CLIFFORD SWAN INVESTMENT COUNSEL LLC 13F Holdings

CIK 0001034642 · PASADENA, CA

As of Sep 30, 2025, CLIFFORD SWAN INVESTMENT COUNSEL LLC reported 390 positions worth $2.9B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology677,016 72.4M5.88%
MICROSOFT CORPMSFTTechnology307,852 59.5M5.44%
ALPHABET INCGOOGLEquity430,298 04.6M3.57%
COSTCO WHOLESALE CORPCOSTConsumer Defensive101,615$94.1M3.21%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services168,585$84.8M2.89%
UNITED PARCEL SERVICE INCUPSIndustrials965,723$80.7M2.75%
ARISTA NETWORKS INCANETTechnology549,729$80.1M2.73%
ORACLE CORPORCLTechnology255,667$71.9M2.45%
JPMORGAN CHASE & COJPMFinancial Services185,008$58.4M1.99%
LOWES COMPANIES INCLOWConsumer Cyclical198,962$50.0M1.71%
CHEVRON CORPCHVEnergy317,657$49.3M1.68%
ACCENTURE PLCACNTechnology186,540$46.0M1.57%
FASTENAL COFASTIndustrials840,696$41.2M1.41%
AMERICAN EXPRESS COAXPFinancial Services123,586$41.1M1.40%
UNITEDHEALTH GROUP INCUNHHealthcare117,731$40.7M1.39%
JOHNSON & JOHNSONJNJHealthcare218,043$40.4M1.38%
AMAZON.COM INCAMZNEquity179,999$39.5M1.35%
ALPHABET INCGOOGEquity158,403$38.6M1.32%
WELLS FARGO & COMPANYWFCFinancial Services454,322$38.1M1.30%
RTX CORPRTXEquity225,712$37.8M1.29%
TRACTOR SUPPLY COTSCOConsumer Cyclical653,970$37.2M1.27%
ABBVIE INCABBVEquity152,025$35.2M1.20%
CORTEVA INCCTVABasic Materials502,974$34.0M1.16%
EXXON MOBIL CORPXOMEnergy301,694$34.0M1.16%
EMERSON ELECTRIC COEMRIndustrials256,416$33.6M1.15%