Institutions / Clifford Capital Partners LLC
Clifford Capital Partners LLC
CIK 1730467 · Institution · as of Dec 31, 2025
Portfolio value
$588.50M
Positions
42
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 42 →
| Company | Value | % of portfolio |
|---|---|---|
| Henry Schein Inc | $27.97M | 4.8% |
| Solventum Corp | $24.46M | 4.2% |
| Rocket Companies, Inc. | $24.33M | 4.1% |
| Hni Corp | $24.13M | 4.1% |
| NCR Atleos Corp | $23.69M | 4.0% |
| Cardinal Health Inc | $23.16M | 3.9% |
| Keurig Dr Pepper Inc | $22.42M | 3.8% |
| Dolby Laboratories Inc | $22.32M | 3.8% |
| Global Payments Inc | $21.68M | 3.7% |
| Cisco Systems, Inc. | $20.94M | 3.6% |
| Becton Dickinson & Co | $20.83M | 3.5% |
| RTX Corp | $20.80M | 3.5% |
| Johnson & Johnson | $19.97M | 3.4% |
| Chemed Corp | $19.88M | 3.4% |
| Perdoceo Education Corp | $19.16M | 3.3% |
| Reynolds Consumer Products Inc.REYN | $18.75M | 3.2% |
| OPENLANE Inc | $18.27M | 3.1% |
| Walt Disney Co | $17.85M | 3.0% |
| United Parcel Service Inc | $17.31M | 2.9% |
| NIKE, Inc. | $16.99M | 2.9% |
| Glacier Bancorp, Inc. | $16.41M | 2.8% |
| Thermon Group Holdings, Inc. | $15.99M | 2.7% |
| Community Trust Bancorp Inc /Ky | $15.84M | 2.7% |
| Everus Construction Group, Inc. | $15.69M | 2.7% |
| Sysco Corp | $14.37M | 2.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.