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Peter J. Boyle

Clifford Swan Investment Counsel Llc

Assets Managed
$2.938B
Holdings
332
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-2.5%(2Q avg: -1.09%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Clifford Swan Investment Counsel Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 332 positions.

Assets under management

The assets under management (AUM) of Clifford Swan Investment Counsel Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.938B in assets, with a quarterly growth rate of -2.5% and a 2-quarter average growth rate of -1.09%. The portfolio is managed by Peter J. Boyle, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.95%
5.69%
$166.922M
657,717 shares@ $253.79 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.25%
3.82%
$112.061M
389,695 shares@ $287.57 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.92%
3.79%
$111.159M
300,292 shares@ $370.17 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.72%
3.32%
$97.446M
97,796 shares@ $996.43 avg price
UPS
United Parcel Service-cl B
Recent Activity
Decreased -0.28%
3.25%
$95.213M
967,814 shares@ $98.38 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.9%
2.69%
$78.831M
164,505 shares@ $479.21 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.69%
2.2%
$64.444M
311,474 shares@ $206.91 avg price
ANET
Arista Networks Inc
Recent Activity
Decreased -3.42%
2.15%
$63.166M
514,469 shares@ $122.78 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.68%
1.79%
$52.344M
177,945 shares@ $294.16 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -1.65%
1.76%
$51.625M
211,196 shares@ $244.44 avg price

1-10 of 332