Clio Asset Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Clio Asset Management LLC held in its portfolio 14 assets valued at $128,766,837 (i.e. $128.77M).

The most valuable assets in the portfolio included: OREILLY AUTOMOTIVE INC ($22.57M), FERGUSON ENTERPRISES INC ($13.19M), and AUTOZONE INC ($12.74M).

The chart below shows the top 10 valuable assets, and the table below shows the top 14 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Clio Asset Management LLC Portfolio

OREILLY AUTOMOTIVE INC

FERGUSON ENTERPRISES INC

AUTOZONE INC

HILTON WORLDWIDE HLDGS INC

BERKSHIRE HATHAWAY INC DEL

PALVELLA THERAPEUTICS INC NE

VISA INC

CDW CORP

SERVICENOW INC

S&P GLOBAL INC

Clio Asset Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
OREILLY AUTOMOTIVE INC	247497	22574201	COM
FERGUSON ENTERPRISES INC	59241	13188824	COMMON STOCK NEW
AUTOZONE INC	3756	12738474	COM
HILTON WORLDWIDE HLDGS INC	44162	12685535	COM
BERKSHIRE HATHAWAY INC DEL	25184	12658738	CL B NEW
PALVELLA THERAPEUTICS INC NE	91642	9592168	COM
VISA INC	26859	9419720	COM CL A
CDW CORP	64911	8840878	COM
SERVICENOW INC	53300	8165027	COM
S&P GLOBAL INC	13065	6827638	COM
SHERWIN WILLIAMS CO	17386	5633586	COM
SPDR SERIES TRUST	53832	4919168	STATE STREET SPD
AMAZON COM INC	6000	1384920	COM
CONSTELLATION BRANDS INC	1000	137960	CL A