CLIFFORD SWAN INVESTMENT COUNSEL LLC
Top Portfolio Positions
262 positions ·
$2,710,604,727 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
657,717 | $166,921,996 | 6.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
389,695 | $112,060,693 | 4.13% | |
| MSFT |
Microsoft Corp
Technology
|
300,292 | $111,159,089 | 4.10% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
97,796 | $97,446,868 | 3.60% | |
| UPS |
United Parcel Service Inc
Industrials
|
967,814 | $95,213,540 | 3.51% | |
| CVX |
Chevron Corp
Energy
|
311,474 | $64,443,969 | 2.38% | |
| ANET |
Arista Networks, Inc.
Technology
|
514,469 | $63,166,503 | 2.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
177,945 | $52,344,301 | 1.93% | |
| JNJ |
Johnson & Johnson
Healthcare
|
211,196 | $51,624,750 | 1.90% | |
| XOM |
Exxon Mobil Corp
Energy
|
289,161 | $49,059,055 | 1.81% |
Portfolio Trend
Holdings in BAER
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,753 | 15,532 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,955 | 12,544 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $23,206 | 12,544 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||