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CIK: 0001034642
Total reported value
$3.1B
$3.1B
323 檔
20.6%
The Q4 2025 SEC filing reveals that Clifford Swan Investment Counsel LLC held a total portfolio value of $3.1B, covering 323 public equity positions.
In Q4 2025, Clifford Swan Investment Counsel LLC adopted a defensive or profit-taking posture, trimming 115 positions and completely liquidating 12 holdings to manage risk exposure.
Showing top 200 holdings (of 323 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.11% | +0.25% | +0.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.86% | -0.20% | -1.55% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.27% | +0.54% | -4.41% | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.19% | +0.03% | -0.59% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.85% | -0.46% | -2.07% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.77% | -0.09% | -1.53% | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 2.32% | +0.52% | -3.35% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | +0.05% | -2.17% | |
| 9 | ACN | Accenture plc | Stock-Tech | 1.64% | -0.40% | -1.06% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.62% | +0.18% | -1.76% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.61% | -0.11% | -2.82% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.59% | -0.57% | -1.77% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.57% | -0.19% | -1.77% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.52% | +0.05% | +0.15% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.07% | -1.51% | |
| 16 | WFC | Wells Fargo & Co | Stock-Financials | 1.41% | -0.04% | -1.76% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.07% | +0.80% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.37% | -0.16% | -0.37% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.19% | +0.34% | -7.51% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.42% | -2.15% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.02% | -2.91% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.13% | +0.08% | -2.32% | |
| 23 | CTVA | Corteva Inc | Stock-Materials | 1.11% | -0.10% | -3.76% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.11% | +0.02% | -1.90% | |
| 25 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.09% | -0.17% | -3.30% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 1.05% | -0.21% | +0.44% | |
| 27 | FAST | Fastenal Co | Stock-Industrials | 1.05% | -0.06% | -6.30% | |
| 28 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.04% | -0.31% | -3.90% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.98% | -0.21% | -4.55% | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.95% | -0.21% | -0.49% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.34% | -1.94% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.93% | +0.19% | -1.70% | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.92% | -0.09% | -1.38% | |
| 34 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.87% | -0.04% | -1.76% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.12% | -1.70% | |
| 36 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.84% | +0.18% | +2.24% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.80% | -0.16% | -0.51% | |
| 38 | PH | Parker Hannifin CORP | Stock-Industrials | 0.78% | +0.02% | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.73% | -0.15% | -0.28% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.06% | +6.93% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.72% | +0.37% | +1.08% | |
| 42 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.71% | +0.03% | -0.68% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.05% | -1.13% | |
| 44 | SLB | Slb LTD | Stock-Energy | 0.70% | -0.16% | -0.82% | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.67% | +0.06% | -0.90% | |
| 46 | A | Agilent Technologies Inc | Stock-Healthcare | 0.65% | +0.05% | — | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.11% | -0.77% | |
| 48 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.56% | -0.04% | +0.60% | |
| 49 | KEYS | Keysight Technologies In | Stock-Tech | 0.56% | +0.09% | — | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.55% | -0.08% | -5.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -4.41% | Trim |
| 2 | UPS | United Parcel Service-cl B | +0.5% | -0.59% | Trim |
| 3 | AAPL | Apple Inc | +0.4% | +0.04% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | -1.76% | Trim |
| 5 | ALB | Albemarle CORP | +0.2% | -1.49% | Trim |
| 6 | ZTS | Zoetis Inc | +0.2% | +190.46% | Add |
| 7 | AXP | American Express Co | +0.2% | +0.15% | Add |
| 8 | CPAY | Corpay Inc | +0.2% | +43.23% | Add |
| 9 | CAT | Caterpillar Inc | +0.1% | +1.08% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | -1.51% | Trim |
| 11 | WFC | Wells Fargo & Co | +0.1% | -1.76% | Trim |
| 12 | ACN | Accenture plc | +0.1% | -1.06% | Trim |
| 13 | RTX | Rtx CORP | +0.1% | -0.37% | Trim |
| 14 | ALSN | Allison Transmission Holding | +0.1% | -3.30% | Trim |
| 15 | PH | Parker Hannifin CORP | +0.1% | — | Unchanged |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -1.94% | Trim |
| 17 | KEYS | Keysight Technologies In | +0.1% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | +0.1% | +0.80% | Add |
| 19 | SLB | Slb LTD | +0.1% | -0.82% | Trim |
| 20 | EXPD | Expeditors Intl Wash Inc | +0.1% | -0.50% | Trim |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | -5.07% | Trim |
| 22 | MCK | Mckesson CORP | +0.1% | +0.44% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | -2.91% | Trim |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | +5.18% | Add |
| 25 | GLD | Spdr Gold Shares | +0.1% | -4.55% | Trim |
| 26 | EW | Edwards Lifesciences CORP | +0.1% | -0.68% | Trim |
| 27 | AMGN | Amgen Inc | +0.1% | -0.50% | Trim |
| 28 | CMI | Cummins Inc | +0.1% | — | Unchanged |
| 29 | MRK | Merck & Co. Inc. | +0.1% | -1.24% | Trim |
| 30 | XOM | Exxon Mobil CORP | +0.1% | -2.15% | Trim |
| 31 | KMX | Carmax Inc | +0.1% | +30.15% | Add |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.65% | Add |
| 33 | A | Agilent Technologies Inc | 0% | — | Unchanged |
| 34 | WMT | Walmart Inc | 0% | -0.77% | Trim |
| 35 | LLY | Eli Lilly & Co | 0% | -2.36% | Trim |
| 36 | SLV | Ishares Silver Trust | 0% | +5.56% | Add |
| 37 | TSLA | Tesla Inc | 0% | +18.64% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +4.06% | Add |
| 39 | AKAM | Akamai Technologies Inc | 0% | -1.11% | Trim |
| 40 | GDX | Vaneck Gold Miners ETF | 0% | +14.00% | Add |
| 41 | LRCX | Lam Research CORP | 0% | -0.30% | Trim |
| 42 | KO | Coca-cola Co/the | 0% | +2.33% | Add |
| 43 | NVS | Novartis Ag-sponsored Adr | 0% | -2.72% | Trim |
| 44 | IBM | Intl Business Machines CORP | 0% | -0.65% | Trim |
| 45 | AMD | Advanced Micro Devices | 0% | +3.27% | Add |
| 46 | INTC | Intel CORP | 0% | -5.89% | Trim |
| 47 | NUE | Nucor CORP | 0% | -4.28% | Trim |
| 48 | PEP | Pepsico Inc | 0% | -0.28% | Trim |
| 49 | BKNG | Booking Holdings Inc | 0% | +2.24% | Add |
| 50 | SIL | Global X Silver Miners ETF | 0% | +13.05% | 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 323 disclosed positions in Q4 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 20.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $8.3M
Top Position Liquidated / Trimmed
IAU
前期市值: $711.2K
During Q4 2025, Clifford Swan Investment Counsel LLC's top holdings by market value included AAPL (6.1%)、MSFT (4.9%)、GOOGL (4.3%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q4 2025, Clifford Swan Investment Counsel LLC made 176 total portfolio adjustments, initiating 13 new buys, adding to 36 positions, trimming 115 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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