Clifford Capital Partners LLC 13F Holdings · Q2 2026
Clifford Capital Partners LLC reported 43 securities worth $726.58M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CSCO (5.16%), KDP (4.95%), HSIC (4.60%). Among its top 25 positions this quarter: 2 new, 17 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CSCO | CISCO SYS INC | $37.5M | 5.16% | 319,224 | Added |
| 2 | KDP | KEURIG DR PEPPER INC | $35.9M | 4.95% | 1.1M | Added |
| 3 | HSIC | SCHEIN HENRY INC | $33.4M | 4.60% | 399,954 | Added |
| 4 | SOLV | SOLVENTUM CORP | $33.4M | 4.60% | 433,128 | Added |
| 5 | CAH | CARDINAL HEALTH INC | $28.8M | 3.96% | 121,090 | Added |
| 6 | UPS | UNITED PARCEL SVCS INC | $28.1M | 3.86% | 260,994 | Trimmed |
| 7 | OPLN | OPENLANE INC | $27.6M | 3.80% | 668,706 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $26.9M | 3.70% | 112,671 | Added |
| 9 | SANM | SANMINA CORP | $26.3M | 3.62% | 104,055 | Added |
| 10 | RKT | ROCKET COS INC | $25.8M | 3.56% | 1.6M | Added |
| 11 | GPN | GLOBAL PMTS INC | $23.7M | 3.26% | 326,833 | Added |
| 12 | BDX | BECTON DICKINSON & CO | $23.6M | 3.25% | 156,130 | Added |
| 13 | DIS | DISNEY WALT CO | $22.2M | 3.06% | 231,050 | Added |
| 14 | CTBI | COMMUNITY TR BANCORP INC | $21.7M | 2.99% | 300,504 | Added |
| 15 | RTX | RTX CORPORATION | $21.7M | 2.99% | 114,561 | Added |
| 16 | HNI | HNI CORP | $21.7M | 2.98% | 536,672 | Trimmed |
| 17 | KBR | KBR INC | $19.6M | 2.69% | 566,594 | Trimmed |
| 18 | ECG | EVERUS CONSTR GROUP | $19.2M | 2.64% | 115,437 | Trimmed |
| 19 | LKQ | LKQ CORP | $19.2M | 2.64% | 729,538 | Added |
| 20 | MSM | MSC INDL DIRECT INC | $19.2M | 2.64% | 161,417 | Trimmed |
| 21 | CPRT | COPART INC | $18.5M | 2.54% | 654,606 | New |
| 22 | COLB | COLUMBIA BKG SYS INC | $18.2M | 2.51% | 569,183 | Added |
| 23 | WEX | WEX INC | $17.9M | 2.47% | 127,062 | Added |
| 24 | CRM | SALESFORCE INC | $17.7M | 2.44% | 113,078 | New |
| 25 | CHE | CHEMED CORP NEW | $17.3M | 2.38% | 37,099 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR