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Clio Asset Management LLC

CIK:0001986196
Investment Adviser
$138M AUM
14 holdings
Charlottesville, VA, US
Founded:2023
1 employees
Latest filing:Sep 30, 2025

CLIO Asset Management LLC is a registered investment adviser headquartered in Charlottesville, Virginia. The firm manages portfolios for high net worth individuals, individuals, and some charitable organizations and corporate clients. With $137.8 million in assets under management as of January 2025 and a single employee (100% investors), CLIO Asset Management LLC offers direct, discretionary portfolio management services, aiming to serve primarily domestic (U.S.) clients. The firm's reporting with the SEC commenced in 2023.

Investment Strategy

CLIO Asset Management LLC implements a discretionary investment approach, focusing primarily on U.S. equities across varying sectors with significant holdings in companies such as O'Reilly Automotive, AutoZone, and Ferguson Enterprises. The firm specializes in constructing concentrated portfolios for high net worth individuals, individuals, charitable organizations, and select corporate clients, aiming for capital appreciation with careful security selection and risk management.

Latest 13F Filing Activity

Clio Asset Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 14 equity positions with a total 13F market value of $135M. The fund increased holdings in Oreilly Automotive Inc., SPDR Series Trust, Palvella Therapeutics Inc. Ne among other positions. Clio Asset Management LLC reduced exposure to Builders Firstsource Inc., CDW Corp., Servicenow Inc. among others.

Top Buys
O
ORLYOREILLY AUTOMOTIVE INC
+$4.2M
B
BILSPDR SERIES TRUST
+$4.0M
P
PVLAPALVELLA THERAPEUTICS INC NE
+$3.7M
A
AZOAUTOZONE INC
+$2.1M
H
HLTHILTON WORLDWIDE HLDGS INC
-$388.5K
Top Sells
B
BLDRBUILDERS FIRSTSOURCE INC
-$3.6M
C
CDWCDW CORP
-$1.3M
N
NOWSERVICENOW INC
-$1.2M
S
SPGIS&P GLOBAL INC
-$563.8K
V
VVISA INC
-$412.6K

Top Holdings

O
ORLYOREILLY AUTOMOTIVE INC
+19.9%$26.8M
A
AZOAUTOZONE INC
+12.0%$16.2M
F
FERGFERGUSON ENTERPRISES INC
+9.9%$13.4M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+9.4%$12.7M
H
HLTHILTON WORLDWIDE HLDGS INC
+8.5%$11.5M

Equity Positions (14)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
OREILLY AUTOMOTIVE INC19.89%$26.8M248,612$154.45$107.81+$4.2M
AUTOZONE INC12.02%$16.2M3,774$2682.49$4290.24+$2.1M
FERGUSON ENTERPRISES INC9.93%$13.4M59,542$198.57$224.58+$319.6K
BERKSHIRE HATHAWAY INC DEL9.44%$12.7M25,298$349.27$502.74+$346.7K
HILTON WORLDWIDE HLDGS INC8.55%$11.5M44,382$173.28$259.44-$388.5K

Industry Allocation

RETAIL-AUTO & HOME SUPPLY STORES
+31.9%
WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES
+19.9%
FIRE, MARINE & CASUALTY INSURANCE
+9.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+8.7%
HOTELS & MOTELS
+8.5%