Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1034642) reported $2.94B across 330 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($166.9M, 5.68%), GOOGL ($112.1M, 3.81%), MSFT ($111.2M, 3.78%), COST ($97.4M, 3.32%), UPS ($95.2M, 3.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $166.9M | 5.68% | 657,717 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $112.1M | 3.81% | 389,695 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $111.2M | 3.78% | 300,292 | Trimmed |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $97.4M | 3.32% | 97,796 | Trimmed |
| 5 | UPS | UNITED PARCEL SVCS INC | $95.2M | 3.24% | 967,814 | Trimmed |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.8M | 2.68% | 164,505 | Trimmed |
| 7 | CVX | CHEVRON CORPORATION | $64.4M | 2.19% | 311,474 | Trimmed |
| 8 | ANET | ARISTA NETWORKS INC | $63.2M | 2.15% | 514,469 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $52.3M | 1.78% | 177,945 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $51.6M | 1.76% | 211,196 | Trimmed |
| 11 | XOM | EXXON MOBIL CORP | $49.1M | 1.67% | 289,161 | Trimmed |
| 12 | LOW | LOWES COS INC | $45.7M | 1.55% | 193,222 | Trimmed |
| 13 | CTVA | CORTEVA INC | $42.0M | 1.43% | 501,539 | Added |
| 14 | RTX | RTX CORPORATION | $40.0M | 1.36% | 207,240 | Trimmed |
| 15 | ALSN | ALLISON TRANSMISSION HLDGS I | $38.5M | 1.31% | 329,022 | Trimmed |
| 16 | GOOG | ALPHABET INC | $38.3M | 1.30% | 133,548 | Trimmed |
| 17 | ACN | ACCENTURE PLC IRELAND | $38.0M | 1.29% | 191,422 | Added |
| 18 | AMZN | AMAZON COM INC | $37.3M | 1.27% | 179,200 | Trimmed |
| 19 | JCI | JOHNSON CONTROLS INTERNATION | $36.7M | 1.25% | 280,272 | Trimmed |
| 20 | AXP | AMERICAN EXPRESS CO | $36.5M | 1.24% | 120,569 | Trimmed |
| 21 | FAST | FASTENAL CO | $36.2M | 1.23% | 781,022 | Trimmed |
| 22 | ORCL | ORACLE CORP | $35.6M | 1.21% | 242,153 | Trimmed |
| 23 | WFC | WELLS FARGO & CO | $34.8M | 1.19% | 437,593 | Trimmed |
| 24 | EMR | EMERSON ELEC CO | $32.3M | 1.10% | 246,310 | Trimmed |
| 25 | ABBV | ABBVIE INC | $31.9M | 1.09% | 146,672 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31