CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings332 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 657,717 | $166.9M | 5.7% | $94.80 | +230.66% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 389,695 | $112.1M | 3.8% | $96.60 | +254.04% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 300,292 | $111.2M | 3.8% | $122.32 | +305.80% | 29 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 97,796 | $97.4M | 3.3% | $218.85 | +336.88% | 29 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 967,814 | $95.2M | 3.2% | $112.04 | -5.70% | 29 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 164,505 | $78.8M | 2.7% | $200.78 | +151.48% | 29 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 311,474 | $64.4M | 2.2% | $87.07 | +129.93% | 29 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 514,469 | $63.2M | 2.1% | $90.51 | +123.45% | 27 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 177,945 | $52.3M | 1.8% | $84.28 | +322.99% | 29 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 211,196 | $51.6M | 1.8% | $115.59 | +133.58% | 29 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 289,161 | $49.1M | 1.7% | $58.43 | +170.73% | 29 qtrssince 2019-Q1 | Decreased 0 |
LOWE'S COS INC | 193,222 | $45.7M | 1.6% | $95.50 | +120.27% | 29 qtrssince 2019-Q1 | Decreased 0 |
CORTEVA INC | 501,539 | $42M | 1.4% | $34.64 | +139.24% | 28 qtrssince 2019-Q2 | Increased 46 |
RAYTHEON TECHNOLOGIES CORP | 207,240 | $40M | 1.4% | $63.75 | +232.52% | 24 qtrssince 2020-Q2 | Decreased 0 |
ALLISON TRANSMISSION HOLDING | 329,022 | $38.5M | 1.3% | $36.28 | +254.97% | 20 qtrssince 2021-Q2 | Decreased 0 |
ALPHABET INC-CL C | 133,548 | $38.3M | 1.3% | $95.97 | +253.34% | 29 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 191,422 | $38M | 1.3% | $170.71 | +6.25% | 29 qtrssince 2019-Q1 | Increased 47 |
AMAZON.COM INC | 179,200 | $37.3M | 1.3% | $112.80 | +130.75% | 29 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON CONTROLS INTERNATION | 280,272 | $36.7M | 1.2% | $43.24 | +233.78% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 120,569 | $36.5M | 1.2% | $120.28 | +179.47% | 29 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.9B across 332 positions as of Q1 2026. Top holdings: AAPL (5.7%), GOOGL (3.8%), MSFT (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 1/5.0.
Active quarter - 17 new positions, 8 exits, 56 increased. Top move: ACN (INCREASED, conviction 47). Portfolio: $2.9B across 332 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR