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Clifford Capital Partners LLC
Clifford Capital Partners LLC is a U.S.-based, SEC-registered investment adviser headquartered in Alpine, Utah. The firm manages diversified equity portfolios for high-net-worth individuals, charitable organizations, investment companies, and other institutional clients. Founded in Illinois, Clifford Capital Partners currently manages assets for over 200 accounts, with a staff of approximately 10 professionals. The firm is known for its focused, fundamental-driven investment process and serves clients seeking active value-oriented equity management.
Investment Strategy
Clifford Capital Partners employs a disciplined, value-oriented investment strategy focused on identifying U.S. equities that are undervalued relative to their intrinsic worth. The firm takes a fundamental, bottom-up approach, performing in-depth research to uncover companies with strong business models, shareholder-friendly management, durable competitive advantages, and attractive risk/reward profiles. Portfolios are constructed with high conviction and a long-term perspective, concentrating holdings in select opportunities across market capitalizations. The firm serves high-net-worth and institutional clients seeking long-term capital appreciation through active management.
Latest 13F Filing Activity
Clifford Capital Partners LLC filed their most recent 13F report on Jun 30, 2025 disclosing 46 equity positions with a total 13F market value of $525M. The fund increased holdings in Reynolds Consumer Prods Inc., Becton Dickinson & Co., Rocket Cos Inc. among other positions. Clifford Capital Partners LLC reduced exposure to 3m Co., Pfizer Inc., Vodafone Group PLC New among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CAH | CARDINAL HEALTH INC | 4.29% | $22.5M | 133,793 | $70.58 | $168.00 | +$4.6M |
J JNJ | JOHNSON & JOHNSON | 4.21% | $22.1M | 144,684 | $157.66 | $152.75 | +$2.1M |
K KDP | KEURIG DR PEPPER INC | 4.21% | $22.1M | 667,163 | $32.50 | $33.06 | +$8.4M |
P PRDO | PERDOCEO ED CORP | 4.17% | $21.9M | 668,907 | $16.37 | $32.69 | +$5.5M |
N NATL | NCR ATLEOS CORPORATION | 4.01% | $21.0M | 736,439 | $23.99 | $28.53 | +$2.2M |
Industry Allocation
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