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CLIFFORD CAPITAL PARTNERS LLC

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ALPINE UT Investment Advisor
13F Summary

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WhaleScore 2.0 ?

85

S&P 500
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WhaleScore 1.0 ?

Clifford Capital Partners is based out of Alpine. Clifford Capital Partners is a large advisory firm with 193 clients and discretionary assets under management (AUM) of $342,218,195 (Form ADV from 2023-04-04). Their last reported 13F filing for Q4 2023 included $387,710,781 in managed 13F securities and a top 10 holdings concentration of 39.03%. Clifford Capital Partners's largest holding is Pitney-Bowes Inc. with shares held of 4,279,420. Whalewisdom has at least 26 13F filings

2023-12-31

Top Buys (13F)

Name % Change
NATL NCR Atleos Corp 3.76%
PFE Pfizer, Inc. 2.54%
DIS Walt Disney Co. (The 0.68%
BIG Big Lots Inc 0.54%
AXP American Express Co 0.51%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
PBI Pitney-Bowes Inc. 4.86%
AXP American Express Co 4.2%
LSXMA Liberty Sirius XM Gr 3.96%
EVTC Evertec, Inc. 3.9%
WABC WestAmerica Bancorpo 3.85%

2023-12-31

13F Activity

Market Value $388m, Prior: $343m
New Purchases 4 stocks
Added To 31 stocks
Sold out of 2 stocks
Reduced holdings in 16 stocks
Top 10 Holdings % 39.03%
Turnover %[1] 11.76%
Turnover Alt %[2] 7.61%
Time Held Top 20 7 quarters
Time Held Top 10 1.7 quarters
Time Held All 11.49 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance