Clifford Capital Partners LLC Top Holdings and 13F Report (2026) About Clifford Capital Partners LLCInvestment ActivityClifford Capital Partners LLC has $726.58 million in total holdings as of June 30, 2026.Clifford Capital Partners LLC owns shares of 43 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 13.40% of the portfolio was purchased this quarter.About 8.11% of the portfolio was sold this quarter.This quarter, Clifford Capital Partners LLC has purchased 42 new stocks and bought additional shares in 29 stocks.Clifford Capital Partners LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings Cisco Systems $37,496,051Keurig Dr Pepper $35,944,217SOLVENTUM CORP $33,415,825Henry Schein $33,404,158Cardinal Health $28,766,140 Largest New Holdings this Quarter 217204106 - Copart $18,453,343 Holding79466L302 - Salesforce $17,714,799 Holding023139884 - OCTAVE SPECIALTY GROUP INC $671,898 Holding Largest Purchases this Quarter Copart 654,606 shares (about $18.45M)Salesforce 113,078 shares (about $17.71M)SOLVENTUM CORP 120,352 shares (about $9.29M)LKQ 319,091 shares (about $8.40M)Photronics 208,458 shares (about $6.78M) Largest Sales this Quarter OPENLANE 188,323 shares (about $7.77M)Reynolds Consumer Products 265,719 shares (about $7.13M)GLACIER BANCORP INC NEW 123,045 shares (about $6.35M)Johnson & Johnson 7,153 shares (about $1.82M)EVERUS CONSTR GROUP 7,899 shares (about $1.31M) 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 PortfolioSectorCSCOCisco Systems$37,496,051$2,135,658 â–²6.0%319,2245.2%TechnologyKDPKeurig Dr Pepper$35,944,217$2,083,134 â–²6.2%1,098,2044.9%Consumer StaplesSOLVENTUM CORP$33,415,825$9,285,157 â–²38.5%433,1284.6%COM SHSHSICHenry Schein$33,404,158$1,882,791 â–²6.0%399,9544.6%HealthcareCAHCardinal Health$28,766,140$1,645,816 â–²6.1%121,0904.0%HealthcareUPSUnited Parcel Service$28,056,855$501,380 â–¼-1.8%260,9943.9%IndustrialsKAROPENLANE$27,577,435$7,766,440 â–¼-22.0%668,7063.8%IndustrialsAMZNAmazon.com$26,854,006$1,535,148 â–²6.1%112,6713.7%Consumer DiscretionarySANMSanmina$26,334,239$1,505,320 â–²6.1%104,0553.6%TechnologyRKTRocket Companies$25,829,858$1,500,518 â–²6.2%1,639,9913.6%FinanceGPNGlobal Payments$23,715,050$1,357,673 â–²6.1%326,8333.3%FinanceBDXBecton, Dickinson and Company$23,627,226$1,371,357 â–²6.2%156,1303.3%HealthcareDISWalt Disney$22,238,562$1,255,196 â–²6.0%231,0503.1%Communication ServicesCTBICommunity Trust Bancorp$21,744,469$1,258,196 â–²6.1%300,5043.0%FinanceRTXRTX$21,735,659$4,235,153 â–²24.2%114,5613.0%IndustrialsHNIHNI$21,686,916$446,248 â–¼-2.0%536,6723.0%IndustrialsKBRKBR$19,564,491$613,874 â–¼-3.0%566,5942.7%IndustrialsLKQLKQ$19,208,736$8,401,666 â–²77.7%729,5382.6%Consumer DiscretionaryMSMMSC Industrial Direct$19,200,552$1,163,093 â–¼-5.7%161,4172.6%IndustrialsEVERUS CONSTR GROUP$19,156,770$1,310,839 â–¼-6.4%115,4372.6%COMCPRTCopart$18,453,343$18,453,343 â–²New Holding654,6062.5%IndustrialsCOLBColumbia Banking System$18,242,318$1,023,196 â–²5.9%569,1832.5%FinanceWEXWEX$17,927,178$4,910,638 â–²37.7%127,0622.5%FinanceCRMSalesforce$17,714,799$17,714,799 â–²New Holding113,0782.4%TechnologyCHEChemed$17,278,516$4,762,665 â–²38.1%37,0992.4%HealthcareGLACIER BANCORP INC NEW$16,887,447$6,346,661 â–¼-27.3%327,4032.3%COMJNJJohnson & Johnson$16,785,131$1,816,647 â–¼-9.8%66,0912.3%HealthcareEBAYeBay$16,579,408$949,432 â–²6.1%148,3612.3%Consumer DiscretionaryEVTCEvertec$16,242,549$910,184 â–²5.9%584,6852.2%FinanceNKENIKE$14,937,643$855,646 â–²6.1%363,8892.1%Consumer DiscretionaryREYNReynolds Consumer Products$14,920,894$7,134,555 â–¼-32.3%555,7132.1%Consumer StaplesDKDelek US$12,524,513$704,277 â–²6.0%246,4971.7%EnergyPLABPhotronics$7,322,015$6,781,139 â–²1,253.7%225,0851.0%TechnologyCHIRON REAL ESTATE INC$707,327$150,118 â–²26.9%18,8520.1%COM NEWOCTAVE SPECIALTY GROUP INC$671,898$671,898 â–²New Holding107,6760.1%COM NEWIESCIES$595,809$407,736 â–¼-40.6%8110.1%IndustrialsKRNTKornit Digital$586,121$14,755 â–²2.6%36,0690.1%IndustrialsHWCHancock Whitney$514,298$9,639 â–²1.9%6,8830.1%FinanceCORE NATURAL RESOURCES INC$500,925$53,293 â–¼-9.6%6,2600.1%COM SHSBLMNBloomin' Brands$459,523$8,509 â–²1.9%50,2760.1%Consumer DiscretionaryAMCXAMC Networks$447,393$8,313 â–²1.9%44,8290.1%Communication ServicesWORWorthington Enterprises$433,306$8,225 â–²1.9%8,0600.1%IndustrialsDOUGDouglas Elliman$285,745$5,168 â–²1.8%161,4380.0%Real EstatePRDOPerdoceo Education$0$21,464,998 â–¼-100.0%00.0%Consumer DiscretionaryNCR ATLEOS CORPORATION$0$9,885,382 â–¼-100.0%00.0%COM SHSShowing largest 100 holdings. 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