Clio Asset Management LLC

Comprehensive Analysis of Clio Asset Management LLC (SEC 13F)

1. Portfolio Overview

Clio Asset Management LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 38.9%, rising from $92.71M to $128.77M. This growth is attributable to a combination of strong market performance in existing core holdings and substantial capital inflows deployed into new positions. The portfolio is character...