CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings309 positions
Apple Inc | 688,970 | $153M | 5.7% | $45.22 | +388.18% | 25 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 306,532 | $115.1M | 4.3% | $120.64 | +212.31% | 25 qtrssince 2019-Q1 | Increased 56 |
Costco Wholesale Corp | 105,540 | $99.8M | 3.7% | $218.85 | +328.50% | 25 qtrssince 2019-Q1 | Decreased 0 |
United Parcel Service Inc | 903,094 | $99.3M | 3.7% | $113.56 | -8.35% | 25 qtrssince 2019-Q1 | Increased 56 |
Berkshire Hathaway Inc | 174,154 | $92.8M | 3.4% | $200.78 | +165.25% | 25 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 427,793 | $66.2M | 2.4% | $62.82 | +145.02% | 25 qtrssince 2019-Q1 | Increased 51 |
Chevron Corp | 323,942 | $54.2M | 2.0% | $87.07 | +82.54% | 25 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 171,141 | $53.4M | 2.0% | $161.30 | +86.81% | 25 qtrssince 2019-Q1 | Decreased 0 |
Lowe's Cos Inc | 206,093 | $48.1M | 1.8% | $95.50 | +136.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 192,450 | $47.2M | 1.7% | $83.31 | +185.75% | 25 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 581,546 | $45.1M | 1.7% | $110.53 | -29.90% | 2 qtrssince 2024-Q4 | Decreased 0 |
Johnson & Johnson | 228,134 | $37.8M | 1.4% | $115.59 | +38.52% | 25 qtrssince 2019-Q1 | Decreased 0 |
Oracle Corp | 269,994 | $37.7M | 1.4% | $48.41 | +183.91% | 25 qtrssince 2019-Q1 | Increased 46 |
Exxon Mobil Corp | 311,511 | $37M | 1.4% | $58.43 | +94.80% | 25 qtrssince 2019-Q1 | Decreased 0 |
Tractor Supply Co | 670,074 | $36.9M | 1.4% | $17.27 | +208.95% | 25 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co | 452,540 | $35.1M | 1.3% | $14.05 | +167.39% | 25 qtrssince 2019-Q1 | Increased 47 |
Wells Fargo & Co | 487,312 | $35M | 1.3% | $39.79 | +73.89% | 25 qtrssince 2019-Q1 | Decreased 0 |
Allison Transmission Holdings | 359,262 | $34.4M | 1.3% | $36.28 | +162.41% | 16 qtrssince 2021-Q2 | Decreased 0 |
Amazon.com Inc | 178,830 | $34M | 1.3% | $103.16 | +84.43% | 25 qtrssince 2019-Q1 | Decreased 0 |
Corteva Inc | 514,494 | $32.4M | 1.2% | $34.13 | +77.54% | 24 qtrssince 2019-Q2 | Increased 45 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.7B across 309 positions as of Q1 2025. Top holdings: AAPL (5.7%), MSFT (4.3%), COST (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 11 new positions, 7 exits, 80 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $2.7B across 309 positions.
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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
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