CLIFFORD SWAN INVESTMENT COUNSEL LLC
•CIK: 1034642•Filing: Q4 2025
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $3.0B across a diversified portfolio of 323 positions. The fund maintains significant exposure to mega-cap technology leaders, notably holding AAPL at $184.3M and MSFT at $146.6M. Core allocations also include substantial positions in GOOGL ($128.7M) and UPS ($96.3M). This concentrated approach signals a conviction in established, market-leading industrial and technology names.
Total AUM
$3.0B
QoQ Performance
+0.3%
Positions
285
Top 10 Concentration
32.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.1%
MSFT4.9%
GOOGL4.3%
UPS3.2%
COST2.8%
BRK/B2.8%
ANET2.3%
JPM1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other34.0%
Technology26.0%
Consumer9.6%
Financial9.4%
Industrial8.5%
Healthcare6.6%
Energy2.3%
Consumer Staples1.7%
🚪 Exited Positionssold since Q3 2025
+120 more exited positions
Changes from Q3 2025
NEW3 new positions
↑41 increased
↓123 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023