Clifford Swan Investment Counsel’s BranchOut Food BOF Stock Holding History

Clifford Swan Investment Counsel’s Portfolio BOF Stock Details BOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$99K	Hold	30,000	–	–	﹤0.01%	331
2025 Q4	$95.4K	Hold	30,000	–	–	﹤0.01%	322
2025 Q3	$61.5K	Hold	30,000	–	–	﹤0.01%	321
2025 Q2	$72.9K	Hold	30,000	–	–	﹤0.01%	313
2025 Q1	$73.8K	Hold	30,000	–	–	﹤0.01%	309
2024 Q4	$51.9K	Sell	30,000 -15,000	-33%	-$25.8K	﹤0.01%	305
2024 Q3	$72K	Hold	45,000	–	–	﹤0.01%	312
2024 Q2	$31.3K	Sell	45,000 -2,554	-5%	-$4.11K	﹤0.01%	303
2024 Q1	$89.2K	Sell	47,554 -5,328	-10%	-$9.6K	﹤0.01%	307
2023 Q4	$64K	Sell	52,882 -3,360	-6%	-$5.19K	﹤0.01%	299
2023 Q3	$118K	Buy	56,242 +17,447	+45%	+$43.8K	0.01%	297
2023 Q2	$126K	Buy	+38,795	New	+$150K	0.01%	297

Other funds holding BOF

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

Clifford Swan Investment Counsel's BOF Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its BranchOut Food (BOF) position steady in Q1 2026 at 30,000 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Clifford Swan Investment Counsel first reported a position in BOF in Q2 2023 and has held it in 12 quarters since. The position peaked at $126K in Q2 2023. 23 funds tracked by Wall St. Rank hold BOF as of Q1 2026.

Clifford Swan Investment Counsel held 30,000 shares of BranchOut Food worth $99K as of Q1 2026.
Clifford Swan Investment Counsel left its BranchOut Food share count unchanged in Q1 2026.
BranchOut Food made up ﹤0.01% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #331 holding.
Clifford Swan Investment Counsel first reported a position in BranchOut Food in Q2 2023 and has held it in 12 quarters since.
Clifford Swan Investment Counsel's BranchOut Food position peaked at $126K in Q2 2023.
23 funds tracked by Wall St. Rank held BranchOut Food as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.