CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings322 positions
Apple Inc. | 677,452 | $172.5M | 5.7% | $45.22 | +460.98% | 27 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 307,852 | $159.5M | 5.3% | $122.32 | +319.92% | 27 qtrssince 2019-Q1 | Increased 59 |
Alphabet Inc. | 430,298 | $104.6M | 3.5% | $63.75 | +280.32% | 27 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 101,615 | $94.1M | 3.1% | $218.85 | +320.49% | 27 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 168,585 | $84.8M | 2.8% | $200.78 | +150.39% | 27 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE INC | 976,357 | $81.6M | 2.7% | $112.04 | -25.86% | 27 qtrssince 2019-Q1 | Increased 52 |
Arista Networks Inc | 551,229 | $80.3M | 2.7% | $110.53 | +31.83% | 4 qtrssince 2024-Q4 | Decreased 0 |
Oracle Corp. | 255,667 | $71.9M | 2.4% | $48.41 | +474.39% | 27 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 185,008 | $58.4M | 1.9% | $83.31 | +271.49% | 27 qtrssince 2019-Q1 | Decreased 0 |
Lowes Companies, Inc. | 199,594 | $50.2M | 1.7% | $95.50 | +157.85% | 27 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp. | 319,298 | $49.6M | 1.7% | $87.07 | +75.58% | 27 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 186,540 | $46M | 1.5% | $169.26 | +45.93% | 27 qtrssince 2019-Q1 | Increased 49 |
Fastenal Co. | 845,066 | $41.4M | 1.4% | $14.05 | +241.60% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 123,586 | $41.1M | 1.4% | $119.91 | +184.13% | 27 qtrssince 2019-Q1 | Increased 47 |
UnitedHealth Group Inc. | 117,731 | $40.7M | 1.4% | $327.83 | +2.60% | 27 qtrssince 2019-Q1 | Increased 50 |
Johnson & Johnson | 218,043 | $40.4M | 1.3% | $115.59 | +56.13% | 27 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 180,389 | $39.6M | 1.3% | $105.07 | +108.98% | 27 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO CO NEW | 462,801 | $38.8M | 1.3% | $39.79 | +110.60% | 27 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 158,403 | $38.6M | 1.3% | $61.84 | +292.81% | 27 qtrssince 2019-Q1 | Decreased 0 |
RAYTHEON TECHNOLOGIES CORP | 225,712 | $37.8M | 1.3% | $63.75 | +158.63% | 22 qtrssince 2020-Q2 | Increased 47 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $3B across 322 positions as of Q3 2025. Top holdings: AAPL (5.7%), MSFT (5.3%), GOOGL (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 15 new positions, 6 exits, 86 increased. Top move: MSFT (INCREASED, conviction 59). Portfolio: $3.0B across 322 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
Verify source filings on SEC EDGAR