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Clifford Swan Investment Counsel LLC

CIK:0001034642
Investment Adviser
$4B AUM
313 holdings
Pasadena, CA, United States
Founded:1985
33 employees
Latest filing:Jun 30, 2025

Clifford Swan Investment Counsel LLC is a Pasadena, California-based investment adviser founded in 1985. The firm specializes in providing investment management and counsel primarily to high net worth individuals, families, and charitable organizations. As of mid-2025, Clifford Swan manages approximately $4.1 billion in assets and employs around 33 professionals. The firm is registered with the SEC and has a long-standing reputation for personalized service within the wealth management industry.

Investment Strategy

Clifford Swan Investment Counsel LLC takes a tailored, client-centric approach focused on long-term growth and risk management. The firm primarily manages discretionary assets for high net worth individuals and charitable organizations, utilizing diversified portfolios made up of equities such as Apple, Microsoft, Google, and others. Their investment philosophy centers on individualized planning, careful fundamental analysis, and alignment with each client’s financial goals, emphasizing stability and capital preservation while pursuing steady returns in both up and down markets.

Top Buys
M
MSFTMICROSOFT CORP
+$37.5M
O
ORCLORACLE CORP
+$20.7M
A
ANETARISTA NETWORKS INC
+$13.9M
G
GOOGLALPHABET INC
+$9.9M
I
INTUINTUIT
+$7.4M
Top Sells
A
AAPLAPPLE INC
-$13.1M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$9.7M
C
CVXCHEVRON CORP NEW
-$8.4M
B
BMYBRISTOL-MYERS SQUIBB CO
-$8.3M
X
XOMEXXON MOBIL CORP
-$4.4M

Top Holdings

M
MSFTMICROSOFT CORP
+5.4%$152.5M
A
AAPLAPPLE INC
+4.9%$140.0M
C
COSTCOSTCO WHSL CORP NEW
+3.6%$102.7M
U
UPSUNITED PARCEL SERVICE INC
+3.4%$96.3M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+2.9%$83.1M

Equity Positions (313)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP5.38%$152.5M306,674$46.43$497.41+$37.5M
A
AAPL
APPLE INC4.94%$140.0M682,225$22.04$205.17-$13.1M
C
COST
COSTCO WHSL CORP NEW3.63%$102.7M103,779$101.74$989.94+$2.9M
U
UPS
UNITED PARCEL SERVICE INC3.40%$96.3M954,426$119.06$100.94-$3.0M
B
BRK-B
BERKSHIRE HATHAWAY INC DEL2.93%$83.1M170,976$93.46$485.77-$9.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+8.7%
PHARMACEUTICAL PREPARATIONS
+5.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.5%
ELECTRONIC COMPUTERS
+4.9%
RETAIL-VARIETY STORES
+4.3%