Clifford Swan Investment Counsel LLC Portfolio Holdings
Clifford Swan Investment Counsel LLC
- $2.71 Billion
- Q2 2025
Clifford Swan Investment Counsel LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.71 Billion distributed in 387 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $153M, Apple Inc. with a value of $140M, Costco Wholesale Corp with a value of $103M, United Parcel Service Inc with a value of $96.3M, and Berkshire Hathaway Inc Class B with a value of $83.1M.
Examining the 13F form we can see an increase of $101M in the current position value, from $2.61B to 2.71B.
Below you can find more details about Clifford Swan Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.71 Billion
Technology: $612 Million
Industrials: $413 Million
Healthcare: $307 Million
Consumer Cyclical: $293 Million
Financial Services: $286 Million
Consumer Defensive: $273 Million
Communication Services: $163 Million
ETFs: $131 Million
Other: $235 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 387
- Current Value $2.71 Billion
- Prior Value $2.61 Billion
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 12 stocks
- Additional Purchases 94 stocks
- Sold out of 0 stocks
- Reduced holdings in 141 stocks