StockDriftsStockDriftsTop 50 Clifford Swan Investment Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.94% | 637.3K | $184.4M | -3.10%(-20.39K) | $34.35(+867.25%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.36% | 379.2K | $135.5M | -2.69%(-10.47K) | $47.77(+608.64%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.59% | 298.9K | $111.5M | -0.47%(-1.41K) | $45.09(+999.12%) | 2026-06-30 | |
| UPS | UNITED PARCEL SVCS INC | 3.28% | 948.7K | $102.0M | -1.98%(-19.16K) | $120.88(-17.04%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.87% | 95.2K | $89.0M | -2.70%(-2.64K) | $70.21(+1188.65%) | 2026-06-30 | |
| ANET | ARISTA NETWORKS INC | 2.66% | 486.4K | $82.6M | -5.46%(-28.08K) | $13.83(+1343.38%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.6% | 161.4K | $80.8M | -1.88%(-3.09K) | $99.88(+401.96%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.84% | 174.3K | $57.0M | -2.07%(-3.69K) | $52.02(+584.73%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.7% | 207.6K | $52.7M | -1.72%(-3.62K) | $70.27(+277.93%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 1.63% | 305.1K | $50.6M | -2.06%(-6.41K) | $94.10(+127.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.76% | +7.03% | +40.48% |
| Top 20 Holdings Unweighted | +14.26% | +49.17% | +7.53% | +43.79% |
Clifford Swan Investment Counsel LLC reports $3.12B in US-listed equity holdings across 335 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.9%), GOOGL (4.4%) and MSFT (3.6%). The top 20 holdings account for 44.06% of reported assets. Its disclosed equity book has returned +39.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clifford Swan Investment Counsel LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1034642). View Clifford Swan Investment Counsel LLC’s 13F filings on SEC