Clifford Swan Investment Counsel LLC Portfolio Holdings
Clifford Swan Investment Counsel LLC
- $2.61 Billion
- Q1 2025
Clifford Swan Investment Counsel LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.61 Billion distributed in 384 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $153M, Microsoft Corp with a value of $115M, Costco Wholesale Corp with a value of $99.8M, United Parcel Service Inc with a value of $99.3M, and Berkshire Hathaway Inc Class B with a value of $92.8M.
Examining the 13F form we can see an decrease of $55.9M in the current position value, from $2.67B to 2.61B.
Below you can find more details about Clifford Swan Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.61 Billion
Technology: $545 Million
Industrials: $380 Million
Healthcare: $319 Million
Consumer Cyclical: $291 Million
Financial Services: $275 Million
Consumer Defensive: $274 Million
Communication Services: $148 Million
Energy: $144 Million
Other: $237 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 384
- Current Value $2.61 Billion
- Prior Value $2.67 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 11 stocks
- Additional Purchases 80 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks