Fund Holdings

Clio Asset Management LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
S&P GLOBAL INC016,347+16,34706,657,4795.29%+6,657,479
SPDR SERIES TRUST
ST STR BLO 1 ETF
036,012+36,01203,300,1402.62%+3,300,140
ALPHABET INC(GOOG)13,07419,002+5,9283,759,5596,790,7455.40%+3,031,186
GALLAGHER ARTHUR J & CO(AJG)012,241+12,24102,810,1662.23%+2,810,166
VISA INC(V)29,55833,250+3,6928,933,61011,407,7439.07%+2,474,133
MEDLINE INC(MDLN)91,159157,171+66,0124,056,5766,198,8244.93%+2,142,248
PALVELLA THERAPEUTICS INC NE(PVLA)90,75786,343-4,41411,312,86013,194,93710.49%+1,882,077
COPART INC(CPRT)105,619167,365+61,7463,506,5514,718,0193.75%+1,211,468
HILTON WORLDWIDE HLDGS INC(HLT)33,51132,362-1,14910,190,02510,694,3478.50%+504,322
SHERWIN WILLIAMS CO(SHW)17,20216,610-5925,514,1015,719,1554.55%+205,054
BERKSHIRE HATHAWAY INC DEL21,96121,213-74810,523,71110,614,7738.44%+91,062
LINDE PLC(LIN)12,86812,422-4466,379,4406,446,2735.12%+66,833
FERGUSON ENTERPRISES INC(FERG)49,78948,090-1,69911,613,78211,413,2009.07%-200,582
OREILLY AUTOMOTIVE INC(ORLY)197,979191,342-6,63718,275,44117,620,68514.01%-654,756
AUTOZONE INC(AZO)2,6582,566-928,978,1398,200,7826.52%-777,357
SPDR SERIES TRUST
ST STR BLO 1 ETF
28,4260-28,4262,604,9590-2,604,959
S&P GLOBAL INC(SPGI)9,5170-9,5174,047,9610-4,047,961
VERISK ANALYTICS INC(VRSK)21,6760-21,6764,113,0210-4,113,021
SERVICENOW INC(NOW)52,7310-52,7315,513,0260-5,513,026
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