Fund Holdings — Clio Asset Management LLC

Total Portfolio Value
$119.32M
Total Bought
$22.30M
Total Sold
$34.21M
Net Transaction
-$11.91M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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LINDE PLC(LIN)012,868+12,86806,3795.35%+6,379
VERISK ANALYTICS INC(VRSK)021,676+21,67604,1133.45%+4,113
MEDLINE INC(MDLN)091,159+91,15904,0573.40%+4,057
ALPHABET INC(GOOG)013,074+13,07403,7603.15%+3,760
COPART INC(CPRT)0105,619+105,61903,5072.94%+3,507
PALVELLA THERAPEUTICS INC NE(PVLA)91,64290,757-8859,59211,3139.48%+1,721
SHERWIN WILLIAMS CO(SHW)17,38617,202-1845,6345,5144.62%-119
CONSTELLATION BRANDS INC(STZ)1,0000-1,0001380—-138
VISA INC(V)26,85929,558+2,6999,4208,9347.49%-486
AMAZON COM INC(AMZN)6,0000-6,0001,3850—-1,385
FERGUSON ENTERPRISES INC(FERG)59,24149,789-9,45213,18911,6149.73%-1,575
BERKSHIRE HATHAWAY INC DEL25,18421,961-3,22312,65910,5248.82%-2,135
SPDR SERIES TRUST
ST STR BLO 1 ETF
53,83228,426-25,4064,9192,6052.18%-2,314
HILTON WORLDWIDE HLDGS INC(HLT)44,16233,511-10,65112,68610,1908.54%-2,496
SERVICENOW INC(NOW)53,30052,731-5698,1655,5134.62%-2,652
S&P GLOBAL INC(SPGI)13,0659,517-3,5486,8284,0483.39%-2,780
AUTOZONE INC(AZO)3,7562,658-1,09812,7388,9787.52%-3,760
OREILLY AUTOMOTIVE INC(ORLY)247,497197,979-49,51822,57418,27515.32%-4,299
CDW CORP(CDW)64,9110-64,9118,8410—-8,841
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Clio Asset Management LLC — 13F Holdings — Q1 2026 | TickerTrail