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CIK: 0001034642
Total reported value
$3.1B
$3.1B
322 檔
19.7%
As reported in its official Q3 2025 Form 13F filing, Clifford Swan Investment Counsel LLC's tracked investment portfolio stood at $3.1B with 322 total positions.
Clifford Swan Investment Counsel LLC executed strategic sector rebalancing during Q3 2025, establishing 23 new positions while fully exiting 12 holdings and trimming 98 positions.
Showing top 200 holdings (of 322 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.74% | +0.25% | -0.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.31% | -0.20% | +0.38% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.48% | +0.54% | -0.25% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.13% | -0.46% | -2.09% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.82% | -0.09% | -1.40% | |
| 6 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.71% | +0.03% | +2.30% | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 2.67% | +0.52% | -4.35% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.39% | -0.11% | -4.29% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | +0.05% | -1.45% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.67% | -0.19% | -2.01% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.65% | -0.57% | -0.20% | |
| 12 | ACN | Accenture plc | Stock-Tech | 1.53% | -0.40% | +6.81% | |
| 13 | FAST | Fastenal Co | Stock-Industrials | 1.38% | -0.06% | -2.98% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.37% | +0.05% | +3.00% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.35% | +0.34% | +10.02% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.35% | -0.07% | -1.28% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.07% | -0.78% | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 1.29% | -0.04% | -1.76% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.18% | -0.91% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.26% | -0.16% | +2.93% | |
| 21 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.24% | -0.31% | -2.11% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | +0.08% | -0.11% | |
| 23 | CTVA | Corteva Inc | Stock-Materials | 1.17% | -0.10% | +0.45% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.42% | -0.40% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.12% | +0.02% | -1.68% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.02% | -2.54% | |
| 27 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.01% | -0.04% | +2.13% | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 0.99% | -0.21% | -0.90% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.99% | -0.09% | -1.38% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.98% | -0.21% | -0.90% | |
| 31 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 0.98% | -0.17% | -3.08% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 0.93% | -0.12% | -0.55% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.92% | +0.19% | -0.02% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.92% | -0.21% | +1.72% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.34% | -0.65% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.83% | +0.18% | +2.95% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.16% | -2.22% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.05% | -0.22% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.06% | +0.43% | |
| 40 | SYY | Sysco CORP | Stock-Consumer Staples | 0.76% | +0.06% | +3.13% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.15% | -1.26% | |
| 42 | PH | Parker Hannifin CORP | Stock-Industrials | 0.67% | +0.02% | — | |
| 43 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.66% | +0.03% | -0.05% | |
| 44 | HPQ | Hp Inc | Stock-Tech | 0.65% | +0.03% | -3.64% | |
| 45 | SLB | Slb LTD | Stock-Energy | 0.63% | -0.16% | +1.16% | |
| 46 | A | Agilent Technologies Inc | Stock-Healthcare | 0.61% | +0.05% | -0.06% | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.61% | -0.05% | -2.01% | |
| 48 | ENTG | Entegris Inc | Stock-Tech | 0.61% | +0.18% | +9.33% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.37% | — | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.57% | +0.08% | +13.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +0.38% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1% | -0.25% | Add |
| 3 | ANET | Arista Networks Inc | +1% | -4.35% | Trim |
| 4 | ORCL | Oracle CORP | +1% | -4.29% | Trim |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -0.91% | Trim |
| 6 | UNH | Unitedhealth Group Inc | +0.2% | +10.02% | Add |
| 7 | ENTG | Entegris Inc | +0.2% | +9.33% | Add |
| 8 | AXP | American Express Co | +0.2% | +3.00% | Add |
| 9 | FERG | Ferguson Enterprises Inc | +0.2% | +3.04% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -1.45% | Trim |
| 11 | RTX | Rtx CORP | +0.2% | +2.93% | Add |
| 12 | ALLE | Allegion plc | +0.2% | — | Add |
| 13 | JNJ | Johnson & Johnson | +0.2% | -2.54% | Trim |
| 14 | NVDA | Nvidia CORP | +0.2% | +0.15% | Add |
| 15 | HPE | Hewlett Packard Enterprise | +0.2% | -0.08% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | — | Add |
| 17 | LH | Labcorp Holdings Inc | +0.1% | +2.13% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | -8.02% | Trim |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +0.43% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +0.44% | Add |
| 21 | CATH | Global X S&p 500 Ca Val ETF | +0.1% | +77.27% | Add |
| 22 | TSLA | Tesla Inc | +0.1% | -2.31% | Add |
| 23 | AAPL | Apple Inc | +0.1% | -0.70% | Trim |
| 24 | FAST | Fastenal Co | +0.1% | -2.98% | Add |
| 25 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +13.68% | Add |
| 26 | GE | General Electric | +0.1% | +3.39% | Add |
| 27 | EMR | Emerson Electric Co | +0.1% | -1.68% | Trim |
| 28 | BKNG | Booking Holdings Inc | +0.1% | +2.95% | Add |
| 29 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 30 | SYY | Sysco CORP | +0.1% | +3.13% | Add |
| 31 | AON | Aon plc | +0.1% | +33.11% | Add |
| 32 | AMZN | Amazon.com Inc | +0.1% | -0.78% | Add |
| 33 | EBAY | Ebay Inc | +0.1% | -3.91% | Trim |
| 34 | EXPD | Expeditors Intl Wash Inc | +0.1% | +12.66% | Add |
| 35 | GLD | Spdr Gold Shares | +0.1% | +1.72% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.90% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.48% | Add |
| 38 | GEV | GE Vernova Inc | +0.1% | +0.03% | Add |
| 39 | XLK | Ss Technology Select Sector | 0% | +1.43% | Trim |
| 40 | CMI | Cummins Inc | 0% | -0.57% | Trim |
| 41 | SLV | Ishares Silver Trust | 0% | +114.50% | Add |
| 42 | GDX | Vaneck Gold Miners ETF | 0% | +4.72% | Add |
| 43 | NEU | Newmarket CORP | 0% | — | Trim |
| 44 | IYW | Ishares Ustechnology ETF | 0% | +0.17% | Add |
| 45 | RSP | Invesco S&p 500 Equal Weight | 0% | +113.95% | Add |
| 46 | UNP | Union Pacific CORP | 0% | +1.95% | Add |
| 47 | KEYS | Keysight Technologies In | 0% | -0.18% | Trim |
| 48 | NOC | Northrop Grumman CORP | 0% | — | Trim |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | +6.53% | Add |
| 50 | KO | Coca-cola Co/the | 0% | +20.32% | 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 322 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GOOGL) accounted for 19.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
CPAY
市值: $9.2M
Top Position Liquidated / Trimmed
WBA
前期市值: $1.8M
During Q3 2025, Clifford Swan Investment Counsel LLC's top holdings by market value included AAPL (5.7%)、MSFT (5.3%)、GOOGL (3.5%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q3 2025, Clifford Swan Investment Counsel LLC made 189 total portfolio adjustments, initiating 23 new buys, adding to 56 positions, trimming 98 holdings, and fully liquidating 12 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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