Clifford Group, LLC Portfolio Holdings

Clifford Group, LLC

  • $128 Billion
  • Q3 2025

Clifford Group, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $39B, Vanguard Extended Market ETF with a value of $11.2B, Vanguard Mega Cap Growth ETF with a value of $11.1B, Msci Eafe Value ETF with a value of $5.74B, and Vanguard Information Technolog with a value of $4.72B.

Examining the 13F form we can see an increase of $6.67B in the current position value, from $122B to 128B.

Clifford Group, LLC is based out at Wayland, MA

Below you can find more details about Clifford Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $128 Billion
ETFs: $86.8 Billion
Technology: $14.1 Billion
Financial Services: $6.43 Billion
Communication Services: $5.04 Billion
Consumer Cyclical: $4.39 Billion
Industrials: $4.14 Billion
Healthcare: $2.74 Billion
Consumer Defensive: $1.68 Billion
Other: $1.34 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39 Billion 30.41% of portfolio
63,751
Q3 2025 Added 2.5%
$0
$11.2 Billion 8.7% of portfolio
53,382
Q3 2025 Added 2.68%
$0
$11.1 Billion 8.67% of portfolio
27,662
Q3 2025 Reduced 0.94%
$0
$5.74 Billion 4.47% of portfolio
84,584
Q3 2025 Reduced 0.74%
$0
$4.72 Billion 3.68% of portfolio
6,326
Q3 2025 Reduced 3.49%
$465B
$3.67 Billion 2.86% of portfolio
19,691
Q3 2025 Reduced 1.16%
$0
$3.19 Billion 2.49% of portfolio
29,983
Q3 2025 Reduced 30.45%
$2.39T
$2.95 Billion 2.3% of portfolio
13,437
Q3 2025 Added 0.16%
$3.78T
$2.89 Billion 2.25% of portfolio
5,589
Q3 2025 Reduced 7.13%
$0
$2.72 Billion 2.12% of portfolio
5,808
Q3 2025 Reduced 1.44%
$4.3T
$2.46 Billion 1.92% of portfolio
9,678
Q3 2025 Reduced 1.92%
$0
$2.22 Billion 1.73% of portfolio
45,984
Q3 2025 Added 7.54%
$1.65T
$2.13 Billion 1.66% of portfolio
8,755
Q3 2025 Added 0.27%
$1.37T
$1.74 Billion 1.36% of portfolio
2,369
Q2 2025 Reduced 0.08%
$881B
$1.69 Billion 1.32% of portfolio
5,353
Q3 2025 Reduced 2.88%
$0
$1.64 Billion 1.27% of portfolio
8,034
Q3 2025 Reduced 0.02%
$104B
$1.19 Billion 0.92% of portfolio
4,043
Q4 2023 Added 0.1%
$270B
$870 Million 0.68% of portfolio
5,475
Q3 2025 Reduced 8.78%
$0
$866 Million 0.67% of portfolio
37,466
Q3 2025 Added 4.47%
$8.94B
$773 Million 0.6% of portfolio
3,763
Q3 2025 Reduced 6.53%
$139B
$773 Million 0.6% of portfolio
2,343
Q2 2025 Reduced 5.1%
$0
$739 Million 0.58% of portfolio
8,087
Q3 2025 Added 15.18%
$38.4B
$719 Million 0.56% of portfolio
2,300
Q3 2025 Reduced 5.19%
$533B
$701 Million 0.55% of portfolio
2,054
Q1 2025 Added 4.37%
$54.4B
$672 Million 0.52% of portfolio
2,171
Q3 2025 Reduced 1.63%
$1.74T
$643 Million 0.5% of portfolio
2,639
Q2 2024 Reduced 3.65%
$0
$647 Million 0.5% of portfolio
25,951
Q3 2025 Added 49.33%
Te Connectivity PLC
-
$624 Million 0.49% of portfolio
-
Q3 2025 Reduced 4.69%
$593B
$615 Million 0.48% of portfolio
2,187
Q1 2025 Reduced 0.09%
$367B
$615 Million 0.48% of portfolio
1,518
Q3 2025 Reduced 7.04%
$0
$595 Million 0.46% of portfolio
11,256
Q3 2025 Added 3.52%
$319B
$582 Million 0.45% of portfolio
8,513
Q3 2025 Reduced 9.04%
$136B
$576 Million 0.45% of portfolio
2,438
Q3 2025 Added 5.95%
$228B
$569 Million 0.44% of portfolio
4,248
Q3 2025 Added 5.88%
$265B
$550 Million 0.43% of portfolio
691
Q4 2023 Added 2.52%
$346B
$553 Million 0.43% of portfolio
3,598
Q3 2025 Reduced 8.84%
$168B
$513 Million 0.4% of portfolio
6,796
Q3 2025 Added 15.54%
$152B
$482 Million 0.38% of portfolio
1,954
Q3 2025 Added 13.08%
$404B
$486 Million 0.38% of portfolio
525
Q4 2024 Added 1.16%
Linde PLC
-
$432 Million 0.34% of portfolio
-
Q3 2025 Added 21.98%
$40.4B
$437 Million 0.34% of portfolio
3,445
Q3 2025 Reduced 8.23%
$68.5B
$442 Million 0.34% of portfolio
3,251
Q3 2025 Added 7.22%
$140B
$430 Million 0.33% of portfolio
1,148
Q1 2025 Added 1.59%
$118B
$421 Million 0.33% of portfolio
1,713
Q1 2023 Reduced 0.7%
$114B
$389 Million 0.3% of portfolio
3,399
Q3 2025 Added 15.46%
$1.24B
$388 Million 0.3% of portfolio
7,879
Q3 2025 Added 32.55%
$300B
$380 Million 0.3% of portfolio
1,100
Q3 2025 Added 10.22%
$0
$382 Million 0.3% of portfolio
3,819
Q2 2024 Reduced 3.78%
$255B
$377 Million 0.29% of portfolio
1,136
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $128 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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