Fund Holdings — Clio Asset Management LLC

Total Portfolio Value
$134.73M
Total Bought
$7.73M
Total Sold
$14.54M
Net Transaction
-$6.81M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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OREILLY AUTOMOTIVE INC(ORLY)250,230248,612-1,61822,55326,80319.89%+4,250
SPDR SERIES TRUST
ST STR BLO 1 ETF
9,96754,067+44,1009144,9613.68%+4,046
PALVELLA THERAPEUTICS INC NE(PVLA)91,50891,641+1332,0635,7454.26%+3,682
AUTOZONE INC(AZO)3,8003,774-2614,10616,19112.02%+2,085
BERKSHIRE HATHAWAY INC DEL25,46825,298-17012,37212,7189.44%+347
FERGUSON ENTERPRISES INC(FERG)59,94259,542-40013,05213,3729.93%+320
SHERWIN WILLIAMS CO(SHW)17,57717,464-1136,0356,0474.49%+12
AMAZON COM INC(AMZN)6,0006,00001,3161,3170.98%+1
CONSTELLATION BRANDS INC(STZ)1,0001,00001631350.10%-28
HILTON WORLDWIDE HLDGS INC(HLT)44,69144,382-30911,90311,5148.55%-389
VISA INC(V)27,08326,959-1249,6169,2036.83%-413
S&P GLOBAL INC(SPGI)13,18513,126-596,9526,3894.74%-564
SERVICENOW INC(NOW)10,87510,804-7111,1809,9437.38%-1,238
CDW CORP(CDW)65,70165,219-48211,73410,3887.71%-1,345
BUILDERS FIRSTSOURCE INC(BLDR)30,6520-30,6523,5770—-3,577
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Clio Asset Management LLC — 13F Holdings — Q3 2025 | TickerTrail