Clifford Capital Partners LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $458 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cardinal Health Inc with a value of $22.5M, Johnson & Johnson with a value of $22.1M, Keurig Dr Pepper Inc. with a value of $22.1M, Perdoceo Education Corp with a value of $21.9M, and Dolby Laboratories, Inc. with a value of $19.6M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $426M to 458M.

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 $458 Million
Healthcare: $84.9 Million
Consumer Cyclical: $75.3 Million
Industrials: $65.3 Million
Consumer Defensive: $59.2 Million
Financial Services: $54 Million
Technology: $48 Million
Communication Services: $45 Million
Energy: $17.1 Million
Other: $8.81 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $458 Million
  • Prior Value $426 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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