Fund Holdings — Clio Asset Management LLC

Total Portfolio Value
$138.36M
Total Bought
$21.76M
Total Sold
$6.68M
Net Transaction
+$15.08M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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BUILDERS FIRSTSOURCE INC(BLDR)041,525+41,52508,6606.26%+8,660
OREILLY AUTOMOTIVE INC(ORLY)18,14018,162+2217,23420,50314.82%+3,268
CDW CORP(CDW)74,50774,588+8116,93719,07813.79%+2,141
FERGUSON PLC NEW81,56281,681+11915,74717,84212.90%+2,094
BERKSHIRE HATHAWAY INC DEL25,74625,784+389,18310,8437.84%+1,660
AUTOZONE INC(AZO)2,3372,340+36,0437,3755.33%+1,332
VISA INC(V)18,88121,058+2,1774,9165,8774.25%+961
HILTON WORLDWIDE HLDGS INC(HLT)29,85929,896+375,4376,3774.61%+940
SERVICENOW INC(NOW)12,28112,301+208,6769,3786.78%+702
SHERWIN WILLIAMS CO(SHW)39,59835,845-3,75312,35112,4509.00%+99
DANAHER CORPORATION(DHR)40,59433,148-7,4469,3918,2785.98%-1,113
S&P GLOBAL INC(SPGI)29,14527,491-1,65412,83911,6968.45%-1,143
SPDR SER TR
ST STR BLO 1 ETF
47,3270-47,3274,3250—-4,325
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Clio Asset Management LLC — 13F Holdings — Q1 2024 | TickerTrail