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 LH
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,539,327 | 103,217 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $26,180,080 | 104,353 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $30,492,374 | 106,223 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $27,302,877 | 104,007 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $23,671,519 | 101,708 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $22,472,442 | 97,996 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $21,539,449 | 96,382 | Shares | Other | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||