StockDriftsStockDriftsTop 50 Clifford Swan Investment Counsel Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.68% | 657.7K | $166.9M | -2.96%(-20.03K) | $34.35(+798.43%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.81% | 389.7K | $112.1M | -5.26%(-21.62K) | $47.77(+653.46%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.78% | 300.3K | $111.2M | -0.92%(-2.80K) | $45.09(+765.96%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.32% | 97.8K | $97.4M | -1.73%(-1.72K) | $70.21(+1255.44%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 3.24% | 967.8K | $95.2M | -0.29%(-2.77K) | $120.88(-8.45%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.68% | 164.5K | $78.8M | -0.91%(-1.51K) | $99.88(+408.41%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.19% | 311.5K | $64.4M | -0.69%(-2.17K) | $94.40(+79.24%) | 2026-03-31 | |
| ANET | ARISTA NETWORKS INC | 2.15% | 514.5K | $63.2M | -3.43%(-18.27K) | $14.67(+990.82%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.78% | 177.9K | $52.3M | -1.68%(-3.05K) | $51.68(+547.18%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.76% | 211.2K | $51.6M | -1.65%(-3.55K) | $70.27(+274.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.12% | +37.21% |
| Top 20 Holdings Unweighted | +14.25% | +49.12% |
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