Clifford Capital Partners LLC Top Holdings and 13F Report (2025) About Clifford Capital Partners LLCInvestment ActivityClifford Capital Partners LLC has $486.12 million in total holdings as of March 31, 2025.Clifford Capital Partners LLC owns shares of 45 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 15.58% of the portfolio was purchased this quarter.About 14.49% of the portfolio was sold this quarter.This quarter, Clifford Capital Partners LLC has purchased 47 new stocks and bought additional shares in 13 stocks.Clifford Capital Partners LLC sold shares of 20 stocks and completely divested from 8 stocks this quarter.Largest Holdings Kenvue $21,701,061Dolby Laboratories $20,574,458Johnson & Johnson $20,021,200SOLVENTUM CORP $19,900,048NCR ATLEOS CORPORATION $18,853,074 Largest New Holdings this Quarter 871829107 - Sysco $14,309,903 Holding654106103 - NIKE $11,024,127 Holding911312106 - United Parcel Service $6,822,900 Holding16359R103 - Chemed $364,269 Holding96208T104 - WEX $272,744 Holding Largest Purchases this Quarter Sysco 190,697 shares (about $14.31M)Millicom International Cellular 459,654 shares (about $13.91M)NIKE 173,663 shares (about $11.02M)United Parcel Service 62,032 shares (about $6.82M)Johnson & Johnson 26,045 shares (about $4.32M) Largest Sales this Quarter RTX 39,945 shares (about $5.29M)Keurig Dr Pepper 45,690 shares (about $1.56M)SOLVENTUM CORP 2,472 shares (about $187.97K)3M 622 shares (about $91.35K)Cardinal Health 629 shares (about $86.66K) 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 PortfolioSectorKVUEKenvue$21,701,061$4,081,876 ▲23.2%904,9654.5%Consumer StaplesDLBDolby Laboratories$20,574,458$79,908 ▼-0.4%256,1884.2%Consumer DiscretionaryJNJJohnson & Johnson$20,021,200$4,319,303 ▲27.5%120,7264.1%MedicalSOLVENTUM CORP$19,900,048$187,971 ▼-0.9%261,7054.1%COM SHSNCR ATLEOS CORPORATION$18,853,074$3,175,123 ▲20.3%714,6733.9%COM SHSMMM3M$18,501,423$91,347 ▼-0.5%125,9803.8%Multi-Sector ConglomeratesPFEPfizer$18,139,994$3,745,607 ▲26.0%715,8643.7%MedicalCAHCardinal Health$17,870,836$86,657 ▼-0.5%129,7153.7%MedicalFISFidelity National Information Services$17,505,888$61,462 ▼-0.3%234,4123.6%Business ServicesVODVodafone Group Public$17,295,971$80,582 ▼-0.5%1,845,8883.6%Computer and TechnologyGBCIGlacier Bancorp$17,034,296$3,662,831 ▲27.4%385,2173.5%FinancePRDOPerdoceo Education$16,346,101$4,252,096 ▲35.2%649,1703.4%Consumer DiscretionaryEBAYeBay$16,345,010$64,411 ▼-0.4%241,3263.4%Retail/WholesaleHSICHenry Schein$15,673,046$3,181,840 ▲25.5%228,8373.2%MedicalEVTCEVERTEC$15,537,200$9,487 ▼-0.1%422,5513.2%Business ServicesWBDWarner Bros. Discovery$15,242,319$74,348 ▼-0.5%1,420,5333.1%Consumer DiscretionaryDISWalt Disney$15,153,905$75,012 ▼-0.5%153,5353.1%Consumer DiscretionaryRTXRTX$14,681,866$5,291,115 ▼-26.5%110,8403.0%AerospaceSYYSysco$14,309,903$14,309,903 ▲New Holding190,6972.9%Consumer StaplesTIGOMillicom International Cellular$14,175,895$13,913,727 ▲5,307.2%468,3152.9%Computer and TechnologyCSCOCisco Systems$14,089,010$69,794 ▼-0.5%228,3102.9%Computer and TechnologyCTBICommunity Trust Bancorp$13,805,338$62,547 ▼-0.5%274,1332.8%FinanceKDPKeurig Dr Pepper$13,646,252$1,563,512 ▼-10.3%398,7802.8%Consumer StaplesSLBSchlumberger$13,439,870$64,038 ▼-0.5%321,5282.8%EnergyKAROPENLANE$13,277,442$2,150,144 ▲19.3%688,6642.7%Auto/Tires/TrucksHNIHNI$12,484,614$355 ▲0.0%281,5022.6%Business ServicesLBRTLiberty Energy$12,133,869$12,205 ▼-0.1%766,5112.5%EnergyGISGeneral Mills$12,083,978$17,100 ▼-0.1%202,1072.5%Consumer StaplesDKDelek US$11,941,121$15,100 ▼-0.1%792,3772.5%EnergyNKENIKE$11,024,127$11,024,127 ▲New Holding173,6632.3%Consumer DiscretionaryUPSUnited Parcel Service$6,822,900$6,822,900 ▲New Holding62,0321.4%TransportationGPREGreen Plains$2,232,979$24,769 ▲1.1%460,4080.5%Basic MaterialsSENEASeneca Foods$477,165$78,800 ▼-14.2%5,3590.1%Consumer StaplesGMREGlobal Medical REIT$468,326$133,840 ▲40.0%53,5230.1%FinanceALSNAllison Transmission$408,0330.0%4,2650.1%Auto/Tires/TrucksREYNReynolds Consumer Products$366,585$38,438 ▲11.7%15,3640.1%Consumer DiscretionaryCHEChemed$364,269$364,269 ▲New Holding5920.1%MedicalFDPFresh Del Monte Produce$330,9290.0%10,7340.1%Consumer StaplesTHRThermon Group$315,9860.0%11,3460.1%Computer and TechnologyWINAWinmark$309,6050.0%9740.1%Retail/WholesaleWEXWEX$272,744$272,744 ▲New Holding1,7370.1%Business ServicesMSMMSC Industrial Direct$250,253$250,253 ▲New Holding3,2220.1%IndustrialsHWCHancock Whitney$249,3470.0%4,7540.1%FinanceAMCXAMC Networks$235,200$839 ▼-0.4%34,1860.0%Consumer DiscretionarySCSSteelcase$225,8310.0%20,6050.0%Business ServicesAXPAmerican Express$0$14,154,212 ▼-100.0%00.0%FinancePBIPitney Bowes$0$14,072,612 ▼-100.0%00.0%Computer and TechnologyKHCKraft Heinz$0$13,029,393 ▼-100.0%00.0%Consumer StaplesDXCDXC Technology$0$12,492,175 ▼-100.0%00.0%Computer and TechnologyWBAWalgreens Boots Alliance$0$7,824,623 ▼-100.0%00.0%Retail/WholesaleWUWestern Union$0$441,077 ▼-100.0%00.0%Business ServicesKLXEKLX Energy Services$0$229,683 ▼-100.0%00.0%EnergyIWNiShares Russell 2000 Value ETF$0$218,346 ▼-100.0%00.0%ETFShowing 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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