Clifford Capital Partners LLC Top Holdings and 13F Report (2025) About Clifford Capital Partners LLCInvestment ActivityClifford Capital Partners LLC has $482.35 million in total holdings as of December 31, 2024.Clifford Capital Partners LLC owns shares of 47 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 7.78% of the portfolio was purchased this quarter.About 12.37% of the portfolio was sold this quarter.This quarter, Clifford Capital Partners LLC has purchased 55 new stocks and bought additional shares in 2 stocks.Clifford Capital Partners LLC sold shares of 41 stocks and completely divested from 12 stocks this quarter.Largest Holdings NCR ATLEOS CORPORATION $20,159,063Dolby Laboratories $20,085,992Fidelity National Information Services $18,999,931SOLVENTUM CORP $17,451,533RTX $17,448,840 Largest New Holdings this Quarter Keurig Dr Pepper $14,276,376 HoldingHenry Schein $12,620,696 HoldingAMC Networks $339,649 HoldingiShares Russell 2000 Value ETF $218,346 Holding Largest Purchases this Quarter Keurig Dr Pepper 444,470 shares (about $14.28M)Henry Schein 182,380 shares (about $12.62M)Delek US 393,186 shares (about $7.27M)Liberty Energy 141,674 shares (about $2.82M)AMC Networks 34,308 shares (about $339.65K) Largest Sales this Quarter Pitney Bowes 790,380 shares (about $5.72M)Glacier Bancorp 103,864 shares (about $5.22M)Warner Bros. Discovery 491,101 shares (about $5.19M)Perdoceo Education 155,100 shares (about $4.11M)NCR ATLEOS CORPORATION 33,722 shares (about $1.14M) 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 PortfolioSectorNCR ATLEOS CORPORATION$20,159,063$1,143,850 ▼-5.4%594,3124.2%COM SHSDLBDolby Laboratories$20,085,992$1,046,228 ▼-5.0%257,1834.2%Consumer DiscretionaryFISFidelity National Information Services$18,999,931$723,215 ▼-3.7%235,2353.9%Business ServicesSOLVENTUM CORP$17,451,533$1,010,850 ▼-5.5%264,1773.6%COM SHSRTXRTX$17,448,840$652,777 ▼-3.6%150,7853.6%AerospaceDISWalt Disney$17,180,748$639,149 ▼-3.6%154,2953.6%Consumer DiscretionaryMMM3M$16,343,052$597,299 ▼-3.5%126,6023.4%Multi-Sector ConglomeratesVODVodafone Group Public$15,744,603$778,796 ▼-4.7%1,854,4883.3%Computer and TechnologyKVUEKenvue$15,686,806$588,342 ▼-3.6%734,7453.3%Consumer StaplesCAHCardinal Health$15,415,785$587,802 ▼-3.7%130,3443.2%MedicalLBRTLiberty Energy$15,261,239$2,817,896 ▲22.6%767,2823.2%Oils/EnergyGBCIGlacier Bancorp$15,185,775$5,216,050 ▼-25.6%302,3853.1%FinanceWBDWarner Bros. Discovery$15,088,273$5,190,937 ▼-25.6%1,427,4623.1%Consumer DiscretionaryPFEPfizer$15,070,367$541,159 ▼-3.5%568,0503.1%MedicalEBAYeBay$15,009,060$541,753 ▼-3.5%242,2773.1%Retail/WholesaleDKDelek US$14,677,512$7,273,941 ▲98.2%793,3793.0%Oils/EnergyCTBICommunity Trust Bancorp$14,603,136$884,540 ▼-5.7%275,3753.0%FinanceEVTCEVERTEC$14,599,595$857,587 ▼-5.5%422,8093.0%Business ServicesKDPKeurig