CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings313 positions
Microsoft Corp. | 306,674 | $152.5M | 5.4% | $120.82 | +309.05% | 26 qtrssince 2019-Q1 | Increased 59 |
Apple Inc. | 682,225 | $140M | 4.9% | $45.22 | +351.50% | 26 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 103,779 | $102.7M | 3.6% | $218.85 | +349.09% | 26 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE INC | 954,426 | $96.3M | 3.4% | $112.70 | -13.39% | 26 qtrssince 2019-Q1 | Increased 58 |
Berkshire Hathaway Inc. | 170,976 | $83.1M | 2.9% | $200.78 | +141.94% | 26 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 431,377 | $76M | 2.7% | $63.75 | +175.45% | 26 qtrssince 2019-Q1 | Increased 51 |
Arista Networks Inc | 576,285 | $59M | 2.1% | $110.53 | -7.44% | 3 qtrssince 2024-Q4 | Decreased 0 |
Oracle Corp. | 267,125 | $58.4M | 2.1% | $48.41 | +345.57% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 187,733 | $54.4M | 1.9% | $83.31 | +239.80% | 26 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 174,648 | $52.2M | 1.8% | $163.96 | +79.30% | 26 qtrssince 2019-Q1 | Increased 47 |
Chevron Corp. | 319,937 | $45.8M | 1.6% | $87.07 | +59.95% | 26 qtrssince 2019-Q1 | Decreased 0 |
Lowes Companies, Inc. | 203,687 | $45.2M | 1.6% | $95.50 | +126.44% | 26 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 181,815 | $39.9M | 1.4% | $105.07 | +108.81% | 26 qtrssince 2019-Q1 | Increased 47 |
CORTEVA INC | 515,426 | $38.4M | 1.4% | $34.21 | +116.37% | 25 qtrssince 2019-Q2 | Increased 46 |
AMERICAN EXPRESS CO | 119,992 | $38.3M | 1.4% | $113.29 | +177.94% | 26 qtrssince 2019-Q1 | Increased 48 |
WELLS FARGO CO NEW | 471,073 | $37.7M | 1.3% | $39.79 | +96.63% | 26 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co. | 871,067 | $36.6M | 1.3% | $14.05 | +191.19% | 26 qtrssince 2019-Q1 | Increased 72 |
TRACTOR SUPPLY CO | 669,390 | $35.3M | 1.2% | $17.27 | +197.24% | 26 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELEC CO | 260,797 | $34.8M | 1.2% | $58.43 | +125.19% | 26 qtrssince 2019-Q1 | Increased 46 |
INTUIT | 43,636 | $34.4M | 1.2% | $263.60 | +195.08% | 26 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.8B across 313 positions as of Q2 2025. Top holdings: MSFT (5.4%), AAPL (4.9%), COST (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 12 new positions, 8 exits, 94 increased. Top move: FAST (INCREASED, conviction 72). Portfolio: $2.8B across 313 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
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