Clifford Capital Partners LLC 13F 持仓 · 2026年Q2
Clifford Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 7.27 亿美元。前几大持仓：CSCO（5.16%）、KDP（4.95%）、HSIC（4.60%）。本季前 25 大持仓中：新建仓 2 只、增持 17 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CSCO | CISCO SYS INC | $37.5M | 5.16% | 319,224 | 增持 |
| 2 | KDP | KEURIG DR PEPPER INC | $35.9M | 4.95% | 1.1M | 增持 |
| 3 | HSIC | SCHEIN HENRY INC | $33.4M | 4.60% | 399,954 | 增持 |
| 4 | SOLV | SOLVENTUM CORP | $33.4M | 4.60% | 433,128 | 增持 |
| 5 | CAH | CARDINAL HEALTH INC | $28.8M | 3.96% | 121,090 | 增持 |
| 6 | UPS | UNITED PARCEL SVCS INC | $28.1M | 3.86% | 260,994 | 减持 |
| 7 | OPLN | OPENLANE INC | $27.6M | 3.80% | 668,706 | 减持 |
| 8 | AMZN | AMAZON COM INC | $26.9M | 3.70% | 112,671 | 增持 |
| 9 | SANM | SANMINA CORP | $26.3M | 3.62% | 104,055 | 增持 |
| 10 | RKT | ROCKET COS INC | $25.8M | 3.56% | 1.6M | 增持 |
| 11 | GPN | GLOBAL PMTS INC | $23.7M | 3.26% | 326,833 | 增持 |
| 12 | BDX | BECTON DICKINSON & CO | $23.6M | 3.25% | 156,130 | 增持 |
| 13 | DIS | DISNEY WALT CO | $22.2M | 3.06% | 231,050 | 增持 |
| 14 | CTBI | COMMUNITY TR BANCORP INC | $21.7M | 2.99% | 300,504 | 增持 |
| 15 | RTX | RTX CORPORATION | $21.7M | 2.99% | 114,561 | 增持 |
| 16 | HNI | HNI CORP | $21.7M | 2.98% | 536,672 | 减持 |
| 17 | KBR | KBR INC | $19.6M | 2.69% | 566,594 | 减持 |
| 18 | ECG | EVERUS CONSTR GROUP | $19.2M | 2.64% | 115,437 | 减持 |
| 19 | LKQ | LKQ CORP | $19.2M | 2.64% | 729,538 | 增持 |
| 20 | MSM | MSC INDL DIRECT INC | $19.2M | 2.64% | 161,417 | 减持 |
| 21 | CPRT | COPART INC | $18.5M | 2.54% | 654,606 | 新建仓 |
| 22 | COLB | COLUMBIA BKG SYS INC | $18.2M | 2.51% | 569,183 | 增持 |
| 23 | WEX | WEX INC | $17.9M | 2.47% | 127,062 | 增持 |
| 24 | CRM | SALESFORCE INC | $17.7M | 2.44% | 113,078 | 新建仓 |
| 25 | CHE | CHEMED CORP NEW | $17.3M | 2.38% | 37,099 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR