Fund HoldingsClio Asset Management LLC

Total Portfolio Value
$123.08M
Total Bought
$6.48M
Total Sold
$16.00M
Net Transaction
-$9.52M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VISA INC(V)018,881+18,88104,9163.99%+4,916
SHERWIN WILLIAMS CO(SHW)41,27539,598-1,67710,52712,35110.03%+1,823
S&P GLOBAL INC(SPGI)30,22929,145-1,08411,04612,83910.43%+1,793
FERGUSON PLC NEW85,15881,562-3,59614,00615,74712.79%+1,741
AUTOZONE INC(AZO)1,7642,337+5734,4816,0434.91%+1,562
SERVICENOW INC(NOW)12,73812,281-4577,1208,6767.05%+1,556
CDW CORP(CDW)77,55074,507-3,04315,64616,93713.76%+1,290
HILTON WORLDWIDE HLDGS INC(HLT)30,86429,859-1,0054,6355,4374.42%+802
OREILLY AUTOMOTIVE INC(ORLY)18,84518,140-70517,12717,23414.00%+107
VERALTO CORP(VLTO)13,8740-13,874000
BERKSHIRE HATHAWAY INC DEL27,00425,746-1,2589,4609,1837.46%-277
DANAHER CORPORATION(DHR)41,69540,594-1,10110,3459,3917.63%-954
SPDR SER TR
ST STR BLO 1 ETF
108,67447,327-61,3479,9784,3253.51%-5,653
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