Clifford Group, LLC

CIK 1965522 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +11.4% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas65,24%

Bobot 25 kepemilikan teratas83,00%

Posisi di atas 1%19

Jumlah posisi efektif9,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 7,42% Perkiraan pembelian $25.722.279 · penjualan $10.176.041

Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 81,1% masih dipegang

Posisi baru11

Meningkat30

Menurun34

Tertutup5

Nilai Portofolio $144.6M #7.556 dari 9.337 berdasarkan nilai 13F · top 80.9%

Posisi 86

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

Technology 10,9%

Financials 5,2%

Communication Services 4,8%

Retail 3,8%

Industrials 2,8%

Health Care 2,2%

Consumer Discretionary 0,5%

Utilities 0,4%

Consumer products 0,4%

Energy 0,4%

Materials 0,4%

Consumer Staples 0,4%

Real Estate 0,3%

Lainnya/Tidak terpetakan 67,4%

Portofolio lengkap 86 posisi

					Rentetan
VOO VANGUARD INDEX FUNDS	$42.101.090	29,11%	61.299	$1.938.081	Turun ×1
MGK VANGUARD WORLD FUND	$11.640.622	8,05%	132.415	$924.214	Naik ×3
LSGR Natixis ETF Trust II	$6.439.739	4,45%	152.854	$-248.525	Turun ×1
EFV iShares Trust	$6.156.539	4,26%	80.425	$-231.930	Turun ×1
VGT VANGUARD WORLD FUND	$5.434.812	3,76%	45.472	$829.178	Naik ×3
VXF VANGUARD INDEX FUNDS	$5.417.978	3,75%	22.006	$565.519	Turun ×2
AVUV AMERICAN CENTURY ETF TRUST	$5.325.630	3,68%	42.687		Naik ×1
MUB iShares Trust	$4.343.593	3,00%	40.360	$1.328.406	Naik ×1
NVDA NVIDIA Corporation - Common Stock	$4.086.639	2,83%	20.424	$583.117	Naik ×2
GOOGL Alphabet Inc. - Class A Common Stock	$3.397.445	2,35%	9.507	$641.527	Turun ×1
AMZN Amazon.com, Inc. - Common Stock	$3.381.330	2,34%	14.187	$316.316	Turun ×1
AAPL Apple Inc. - Common Stock	$3.183.782	2,20%	11.003	$416.559	Naik ×2
IWF iShares Trust	$2.296.772	1,59%	18.497	$9.136	Naik ×1
MSFT Microsoft Corporation - Common Stock	$2.284.141	1,58%	6.123	$-37.180	Turun ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$2.004.835	1,39%	4.198	$535.001	Turun ×1
IWD iShares Trust	$1.783.800	1,23%	7.358	$87.901	Turun ×6
JPM JP Morgan Chase & Co. Common Stock	$1.754.859	1,21%	5.361	$179.195	Naik ×2
AVGO Broadcom Inc. - Common Stock	$1.704.276	1,18%	4.512	$435.703	Naik ×2
META Meta Platforms, Inc. - Class A Common Stock	$1.474.445	1,02%	2.618	$-12.269	Naik ×2
MS Morgan Stanley Common Stock	$1.098.848	0,76%	5.257	$178.643	Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock	$1.078.010	0,75%	3.051	$206.242	Naik ×2
CSCO Cisco Systems, Inc. - Common Stock	$987.966	0,68%	8.411	$304.193	Turun ×1
GOVT iShares Trust	$947.468	0,66%	41.592	$-30.573	Turun ×1
ADP Automatic Data Processing, Inc. - Common Stock	$907.669	0,63%	4.053	$84.180
VNQ VANGUARD SPECIALIZED FUNDS	$795.979	0,55%	8.254	$-15.024	Turun ×1
WMT Walmart Inc. - Common Stock	$782.627	0,54%	6.910	$-42.592	Naik ×3
GS Goldman Sachs Group, Inc. (The) Common Stock	$698.857	0,48%	691	$114.278
COR Cencora, Inc. Common Stock	$694.077	0,48%	2.453	$-43.477	Naik ×2
