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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 $3,116,869,004
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 637,332 $184,418,411 5.92%
2.
Alphabet Inc.
 GOOGL 379,220 $135,521,698 4.35%
3.
Microsoft Corp
 MSFT 298,885 $111,490,074 3.58%
4.
United Parcel Service Inc
 UPS 948,654 $101,980,324 3.27%
5.
Costco Wholesale Corp W
 COST 95,154 $89,013,270 2.86%
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.