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Home > Institutional Investor > Clio Asset Management Llc > Profile

Instuitional Investor - Clio Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Clio Asset Management Llc
Portfolio Value $125,787,268
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
O Reilly Automotive Inc
 ORLY 191,342 $17,620,685 14.01%
2.
Palvella Therapeutics Inc.
 PVLA 86,343 $13,194,937 10.49%
3.
Ferguson Enterprises Inc
 48,090 $11,413,200 9.07%
4.
Visa Inc.
 V 33,250 $11,407,743 9.07%
5.
Hilton Worldwide Holdings Inc.
 HLT 32,362 $10,694,347 8.5%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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