Clifford Swan Investment Counsel LLC

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
309
Total Value
2656938840
Accession Number
0001034642-25-000002
Form Type
13F-HR
Manager Name
Clifford Swan Investment Counsel LLC
Data Enrichment
91% identified
281 identified28 unidentified

Holdings

309 positions
Manager:
Search and click to pin securities to the top
Page 1 of 16
Apple Inc.
Shares:
688534(-0.9%)
Value:
$152.9B(-12.1%)
MICROSOFT CORP
Shares:
304750(+0.9%)
Value:
$114.4B(-10.1%)
COSTCO WHOLESALE CORP /NEW
Shares:
105387(-2.3%)
Value:
$99.7B(+0.9%)
UNITED PARCEL SERVICE INC
Shares:
895795(+1.8%)
Value:
$98.5B(-11.2%)
BERKSHIRE HATHAWAY INC
Shares:
173239(-1.1%)
Value:
$92.3B(+16.1%)
Alphabet Inc.
Shares:
420453(-1.1%)
Value:
$65.0B(-19.2%)
CHEVRON CORP
Shares:
322301(-1.4%)
Value:
$53.9B(+13.9%)
Accenture plc
Shares:
170429(-0.9%)
Value:
$53.2B(-12.1%)
LOWES COMPANIES INC
Shares:
205461(-2.2%)
Value:
$47.9B(-7.6%)
JPMORGAN CHASE & CO
Shares:
192450(-2.6%)
Value:
$47.2B(-0.4%)
Arista Networks, Inc.
Shares:
580046(-5.5%)
Value:
$44.9B(-33.8%)
JOHNSON & JOHNSON
Shares:
228134(-4.8%)
Value:
$37.8B(+9.2%)
ORACLE CORP
Shares:
269994(+0.2%)
Value:
$37.7B(-15.9%)
EXXON MOBIL CORP
Shares:
310800(-1.4%)
Value:
$37.0B(+8.9%)
TRACTOR SUPPLY CO /DE/
Shares:
667449(-1.0%)
Value:
$36.8B(+2.8%)
FASTENAL CO
Shares:
449855(+2.5%)
Value:
$34.9B(+10.5%)
WELLS FARGO & COMPANY/MN
Shares:
476605(-9.2%)
Value:
$34.2B(-7.2%)
AMAZON COM INC
Shares:
178440(-0.6%)
Value:
$33.9B(-13.8%)
Allison Transmission Holdings Inc
Shares:
348975(-3.2%)
Value:
$33.4B(-14.3%)
AbbVie Inc.
Shares:
153770(-1.7%)
Value:
$32.2B(+15.8%)