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Home > Institutional Investor > Clifford Swan Investment Counsel Llc > Profile

Instuitional Investor - Clifford Swan Investment Counsel Llc

Fund Profile
Filing Period:
Fund Name: Clifford Swan Investment Counsel Llc
Portfolio Value $2,571,278,518
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 761,045 $146,524,004 5.69%
2.
United Parcel Service Inc
 UPS 872,489 $137,181,399 5.33%
3.
Microsoft Corp
 MSFT 326,514 $122,782,307 4.77%
4.
Costco Wholesale Corp W
 COST 123,349 $81,420,084 3.16%
5.
Berkshire Hathaway Inc
 BRK.A 195,209 $69,623,363 2.7%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)