13F HOLDINGS REPORT
Clifford Group, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001965522-26-000002
Total Value
$129.5M
Positions
76
Other Managers
0
Confidential Omitted
No
Holdings (76)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 64,811 | $40.6M | 31.39% |
| 2 | VANGUARD WORLD FD | 921910816 | 27,913 | $11.5M | 8.90% |
| 3 | VANGUARD INDEX FDS | 922908652 | 53,670 | $11.2M | 8.67% |
| 4 | ISHARES TR | 464288877 | 84,957 | $6.1M | 4.69% |
| 5 | VANGUARD WORLD FD | 92204A702 | 6,404 | $4.8M | 3.73% |
| 6 | NVIDIA CORPORATION | NVDA | 18,005 | $3.4M | 2.59% |
| 7 | ISHARES TR | 464288414 | 29,967 | $3.2M | 2.48% |
| 8 | AMAZON COM INC | AMZN | 13,267 | $3.1M | 2.36% |
| 9 | MICROSOFT CORP | MSFT | 5,502 | $2.7M | 2.06% |
| 10 | ISHARES TR | 464287614 | 5,490 | $2.6M | 2.01% |
| 11 | APPLE INC | AAPL | 9,539 | $2.6M | 2.00% |
| 12 | ALPHABET INC | GOOG | 8,251 | $2.6M | 1.99% |
| 13 | SPDR SERIES TRUST | 78468R739 | 45,806 | $2.2M | 1.70% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 5,310 | $1.7M | 1.32% |
| 15 | ISHARES TR | 464287598 | 8,011 | $1.7M | 1.30% |
| 16 | META PLATFORMS INC | META | 2,369 | $1.6M | 1.21% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,248 | $1.3M | 1.00% |
| 18 | AUTOMATIC DATA PROCESSING IN | ADP | 4,029 | $1.0M | 0.80% |
| 19 | ISHARES TR | 46429B267 | 41,494 | $955,392 | 0.74% |
| 20 | MORGAN STANLEY | MS-PQ | 5,292 | $939,401 | 0.73% |
| 21 | ALPHABET INC | GOOG | 2,628 | $824,666 | 0.64% |
| 22 | BROADCOM INC | AVGO | 2,343 | $810,791 | 0.63% |
| 23 | VANGUARD INDEX FDS | 922908553 | 8,558 | $757,273 | 0.58% |
| 24 | CENCORA INC | COR | 2,230 | $753,130 | 0.58% |
| 25 | VISA INC | V | 2,013 | $705,979 | 0.55% |
| 26 | WALMART INC | WMT | 5,990 | $667,346 | 0.52% |
| 27 | HOULIHAN LOKEY INC | HLI | 3,806 | $663,026 | 0.51% |
| 28 | TE CONNECTIVITY PLC | TEL | 2,825 | $642,637 | 0.50% |
| 29 | CISCO SYS INC | CSCO | 8,236 | $634,415 | 0.49% |
| 30 | SPDR SERIES TRUST | 78464A284 | 25,094 | $625,844 | 0.48% |
| 31 | ISHARES TR | 46435U713 | 11,722 | $616,813 | 0.48% |
| 32 | GOLDMAN SACHS GROUP INC | GSCE | 691 | $607,389 | 0.47% |
| 33 | GALLAGHER ARTHUR J & CO | 363576109 | 2,156 | $557,850 | 0.43% |
| 34 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,080 | $542,862 | 0.42% |
| 35 | NEXTERA ENERGY INC | NEE-PW | 6,482 | $520,393 | 0.40% |
| 36 | UNION PAC CORP | UNP | 2,246 | $519,551 | 0.40% |
| 37 | ABBOTT LABS | ABLZF | 4,113 | $515,369 | 0.40% |
| 38 | HOME DEPOT INC | HD | 1,484 | $510,601 | 0.39% |
| 39 | PROCTER AND GAMBLE CO | 742718109 | 3,342 | $478,930 | 0.37% |
| 40 | ELI LILLY & CO | LLY | 442 | $475,009 | 0.37% |
| 41 | ANALOG DEVICES INC | ADI | 1,713 | $464,566 | 0.36% |
| 42 | PROLOGIS INC. | PLDGP | 3,487 | $445,100 | 0.34% |
| 43 | COSTCO WHSL CORP NEW | 22160K105 | 505 | $435,890 | 0.34% |
| 44 | PHILLIPS 66 | PSX | 3,315 | $427,794 | 0.33% |
| 45 | ORACLE CORP | ORCL-PD | 2,187 | $426,268 | 0.33% |
| 46 | KLAVIYO INC | KVYO | 13,073 | $424,480 | 0.33% |
| 47 | AMERICAN EXPRESS CO | AXP | 1,136 | $420,263 | 0.32% |
| 48 | WORLD GOLD TR | GLDW | 4,563 | $389,543 | 0.30% |
| 49 | ACCENTURE PLC IRELAND | ACN | 1,383 | $371,187 | 0.29% |
| 50 | EATON CORP PLC | ETN | 1,148 | $365,649 | 0.28% |
| 51 | LINDE PLC | LIN | 844 | $359,873 | 0.28% |
| 52 | VANGUARD INDEX FDS | 922908751 | 1,374 | $354,423 | 0.27% |
| 53 | PEPSICO INC | PEP | 2,445 | $350,937 | 0.27% |
| 54 | TESLA INC | TSLA | 760 | $341,787 | 0.26% |
| 55 | PAYCHEX INC | PAYX | 3,043 | $341,348 | 0.26% |
| 56 | ISHARES TR | 464287663 | 3,178 | $325,872 | 0.25% |
| 57 | UNITEDHEALTH GROUP INC | UNH | 958 | $316,326 | 0.24% |
| 58 | INSPERITY INC | NSP | 7,879 | $305,075 | 0.24% |
| 59 | THERMO FISHER SCIENTIFIC INC | TMO | 488 | $282,795 | 0.22% |
| 60 | DANAHER CORPORATION | 235851102 | 1,190 | $272,442 | 0.21% |
| 61 | HILTON WORLDWIDE HLDGS INC | HLT | 940 | $270,015 | 0.21% |
| 62 | MCKESSON CORP | MCK | 329 | $269,875 | 0.21% |
| 63 | DEERE & CO | DE | 578 | $269,099 | 0.21% |
| 64 | SPDR SERIES TRUST | 78468R747 | 2,021 | $266,919 | 0.21% |
| 65 | SPDR S&P 500 ETF TR | SPY | 383 | $261,175 | 0.20% |
| 66 | BLACKROCK INC | BLK | 241 | $258,168 | 0.20% |
| 67 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,793 | $252,921 | 0.20% |
| 68 | AON PLC | AON | 710 | $250,665 | 0.19% |
| 69 | VANGUARD INDEX FDS | 922908769 | 728 | $244,077 | 0.19% |
| 70 | SCHWAB STRATEGIC TR | 808524797 | 8,838 | $242,426 | 0.19% |
| 71 | SALESFORCE INC | CRM | 885 | $234,445 | 0.18% |
| 72 | SPOTIFY TECHNOLOGY S A | SPOT | 400 | $232,284 | 0.18% |
| 73 | HONEYWELL INTL INC | 438516106 | 1,175 | $229,231 | 0.18% |
| 74 | ISHARES TR | 464287200 | 312 | $213,701 | 0.17% |
| 75 | OREILLY AUTOMOTIVE INC | 67103H107 | 2,295 | $209,327 | 0.16% |
| 76 | CHUBB LIMITED | CB | 643 | $200,693 | 0.15% |