Fund HoldingsClio Asset Management LLC

Total Portfolio Value
$127.54M
Total Bought
$7.03M
Total Sold
$15.26M
Net Transaction
-$8.23M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FERGUSON ENTERPRISES INC(FERG)60,44559,942-5039,68513,05210.23%+3,367
SERVICENOW INC(NOW)10,97310,875-988,73611,1808.77%+2,444
PALVELLA THERAPEUTICS INC NE(PVLA)091,508+91,50802,0631.62%+2,063
HILTON WORLDWIDE HLDGS INC(HLT)45,05344,691-36210,25211,9039.33%+1,651
VISA INC(V)24,22627,083+2,8578,4909,6167.54%+1,126
CDW CORP(CDW)66,21665,701-51510,61211,7349.20%+1,122
S&P GLOBAL INC(SPGI)13,28913,185-1046,7526,9525.45%+200
AMAZON COM INC(AMZN)6,0006,00001,1421,3161.03%+175
CONSTELLATION BRANDS INC(STZ)1,0001,00001841630.13%-21
SHERWIN WILLIAMS CO(SHW)17,73117,577-1546,1916,0354.73%-156
BUILDERS FIRSTSOURCE INC(BLDR)30,86230,652-2103,8563,5772.80%-279
AUTOZONE INC(AZO)3,8273,800-2714,59214,10611.06%-485
BERKSHIRE HATHAWAY INC DEL25,67725,468-20913,67512,3729.70%-1,303
OREILLY AUTOMOTIVE INC(ORLY)18,424250,230+231,80626,39422,55317.68%-3,841
SPDR SERIES TRUST
ST STR BLO 1 ETF
56,2829,967-46,3155,1639140.72%-4,248
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