Clio Asset Management LLC - Portfolio overview

Clio Asset Management LLC has 19 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Financial Services.

Largest reported holdings by portfolio allocation

1. ORLY - OREILLY AUTOMOTIVE INC, 13.93%
2. FERG - FERGUSON ENTERPRISES INC, 8.85%
3. PVLA - PALVELLA THERAPEUTICS INC NE, 8.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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