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 BOF
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,000 | 30,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $95,400 | 30,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $61,500 | 30,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $72,900 | 30,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $73,800 | 30,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $51,900 | 30,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $72,000 | 45,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,320 | 45,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $89,163 | 47,554 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $63,987 | 52,882 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $118,108 | 56,242 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $126,083 | 38,795 | Shares | Sole | 2023-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||