CLIFFORD SWAN INVESTMENT COUNSEL LLC
Top Portfolio Positions
264 positions ·
$2,789,517,148 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
657,717 | $166,921,996 | 5.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
389,695 | $112,060,693 | 4.02% | |
| MSFT |
Microsoft Corp
Technology
|
300,292 | $111,159,089 | 3.98% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
97,796 | $97,446,868 | 3.49% | |
| UPS |
United Parcel Service Inc
Industrials
|
967,814 | $95,213,540 | 3.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
164,505 | $78,830,796 | 2.83% | |
| CVX |
Chevron Corp
Energy
|
311,474 | $64,443,969 | 2.31% | |
| ANET |
Arista Networks, Inc.
Technology
|
514,469 | $63,166,503 | 2.26% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
177,945 | $52,344,301 | 1.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
211,196 | $51,624,750 | 1.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ALSN
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,515,314 | 329,022 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $32,750,192 | 334,527 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $29,363,556 | 345,942 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $33,906,109 | 356,944 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $34,370,595 | 359,262 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $38,949,902 | 360,447 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $36,476,530 | 379,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,080,781 | 383,146 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $31,176,153 | 384,132 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $23,279,596 | 400,337 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,749,266 | 402,121 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $22,777,431 | 403,426 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $18,493,207 | 408,780 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $17,114,115 | 411,397 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $13,822,356 | 409,430 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $15,729,933 | 409,101 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $15,149,491 | 385,876 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $13,509,768 | 371,658 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,134,181 | 400,175 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,055,225 | 328,516 | Shares | Sole | 2021-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||