Clifford Swan Investment Counsel LLC Options Holdings

Clifford Swan Investment Counsel LLC

  • $2.85 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

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
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