Dr Pepper$14,276,376$14,276,376 ▲New Holding444,4703.0%Consumer StaplesHNIHNI$14,178,853$792,925 ▼-5.3%281,4942.9%Business ServicesAXPAmerican Express$14,154,212$523,538 ▼-3.6%47,6912.9%FinancePBIPitney Bowes$14,072,612$5,722,351 ▼-28.9%1,943,7312.9%Computer and TechnologyJNJJohnson & Johnson$13,692,766$533,069 ▼-3.7%94,6812.8%MedicalCSCOCisco Systems$13,582,907$501,010 ▼-3.6%229,4412.8%Computer and TechnologyKHCKraft Heinz$13,029,393$480,458 ▼-3.6%424,2722.7%Consumer StaplesGISGeneral Mills$12,906,602$479,742 ▼-3.6%202,3932.7%Consumer StaplesPRDOPerdoceo Education$12,713,594$4,105,497 ▼-24.4%480,3022.6%Consumer DiscretionaryHSICHenry Schein$12,620,696$12,620,696 ▲New Holding182,3802.6%MedicalDXCDXC Technology$12,492,175$639,520 ▼-4.9%625,2342.6%Computer and TechnologySLBSchlumberger$12,386,120$523,993 ▼-4.1%323,0602.6%Oils/EnergyKAROPENLANE$11,450,497$666,664 ▼-5.5%577,1422.4%Auto/Tires/TrucksWBAWalgreens Boots Alliance$7,824,623$409,559 ▼-5.0%838,6521.6%Retail/WholesaleGPREGreen Plains$4,316,253$294,041 ▼-6.4%455,3010.9%Basic MaterialsSENEASeneca Foods$494,899$377,119 ▼-43.2%6,2440.1%Consumer StaplesALSNAllison Transmission$460,876$337,796 ▼-42.3%4,2650.1%Auto/Tires/TrucksWUWestern Union$441,077$205,248 ▼-31.8%41,6110.1%Business ServicesWINAWinmark$382,850$294,802 ▼-43.5%9740.1%Retail/WholesaleREYNReynolds Consumer Products$371,193$133,438 ▼-26.4%13,7530.1%Consumer DiscretionaryFDPFresh Del Monte Produce$356,476$273,318 ▼-43.4%10,7340.1%Consumer StaplesAMCXAMC Networks$339,649$339,649 ▲New Holding34,3080.1%Consumer DiscretionaryTHRThermon Group$326,424$250,586 ▼-43.4%11,3460.1%Computer and TechnologyGMREGlobal Medical REIT$295,112$202,434 ▼-40.7%38,2270.1%FinanceHWCHancock Whitney$260,139$201,370 ▼-43.6%4,7540.1%FinanceSCSSteelcase$243,551$186,874 ▼-43.4%20,6050.1%Business ServicesKLXEKLX Energy Services$229,683$168,643 ▼-42.3%46,1210.0%Oils/EnergyIWNiShares Russell 2000 Value ETF$218,346$218,346 ▲New Holding1,3300.0%ETFTIGOMillicom International Cellular$216,612$165,942 ▼-43.4%8,6610.0%Computer and TechnologyGSKGSK$0$16,747,269 ▼-100.0%00.0%MedicalMSMMSC Industrial Direct$0$646,827 ▼-100.0%00.0%Industrial ProductsDOUGDouglas Elliman$0$510,716 ▼-100.0%00.0%FinanceVFCVF$0$349,544 ▼-100.0%00.0%Consumer DiscretionaryCVGICommercial Vehicle Group$0$318,575 ▼-100.0%00.0%Auto/Tires/TrucksPHGKoninklijke Philips$0$260,877 ▼-100.0%00.0%MedicalSANBanco Santander$0$250,553 ▼-100.0%00.0%FinanceSNYSanofi$0$239,683 ▼-100.0%00.0%MedicalLIBERTY GLOBAL LTD$0$227,059 ▼-100.0%00.0%COM CL ATEFTelefónica$0$224,017 ▼-100.0%00.0%UtilitiesERICTelefonaktiebolaget LM Ericsson (publ)$0$207,328 ▼-100.0%00.0%Computer and TechnologySHELShell$0$205,698 ▼-100.0%00.0%Oils/EnergyShowing 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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