account_balance
Investment manager · 13F filer · SEC CIK 1034642
Clifford Swan Investment Counsel LLC
Reported value$3.14Bas of Sep 30, 2026
Positions346 23 new, 12 sold out
Top 10 weight32.2%AAPL alone is 7%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.6%Trimmed −2%
MSFTMicrosoft Corp
4.8%
GOOGLAlphabet Inc.
4.1%
ANETArista Networks, Inc.
3.1%Trimmed −3%
UPSUnited Parcel Service Inc
2.8%
COSTCostco Wholesale Corp
2.7%
BRK-BBerkshire Hathaway Inc
2.5%
CVXChevron Corp
2.0%
JPMJPMorgan Chase & Co
1.8%
JNJJohnson & Johnson
1.7%
XOMExxonMobil Holdings Corp
1.5%
AMZNAmazon.com Inc
1.5%+6%
AAPLApple Inc.
6.6%Trimmed −2%
MSFTMicrosoft Corp
4.8%
GOOGLAlphabet Inc.
4.1%
ANETArista Networks, Inc.
3.1%−3%
UPSUnited Parcel Service Inc
2.8%
COSTCostco Wholesale Corp
2.7%
BRK-BBerkshire Hathaway Inc
2.5%
CVXChevron Corp
2.0%
JPMJPMorgan Chase & Co
1.8%
JNJ1.7%XOM1.5%AMZN1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.6% Trimmed −2%MSFT Microsoft Corp 4.8% HeldGOOGL Alphabet Inc. 4.1% HeldANET Arista Networks, Inc. 3.1% Trimmed −3%UPS United Parcel Service Inc 2.8% HeldCOST Costco Wholesale Corp 2.7% HeldBRK-B Berkshire Hathaway Inc 2.5% HeldCVX Chevron Corp 2.0% HeldJPM JPMorgan Chase & Co 1.8% HeldJNJ Johnson & Johnson 1.7% HeldXOM ExxonMobil Holdings Corp 1.5% HeldAMZN Amazon.com Inc 1.5% Added +6%
What changed
Biggest moves since Jun 30, 2026
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