IFRA iShares Trust	$672.619	0,47%	10.670	$-20.927	Turun ×1
HYMB SPDR SERIES TRUST	$667.953	0,46%	26.256	$-23.074	Turun ×1
HD Home Depot, Inc. (The) Common Stock	$656.562	0,45%	1.862	$69.192	Naik ×2
TEL TE Connectivity plc Ordinary Shares	$656.502	0,45%	3.256	$30.130	Naik ×2
V Visa Inc.	$644.151	0,45%	1.878	$75.184	Turun ×3
UNP Union Pacific Corporation Common Stock	$612.998	0,42%	2.254	$37.002	Turun ×1
LLY Eli Lilly and Company Common Stock	$604.513	0,42%	504	$152.906	Naik ×2
NEE NextEra Energy, Inc. Common Stock	$602.857	0,42%	6.869	$-52.818	Turun ×1
PG Procter & Gamble Company (The) Common Stock	$585.759	0,41%	3.995	$32.550	Naik ×2
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$583.455	0,40%	1.166	$21.353	Turun ×1
PSX Phillips 66 Common Stock	$579.406	0,40%	3.427	$-98.743	Turun ×1
LIN Linde plc - Ordinary Shares	$546.444	0,38%	1.053	$72.497	Naik ×2
TOST Toast, Inc. Class A Common Stock	$528.191	0,37%	18.986		Naik ×1
HLI Houlihan Lokey, Inc. Class A Common Stock	$512.644	0,35%	3.822	$13.223	Naik ×1
PLD Prologis, Inc. Common Stock	$501.842	0,35%	3.704	$-10.321	Turun ×1
ETN Eaton Corporation, PLC Ordinary Shares	$481.516	0,33%	1.130	$77.349
AJG Arthur J. Gallagher & Co. Common Stock	$481.293	0,33%	2.096	$48.427	Naik ×1
KVYO Klaviyo, Inc. Series A Common Stock	$477.673	0,33%	31.634	$-198.348	Turun ×1
UNH UnitedHealth Group Incorporated Common Stock (DE)	$465.536	0,32%	1.120	$169.971	Naik ×2
LRCX Lam Research Corporation - Common Stock	$464.963	0,32%	1.073	$235.706
KLAC KLA Corporation - Common Stock	$452.565	0,31%	1.500	$231.703	Naik ×1
COST Costco Wholesale Corporation - Common Stock	$440.114	0,30%	470	$-40.638	Turun ×3
TSLA Tesla, Inc. - Common Stock	$419.338	0,29%	997	$41.268	Turun ×1
ABT Abbott Laboratories Common Stock	$419.294	0,29%	4.621	$9.694	Naik ×1
VB VANGUARD INDEX FUNDS	$416.487	0,29%	1.374	$56.609
AXP American Express Company Common Stock	$398.459	0,28%	1.178	$45.767	Naik ×2
PEP PepsiCo, Inc. - Common Stock	$391.402	0,27%	2.891	$-55.304	Naik ×2
DE Deere & Company Common Stock	$369.180	0,26%	582	$50.352	Naik ×1
SHE SPDR SERIES TRUST	$340.540	0,24%	2.205	$54.247	Turun ×1
IUSV iShares Core S&P U.S. Value ETF	$330.120	0,23%	2.997	$15.088	Turun ×3
ORCL Oracle Corporation Common Stock	$327.539	0,23%	2.235	$513	Naik ×2
NSP Insperity, Inc. Common Stock	$325.481	0,23%	7.879	$112.433
VTI VANGUARD INDEX FUNDS	$321.580	0,22%	869	$42.783
GLDM SPDR Gold MiniShares Trust	$308.547	0,21%	3.885	$-27.547	Naik ×1
IVV iShares Trust	$292.067	0,20%	390	$-24.087	Turun ×1
MU Micron Technology, Inc. - Common Stock	$292.035	0,20%	253		Naik ×1
VT VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$281.411	0,19%	1.793	$33.403
AMD Advanced Micro Devices, Inc. - Common Stock	$278.837	0,19%	480		Naik ×1
HLT Hilton Worldwide Holdings Inc. Common Stock	$278.578	0,19%	843	$12.812	Turun ×2
QQQ Invesco QQQ Trust, Series 1	$275.414	0,19%	374	$50.314	Turun ×1
CAT Caterpillar, Inc. Common Stock	$266.225	0,18%	250		Naik ×1
