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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 $2,780,023,118
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 694,957 $174,031,162 6.26%
2.
Microsoft Corp
 MSFT 301,958 $127,275,177 4.57%
3.
United Parcel Service Inc
 UPS 879,539 $110,909,887 3.98%
4.
Costco Wholesale Corp W
 COST 107,849 $98,818,357 3.55%
5.
Alphabet Inc.
 GOOGL 425,005 $80,453,386 2.89%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)