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| Happy Holidays!! thanks for using AUM13F!! |
| Clifford Capital Partners LLC
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| CRD # | 153956 |
| SEC # | 801-78911 |
| CIK # | 0001730467 |
| AUM | $496.6 M (2025-03-25) |
| Employees | 10 (50% Investors, 10% Brokers) |
| Phone | 385-387-1212 |
| Address | 363 S Main Street Alpine, UT 84004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730467 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Cardinal Health Inc | 22.5 | |
| Johnson & Johnson | 22.1 | |
| Dr Pepper Snapple Group Inc | 22.1 | |
| Career Education Corp | 21.9 | |
| NCR Atleos LLC | 21.0 | |
| Solventum Corp | 20.5 | |
| Walt Disney Co | 19.6 | |
| Dolby Laboratories Inc | 19.6 | |
| Glacier Bancorp Inc | 19.6 | |
| Nike Inc | 19.1 | |
| KAR Auction Services Inc | 17.3 | |
| Henry Schein Inc | 17.2 | |
| Delek US Holdings Inc | 17.1 | |
| Kenvue Inc | 16.8 | |
| United Technologies Corp /DE/ | 16.7 | |
| Cisco Systems Inc | 16.3 | |
| Fidelity National Information Services Inc | 15.9 | |
| Evertec Inc | 15.7 | |
| Reynolds Consumer Products Inc | 15.2 | |
| Community Trust Bancorp Inc /KY/ | 15.0 | |
| Sysco Corp | 14.9 | |
| eBay Inc | 14.5 | |
| HNI Corp | 14.3 | |
| United Parcel Service Inc | 13.6 | |
| Millicom International Cellular Sa | 13.4 | |
| Becton Dickinson & Co | 12.8 | |
| Discovery Communications Inc | 11.7 | |
| Rocket Companies Inc | 11.5 | |
| Humana Inc | 9.9 | |
| Everus Construction Group Inc | 8.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 0.0 |
| (b) Individuals (high net worth individuals) | 175 | 116.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 116.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.6 |
| (h) Charitable organizations | 17 | 163.6 |
| (i) State or municipal government entities | 1 | 89.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 8.0 |
| (n) Other | 0 | 0.0 |
| Total | 201 | 496.6 |
| By Discretionary | ||
| Discretionary | 201 | 496.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 201 | 496.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 496.6 | |
| Total | 201 | 496.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730467] |
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Capshift Advisors LLC
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Oxford Wealth Management LLC
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