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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Salesforce, Inc.

CRM|79466L302

Shares:1.0K

Value:$268.4K

% of Portfolio:0.3% ($268.4K/$107.0M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:517

Value:$257.3K

% of Portfolio:0.2% ($257.3K/$107.0M)

Walmart Inc.

WMT|931142103

Shares:2.9K

Value:$252.0K

% of Portfolio:0.2% ($252.0K/$107.0M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.2K

Value:$248.3K

% of Portfolio:0.2% ($248.3K/$107.0M)

TARGET CORP

TGT|87612E106

Shares:2.2K

Value:$229.7K

% of Portfolio:0.2% ($229.7K/$107.0M)

BlackRock, Inc.

BLK|09290D101

Shares:241

Value:$228.3K

% of Portfolio:0.2% ($228.3K/$107.0M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.0K

Value:$222.0K

% of Portfolio:0.2% ($222.0K/$107.0M)

MCKESSON CORP

MCK|58155Q103

Shares:329

Value:$221.4K

% of Portfolio:0.2% ($221.4K/$107.0M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:400

Value:$220.0K

% of Portfolio:0.2% ($220.0K/$107.0M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:153

Value:$219.2K

% of Portfolio:0.2% ($219.2K/$107.0M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:940

Value:$213.9K

% of Portfolio:0.2% ($213.9K/$107.0M)

922042742

VT|922042742

Shares:1.8K

Value:$207.9K

% of Portfolio:0.2% ($207.9K/$107.0M)

808524797

SCHD|808524797

Shares:7.4K

Value:$205.7K

% of Portfolio:0.2% ($205.7K/$107.0M)

PINTEREST, INC.

PINS|72352L106

Shares:6.6K

Value:$203.7K

% of Portfolio:0.2% ($203.7K/$107.0M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:407

Value:$201.6K

% of Portfolio:0.2% ($201.6K/$107.0M)

922908769

VTI|922908769

Shares:728

Value:$200.1K

% of Portfolio:0.2% ($200.1K/$107.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	1.0K	QoQ +2.35% (-23) YoY +4.49% (-43)	All Managers (Combined)	$268.4K	0.3% ($268.4K/$107.0M)	QoQ -17.84% (-$58.3K) YoY -6.89% (-$19.9K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	517	QoQ +5.51% (+27) YoY -0.19% (-1)	All Managers (Combined)	$257.3K	0.2% ($257.3K/$107.0M)	QoQ +0.92% (+$2.3K) YoY -14.55% (-$43.8K)
Walmart Inc.(WMTcusip931142103)	2.9K	QoQ +0.87% (-25) YoY NEW(+2.9K)	All Managers (Combined)	$252.0K	0.2% ($252.0K/$107.0M)	QoQ -1.97% (-$5.1K) YoY NEW(+$252.0K)
DANAHER CORP /DE/(DHRcusip235851102)	1.2K	QoQ -3.96% (-50) YoY -9.42% (-126)	All Managers (Combined)	$248.3K	0.2% ($248.3K/$107.0M)	QoQ -14.23% (-$41.2K) YoY -25.64% (-$85.6K)
TARGET CORP(TGTcusip87612E106)	2.2K	QoQ +35.86% (+581) YoY -45.60% (-1.8K)	All Managers (Combined)	$229.7K	0.2% ($229.7K/$107.0M)	QoQ +4.89% (+$10.7K) YoY -67.96% (-$487.4K)
BlackRock, Inc.(BLKcusip09290D101)	241	QoQ -3.60% (-9) YoY NEW(+241)	All Managers (Combined)	$228.3K	0.2% ($228.3K/$107.0M)	QoQ -10.99% (-$28.2K) YoY NEW(+$228.3K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.0K	QoQ NEW(+2.0K) YoY -47.86% (-1.9K)	All Managers (Combined)	$222.0K	0.2% ($222.0K/$107.0M)	QoQ NEW(+$222.0K) YoY -61.42% (-$353.4K)
MCKESSON CORP(MCKcusip58155Q103)	329	QoQ NEW(+329) YoY NEW(+329)	All Managers (Combined)	$221.4K	0.2% ($221.4K/$107.0M)	QoQ NEW(+$221.4K) YoY NEW(+$221.4K)
Spotify Technology S.A.(SPOTcusipL8681T102)	400	QoQ NEW(+400) YoY NEW(+400)	All Managers (Combined)	$220.0K	0.2% ($220.0K/$107.0M)	QoQ NEW(+$220.0K) YoY NEW(+$220.0K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	153	QoQ NEW(+153) YoY NEW(+153)	All Managers (Combined)	$219.2K	0.2% ($219.2K/$107.0M)	QoQ NEW(+$219.2K) YoY NEW(+$219.2K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	940	QoQ 0.00% (-0) YoY -4.85% (-48)	All Managers (Combined)	$213.9K	0.2% ($213.9K/$107.0M)	QoQ -7.93% (-$18.4K) YoY +1.49% (-$3.1K)
(VTcusip922042742)	1.8K	QoQ -0.05% (-1) YoY NEW(+1.8K)	All Managers (Combined)	$207.9K	0.2% ($207.9K/$107.0M)	QoQ -1.34% (-$2.8K) YoY NEW(+$207.9K)
(SCHDcusip808524797)	7.4K	QoQ -99.02% (-749.8K) YoY -97.10% (-246.6K)	All Managers (Combined)	$205.7K	0.2% ($205.7K/$107.0M)	QoQ -99.00% (-$20.5M) YoY -98.99% (-$20.3M)
PINTEREST, INC.(PINScusip72352L106)	6.6K	QoQ -12.13% (-907) YoY NEW(+6.6K)	All Managers (Combined)	$203.7K	0.2% ($203.7K/$107.0M)	QoQ -6.07% (-$13.2K) YoY NEW(+$203.7K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	407	QoQ +2.51% (-10) YoY NEW(+407)	All Managers (Combined)	$201.6K	0.2% ($201.6K/$107.0M)	QoQ -2.72% (-$5.6K) YoY NEW(+$201.6K)
(VTIcusip922908769)	728	QoQ NEW(+728) YoY NEW(+728)	All Managers (Combined)	$200.1K	0.2% ($200.1K/$107.0M)	QoQ NEW(+$200.1K) YoY NEW(+$200.1K)