Clifford Capital Partners LLC Portfolio Holdings

Clifford Capital Partners LLC

  • $426 Million
  • Q1 2025

Clifford Capital Partners LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $426 Million distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dolby Laboratories, Inc. with a value of $20.6M, Johnson & Johnson with a value of $20M, 3 M CO with a value of $18.5M, Pfizer Inc with a value of $18.1M, and Cardinal Health Inc with a value of $17.9M.

Examining the 13F form we can see an decrease of $3.44M in the current position value, from $429M to 426M.

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 $426 Million
Industrials: $73.9 Million
Healthcare: $72.1 Million
Communication Services: $62.1 Million
Consumer Defensive: $57.2 Million
Technology: $47.4 Million
Consumer Cyclical: $41.7 Million
Energy: $37.5 Million
Financial Services: $31.1 Million
Other: $2.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $426 Million
  • Prior Value $429 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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