Clifford Group, LLC
•CIK: 1965522•Filing: Q4 2025
**Clifford Group, LLC** manages $129M across a diversified portfolio of 76 positions. The fund exhibits a significant allocation to broad market exposure, led by VOO at $40.6M. Notable concentrated positions include MGK ($11.5M) and VXF ($11.2M), suggesting a focus on growth and sector-specific opportunities. The top ten holdings account for approximately $75.1M of the total AUM.
Total AUM
$129.5M
QoQ Performance
+0.8%
Positions
61
Top 10 Concentration
68.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
MGK
VXF
VOO31.4%
MGK8.9%
VXF8.7%
EFV4.7%
VGT3.7%
NVDA2.6%
MUB2.5%
AMZN2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.4%
ETF31.8%
Technology12.4%
Consumer4.1%
Financial3.6%
Healthcare1.4%
Industrial0.8%
Utilities0.4%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑15 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023