Long-term investor
Clifford Swan Investment Counsel LLC @cliffordswaninvestmentco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001034642).
Record
- Tracked since 2025-06-30 (441 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months n/a · 1 year +12.8% · all +12.8%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.9% · long · since 2025-06-30
- GOOGL · 4.3% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- UPS · 3.3% · long · since 2025-06-30
- COST · 2.9% · long · since 2025-06-30
- ANET · 2.7% · long · since 2025-06-30
- BRK-B · 2.6% · long · since 2025-06-30
- JPM · 1.8% · long · since 2025-06-30
- JNJ · 1.7% · long · since 2025-06-30
- CVX · 1.6% · long · since 2025-06-30
- INTC · 1.6% · long · since 2025-06-30
- GOOG · 1.5% · long · since 2025-06-30