§ 13F · FUND PROFILE
CLIFFORD CAPITAL PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $524.5T (13F)Positions · 46Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$35.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | HSIC | HENRY SCHEIN INC | 370K | $28.0T | 4.8% | −1% |
| 2 | SOLV | SOLVENTUM CORP | 309K | $24.5T | 4.2% | −12% |
| 3 | RKT | ROCKET COS INC | 1.26M | $24.3T | 4.1% | +55% |
| 4 | HNI | HNI CORP | 574K | $24.1T | 4.1% | +21% |
| 5 | NATL | NCR ATLEOS CORPORATION | 622K | $23.7T | 4.0% | −1% |
| 6 | CAH | CARDINAL HEALTH INC | 113K | $23.2T | 3.9% | −16% |
| 7 | KDP | KEURIG DR PEPPER INC | 800K | $22.4T | 3.8% | −1% |
| 8 | DLB | DOLBY LABORATORIES INC | 348K | $22.3T | 3.8% | +14% |
| 9 | GPN | GLOBAL PMTS INC | 280K | $21.7T | 3.7% | NEW |
| 10 | CSCO | CISCO SYS INC | 272K | $20.9T | 3.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLIFFORD SIGNAL
AC read
CLIFFORD CAPITAL PARTNERS LLC is a Other fund managing $524506.7 trillion in assets. The fund runs a portfolio of 46 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed