StockDriftsStockDriftsTop 16 Clio Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | 15.32% | 198.0K | $18.3M | -20.01%(-49.52K) | $61.60(+45.63%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 9.73% | 49.8K | $11.6M | -15.96%(-9.45K) | $145.96(+60.05%) | 2026-03-31 | |
| PVLA | PALVELLA THERAPEUTICS INC NE | 9.48% | 90.8K | $11.3M | -0.97%(-885) | $25.35(+375.70%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.82% | 22.0K | $10.5M | -12.80%(-3.22K) | $335.14(+44.87%) | 2026-03-31 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 8.54% | 33.5K | $10.2M | -24.12%(-10.65K) | $172.52(+80.50%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 7.52% | 2.7K | $9.0M | -29.23%(-1.10K) | $2771.88(+21.46%) | 2026-03-31 | |
| V | VISA INC | 7.49% | 29.6K | $8.9M | +10.05%(+2.70K) | $275.06(+16.45%) | 2026-03-31 | |
| LIN | LINDE PLC | 5.35% | 12.9K | $6.4M | new | $461.08(+11.32%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 4.62% | 17.2K | $5.5M | -1.06%(-184) | $241.70(+26.74%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 4.62% | 52.7K | $5.5M | -1.07%(-569) | $100.72(-13.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.12% | +33.52% |
| Top 20 Holdings Unweighted | +12.84% | +43.69% |
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