CLIFFORD SWAN INVESTMENT COUNSEL LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CS CLIFFORD SWAN INVESTMENT COUNSEL LLC | Institutional Filer | ▼ 2.51% | $2.94B | 332 |
Current Portfolio Holdings
Showing all 332 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 658K | $166.9M | 5.68% |
| 2 | GOOGL | Alphabet Inc. | Technology | 390K | $112.1M | 3.81% |
| 3 | MSFT | Microsoft Corporation | Technology | 300K | $111.2M | 3.78% |
| 4 | COST | Costco Wholesale Corporation | Consumer Defensive | 98K | $97.4M | 3.32% |
| 5 | UPS | United Parcel Service, Inc. | Industrials | 968K | $95.2M | 3.24% |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 165K | $78.8M | 2.68% |
| 7 | CVX | Chevron Corporation | Energy | 311K | $64.4M | 2.19% |
| 8 | ANET | Arista Networks, Inc. | Technology | 514K | $63.2M | 2.15% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 178K | $52.3M | 1.78% |
| 10 | JNJ | Johnson & Johnson | Healthcare | 211K | $51.6M | 1.76% |
| 11 | XOM | Exxon Mobil Corporation | Energy | 289K | $49.1M | 1.67% |
| 12 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | 193K | $45.7M | 1.55% |
| 13 | CTVA | Corteva, Inc. | Basic Materials | 502K | $42.0M | 1.43% |
| 14 | RTX | RTX Corporation | Industrials | 207K | $40.0M | 1.36% |
| 15 | ALSN | Allison Transmission Holdings, Inc. | Consumer Cyclical | 329K | $38.5M | 1.31% |
Showing 1 to 15 of 332 holdings