Clifford Swan Investment Counsel
$3.1B 13F equity value
350 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Clifford Swan Investment Counsel covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 637,332 | $184M | 5.9% |
| GOOGL | ALPHABET INC | 379,220 | $136M | 4.4% |
| MSFT | MICROSOFT CORP | 298,885 | $111M | 3.6% |
| UPS | UNITED PARCEL SVCS INC | 948,654 | $102M | 3.3% |
| COST | COSTCO WHOLESALE CORPORATION | 95,154 | $89M | 2.9% |
| ANET | ARISTA NETWORKS INC | 486,391 | $83M | 2.7% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 161,414 | $81M | 2.6% |
| JPM | JPMORGAN CHASE & CO | 174,259 | $57M | 1.8% |
| JNJ | JOHNSON & JOHNSON | 207,571 | $53M | 1.7% |
| CVX | CHEVRON CORPORATION | 305,061 | $51M | 1.6% |
Track Clifford Swan Investment Counsel's 13F portfolio: $3.1B in reported holdings, 350 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}