CLIFFORD SWAN INVESTMENT COUNSEL LLC

RIA/Wealth

CLIFFORD SWAN INVESTMENT COUNSEL LLC is a RIA/Wealth based in Pasadena, CA led by Peter James Boyle, reporting $4.1B in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).

CEOPeter James Boyle

Portfolio Value: $3.0B
Positions: 321
Top Holding: AAPL at 5.74%
Last Reported: Q3 2025

Address177 E. Colorado Blvd, Ste 550, Pasadena, CA, 91105-1965, United States

Top Holdings

Largest long holdings in CLIFFORD SWAN INVESTMENT COUNSEL LLC's portfolio (31.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$172.5M	5.74%	-$1.2M Sold	0.00% 677.5K shares	≤ Q2 2013 Held for 12y 5m+
2 Microsoft MSFT	Software - Infrastructure Technology	$159.5M	5.31%	+$610.1K Bought	0.00% 307.9K shares	≤ Q2 2013 Held for 12y 5m+
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$104.6M	3.48%	-$262.3K Sold	0.00% 430.3K shares	≤ Q2 2013 Held for 12y 5m+
4 Costco Wholesale COST	Discount Stores Consumer Defensive	$94.1M	3.13%	-$2.0M Sold	0.02% 101.6K shares	≤ Q2 2013 Held for 12y 5m+
5 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$84.8M	2.82%	-$1.2M Sold	0.01% 168.6K shares	Q4 2019 Held for 5y 11m
6 United Parcel Service, Inc. UPS	Integrated Freight & Logistics Industrials	$81.6M	2.72%	+$1.8M Bought	0.12% 976.4K shares	≤ Q2 2013 Held for 12y 5m+
7 Arista Networks ANET	Computer Hardware Technology	$80.3M	2.67%	-$3.7M Sold	0.04% 551.2K shares	Q3 2019 Held for 6y 2m
8 Oracle ORCL	Software - Infrastructure Technology	$71.9M	2.39%	-$3.2M Sold	0.01% 255.7K shares	≤ Q2 2013 Held for 12y 5m+
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$58.4M	1.94%	-$859.5K Sold	0.01% 185.0K shares	≤ Q2 2013 Held for 12y 5m+
10 Lowe's Companies LOW	Home Improvement Consumer Cyclical	$50.2M	1.67%	-$1.0M Sold	0.04% 199.6K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CLIFFORD SWAN INVESTMENT COUNSEL LLC's latest filing

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Market Value

$3.0B

Prior: $2.8B

Q/Q Change

+6.02%

+$170.5M

Net Flows % of MV

-0.489%

Turnover Ratio

1.82%

New Purchases

8 stocks

$3.0M

Added To

86 stocks

+$41.9M

Sold Out Of

6 stocks

$2.8M

Reduced Holdings

150 stocks

-$56.8M

Increased Positions

Position	Shares Δ	Change
1 Global X Silver Miners SIL	New	0 → 14.7K +$1.1M
2 Sprott Gold Miners SGDM	New	0 → 11.0K +$683.9K
3 ETHA iShares Ethereum Trust ETHA	New	0 → 11.8K +$370.7K
4 First Trust Rising Dividend Achievers RDVY	New	0 → 4.0K +$269.2K
5 Xcel Energy XEL	New	0 → 2.8K +$225.5K

Decreased Positions

Position	Shares Δ	Change
1 iShares Russell 1000 IWB	Sold	2.6K → 0 −$871.3K
2 Walgreens Boots Alliance WBA	Sold	73.0K → 0 −$838.5K
3 Ansys ANSS	Sold	1.2K → 0 −$428.8K
4 OXY.WS Occidental Petroleum Corporation OXY.WS	Sold	10.9K → 0 −$226.2K
5 Cigna CI	Sold	648.0 → 0 −$214.2K

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Analytics

Portfolio insights and performance metrics for CLIFFORD SWAN INVESTMENT COUNSEL LLC

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Sector Allocation

Technology

25.20%

Industrials

14.80%

Healthcare

10.90%

Financial Services

9.80%

Consumer Cyclical

9.80%

Consumer Defensive

8.60%

Communication Services

6.50%

Energy

4.10%

ETF

4.00%

Basic Materials

2.80%

Utilities

0.50%

Real Estate

0.50%

Market Cap Distribution

Mega Cap (> $200B)

48.10%

Large Cap ($10B - $200B)

42.89%

Mid Cap ($2B - $10B)

2.23%

Small Cap ($300M - $2B)

0.28%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.09%

N/A (ETF or Unknown)

6.40%

Portfolio Concentration

Top 10 Holdings %

31.88%

Top 20 Holdings %

45.66%

Top 50 Holdings %

71.4%

Top 100 Holdings %

90.54%