CLIFFORD SWAN INVESTMENT COUNSEL LLC
CIK: 0001034642SEC EDGAR →
Portfolio Value
$3.0B
Holdings
323
As of
Q4 2025
New Positions
15
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 677,751 | $184.0M | 6.11% |
| 2 | MICROSOFT CORP | 303,092 | $146.0M | 4.85% |
| 3 | ALPHABET INC | 411,316 | $128.0M | 4.25% |
| 4 | UNITED PARCEL SERVICE INC | 970,588 | $96.0M | 3.19% |
| 5 | COSTCO WHSL CORP NEW | 99,514 | $85.0M | 2.82% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 166,011 | $83.0M | 2.75% |
| 7 | ARISTA NETWORKS INC | 532,738 | $69.0M | 2.29% |
| 8 | JPMORGAN CHASE & CO. | 180,992 | $58.0M | 1.92% |
| 9 | ORACLE CORP | 248,445 | $48.0M | 1.59% |
| 10 | ALPHABET INC | 155,613 | $48.0M | 1.59% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 37 | $693.0M | 24.3% |
| Industrials | 45 | $432.0M | 15.2% |
| Healthcare | 25 | $314.0M | 11.0% |
| Financial Services | 92 | $290.0M | 10.2% |
| Consumer Cyclical | 22 | $260.0M | 9.1% |
| Unknown | 19 | $219.0M | 7.7% |
| Communication Services | 10 | $215.0M | 7.6% |
| Consumer Defensive | 22 | $211.0M | 7.4% |
| Energy | 16 | $122.0M | 4.3% |
| Basic Materials | 15 | $73.0M | 2.6% |
| Real Estate | 6 | $9.0M | 0.3% |
| Utilities | 14 | $8.0M | 0.3% |