Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CLIFFORD CAPITAL PARTNERS LLC (CIK 1730467) reported $600.4M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HSIC ($27.8M, 4.63%), KDP ($27.2M, 4.54%), UPS ($26.1M, 4.35%), KAR ($25.0M, 4.16%), CAH ($24.1M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HSIC | SCHEIN HENRY INC | $27.8M | 4.63% | 377,411 | Added |
| 2 | KDP | KEURIG DR PEPPER INC | $27.2M | 4.54% | 1.0M | Added |
| 3 | UPS | UNITED PARCEL SVCS INC | $26.1M | 4.35% | 265,658 | Added |
| 4 | KAR | OPENLANE INC | $25.0M | 4.16% | 857,029 | Added |
| 5 | CAH | CARDINAL HEALTH INC | $24.1M | 4.02% | 114,162 | Added |
| 6 | CSCO | CISCO SYS INC | $23.4M | 3.89% | 301,042 | Added |
| 7 | BDX | BECTON DICKINSON & CO | $23.1M | 3.85% | 147,068 | Added |
| 8 | AMZN | AMAZON COM INC | $22.1M | 3.68% | 106,230 | New |
| 9 | RKT | ROCKET COS INC | $22.0M | 3.67% | 1.5M | Added |
| 10 | KBR | KBR INC | $21.5M | 3.59% | 584,372 | New |
| 11 | PRDO | PERDOCEO ED CORP | $21.5M | 3.57% | 576,861 | Trimmed |
| 12 | DIS | DISNEY WALT CO | $21.0M | 3.50% | 218,009 | Added |
| 13 | GPN | GLOBAL PMTS INC | $20.7M | 3.45% | 308,122 | Added |
| 14 | SOLV | SOLVENTUM CORP | $20.4M | 3.40% | 312,776 | Added |
| 15 | GBCI | GLACIER BANCORP INC NEW | $20.1M | 3.35% | 450,448 | Added |
| 16 | HNI | HNI CORP | $18.3M | 3.05% | 547,715 | Trimmed |
| 17 | NKE | NIKE INC | $18.1M | 3.02% | 343,045 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $17.9M | 2.98% | 73,244 | Trimmed |
| 19 | RTX | RTX CORPORATION | $17.8M | 2.96% | 92,239 | Trimmed |
| 20 | REYN | REYNOLDS CONSUMER PRODS INC | $17.4M | 2.90% | 821,432 | Added |
| 21 | CTBI | COMMUNITY TR BANCORP INC | $17.2M | 2.86% | 283,116 | Added |
| 22 | MSM | MSC INDL DIRECT INC | $15.8M | 2.63% | 171,195 | Added |
| 23 | EVTC | EVERTEC INC | $15.6M | 2.59% | 551,921 | Added |
| 24 | COLB | COLUMBIA BKG SYS INC | $14.7M | 2.45% | 537,258 | Added |
| 25 | ECG | EVERUS CONSTR GROUP | $14.6M | 2.43% | 123,336 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31