Institutional investor · Portfolio as of Q4 2025
Quarterly Portfolio Change
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $3B across 323 positions as of Q4 2025. Top holdings: AAPL (6.1%), MSFT (4.9%), GOOGL (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 13 new positions, 12 exits, 48 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $3.0B across 323 positions.
Top holdings by portfolio weight
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Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile