Clifford Group, LLC

Q2 2026 13F-HR Holdings

Location
Wayland, MA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$144,612
Net value change ($000)
+14,777 (11.4%)
New positions
11
Sold out positions
5
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AVUV 5,326 NEW
VOO 1,938 4.8%
MUB 1,329 44.1%
MGK 925 8.6%
VGT 829 18.0%
GOOGL 641 23.3%
NVDA 583 16.6%
VXF 566 11.7%
TSM 535 36.4%
TOST 528 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHM -2,228 -100.0%
ADI -545 -100.0%
LSGR -248 -3.7%
NFLX -240 -100.0%
EFV -231 -3.6%
XOM -212 -100.0%
CRM -201 -100.0%
KVYO -198 -29.3%
PSX -99 -14.6%
PEP -56 -12.5%
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