Clifford Group, LLC

Q4 2025 13F-HR Holdings

Location
Wayland, MA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$129,486
Net value change ($000)
+1,094 (0.9%)
New positions
2
Sold out positions
7
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 1,605 4.1%
GOOGL 455 21.4%
MGK 390 3.5%
WMT 371 125.3%
EFV 330 5.8%
IVV 214 NEW
BRK-B 205 60.7%
CB 201 NEW
GOOGL 182 28.3%
LLY 138 40.9%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -316 -8.6%
UPS -314 -100.0%
FIS -313 -100.0%
UBER -265 -100.0%
NFLX -248 -100.0%
MSFT -234 -8.1%
TT -210 -100.0%
MA -209 -100.0%
APP -207 -100.0%
ORCL -189 -30.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type