Institutions / Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC
CIK 1034642 · Institution · as of Mar 31, 2026
Portfolio value
$2.94B
Positions
332
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$2.94B-2.5%Positions
332+2.8%Top holdings
Mar 31, 2026View all 332 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $166.92M | 5.7% |
| Alphabet Inc. | $112.06M | 3.8% |
| Microsoft Corp | $111.16M | 3.8% |
| Costco Wholesale Corp /New | $97.45M | 3.3% |
| United Parcel Service Inc | $95.21M | 3.2% |
| Warren E. Buffett | $78.83M | 2.7% |
| Chevron Corp | $64.44M | 2.2% |
| Arista Networks, Inc.ANET | $63.17M | 2.1% |
| JPMORGAN CHASE & CO | $52.34M | 1.8% |
| Johnson & Johnson | $51.62M | 1.8% |
| Exxon Mobil Corp | $49.06M | 1.7% |
| Lowes Companies Inc | $45.65M | 1.6% |
| Corteva, Inc. | $41.98M | 1.4% |
| RTX Corp | $39.98M | 1.4% |
| Allison Transmission Holdings Inc | $38.52M | 1.3% |
| Alphabet Inc. | $38.31M | 1.3% |
| Accenture plc | $37.96M | 1.3% |
| Amazon.com Inc | $37.32M | 1.3% |
| Johnson Controls International plc | $36.70M | 1.2% |
| American Express Co | $36.47M | 1.2% |
| Fastenal Co | $36.24M | 1.2% |
| Oracle Corp | $35.62M | 1.2% |
| Wells Fargo & COMPANY/MN | $34.84M | 1.2% |
| Emerson Electric Co | $32.27M | 1.1% |
| AbbVie Inc. | $31.90M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Zoetis Inc. | $9.39M | +79K +115.69% | 148,151 0.60% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. | $-6.33M | -22K -14.18% | 133,548 1.30% of portfolio | medium |
| Q1 2026 as of | Trim | Alphabet Inc. | $-6.22M | -22K -5.26% | 389,695 3.81% of portfolio | medium |
| Q1 2026 as of | Add | Intuit Inc. | $5.93M | +14K +31.88% | 56,751 0.84% of portfolio | medium |
| Q1 2026 as of | Trim | Apple Inc. | $-5.08M | -20K -2.96% | 657,717 5.68% of portfolio | medium |
| Q1 2026 as of | Add | Otis Worldwide Corp | $3.78M | +49K +116.97% | 90,992 0.24% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp | $-3.40M | -18K -7.84% | 207,240 1.36% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 | $3.23M | +5K +25.61% | 24,384 0.54% of portfolio | low |
| Q1 2026 as of | Add | Mondelez International, Inc. | $2.96M | +51K +17.44% | 345,672 0.68% of portfolio | low |
| Q1 2026 as of | Exit | 464289859 | $-2.55M | -29K -100.00% | — | low |