Clifford-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "ACN",
  "ABT",
  "GOOGL",
  "AXP",
  "BLK",
  "AVGO",
  "HLT",
  "HON",
  "HD",
  "UNP",
  "ISRG",
  "HLI",
  "MUB",
  "META",
  null,
  "MSFT",
  "MS",
  "FIS",
  "ORLY",
  "IWD",
  "ORCL",
  "PAYX",
  "IWF",
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PG",
  "TEL",
  "TGT",
  "TMO",
  "UPS",
  "VNQ",
  "VXF",
  null,
  null,
  "TSM",
  null,
  "AON",
  null,
  "AJG",
  "NSP",
  null,
  "AMZN",
  "VGT",
  "MGK",
  "VT",
  "VB",
  "VOO",
  "V",
  "WMT",
  "SCHD",
  "KVYO",
  "PSX",
  "CRM",
  "SPOT",
  null,
  "IUSV",
  "MCK",
  "ADP",
  "BRK-B",
  "CSCO",
  "COST",
  "DHR",
  "DE",
  "ADI",
  "NEE",
  "ETN",
  "GOOG",
  "LLY",
  "PLD",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 76
Total Value: 107046750
Accession Number: 0001965522-25-000005
Form Type: 13F-HR
CIK: clifford-group
Manager Name: Clifford-Group

Data Enrichment

91% identified

69 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $107.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TE Connectivity plc

TEL|G87052109

Shares:2.9K

Value:$415.8K

% of Portfolio:0.4% ($415.8K/$107.0M)

Broadcom Inc.

AVGO|11135F101

Shares:2.5K

Value:$413.3K

% of Portfolio:0.4% ($413.3K/$107.0M)

Alphabet Inc.

GOOG|02079K107

Shares:2.6K

Value:$412.3K

% of Portfolio:0.4% ($412.3K/$107.0M)

ELI LILLY & Co

LLY|532457108

Shares:490

Value:$404.7K

% of Portfolio:0.4% ($404.7K/$107.0M)

78464A284

Shares:15.2K

Value:$383.0K

% of Portfolio:0.4% ($383.0K/$107.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:676

Value:$378.1K

% of Portfolio:0.4% ($378.1K/$107.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:691

Value:$377.5K

% of Portfolio:0.4% ($377.5K/$107.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:673

Value:$358.4K

% of Portfolio:0.3% ($358.4K/$107.0M)

464287663

IUSV|464287663

Shares:3.8K

Value:$352.5K

% of Portfolio:0.3% ($352.5K/$107.0M)

ANALOG DEVICES INC

ADI|032654105

Shares:1.7K

Value:$345.5K

% of Portfolio:0.3% ($345.5K/$107.0M)

PEPSICO INC

PEP|713448108

Shares:2.2K

Value:$331.5K

% of Portfolio:0.3% ($331.5K/$107.0M)

Eaton Corp plc

ETN|G29183103

Shares:1.1K

Value:$312.1K

% of Portfolio:0.3% ($312.1K/$107.0M)

ORACLE CORP

ORCL|68389X105

Shares:2.2K

Value:$305.8K

% of Portfolio:0.3% ($305.8K/$107.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.1K

Value:$305.6K

% of Portfolio:0.3% ($305.6K/$107.0M)

922908751

VB|922908751

Shares:1.4K

Value:$304.7K

% of Portfolio:0.3% ($304.7K/$107.0M)

Prologis, Inc.

PLD|74340W103

Shares:2.7K

Value:$300.1K

% of Portfolio:0.3% ($300.1K/$107.0M)

Aon plc

AON|G0403H108

Shares:710

Value:$283.5K

% of Portfolio:0.3% ($283.5K/$107.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.3K

Value:$278.9K

% of Portfolio:0.3% ($278.9K/$107.0M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:3.7K

Value:$276.3K

% of Portfolio:0.3% ($276.3K/$107.0M)

