Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

CLIFFORD SWAN INVESTMENT COUNSEL LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

CLIFFORD SWAN INVESTMENT COUNSEL LLC (CIK 1034642) reported $3.12B across 335 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($184.8M, 5.93%), GOOGL ($135.5M, 4.35%), MSFT ($111.5M, 3.58%), UPS ($102.0M, 3.27%), COST ($89.3M, 2.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$184.8M5.93%638,732Trimmed
2GOOGLALPHABET INC$135.5M4.35%379,220Trimmed
3MSFTMICROSOFT CORP$111.5M3.58%298,885Trimmed
4UPSUNITED PARCEL SVCS INC$102.0M3.27%948,654Trimmed
5COSTCOSTCO WHOLESALE CORPORATION$89.3M2.86%95,454Trimmed
6ANETARISTA NETWORKS INC$83.2M2.67%489,891Trimmed
7BRKBBERKSHIRE HATHAWAY INC DEL$80.8M2.59%161,414Trimmed
8JPMJPMORGAN CHASE & CO$57.0M1.83%174,259Trimmed
9JNJJOHNSON & JOHNSON$52.7M1.69%207,571Trimmed
10CVXCHEVRON CORPORATION$50.6M1.62%305,061Trimmed
11INTCINTEL CORP$49.1M1.57%351,293Trimmed
12GOOGALPHABET INC$46.0M1.48%130,249Trimmed
13UNHUNITEDHEALTH GROUP INC$42.6M1.37%102,523Trimmed
14LOWLOWES COS INC$42.4M1.36%192,076Trimmed
15AMZNAMAZON COM INC$41.7M1.34%174,841Trimmed
16CTVACORTEVA INC$41.4M1.33%488,361Trimmed
17CSCOCISCO SYS INC$40.1M1.29%341,705Trimmed
18AXPAMERICAN EXPRESS CO$40.2M1.29%118,790Trimmed
19CATCATERPILLAR INC$40.0M1.28%37,571Trimmed
20XOMEXXON MOBIL CORP$39.1M1.25%286,015Trimmed
21JCIJOHNSON CONTROLS INTERNATION$38.3M1.23%262,208Trimmed
22RTXRTX CORPORATION$37.3M1.20%196,349Trimmed
23FASTFASTENAL CO$36.6M1.17%762,202Trimmed
24ABBVABBVIE INC$36.5M1.17%145,173Trimmed
25WFCWELLS FARGO & CO$35.8M1.15%433,686Trimmed

Source: SEC Form 13F filings · as of 2026-06-30