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CIK: 0001034642
Total reported value
$3.1B
$3.1B
313 檔
18.4%
At the close of Q2 2025, Clifford Swan Investment Counsel LLC disclosed equity holdings valued at approximately $3.1B, spread across 313 reported holdings.
In Q2 2025, Clifford Swan Investment Counsel LLC adopted a defensive or profit-taking posture, trimming 109 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, COST) accounted for 18.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
GNRC
市值: $2.0M
Top Position Liquidated / Trimmed
JWNUSD
前期市值: $1.3M
Showing top 200 holdings (of 313 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.38% | -0.20% | +0.05% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.94% | +0.25% | -0.98% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.63% | -0.46% | -1.67% | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.40% | +0.03% | +5.68% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.93% | -0.09% | -1.82% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.68% | +0.54% | +0.84% | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 2.08% | +0.52% | -0.90% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.06% | -0.11% | -1.06% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | +0.05% | -2.45% | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.84% | -0.40% | +2.05% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.62% | -0.57% | -1.24% | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.60% | -0.19% | -1.17% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.07% | +1.67% | |
| 14 | CTVA | Corteva Inc | Stock-Materials | 1.36% | -0.10% | +0.18% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.35% | +0.05% | +3.87% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 1.33% | -0.04% | -3.33% | |
| 17 | FAST | Fastenal Co | Stock-Industrials | 1.29% | -0.06% | +92.48% | |
| 18 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.25% | -0.31% | -0.10% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.23% | +0.02% | +0.27% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.21% | -0.21% | -0.53% | |
| 21 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.20% | -0.17% | -0.65% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.07% | -3.19% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.18% | +0.34% | +86.05% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -0.42% | -2.70% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.14% | -0.02% | -1.86% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.14% | -0.09% | -0.69% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 1.13% | -0.16% | +0.28% | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 1.01% | -0.21% | -5.58% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | -0.12% | -1.30% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.18% | +0.09% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.08% | -1.03% | |
| 32 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.96% | -0.04% | +2.26% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.94% | +0.19% | -3.95% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.92% | +0.34% | -1.80% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.91% | +0.18% | -0.04% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.84% | -0.05% | -1.27% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.16% | -0.42% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | -0.21% | -6.66% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.06% | -0.43% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.15% | +10.80% | |
| 41 | SYY | Sysco CORP | Stock-Consumer Staples | 0.72% | +0.06% | +6.94% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.71% | -0.05% | +0.78% | |
| 43 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.70% | +0.03% | -0.01% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.67% | +0.08% | +44.31% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.66% | +0.02% | — | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.65% | +0.01% | -2.18% | |
| 47 | SLB | Slb LTD | Stock-Energy | 0.65% | -0.16% | +2.35% | |
| 48 | HPQ | Hp Inc | Stock-Tech | 0.64% | +0.03% | -1.17% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.02% | -6.03% | |
| 50 | A | Agilent Technologies Inc | Stock-Healthcare | 0.60% | +0.05% | -0.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +0.05% | Add |
| 2 | ORCL | Oracle CORP | +0.7% | -1.06% | Trim |
| 3 | ANET | Arista Networks Inc | +0.4% | -0.90% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.84% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | -1.86% | Trim |
| 6 | INTU | Intuit Inc | +0.2% | -0.53% | Trim |
| 7 | FERG | Ferguson Enterprises Inc | +0.2% | +24.07% | Add |
| 8 | AXP | American Express Co | +0.2% | +3.87% | Add |
| 9 | EMR | Emerson Electric Co | +0.2% | +0.27% | Add |
| 10 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +44.31% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -2.45% | Trim |
| 12 | CTVA | Corteva Inc | +0.2% | +0.18% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +1.67% | Add |
| 14 | BKNG | Booking Holdings Inc | +0.2% | -0.04% | Trim |
| 15 | META | Meta Platforms Inc-class A | +0.2% | -0.43% | Trim |
| 16 | ALLE | Allegion plc | +0.2% | +149.86% | Add |
| 17 | ENTG | Entegris Inc | +0.1% | +56.46% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +3.94% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | +0.82% | Add |
| 20 | HPE | Hewlett Packard Enterprise | +0.1% | — | Unchanged |
| 21 | LH | Labcorp Holdings Inc | +0.1% | +2.26% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +0.09% | Add |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | +86.05% | Add |
| 24 | DIS | Walt Disney Co/the | +0.1% | -6.03% | Trim |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 26 | GNRC | Generac Holdings Inc | +0.1% | NEW | New buy |
| 27 | RTX | Rtx CORP | +0.1% | +0.28% | Add |
| 28 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 29 | CAT | Caterpillar Inc | +0.1% | +0.01% | Add |
| 30 | TSLA | Tesla Inc | +0.1% | +65.18% | Add |
| 31 | CSCO | Cisco Systems Inc | +0.1% | -1.80% | Trim |
| 32 | CPAY | Corpay Inc | +0.1% | NEW | New buy |
| 33 | WFC | Wells Fargo & Co | 0% | -3.33% | Trim |
| 34 | PM | Philip Morris International | 0% | -2.18% | Trim |
| 35 | GE | General Electric | 0% | +0.05% | Add |
| 36 | IBM | Intl Business Machines CORP | 0% | -1.85% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +40.63% | Add |
| 38 | GEV | GE Vernova Inc | 0% | +0.02% | Add |
| 39 | UNP | Union Pacific CORP | 0% | +14.73% | Add |
| 40 | SYY | Sysco CORP | 0% | +6.94% | Add |
| 41 | PYPL | Paypal Holdings Inc | 0% | -2.37% | Trim |
| 42 | BA | Boeing Co/the | 0% | -6.42% | Trim |
| 43 | TT | Trane Technologies plc | 0% | -0.66% | Trim |
| 44 | TXN | Texas Instruments Inc | 0% | -0.53% | Trim |
| 45 | EW | Edwards Lifesciences CORP | 0% | -0.01% | Trim |
| 46 | HON | Honeywell International Inc | 0% | +0.00% | Add |
| 47 | KEYS | Keysight Technologies In | 0% | -0.28% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.01% | Trim |
| 49 | XLK | Ss Technology Select Sector | 0% | -8.40% | Trim |
| 50 | EXPD | Expeditors Intl Wash Inc | 0% | +17.99% | Add |
According to official SEC Form 13F filings, Clifford Swan Investment Counsel LLC reported a total U.S. public equity portfolio value of $3.1B across 313 disclosed positions in Q2 2025.
During Q2 2025, Clifford Swan Investment Counsel LLC's top holdings by market value included MSFT (5.4%)、AAPL (4.9%)、COST (3.6%). The largest single position, MSFT, represented 5.4% of total portfolio value.
In Q2 2025, Clifford Swan Investment Counsel LLC made 182 total portfolio adjustments, initiating 12 new buys, adding to 53 positions, trimming 109 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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