CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings313 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
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% | $94.72 | +115.57% | 26 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 103,779 | $102.7M | 3.6% | $218.85 | +349.09% | 26 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 954,426 | $96.3M | 3.4% | $112.70 | -13.39% | 26 qtrssince 2019-Q1 | Increased 58 |
BERKSHIRE HATHAWAY INC-CL B | 170,976 | $83.1M | 2.9% | $200.78 | +141.90% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 431,377 | $76M | 2.7% | $96.60 | +84.52% | 26 qtrssince 2019-Q1 | Increased 51 |
ARISTA NETWORKS INC | 576,285 | $59M | 2.1% | $90.51 | +9.81% | 24 qtrssince 2019-Q3 | Decreased 0 |
ORACLE CORP | 267,125 | $58.4M | 2.1% | $48.75 | +328.43% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 187,733 | $54.4M | 1.9% | $84.28 | +235.87% | 26 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 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 |
LOWE'S COS 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% | $111.83 | +99.67% | 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 | 471,073 | $37.7M | 1.3% | $39.79 | +96.63% | 26 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 871,067 | $36.6M | 1.3% | $27.02 | +51.40% | 26 qtrssince 2019-Q1 | Increased 72 |
TRACTOR SUPPLY COMPANY | 669,390 | $35.3M | 1.2% | $44.79 | +14.51% | 26 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELECTRIC CO | 260,797 | $34.8M | 1.2% | $58.43 | +125.19% | 26 qtrssince 2019-Q1 | Increased 46 |
INTUIT INC | 43,636 | $34.4M | 1.2% | $265.75 | +190.76% | 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 Rating: 1.5/5.0.
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
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer