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
25 quarters · across all stocks
Holdings in UPS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,213,540 | 967,814 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $96,272,623 | 970,588 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $81,555,100 | 976,357 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $96,339,759 | 954,426 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $99,331,309 | 903,094 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $110,909,867 | 879,539 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $118,388,793 | 868,335 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $118,235,662 | 863,980 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $128,569,854 | 865,033 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $137,181,445 | 872,489 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $136,110,204 | 873,229 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $123,651,669 | 689,828 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $135,581,356 | 698,909 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $124,156,180 | 714,198 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $115,438,584 | 714,613 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $128,602,168 | 704,515 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $160,086,026 | 746,461 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $161,267,486 | 752,391 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $137,093,802 | 752,849 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $157,093,674 | 755,367 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $95,443,435 | 561,465 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $94,719,274 | 562,466 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $96,364,461 | 578,314 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $65,241,535 | 586,810 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $54,973,652 | 588,457 | Shares | Sole | 2020-04-09 | |
| No 13F history on record for this holder in this stock. | ||||||