Long-term investor
Clio Asset Management LLC @clioassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001986196).
Record
- Tracked since 2025-06-30 (454 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +70.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ORLY · 14.0% · long · since 2025-06-30
- PVLA · 10.5% · long · since 2025-06-30
- FERG · 9.1% · long · since 2025-06-30
- V · 9.1% · long · since 2025-06-30
- HLT · 8.5% · long · since 2025-06-30
- BRK-B · 8.4% · long · since 2025-06-30
- AZO · 6.5% · long · since 2025-06-30
- GOOGL · 5.4% · long · since 2026-03-31
- 78409V112 · 5.3% · long · since 2026-06-30
- LIN · 5.1% · long · since 2026-03-31
- MDLN · 4.9% · long · since 2026-03-31
- SHW · 4.5% · long · since 2025-06-30