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Harvey Olsingch

@Clifford Capital Partners Llc

Latest period2024 - Q3ReportedManaged Assets$502.105MTotal holdings55
Assets growth rate9.22%Assets growth rate (2-Q avg)12.99%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Clifford Capital Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Clifford Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 502.105M in assets, with a quarterly growth rate of 9.22% and a 2-quarter average growth rate of 12.99%. The portfolio is managed by Harvey Olsingch, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DLBDolby Laboratories Inc
Recent Activity
Increased 3114.68%
4.13%
$20.707M
270,579 shares@ $76.54 avg price
SOLVSolventum Corp
Recent Activity
Increased 22.61%
3.89%
$19.485M
279,479 shares@ $69.73 avg price
PFEPfizer Inc
Recent Activity
Increased 9.64%
3.4%
$17.03M
588,448 shares@ $28.94 avg price
GSKGsk Plc
Recent Activity
Increased 14.34%
3.34%
$16.747M
409,669 shares@ $40.89 avg price
HNIHni Corp
Recent Activity
Increased 1.96%
3.19%
$16.003M
297,236 shares@ $53.84 avg price
SLBSchlumberger Ltd
Recent Activity
Increased 52.49%
2.82%
$14.126M
336,727 shares@ $41.96 avg price
WBAWalgreens Boots Alliance Inc
Recent Activity
Increased 9.88%
1.58%
$7.908M
882,549 shares@ $8.96 avg price
WUWestern Un Co
Recent Activity
Increased 4.9%
0.15%
$727,420
60,974 shares@ $11.94 avg price
ALSNAllison Transmission Hldgs I
Recent Activity
Increased 66.06%
0.15%
$710,053
7,391 shares@ $96.07 avg price
SENEASeneca Foods Corp New
Recent Activity
Increased 160.35%
0.14%
$685,755
11,002 shares@ $62.34 avg price