CLIFFORD SWAN INVESTMENT COUNSEL LLC - Portfolio overview

CLIFFORD SWAN INVESTMENT COUNSEL LLC has 348 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 8.28%
  2. MSFT - MICROSOFT CORP, 5.45%
  3. COST - COSTCO WHOLESALE CORPORATION, 4.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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