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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
FISFidelity Natl Information Sv
Recent Activity
Decreased -3.31%
4.08%
$20.451M
244,189 shares@ $83.76 avg price
VODVodafone Group Plc New
Recent Activity
Decreased -3.27%
3.89%
$19.501M
1.946M shares@ $10.02 avg price
PBIPitney Bowes Inc
Recent Activity
Decreased -25.4%
3.89%
$19.494M
2.734M shares@ $7.13 avg price
SOLVSolventum Corp
Recent Activity
Increased 22.61%
3.89%
$19.485M
279,479 shares@ $69.73 avg price
RTXRtx Corporation
Recent Activity
Decreased -3.33%
3.78%
$18.953M
156,426 shares@ $121.16 avg price
GBCIGlacier Bancorp Inc New
Recent Activity
Decreased -3.94%
3.7%
$18.566M
406,249 shares@ $45.7 avg price
MMM3m Co
Recent Activity
Decreased -23.32%
3.58%
$17.939M
131,229 shares@ $136.7 avg price
NATLNcr Atleos Corporation
Recent Activity
Decreased -17.67%
3.57%
$17.918M
628,034 shares@ $28.53 avg price
KVUEKenvue Inc
Recent Activity
Decreased -3.31%
3.52%
$17.632M
762,302 shares@ $23.13 avg price