| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| OREILLY AUTOMOTIVE INC | 2 | Q3 2023 | 16.6% |
| CDW CORP | 2 | Q3 2023 | 13.7% |
| FERGUSON PLC NEW | 2 | Q3 2023 | 12.2% |
| S&P GLOBAL INC | 2 | Q3 2023 | 11.3% |
| SHERWIN WILLIAMS CO | 2 | Q3 2023 | 11.5% |
| DANAHER CORPORATION | 2 | Q3 2023 | 9.4% |
| BERKSHIRE HATHAWAY INC DEL | 2 | Q3 2023 | 8.3% |
| SPDR SER TR | 2 | Q3 2023 | 8.7% |
| SERVICENOW INC | 2 | Q3 2023 | 6.6% |
| UNITEDHEALTH GROUP INC | 1 | Q2 2023 | 5.4% |
View Clio Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-26 |
View Clio Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.