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Home > Institutional Investor > Clifford Swan Investment Counsel Llc > Profile

Instuitional Investor - Clifford Swan Investment Counsel Llc

Fund Profile
Filing Period:
Fund Name: Clifford Swan Investment Counsel Llc
Portfolio Value $3,138,669,270
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 622,423 $207,279,175 6.6%
2.
Microsoft Corp
 MSFT 295,667 $151,647,679 4.83%
3.
Alphabet Inc.
 GOOGL 371,939 $127,976,673 4.08%
4.
Arista Networks Inc.
 ANET 472,720 $96,241,065 3.07%
5.
United Parcel Service Inc
 UPS 940,321 $87,863,598 2.8%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.