Clifford Capital Partners LLC Portfolio Holdings

Clifford Capital Partners LLC

  • $516 Million
  • Q3 2025

Clifford Capital Partners LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $516 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Henry Schein Inc with a value of $24.8M, Johnson & Johnson with a value of $24M, Becton Dickinson & CO with a value of $23.1M, Hni Corp with a value of $22.2M, and Glacier Bancorp, Inc. with a value of $22.1M.

Examining the 13F form we can see an increase of $58.4M in the current position value, from $458M to 516M.

Clifford Capital Partners LLC is based out at Alpine, UT

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

Portfolio value $516 Million
Healthcare: $114 Million
Consumer Cyclical: $82.9 Million
Financial Services: $80.9 Million
Industrials: $79.5 Million
Consumer Defensive: $57.5 Million
Communication Services: $38.5 Million
Technology: $33.5 Million
Energy: $19.6 Million
Other: $9.57 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.72B
$24.8 Million 4.81% of portfolio
373,745
Q3 2025 Added 58.41%
$522B
$24 Million 4.66% of portfolio
129,674
Q3 2025 Reduced 10.37%
$54.5B
$23.1 Million 4.47% of portfolio
123,310
Q3 2025 Added 65.93%
$1.62B
$22.2 Million 4.3% of portfolio
474,051
Q3 2025 Added 63.39%
$4.69B
$22.1 Million 4.29% of portfolio
454,969
Q3 2025 Added 0.22%
$4.04B
$22 Million 4.27% of portfolio
304,311
Q3 2025 Added 15.24%
$53.8B
$21 Million 4.08% of portfolio
134,046
Q3 2025 Added 0.19%
$6.49B
$21 Million 4.08% of portfolio
46,990
Q3 2025 Added 5,818.14%
$38.4B
$20.6 Million 4.0% of portfolio
808,361
Q3 2025 Added 21.16%
$2.11B
$20.7 Million 4.0% of portfolio
548,381
Q3 2025 Reduced 18.02%
$2.97B
$20.5 Million 3.97% of portfolio
710,902
Q3 2025 Added 0.2%
$5.08B
$20.1 Million 3.91% of portfolio
823,446
Q3 2025 Added 16.33%
$55.9B
$20 Million 3.88% of portfolio
1,025,282
Q3 2025 Added 0.23%
$2.89B
$19.6 Million 3.79% of portfolio
606,659
Q3 2025 Reduced 24.85%
$258B
$19.2 Million 3.72% of portfolio
114,600
Q3 2025 Added 0.21%
$319B
$18.8 Million 3.64% of portfolio
274,666
Q3 2025 Added 16.62%
$193B
$18.2 Million 3.52% of portfolio
158,621
Q3 2025 Added 0.13%
$37.9B
$16.2 Million 3.14% of portfolio
196,947
Q3 2025 Added 0.15%
$972M
$15.9 Million 3.07% of portfolio
283,410
Q3 2025 Added 0.29%
$2.27B
$15.7 Million 3.05% of portfolio
811,859
Q3 2025 Added 0.22%
$1.92B
$14.8 Million 2.86% of portfolio
436,707
Q3 2025 Added 0.29%
$68.7B
$14.7 Million 2.85% of portfolio
175,860
Q3 2025 Added 30.86%
$2.12B
$14.2 Million 2.75% of portfolio
551,892
Q3 2025 Added 74.87%
$46.1B
$12.7 Million 2.46% of portfolio
139,394
Q3 2025 Reduced 28.51%
$2.64B
$12.6 Million 2.44% of portfolio
665,285
Q3 2025 Added 3,800.59%
$5.02B
$9.8 Million 1.9% of portfolio
380,437
Q3 2025 New
$570M
$9.27 Million 1.8% of portfolio
1,054,158
Q3 2025 Reduced 24.0%
$1.17B
$433,000 0.08% of portfolio
16,224
Q3 2025 Added 42.99%
$1.45B
$415,000 0.08% of portfolio
834
Q3 2025 Reduced 32.31%
$5.03B
$398,000 0.08% of portfolio
6,369
Q3 2025 Added 33.97%
$7.87B
$354,000 0.07% of portfolio
4,181
Q3 2025 Reduced 1.97%
$4.09B
$368,000 0.07% of portfolio
3,996
Q2 2025 Added 24.02%
$632M
$318,000 0.06% of portfolio
23,581
Q3 2025 New
$196M
$301,000 0.06% of portfolio
105,433
Q3 2025 Added 5.4%
$7.49B
$281,000 0.05% of portfolio
709
Q3 2025 Reduced 17.37%
$245M
$281,000 0.05% of portfolio
34,196
Q3 2025 Added 0.03%
$605M
$229,000 0.04% of portfolio
32,041
Q3 2025 New
Core Natural Resources Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Everus Constr Group
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.41%
Global Med Reit Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Ncr Atleos Corporation
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 14.72%
Solventum Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 30.55%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $516 Million
  • Prior Value $458 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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