Institutional Manager · CIK 0001965522
Clifford Group, LLC
WAYLAND, MA · File #028-22914
Latest AUM
$129.5M
Positions
76
Top-10 Concentration
72.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202576 pos · $129.5M
- 13F HOLDINGS REPORTQ/E Sep 202581 pos · $128.4M
- 13F HOLDINGS REPORTQ/E Jun 202583 pos · $121.7M
- 13F HOLDINGS REPORTQ/E Mar 202576 pos · $107.0M
- 13F HOLDINGS REPORTQ/E Dec 202475 pos · $131.2M
- 13F HOLDINGS REPORTQ/E Sep 202474 pos · $128.6M
- 13F HOLDINGS REPORTQ/E Jun 202473 pos · $123.9M
- 13F HOLDINGS REPORTQ/E Mar 202471 pos · $121.1M
- 13F HOLDINGS REPORTQ/E Dec 202370 pos · $92.2M
- 13F HOLDINGS REPORTQ/E Sep 202371 pos · $93.1M
- 13F HOLDINGS REPORTQ/E Jun 202366 pos · $82.5M
- 13F HOLDINGS REPORTQ/E Mar 202374 pos · $80.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 64,811 | $40.6M | 33.23% |
| 2 | VANGUARD WORLD FD | 921910816 | 27,913 | $11.5M | 9.42% |
| 3 | VANGUARD INDEX FDS | 922908652 | 53,670 | $11.2M | 9.17% |
| 4 | ISHARES TR | 464288877 | 84,957 | $6.1M | 4.96% |
| 5 | VANGUARD WORLD FD | 92204A702 | 6,404 | $4.8M | 3.95% |
| 6 | NVIDIA CORPORATION | NVDA | 18,005 | $3.4M | 2.74% |
| 7 | ISHARES TR | 464288414 | 29,967 | $3.2M | 2.62% |
| 8 | AMAZON COM INC | AMZN | 13,267 | $3.1M | 2.50% |
| 9 | MICROSOFT CORP | MSFT | 5,502 | $2.7M | 2.18% |
| 10 | ISHARES TR | 464287614 | 5,490 | $2.6M | 2.12% |
| 11 | APPLE INC | AAPL | 9,539 | $2.6M | 2.12% |
| 12 | ALPHABET INC | GOOG | 8,251 | $2.6M | 2.11% |
| 13 | SPDR SERIES TRUST | 78468R739 | 45,806 | $2.2M | 1.80% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 5,310 | $1.7M | 1.40% |
| 15 | ISHARES TR | 464287598 | 8,011 | $1.7M | 1.38% |
| 16 | META PLATFORMS INC | META | 2,369 | $1.6M | 1.28% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,248 | $1.3M | 1.06% |
| 18 | AUTOMATIC DATA PROCESSING IN | ADP | 4,029 | $1.0M | 0.85% |
| 19 | ISHARES TR | 46429B267 | 41,494 | $955,392 | 0.78% |
| 20 | MORGAN STANLEY | MS-PQ | 5,292 | $939,401 | 0.77% |