Clifford Swan Investment Counsel
$2.9B Assets Reported
340 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 657,717 | $167M | 5.7% |
| GOOGL | ALPHABET INC | 389,695 | $112M | 3.8% |
| MSFT | MICROSOFT CORP | 300,292 | $111M | 3.8% |
| COST | COSTCO WHOLESALE CORPORATION | 97,796 | $97M | 3.3% |
| UPS | UNITED PARCEL SVCS INC | 967,814 | $95M | 3.2% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 164,505 | $79M | 2.7% |
| CVX | CHEVRON CORPORATION | 311,474 | $64M | 2.2% |
| ANET | ARISTA NETWORKS INC | 514,469 | $63M | 2.1% |
| JPM | JPMORGAN CHASE & CO | 177,945 | $52M | 1.8% |
| JNJ | JOHNSON & JOHNSON | 211,196 | $52M | 1.8% |
Track Clifford Swan Investment Counsel's 13F portfolio: $2.9B in reported holdings, 340 positions. Top holdings, AUM, and quarterly changes on SentiSense.