Fund Holdings

Clio Asset Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
LINDE PLC(LIN)012,868+12,86806,379,4405.35%+6,379,440
VERISK ANALYTICS INC(VRSK)021,676+21,67604,113,0213.45%+4,113,021
MEDLINE INC(MDLN)091,159+91,15904,056,5763.40%+4,056,576
ALPHABET INC(GOOG)013,074+13,07403,759,5593.15%+3,759,559
COPART INC(CPRT)0105,619+105,61903,506,5512.94%+3,506,551
PALVELLA THERAPEUTICS INC NE(PVLA)91,64290,757-8859,592,16811,312,8609.48%+1,720,692
SHERWIN WILLIAMS CO(SHW)17,38617,202-1845,633,5865,514,1014.62%-119,485
CONSTELLATION BRANDS INC(STZ)1,0000-1,000137,9600-137,960
VISA INC(V)26,85929,558+2,6999,419,7208,933,6107.49%-486,110
AMAZON COM INC(AMZN)6,0000-6,0001,384,9200-1,384,920
FERGUSON ENTERPRISES INC(FERG)59,24149,789-9,45213,188,82411,613,7829.73%-1,575,042
BERKSHIRE HATHAWAY INC DEL25,18421,961-3,22312,658,73810,523,7118.82%-2,135,027
SPDR SERIES TRUST
ST STR BLO 1 ETF
53,83228,426-25,4064,919,1682,604,9592.18%-2,314,209
HILTON WORLDWIDE HLDGS INC(HLT)44,16233,511-10,65112,685,53510,190,0258.54%-2,495,510
SERVICENOW INC(NOW)53,30052,731-5698,165,0275,513,0264.62%-2,652,001
S&P GLOBAL INC(SPGI)13,0659,517-3,5486,827,6384,047,9613.39%-2,779,677
AUTOZONE INC(AZO)3,7562,658-1,09812,738,4748,978,1397.52%-3,760,335
OREILLY AUTOMOTIVE INC(ORLY)247,497197,979-49,51822,574,20118,275,44115.32%-4,298,760
CDW CORP(CDW)64,9110-64,9118,840,8780-8,840,878
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