DEERE & CO

DE|244199105

Shares:578

Value:$271.3K

% of Portfolio:0.3% ($271.3K/$107.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TE Connectivity plc(TELcusipG87052109)	2.9K	QoQ -21.18% (-791) YoY NEW(+2.9K)	All Managers (Combined)	$415.8K	0.4% ($415.8K/$107.0M)	QoQ -22.10% (-$118.0K) YoY NEW(+$415.8K)
Broadcom Inc.(AVGOcusip11135F101)	2.5K	QoQ 0.00% (-0) YoY +1022.27% (+2.2K)	All Managers (Combined)	$413.3K	0.4% ($413.3K/$107.0M)	QoQ -27.78% (-$159.0K) YoY +41.74% (+$121.7K)
Alphabet Inc.(GOOGcusip02079K107)	2.6K	QoQ 0.00% (-0) YoY -3.65% (-100)	All Managers (Combined)	$412.3K	0.4% ($412.3K/$107.0M)	QoQ -17.96% (-$90.3K) YoY -1.13% (-$4.7K)
ELI LILLY & Co(LLYcusip532457108)	490	QoQ +1.03% (+5) YoY +1.03% (+5)	All Managers (Combined)	$404.7K	0.4% ($404.7K/$107.0M)	QoQ +8.08% (+$30.3K) YoY +7.25% (+$27.4K)
(cusip78464A284)✕	15.2K	QoQ +15.38% (+2.0K) YoY NEW(+15.2K)	All Managers (Combined)	$383.0K	0.4% ($383.0K/$107.0M)	QoQ +13.75% (+$46.3K) YoY NEW(+$383.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	676	QoQ -15.39% (-123) YoY +32.03% (+164)	All Managers (Combined)	$378.1K	0.4% ($378.1K/$107.0M)	QoQ -19.24% (-$90.1K) YoY +41.14% (+$110.2K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	691	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$377.5K	0.4% ($377.5K/$107.0M)	QoQ -4.59% (-$18.2K) YoY +30.78% (+$88.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	673	QoQ +1.05% (+7) YoY +1.05% (+7)	All Managers (Combined)	$358.4K	0.3% ($358.4K/$107.0M)	QoQ +18.72% (+$56.5K) YoY +27.97% (+$78.4K)
(IUSVcusip464287663)	3.8K	QoQ 0.00% (-0) YoY -3.77% (-150)	All Managers (Combined)	$352.5K	0.3% ($352.5K/$107.0M)	QoQ -0.32% (-$1.1K) YoY -1.81% (-$6.5K)
ANALOG DEVICES INC(ADIcusip032654105)	1.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$345.5K	0.3% ($345.5K/$107.0M)	QoQ -5.07% (-$18.5K) YoY +1.96% (+$6.6K)
PEPSICO INC(PEPcusip713448108)	2.2K	QoQ +12.34% (+243) YoY -41.21% (-1.6K)	All Managers (Combined)	$331.5K	0.3% ($331.5K/$107.0M)	QoQ +10.80% (+$32.3K) YoY -49.63% (-$326.7K)
Eaton Corp plc(ETNcusipG29183103)	1.1K	QoQ +1.59% (-18) YoY +0.70% (-8)	All Managers (Combined)	$312.1K	0.3% ($312.1K/$107.0M)	QoQ -16.78% (-$63.0K) YoY -12.45% (-$44.4K)
ORACLE CORP(ORCLcusip68389X105)	2.2K	QoQ -0.09% (-2) YoY 0.00% (+0)	All Managers (Combined)	$305.8K	0.3% ($305.8K/$107.0M)	QoQ -16.17% (-$59.0K) YoY +11.30% (+$31.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$305.6K	0.3% ($305.6K/$107.0M)	QoQ -9.34% (-$31.5K) YoY +18.16% (+$47.0K)
(VBcusip922908751)	1.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$304.7K	0.3% ($304.7K/$107.0M)	QoQ -7.71% (-$25.5K) YoY -2.99% (-$9.4K)
Prologis, Inc.(PLDcusip74340W103)	2.7K	QoQ -23.78% (-838) YoY -44.10% (-2.1K)	All Managers (Combined)	$300.1K	0.3% ($300.1K/$107.0M)	QoQ -19.39% (-$72.2K) YoY -52.02% (-$325.5K)
Aon plc(AONcusipG0403H108)	710	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$283.5K	0.3% ($283.5K/$107.0M)	QoQ +11.11% (+$28.4K) YoY +19.58% (+$46.4K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.3K	QoQ -4.07% (-56) YoY -7.90% (-113)	All Managers (Combined)	$278.9K	0.3% ($278.9K/$107.0M)	QoQ -10.08% (-$31.3K) YoY -4.98% (-$14.6K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	3.7K	QoQ +32.09% (+899) YoY NEW(+3.7K)	All Managers (Combined)	$276.3K	0.3% ($276.3K/$107.0M)	QoQ +22.13% (+$50.1K) YoY NEW(+$276.3K)
DEERE & CO(DEcusip244199105)	578	QoQ 0.00% (+0) YoY +2.12% (+12)	All Managers (Combined)	$271.3K	0.3% ($271.3K/$107.0M)	QoQ +10.77% (+$26.4K) YoY +16.69% (+$38.8K)