Clifford Capital Partners LLC Top Holdings and 13F Report (2024) → Biden Nomination CANCELED? (From The Freeport Society) (Ad) About Clifford Capital Partners LLCInvestment ActivityClifford Capital Partners LLC has $393.77 million in total holdings as of March 31, 2024.Clifford Capital Partners LLC owns shares of 48 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 14.16% of the portfolio was purchased this quarter.About 16.58% of the portfolio was sold this quarter.This quarter, Clifford Capital Partners LLC has purchased 51 new stocks and bought additional shares in 34 stocks.Clifford Capital Partners LLC sold shares of 7 stocks and completely divested from 9 stocks this quarter.Largest Holdings American Express $20,338,182Pitney Bowes $17,804,120Fidelity National Information Services $17,597,870Walt Disney $16,700,916EVERTEC $15,223,007 Largest New Holdings this Quarter Walgreens Boots Alliance $10,998,327 HoldingGreen Plains $7,688,371 HoldingDolby Laboratories $662,621 HoldingParamount Global $436,067 HoldingGlobal Medical REIT $390,609 Holding Largest Purchases this Quarter Glacier Bancorp 288,056 shares (about $11.60M)Walgreens Boots Alliance 507,069 shares (about $11.00M)Green Plains 332,542 shares (about $7.69M)Kenvue 226,003 shares (about $4.85M)NCR ATLEOS CORPORATION 157,619 shares (about $3.11M) Largest Sales this Quarter The Liberty SiriusXM Group 284,576 shares (about $8.45M)Community Trust Bancorp 24,509 shares (about $1.05M)Pitney Bowes 167,614 shares (about $725.77K)Urban Outfitters 6,804 shares (about $295.43K)Hancock Whitney 2,296 shares (about $105.71K) 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 PortfolioSectorAXPAmerican Express$20,338,182$542,585 ▲2.7%89,3245.2%FinancePBIPitney Bowes$17,804,120$725,769 ▼-3.9%4,111,8064.5%Computer and TechnologyFISFidelity National Information Services$17,597,870$464,441 ▲2.7%237,2324.5%Business ServicesDISWalt Disney$16,700,916$438,661 ▲2.7%136,4904.2%Consumer DiscretionaryEVTCEVERTEC$15,223,007$503,698 ▲3.4%381,5293.9%Business ServicesNCR ATLEOS CORPORATION$14,952,113$3,112,975 ▲26.3%757,0693.8%COM SHSSRCLStericycle$14,393,365$1,584,610 ▲12.4%272,8603.7%Business ServicesEBAYeBay$13,964,427$377,799 ▲2.8%264,5783.5%Retail/WholesaleKVUEKenvue$13,954,322$4,850,024 ▲53.3%650,2483.5%Consumer StaplesKHCKraft Heinz$13,829,493$387,376 ▲2.9%374,7833.5%Consumer StaplesVODVodafone Group Public$13,763,031$1,486,175 ▲12.1%1,546,4083.5%Computer and TechnologyRTXRTX$13,002,505$366,128 ▲2.9%133,3183.3%AerospaceCAHCardinal Health$12,916,058$345,435 ▲2.7%115,4253.3%MedicalCTBICommunity Trust Bancorp$12,835,560$1,045,309 ▼-7.5%300,9513.3%FinanceGSKGSK$12,657,710$344,932 ▲2.8%295,2583.2%MedicalGISGeneral Mills$12,518,263$344,602 ▲2.8%178,9093.2%Consumer StaplesMMM3M$12,516,844$2,772,820 ▲28.5%141,1433.2%Multi-Sector ConglomeratesPFEPfizer$12,281,956$2,780,828 ▲29.3%442,5933.1%MedicalDXCDXC Technology$12,159,481$391,240 ▲3.3%573,2903.1%Computer and TechnologyGBCIGlacier Bancorp$12,088,391$11,602,896 ▲2,389.9%300,1093.1%FinancePRDOPerdoceo Education$11,860,375$372,360 ▲3.2%675,4203.0%Consumer DiscretionaryHNIHNI$11,480,169$253,224 ▲2.3%254,3802.9%Business ServicesLBRTLiberty Energy$11,310,903$255,395 ▲2.3%545,8932.9%Oils/EnergyWBAWalgreens Boots Alliance$10,998,327$10,998,327 ▲New Holding507,0692.8%Retail/WholesaleJNJJohnson & Johnson$10,492,426$291,228 ▲2.9%66,3282.7%MedicalCSCOCisco Systems$10,113,862$271,560 ▲2.8%202,6422.6%Computer and TechnologySLBSchlumberger$9,998,933$259,032 ▲2.7%182,4292.5%Oils/EnergySEESealed Air$8,035,274$334,242 ▲4.3%216,0022.0%Industrial ProductsGPREGreen Plains$7,688,371$7,688,371 ▲New Holding332,5422.0%Basic MaterialsLSXMAThe Liberty SiriusXM Group$7,429,099$8,451,908 ▼-53.2%250,1381.9%Consumer DiscretionaryTIGOMillicom International Cellular$867,199$69,328 ▲8.7%42,8670.2%Computer and TechnologyWUWestern Union$774,744$26,199 ▲3.5%55,4180.2%Business ServicesTHRThermon Group$739,341$40,082 ▲5.7%22,5960.2%Computer and TechnologyDLBDolby Laboratories$662,621$662,621 ▲New Holding7,9100.2%Consumer DiscretionaryFDPFresh Del Monte Produce$651,585$87,446 ▲15.5%25,1480.2%Consumer StaplesREYNReynolds Consumer Products$634,346$72,685 ▲12.9%22,2110.2%Consumer DiscretionaryCVGICommercial Vehicle Group$549,424$62,776 ▲12.9%85,4470.1%Auto/Tires/TrucksWINAWinmark$513,252$102,723 ▲25.0%1,4190.1%Retail/WholesaleKLXEKLX Energy Services$478,007$25,503 ▲5.6%61,7580.1%Oils/EnergyDOUGDouglas Elliman$461,172$163,696 ▲55.0%291,8810.1%FinancePARAParamount Global$436,067$436,067 ▲New Holding37,0490.1%Consumer DiscretionarySCSSteelcase$411,942$76,688 ▼-15.7%31,4940.1%Business ServicesGMREGlobal Medical REIT$390,609$390,609 ▲New Holding44,6410.1%FinanceHWCHancock Whitney$346,129$105,708 ▼-23.4%7,5180.1%FinanceSANBanco Santander$298,536$1,215 ▼-0.4%61,6810.1%FinanceURBNUrban Outfitters$234,425$295,430 ▼-55.8%5,3990.1%Retail/WholesaleSHELShell$209,0980.0%3,1190.1%Oils/EnergyTEFTelefónica$203,275$203,275 ▲New Holding46,0940.1%UtilitiesWABCWestamerica Bancorporation$0$14,915,086 ▼-100.0%00.0%FinanceCVBFCVB Financial$0$14,651,499 ▼-100.0%00.0%FinanceFWRDForward Air$0$9,091,065 ▼-100.0%00.0%TransportationBIGBig Lots$0$7,808,073 ▼-100.0%00.0%Retail/WholesaleCMPCompass Minerals International$0$6,752,160 ▼-100.0%00.0%Basic MaterialsWWWW International$0$481,408 ▼-100.0%00.0%Consumer DiscretionaryVOXXVOXX International$0$438,030 ▼-100.0%00.0%Computer and TechnologyHSBCHSBC$0$243,929 ▼-100.0%00.0%FinancePHGKoninklijke Philips$0$212,396 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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