CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings323 positions
APPLE INC | 677,751 | $184.3M | 6.1% | $45.32 | +498.20% | 28 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 303,092 | $146.6M | 4.9% | $121.64 | +295.09% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 411,316 | $128.7M | 4.3% | $63.75 | +389.99% | 28 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 970,588 | $96.3M | 3.2% | $106.80 | -11.34% | 28 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 99,514 | $85.8M | 2.8% | $218.85 | +292.30% | 28 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 166,011 | $83.4M | 2.8% | $200.78 | +150.34% | 28 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 532,738 | $69.8M | 2.3% | $110.53 | +18.55% | 5 qtrssince 2024-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 180,992 | $58.3M | 1.9% | $83.31 | +281.34% | 28 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 184,559 | $49.5M | 1.6% | $165.82 | +58.54% | 28 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 155,613 | $48.8M | 1.6% | $61.84 | +406.44% | 28 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 248,445 | $48.4M | 1.6% | $48.41 | +298.76% | 28 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 313,643 | $47.8M | 1.6% | $85.40 | +73.62% | 28 qtrssince 2019-Q1 | Decreased 0 |
LOWE'S COS INC | 196,068 | $47.3M | 1.6% | $95.50 | +148.65% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 123,770 | $45.8M | 1.5% | $118.36 | +209.08% | 28 qtrssince 2019-Q1 | Increased 46 |
JOHNSON & JOHNSON | 214,749 | $44.4M | 1.5% | $113.77 | +79.03% | 28 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 454,640 | $42.4M | 1.4% | $39.31 | +133.23% | 28 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 181,840 | $42M | 1.4% | $106.07 | +117.61% | 28 qtrssince 2019-Q1 | Increased 46 |
RAYTHEON TECHNOLOGIES CORP | 224,868 | $41.2M | 1.4% | $63.75 | +184.59% | 23 qtrssince 2020-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 108,884 | $35.9M | 1.2% | $327.83 | -1.26% | 28 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 295,389 | $35.5M | 1.2% | $57.66 | +104.59% | 28 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $3B across 323 positions as of Q4 2025. Top holdings: AAPL (6.1%), MSFT (4.9%), GOOGL (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 13 new positions, 12 exits, 48 increased. Top move: AAPL (INCREASED, conviction 59). Portfolio: $3.0B across 323 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
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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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