Clifford Capital Partners LLC Top Holdings and 13F Report (2025) About Clifford Capital Partners LLCInvestment ActivityClifford Capital Partners LLC has $524.51 million in total holdings as of June 30, 2025.Clifford Capital Partners LLC owns shares of 46 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 22.41% of the portfolio was purchased this quarter.About 20.95% of the portfolio was sold this quarter.This quarter, Clifford Capital Partners LLC has purchased 45 new stocks and bought additional shares in 25 stocks.Clifford Capital Partners LLC sold shares of 6 stocks and completely divested from 8 stocks this quarter.Largest Holdings Cardinal Health $22,477,224Johnson & Johnson $22,100,481Keurig Dr Pepper $22,056,409Perdoceo Education $21,866,570NCR ATLEOS CORPORATION $21,010,605 Largest New Holdings this Quarter 075887109 - Becton, Dickinson and Company $12,800,759 Holding77311W101 - Rocket Companies $11,486,864 Holding444859102 - Humana $9,900,951 Holding300426103 - EVERUS CONSTR GROUP $8,660,473 Holding501889208 - LKQ $8,322,217 Holding Largest Purchases this Quarter Reynolds Consumer Products 692,489 shares (about $14.83M)Becton, Dickinson and Company 74,315 shares (about $12.80M)Rocket Companies 810,075 shares (about $11.49M)Humana 40,498 shares (about $9.90M)Keurig Dr Pepper 268,383 shares (about $8.87M) Largest Sales this Quarter Warner Bros. Discovery 397,589 shares (about $4.56M)Millicom International Cellular 110,330 shares (about $4.13M)eBay 46,334 shares (about $3.45M)Fidelity National Information Services 38,620 shares (about $3.14M)Kenvue 100,278 shares (about $2.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClifford Capital Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCAHCardinal Health$22,477,224$685,104 ▲3.1%133,7934.3%MedicalJNJJohnson & Johnson$22,100,481$3,659,585 ▲19.8%144,6844.2%MedicalKDPKeurig Dr Pepper$22,056,409$8,872,742 ▲67.3%667,1634.2%Consumer StaplesPRDOPerdoceo Education$21,866,570$645,203 ▲3.0%668,9074.2%Consumer DiscretionaryNCR ATLEOS CORPORATION$21,010,605$620,984 ▲3.0%736,4394.0%COM SHSSOLVENTUM CORP$20,460,874$613,166 ▲3.1%269,7903.9%COM SHSDISWalt Disney$19,644,300$604,425 ▲3.2%158,4093.7%Consumer DiscretionaryDLBDolby Laboratories$19,609,021$584,500 ▲3.1%264,0593.7%Consumer DiscretionaryGBCIGlacier Bancorp$19,557,286$2,962,138 ▲17.8%453,9763.7%FinanceNKENIKE$19,108,055$6,771,036 ▲54.9%268,9763.6%Consumer DiscretionaryKAROPENLANE$17,346,639$508,804 ▲3.0%709,4743.3%Auto/Tires/TrucksHSICHenry Schein$17,234,613$518,071 ▲3.1%235,9293.3%MedicalDKDelek US$17,097,534$314,989 ▲1.9%807,2493.3%EnergyKVUEKenvue$16,842,099$2,098,819 ▼-11.1%804,6873.2%Consumer StaplesRTXRTX$16,698,555$513,698 ▲3.2%114,3583.2%AerospaceCSCOCisco Systems$16,340,516$500,369 ▲3.2%235,5223.1%Computer and TechnologyFISFidelity National Information Services$15,939,427$3,144,054 ▼-16.5%195,7923.0%Business ServicesEVTCEvertec$15,697,288$464,324 ▲3.0%435,4313.0%Business ServicesREYNReynolds Consumer Products$15,162,211$14,833,114 ▲4,507.2%707,8532.9%Consumer DiscretionaryCTBICommunity Trust Bancorp$14,954,557$447,439 ▲3.1%282,5882.9%FinanceSYYSysco$14,894,574$451,183 ▲3.1%196,6542.8%Consumer StaplesEBAYeBay$14,519,104$3,450,030 ▼-19.2%194,9922.8%Retail/WholesaleHNIHNI$14,268,692$424,423 ▲3.1%290,1322.7%Business ServicesUPSUnited Parcel Service$13,565,528$7,304,018 ▲116.6%134,3922.6%TransportationTIGOMillicom International Cellular$13,413,698$4,134,065 ▼-23.6%357,9852.6%Computer and TechnologyBDXBecton, Dickinson and Company$12,800,759$12,800,759 ▲New Holding74,3152.4%MedicalWBDWarner Bros. Discovery$11,722,938$4,556,370 ▼-28.0%1,022,9442.2%Consumer DiscretionaryRKTRocket Companies$11,486,864$11,486,864 ▲New Holding810,0752.2%FinanceHUMHumana$9,900,951$9,900,951 ▲New Holding40,4981.9%MedicalEVERUS CONSTR GROUP$8,660,473$8,660,473 ▲New Holding136,3211.7%COMGPREGreen Plains$8,363,375$5,587,115 ▲201.2%1,386,9611.6%Basic MaterialsLKQLKQ$8,322,217$8,322,217 ▲New Holding224,8641.6%Auto/Tires/TrucksCOLBColumbia Banking System$7,378,658$7,378,658 ▲New Holding315,5971.4%FinanceWINAWinmark$465,216$97,423 ▲26.5%1,2320.1%Retail/WholesaleALSNAllison Transmission$405,1320.0%4,2650.1%Auto/Tires/TrucksCHEChemed$386,622$98,360 ▲34.1%7940.1%MedicalFDPFresh Del Monte Produce$347,9960.0%10,7340.1%Consumer StaplesMSMMSC Industrial Direct$339,740$65,805 ▲24.0%3,9960.1%IndustrialsCVBFCVB Financial$337,538$337,538 ▲New Holding17,0560.1%FinanceTHRThermon Group$318,5960.0%11,3460.1%Computer and TechnologyHWCHancock Whitney$272,8800.0%4,7540.1%FinanceIESCIES$254,165$254,165 ▲New Holding8580.0%Computer and TechnologyDOUGDouglas Elliman$232,077$232,077 ▲New Holding100,0330.0%FinanceGMREGlobal Medical REIT$215,419$155,495 ▼-41.9%31,0850.0%FinanceSCSSteelcase$214,9100.0%20,6050.0%Business ServicesAMCXAMC Networks$214,3460.0%34,1860.0%Consumer DiscretionaryMMM3M$0$18,501,423 ▼-100.0%00.0%Multi-Sector ConglomeratesPFEPfizer$0$18,139,994 ▼-100.0%00.0%MedicalVODVodafone Group$0$17,295,971 ▼-100.0%00.0%Computer and TechnologySLBSchlumberger$0$13,439,870 ▼-100.0%00.0%EnergyLBRTLiberty Energy$0$12,133,869 ▼-100.0%00.0%EnergyGISGeneral Mills$0$12,083,978 ▼-100.0%00.0%Consumer StaplesSENEASeneca Foods$0$477,165 ▼-100.0%00.0%Consumer StaplesWEXWEX$0$272,744 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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