |
| Automatic Data ProcessingADP | 0.6% | $907,669 | 4,053 | Held |
| Vanguard Index FDSVNQ | 0.6% | $795,979 | 8,254 | -10% |
| WalmartWMT | 0.5% | $782,627 | 6,910 | +4% |
| Goldman Sachs GroupGS | 0.5% | $698,857 | 691 | Held |
| CencoraCOR | 0.5% | $694,077 | 2,453 | +4% |
| Ishares TRIFRA | 0.5% | $672,619 | 10,670 | -12% |
| Spdr Series TrustHYMB | 0.5% | $667,953 | 26,256 | -6% |
| Home DepotHD | 0.5% | $656,562 | 1,862 | +4% |
| TE ConnectivityTEL | 0.5% | $656,502 | 3,256 | +9% |
| VisaV | 0.4% | $644,151 | 1,878 | Held |
| Union PacificUNP | 0.4% | $612,998 | 2,254 | -5% |
| Eli LillyLLY | 0.4% | $604,513 | 504 | +3% |
| NextEra EnergyNEE | 0.4% | $602,857 | 6,869 | -3% |
| Procter & GamblePG | 0.4% | $585,759 | 3,995 | +4% |
| Berkshire HathawayBRK-B | 0.4% | $583,455 | 1,166 | Held |
| Phillips 66PSX | 0.4% | $579,406 | 3,427 | -8% |
| LindeLIN | 0.4% | $546,444 | 1,053 | +10% |
| ToastTOST | 0.4% | $528,191 | 18,986 | New |
| Houlihan LokeyHLI | 0.4% | $512,644 | 3,822 | +10% |
| PrologisPLD | 0.3% | $501,842 | 3,704 | -4% |
| EatonETN | 0.3% | $481,516 | 1,130 | Held |
| Arthur J. GallagherAJG | 0.3% | $481,293 | 2,096 | +5% |
| KlaviyoKVYO | 0.3% | $477,673 | 31,634 | -9% |
| UnitedHealth GroupUNH | 0.3% | $465,536 | 1,120 | +3% |
| Lam ResearchLRCX | 0.3% | $464,963 | 1,073 | Held |
| KLAKLAC | 0.3% | $452,565 | 1,500 | Held |
| Costco WholesaleCOST | 0.3% | $440,114 | 470 | -2% |
| TeslaTSLA | 0.3% | $419,338 | 997 | Held |
| Abbott LaboratoriesABT | 0.3% | $419,294 | 4,621 | +16% |
| Vanguard Index FDSVB | 0.3% | $416,487 | 1,374 | Held |
| American ExpressAXP | 0.3% | $398,459 | 1,178 | Held |
| PepsiCoPEP | 0.3% | $391,402 | 2,891 | Held |
| DeereDE | 0.3% | $369,180 | 582 | +3% |
| Spdr Series TrustSHE | 0.2% | $340,540 | 2,205 | Held |
| Ishares TRIUSV | 0.2% | $330,120 | 2,997 | -3% |
| OracleORCL | 0.2% | $327,539 | 2,235 | Held |
| InsperityNSP | 0.2% | $325,481 | 7,879 | Held |
| Vanguard Index FDSVTI | 0.2% | $321,580 | 869 | Held |
| World Gold TRGLDM | 0.2% | $308,547 | 3,885 | +7% |
| Ishares TRIVV | 0.2% | $292,067 | 390 | -19% |
| Micron TechnologyMU | 0.2% | $292,035 | 253 | New |
| Vanguard Intl Equity Index FVT | 0.2% | $281,411 | 1,793 | Held |
| Advanced Micro DevicesAMD | 0.2% | $278,837 | 480 | New |
| Hilton Worldwide HoldingsHLT | 0.2% | $278,578 | 843 | -4% |
| Invesco QQQ TRQQQ | 0.2% | $275,414 | 374 | -4% |
| CaterpillarCAT | 0.2% | $266,225 | 250 | New |
| Johnson & JohnsonJNJ | 0.2% | $257,653 | 1,015 | +4% |
| MckessonMCK | 0.2% | $252,370 | 334 | Held |
| Trane TechnologiesTT | 0.2% | $249,018 | 507 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $248,674 | 333 | -14% |
| ChubbCB | 0.2% | $247,037 | 725 | Held |
| DanaherDHR | 0.2% | $246,885 | 1,296 | -3% |
| Monster BeverageMNST | 0.2% | $239,723 | 2,494 | New |
| Texas InstrumentsTXN | 0.2% | $220,870 | 741 | New |
| O'Reilly AutomotiveORLY | 0.2% | $218,898 | 2,377 | Held |
| Fidelity National Information ServicesFIS | 0.2% | $218,591 | 5,622 | +6% |
| Thermo Fisher ScientificTMO | 0.1% | $213,099 | 425 | -4% |
| AonAON | 0.1% | $212,727 | 641 | -10% |
| Invesco Exch Traded FD TR IICGW | 0.1% | $209,547 | 3,188 | New |
| Ishares TRIWB | 0.1% | $207,207 | 506 | New |
| Invesco Exchange Traded FD TRSP | 0.1% | $206,812 | 972 | New |
| Powell IndustriesPOWL | 0.1% | $203,602 | 711 | New |
| BlackRockBLK | 0.1% | $203,083 | 211 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.8% since 30 June 2025.
Where the money is
Technology12.4%
Financial services5.2%
Media & telecom4.1%
Retail & consumer3.4%
Health care2.2%
Industrials2.0%
Everyday goods1.7%
Utilities0.4%
Energy0.4%
Materials0.4%
Real estate0.3%
Other67.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.