Clifford Group, LLC reported 61 positions worth $47.46M for the quarter ended Jun 30, 2026, up 13.7% on the prior quarter. It opened 7 new positions, added to 25, trimmed 20 and exited 4. Its largest holding is Nvidia Corp at 8.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TOST Toast, Inc. | +19.0K | – | $528.19K | 1.11% |
| MU Micron Technology Inc | +253 | – | $292.04K | 0.615% |
| AMD Advanced Micro Devices Inc | +480 | – | $278.84K | 0.588% |
| CAT Caterpillar Inc | +250 | – | $266.23K | 0.561% |
| MNST Monster Beverage Corp | +4,988 | – | $239.72K | 0.505% |
| TXN Texas Instruments Inc | +741 | – | $220.87K | 0.465% |
| POWL Powell Industries Inc | +711 | – | $203.60K | 0.429% |
| AVGO Broadcom Inc. | +413 | +10.1% | $156.00K | 3.59% |
| NVDA Nvidia Corp | +335 | +1.7% | $67.03K | 8.61% |
| ABT Abbott Laboratories | +632 | +15.8% | $57.35K | 0.884% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ADI Analog Devices Inc | -1,713 | -100.0% | $544.97K | Exited |
| NFLX Netflix Inc | -2,497 | -100.0% | $240.09K | Exited |
| XOM ExxonMobil Holdings Corp | -1,251 | -100.0% | $212.25K | Exited |
| CRM Salesforce, Inc. | -1,075 | -100.0% | $200.67K | Exited |
| AMZN Amazon Com Inc | -530 | -3.6% | $126.32K | 7.13% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -151 | -3.5% | $72.11K | 4.22% |
| MS Morgan Stanley | -335 | -6.0% | $70.02K | 2.32% |
| MSFT Microsoft Corp | -148 | -2.4% | $55.21K | 4.81% |
| PSX Phillips 66 | -295 | -7.9% | $49.88K | 1.22% |
| CSCO Cisco Systems, Inc. | -402 | -4.6% | $47.22K | 2.08% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TOST Toast, Inc. | +19.0K | $528.19K | 1.11% |
| MU Micron Technology Inc | +253 | $292.04K | 0.615% |
| AMD Advanced Micro Devices Inc | +480 | $278.84K | 0.588% |
| CAT Caterpillar Inc | +250 | $266.23K | 0.561% |
| MNST Monster Beverage Corp | +4,988 | $239.72K | 0.505% |
| TXN Texas Instruments Inc | +741 | $220.87K | 0.465% |
| POWL Powell Industries Inc | +711 | $203.60K | 0.429% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 20.4K | $4.09M | 8.61% | +335 | +1.7% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 9,507 | $3.40M | 7.16% | -77 | -0.8% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 14.2K | $3.38M | 7.13% | -530 | -3.6% | Reduced | 0% |
| 4 | AAPL Apple Inc. | Technology | 11.0K | $3.18M | 6.71% | +99 | +0.9% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 6,123 | $2.28M | 4.81% | -148 | -2.4% | Reduced | 0% |
| 6 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 4,198 | $2.00M | 4.22% | -151 | -3.5% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 5,361 | $1.75M | 3.7% | +5 | +0.1% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 4,512 | $1.70M | 3.59% | +413 | +10.1% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 2,618 | $1.47M | 3.11% | +19 | +0.7% | Added | 0% |
| 10 | MS Morgan Stanley | Financial Services | 5,257 | $1.10M | 2.32% | -335 | -6.0% | Reduced | 0% |
| 11 | GOOG Alphabet Inc. | Technology | 3,051 | $1.08M | 2.27% | +12 | +0.4% | Added | 0% |
| 12 | CSCO Cisco Systems, Inc. | Technology | 8,411 | $987.97K | 2.08% | -402 | -4.6% | Reduced | 0% |
| 13 | ADP Automatic Data Processing Inc | Technology | 4,053 | $907.67K | 1.91% | 0 | 0.0% | Unchanged | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 6,910 | $782.63K | 1.65% | +270 | +4.1% | Added | 0% |
| 15 | GS Goldman Sachs Group Inc | Financial Services | 691 | $698.86K | 1.47% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Clifford.
As of its Q2 2026 13F filing, Clifford Group, LLC’s five largest positions were Nvidia Corp (NVDA) at 8.6%, Alphabet Inc. (GOOGL) at 7.2%, Amazon Com Inc (AMZN) at 7.1%, Apple Inc. (AAPL) at 6.7%, Microsoft Corp (MSFT) at 4.8% of the reported portfolio.
Clifford Group, LLC reported a 13F portfolio worth $47.46M across 61 positions for Q2 2026. That is up 13.7% from the previous quarter.
Its largest purchases by value were Toast, Inc. ($528.19K), Micron Technology Inc ($292.04K), Advanced Micro Devices Inc ($278.84K). It opened 7 new positions.
Its largest sales by value were Analog Devices Inc ($544.97K), Netflix Inc ($240.09K), ExxonMobil Holdings Corp ($212.25K). It exited 4 positions entirely.
From the Form 13F-HR reports Clifford Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.