account_balance

Investment manager · 13F filer · SEC CIK 1986196

Clio Asset Management LLC

Reported value$119Mas of Sep 30, 2026
Positions15 1 new, 1 sold out
Top 10 weight82.9%ORLY alone is 14%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ORLY O'Reilly Automotive Inc 13.6% HeldV Visa Inc. 10.6% Added +6%PVLA Palvella Therapeutics, Inc. 10.0% HeldBRK-B Berkshire Hathaway Inc 8.8% HeldGOOGL Alphabet Inc. 8.6% Added +56%HLT Hilton Worldwide Holdings Inc. 8.6% HeldAZO AutoZone Inc 6.0% HeldMDLN Medline Inc. 5.7% Added +25%FERG Ferguson Enterprises Inc. 5.6% Trimmed −37%SPGI S&P Global Inc. 5.4% NewLIN Linde PLC 4.9% HeldSHW Sherwin Williams Co 4.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • BIL −81%
  • FERG −37%
remove_circleSold out
  • S&P Global Inc $6.66M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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