CLIFFORD SWAN INVESTMENT COUNSEL LLC
Top Portfolio Positions
263 positions ·
$2,789,435,523 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 | 3.99% | |
| 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 KMX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,475,412 | 324,084 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $11,615,106 | 300,598 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $10,363,264 | 230,962 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $14,698,490 | 218,695 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $17,145,282 | 220,037 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $17,954,659 | 219,602 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,525,582 | 213,564 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,864,697 | 202,682 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $18,109,994 | 207,898 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $15,953,555 | 207,891 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,935,134 | 211,157 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,580,013 | 210,036 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $12,291,171 | 191,213 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $10,825,815 | 177,793 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,819,408 | 118,440 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,972,615 | 110,219 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,094,702 | 104,630 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $7,825,130 | 60,087 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,685,661 | 60,063 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,803,372 | 60,421 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $8,047,951 | 60,666 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,767,349 | 61,056 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,724,706 | 62,286 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,730,394 | 63,991 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,199,709 | 59,441 | Shares | Sole | 2020-04-09 | |
| No 13F history on record for this holder in this stock. | ||||||