CLIFFORD CAPITAL PARTNERS LLC
CIK: 0001730467SEC EDGAR →
Portfolio Value
$588.5M
Holdings
42
As of
Q4 2025
New Positions
5
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | HENRY SCHEIN INC | 370,103 | $28.0M | 4.75% |
| 2 | SOLVENTUM CORP | 308,680 | $24.5M | 4.16% |
| 3 | ROCKET COS INC | 1,256,858 | $24.3M | 4.13% |
| 4 | HNI CORP | 573,994 | $24.1M | 4.10% |
| 5 | NCR ATLEOS CORPORATION | 621,534 | $23.7M | 4.02% |
| 6 | CARDINAL HEALTH INC | 112,717 | $23.2M | 3.94% |
| 7 | KEURIG DR PEPPER INC | 800,492 | $22.4M | 3.81% |
| 8 | DOLBY LABORATORIES INC | 347,520 | $22.3M | 3.79% |
| 9 | GLOBAL PMTS INC | 280,146 | $21.7M | 3.68% |
| 10 | CISCO SYS INC | 271,873 | $20.9M | 3.56% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 6 | $136.3M | 23.2% |
| Industrials | 9 | $116.9M | 19.9% |
| Financial Services | 6 | $72.1M | 12.3% |
| Technology | 4 | $71.5M | 12.1% |
| Consumer Defensive | 3 | $56.0M | 9.5% |
| Consumer Cyclical | 4 | $54.3M | 9.2% |
| Unknown | 3 | $44.5M | 7.6% |
| Communication Services | 3 | $24.7M | 4.2% |
| Energy | 2 | $11.5M | 2.0% |
| Real Estate | 2 | $866K | 0.1% |