CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings309 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 688,970 | $153M | 5.7% | $94.72 | +133.08% | 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-CL B | 903,094 | $99.3M | 3.7% | $113.56 | -8.35% | 25 qtrssince 2019-Q1 | Increased 56 |
BERKSHIRE HATHAWAY INC-CL B | 174,154 | $92.8M | 3.4% | $200.78 | +162.14% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 427,793 | $66.2M | 2.4% | $95.92 | +60.45% | 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-CL A | 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% | $84.28 | +182.35% | 25 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 581,546 | $45.1M | 1.7% | $90.51 | -13.89% | 23 qtrssince 2019-Q3 | 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% | $48.75 | +186.04% | 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 COMPANY | 670,074 | $36.9M | 1.4% | $44.79 | +17.88% | 25 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 452,540 | $35.1M | 1.3% | $14.18 | +165.02% | 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 HOLDING | 359,262 | $34.4M | 1.3% | $36.28 | +162.41% | 16 qtrssince 2021-Q2 | Decreased 0 |
AMAZON.COM INC | 178,830 | $34M | 1.3% | $109.97 | +75.25% | 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 Rating: 1/5.0.
Active quarter - 11 new positions, 7 exits, 80 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $2.7B across 309 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer