Clifford Swan Investment Counsel LLC Portfolio Holdings
Clifford Swan Investment Counsel LLC
- $2.85 Billion
- Q3 2025
Clifford Swan Investment Counsel LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.85 Billion distributed in 390 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $172M, Microsoft Corp with a value of $159M, Alphabet Inc. with a value of $105M, Costco Wholesale Corp with a value of $94.1M, and Berkshire Hathaway Inc Class B with a value of $84.8M.
Examining the 13F form we can see an increase of $135M in the current position value, from $2.71B to 2.85B.
Below you can find more details about Clifford Swan Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.85 Billion
Technology: $666 Million
Industrials: $419 Million
Healthcare: $325 Million
Financial Services: $296 Million
Consumer Cyclical: $295 Million
Consumer Defensive: $259 Million
Communication Services: $196 Million
ETFs: $150 Million
Other: $242 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 390
- Current Value $2.85 Billion
- Prior Value $2.71 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 15 stocks
- Additional Purchases 86 stocks
- Sold out of 0 stocks
- Reduced holdings in 150 stocks