§ 13F · FUND PROFILE
CLIFFORD SWAN INVESTMENT COUNSEL LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2833.1T (13F)Positions · 387Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 677K | $184.1T | 6.1% | — |
| 2 | MSFT | MICROSOFT CORP | 300K | $145.3T | 4.8% | −2% |
| 3 | GOOGL | ALPHABET INC | 403K | $126.0T | 4.2% | −4% |
| 4 | UPS | UNITED PARCEL SERVICE INC | 960K | $95.2T | 3.2% | — |
| 5 | COST | COSTCO WHSL CORP NEW | 100K | $85.8T | 2.8% | −2% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 164K | $82.4T | 2.7% | −1% |
| 7 | ANET | ARISTA NETWORKS INC | 531K | $69.6T | 2.3% | −3% |
| 8 | JPM | JPMORGAN CHASE & CO. | 181K | $58.3T | 1.9% | −2% |
| 9 | GOOG | ALPHABET INC | 156K | $48.8T | 1.6% | −2% |
| 10 | ORCL | ORACLE CORP | 248K | $48.4T | 1.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLIFFORD SIGNAL
AC read
CLIFFORD SWAN INVESTMENT COUNSEL LLC is a Other fund managing $2833105.8 trillion in assets. The fund runs a broad portfolio of 387 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed