Clio Asset Management LLC: 13F holdings
CIK 19861962026Q2
| Positions | 15 |
|---|
| Reported value | $125.8m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 15 (-1 vs prior quarter) |
|---|
| Reported value | $125.8m (+5.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ORLY OREILLY AUTOMOTIVE INC | 191,342 | $17.6m | 14.0% |
| PVLA PALVELLA THERAPEUTICS INC NE | 86,343 | $13.2m | 10.5% |
| FERG FERGUSON ENTERPRISES INC | 48,090 | $11.4m | 9.1% |
| V VISA INC | 33,250 | $11.4m | 9.1% |
| HLT HILTON WORLDWIDE HLDGS INC | 32,362 | $10.7m | 8.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 21,213 | $10.6m | 8.4% |
| AZO AUTOZONE INC | 2,566 | $8.2m | 6.5% |
| GOOGL ALPHABET INC | 19,002 | $6.8m | 5.4% |
| S&P GLOBAL INC | 16,347 | $6.7m | 5.3% |
| LINDE PLC | 12,422 | $6.4m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1986196")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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