Clio Asset Management LLC

CIK 0001986196 • 6 13F filings • Apr 22, 2025 – Jul 23, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryFinancialsOther

Portfolio value: $119.3M16 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$3.8M	3.2%	13,074 SH	New
AUTOZONE INC	COM	$9.0M	7.5%Prev: 11.6%	2,658 SH	Decreased-1,169 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.5M	8.8%Prev: 10.9%	21,961 SH	Decreased-3,716 SH
COPART INC	COM	$3.5M	2.9%	105,619 SH	New
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$11.6M	9.7%Prev: 7.7%	49,789 SH	Increased-10,656 SH
HILTON WORLDWIDE HLDGS INC	COM	$10.2M	8.5%Prev: 8.2%	33,511 SH	Decreased-11,542 SH
LINDE PLC	SHS	$6.4M	5.3%	12,868 SH	New
MEDLINE INC	COM CL A	$4.1M	3.4%	91,159 SH	New
OREILLY AUTOMOTIVE INC	COM	$18.3M	15.3%Prev: 21.0%	197,979 SH	Decreased+179,555 SH
PALVELLA THERAPEUTICS INC NE	COM	$11.3M	9.5%	90,757 SH	New
S&P GLOBAL INC	COM	$4.0M	3.4%Prev: 5.4%	9,517 SH	Decreased-3,772 SH
SERVICENOW INC	COM	$5.5M	4.6%Prev: 6.9%	52,731 SH	Decreased+41,758 SH
SHERWIN WILLIAMS CO	COM	$5.5M	4.6%Prev: 4.9%	17,202 SH	Decreased-529 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.6M	2.2%	28,426 SH	New
VERISK ANALYTICS INC	COM	$4.1M	3.4%	21,676 SH	New
VISA INC	COM CL A	$8.9M	7.5%Prev: 6.8%	29,558 SH	Increased+5,332 SH

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001986196-26-000005	—	View
Jan 16, 2026	Q4 2025	13F-HR	0001986196-26-000001	$128.8M	View
Oct 21, 2025	Q3 2025