JNJ Johnson & Johnson Common Stock	$257.653	0,18%	1.015	$18.224	Naik ×1
MCK McKesson Corporation Common Stock	$252.370	0,17%	334	$-36.660
TT Trane Technologies plc	$249.018	0,17%	507	$37.731
SPY SPY	$248.674	0,17%	333	$-4.308	Turun ×1
CB Chubb Limited Common Stock	$247.037	0,17%	725	$10.738
DHR Danaher Corporation Common Stock	$246.885	0,17%	1.296	$-5.685	Turun ×1
MNST Monster Beverage Corporation - Common Stock	$239.723	0,17%	2.494		Naik ×1
TXN Texas Instruments Incorporated - Common Stock	$220.870	0,15%	741		Naik ×1
ORLY O'Reilly Automotive, Inc. - Common Stock	$218.898	0,15%	2.377	$1.508	Naik ×2
FIS Fidelity National Information Services, Inc. Common Stock	$218.591	0,15%	5.622	$-30.753	Naik ×1
TMO Thermo Fisher Scientific Inc Common Stock	$213.099	0,15%	425	$-3.686	Turun ×3
AON Aon plc Class A Ordinary Shares (Ireland)	$212.727	0,15%	641	$-16.557	Turun ×1
CGW Invesco Exchange-Traded Fund Trust II	$209.547	0,14%	3.188		Naik ×1
IWB iShares Trust	$207.207	0,14%	506		Naik ×1
RSP Invesco Exchange-Traded Fund Trust	$206.812	0,14%	972		Naik ×1
POWL Powell Industries, Inc. - Common Stock	$203.602	0,14%	711		Naik ×1
BLK BlackRock, Inc. Common Stock	$203.083	0,14%	211	$-2.917	Turun ×2
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
MGK	$11.640.622	8,05%	naik ×3
VGT	$5.434.812	3,76%	naik ×3
WMT	$782.627	0,54%	naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
AVUV	$5.325.630	42.687	3,68%
TOST	$528.191	18.986	0,37%
MU	$292.035	253	0,20%
AMD	$278.837	480	0,19%
CAT	$266.225	250	0,18%
MNST	$239.723	2.494	0,17%
TXN	$220.870	741	0,15%
CGW	$209.547	3.188	0,14%
IWB	$207.207	506	0,14%
RSP	$206.812	972	0,14%
POWL	$203.602	711	0,14%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
VOO	Dipangkas	-6K	+$1.9M
MUB	Beli lebih banyak	+12K	+$1.3M
MGK	Beli lebih banyak	+103K	+$924K
VGT	Beli lebih banyak	+39K	+$829K
GOOGL	Dipangkas	-77	+$642K
NVDA	Beli lebih banyak	+335	+$583K
VXF	Dipangkas	-2K	+$566K
TSM	Dipangkas	-151	+$535K
AVGO	Beli lebih banyak	+413	+$436K
AAPL	Beli lebih banyak	+99	+$417K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
SHM	30 Juni 2026	46.590	$2.228.406	-2,7%
VMBS	30 Sep. 2025	39.604	$1.835.228
ADI	30 Juni 2026	1.713	$544.974	5,0%
ACN	31 Maret 2026	1.383	$371.187	0,3%
PAYX	31 Maret 2026	3.043	$341.348	7,4%
UPS	31 Des. 2025	3.758	$313.913	-6,2%
FIS	31 Des. 2025	4.743	$312.739	-51,2%
UBER	31 Des. 2025	2.702	$264.715	-16,6%
NFLX	31 Des. 2025	207	$248.176	-28,5%
GLD	30 Sep. 2025	807	$245.998
SCHD	31 Maret 2026	8.838	$242.426	8,2%
NFLX	30 Juni 2026	2.497	$240.087	-6,1%
PINS	30 Sep. 2025	6.570	$235.600	-40,1%
SPOT	31 Maret 2026	400	$232.284	-2,5%
TGT	30 Juni 2025	2.201	$229.671	58,1%
HON	31 Maret 2026	1.175	$229.231	-5,3%
TDG	30 Sep. 2025	142	$215.931	-17,3%
XOM	30 Juni 2026	1.251	$212.245	20,0%
TT	31 Des. 2025	497	$209.714	19,2%
MA	31 Des. 2025	367	$208.753	-3,3%
APP	31 Des. 2025	288	$206.940	-60,2%
ISRG	30 Juni 2025	407	$201.575	-27,9%
CRM	30 Juni 2026	1.075	$200.670	49,8%