Clifford Swan Investment Counsel LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings340 positions
 Apple Inc. | 637,332 | $184.4M | 5.9% | $45.32 | +632.30% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Alphabet Inc. | 379,220 | $135.5M | 4.3% | $63.75 | +339.23% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Microsoft Corporation | 298,885 | $111.5M | 3.6% | $121.64 | +328.32% | 30 qtrssince 2019-Q1 | Decreased 0 |
 United Parcel Service, Inc. | 948,654 | $102M | 3.3% | $106.80 | +2.22% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Costco Wholesale Corporation | 95,154 | $89M | 2.9% | $218.53 | +366.42% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Arista Networks, Inc. | 486,391 | $82.6M | 2.7% | $110.53 | +53.72% | 7 qtrssince 2024-Q4 | Decreased 0 |
 Berkshire Hathaway Inc. | 161,414 | $80.8M | 2.6% | $200.78 | +177.45% | 30 qtrssince 2019-Q1 | Decreased 0 |
 JPMorgan Chase & Co. | 174,259 | $57M | 1.8% | $82.90 | +307.69% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Johnson & Johnson | 207,571 | $52.7M | 1.7% | $113.77 | +133.96% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Chevron Corporation | 305,061 | $50.6M | 1.6% | $85.40 | +163.79% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Intel Corporation | 351,293 | $49.1M | 1.6% | $40.24 | +50.49% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Alphabet Inc. | 130,249 | $46M | 1.5% | $61.84 | +349.98% | 30 qtrssince 2019-Q1 | Decreased 0 |
 UnitedHealth Group Incorporated | 102,523 | $42.6M | 1.4% | $326.49 | +23.87% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Lowe's Companies, Inc. | 192,076 | $42.4M | 1.4% | $94.90 | +124.85% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Amazon.com, Inc. | 174,841 | $41.7M | 1.3% | $106.07 | +136.34% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Corteva, Inc. | 488,361 | $41.4M | 1.3% | $5.20 | +128.53% | 29 qtrssince 2019-Q2 | Decreased 0 |
 American Express Company | 118,790 | $40.2M | 1.3% | $118.36 | +175.00% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Cisco Systems, Inc. | 341,705 | $40.1M | 1.3% | $43.07 | +139.07% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Caterpillar, Inc. | 37,571 | $40M | 1.3% | $125.08 | +398.82% | 30 qtrssince 2019-Q1 | Decreased 0 |
 ExxonMobil Holdings Corporation | 286,015 | $39.1M | 1.3% | $57.66 | +207.75% | 30 qtrssince 2019-Q1 | Decreased 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $2,704,310,648 | -2.72344749617% |
| 2025-Q2 | $2,833,105,841 | 4.76258868763% |
| 2025-Q3 | $3,004,375,543 | 6.04529839731% |
| 2025-Q4 | $3,013,895,712 | 0.316876797316% |
| 2026-Q1 | $2,938,335,751 | -2.50705293813% |
| 2026-Q2 | $3,116,869,004 | 6.07599907326% |
Clifford Swan Investment Counsel LLC manages $3.1B across 340 positions as of Q2 2026. Top holdings: AAPL (5.9%), GOOGL (4.3%), MSFT (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 19 new positions, 16 exits, 47 increased. No standout high-conviction moves this quarter. Portfolio: $3.1B across 340 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
Verify source filings on SEC EDGAR