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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001730467

CLIFFORD CAPITAL PARTNERS LLC

Alpine, UT · File #028-18460

Latest AUM
$588.5M
Positions
42
Top-10 Concentration
40.0%
Filings
12

Sector Allocation

Healthcare
23.1%$136.3M
Industrials
13.1%$77.3M
Technology
12.1%$71.5M
Financials
2.8%$16.4M
Energy
1.9%$11.5M
Materials
1.7%$10.1M
Real Estate
0.1%$371,685

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1HENRY SCHEIN INCHSIC370,103$28.0M4.75%
2SOLVENTUM CORPSOLV308,680$24.5M4.16%
3ROCKET COS INC77311W1011,256,858$24.3M4.13%
4HNI CORPHNI573,994$24.1M4.10%
5NCR ATLEOS CORPORATIONNATL621,534$23.7M4.02%
6CARDINAL HEALTH INCCAH112,717$23.2M3.94%
7KEURIG DR PEPPER INCKDP800,492$22.4M3.81%
8DOLBY LABORATORIES INCDLB347,520$22.3M3.79%
9GLOBAL PMTS INC37940X102280,146$21.7M3.68%
10CISCO SYS INCCSCO271,873$20.9M3.56%
11BECTON DICKINSON & COBDX107,312$20.8M3.54%
12RTX CORPORATIONRTX113,402$20.8M3.53%
13JOHNSON & JOHNSONJNJ96,498$20.0M3.39%
14CHEMED CORP NEWCHE46,472$19.9M3.38%
15PERDOCEO ED CORPPRDO653,257$19.2M3.26%
16REYNOLDS CONSUMER PRODS INC76171L106817,856$18.7M3.19%
17OPENLANE INCOPLN613,398$18.3M3.10%
18DISNEY WALT CO254687106156,888$17.8M3.03%
19UNITED PARCEL SERVICE INCUPS174,524$17.3M2.94%
20NIKE INCNKE266,620$17.0M2.89%