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 (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$166.9M5.68%657,717Trimmed
2GOOGLALPHABET INC$112.1M3.81%389,695Trimmed
3MSFTMICROSOFT CORP$111.2M3.78%300,292Trimmed
4COSTCOSTCO WHOLESALE CORPORATION$97.4M3.32%97,796Trimmed
5UPSUNITED PARCEL SVCS INC$95.2M3.24%967,814Trimmed
6BRK/BBERKSHIRE HATHAWAY INC DEL$78.8M2.68%164,505Trimmed
7CVXCHEVRON CORPORATION$64.4M2.19%311,474Trimmed
8ANETARISTA NETWORKS INC$63.2M2.15%514,469Trimmed
9JPMJPMORGAN CHASE & CO$52.3M1.78%177,945Trimmed
10JNJJOHNSON & JOHNSON$51.6M1.76%211,196Trimmed
11XOMEXXON MOBIL CORP$49.1M1.67%289,161Trimmed
12LOWLOWES COS INC$45.7M1.55%193,222Trimmed
13CTVACORTEVA INC$42.0M1.43%501,539Added
14RTXRTX CORPORATION$40.0M1.36%207,240Trimmed
15ALSNALLISON TRANSMISSION HLDGS I$38.5M1.31%329,022Trimmed
16GOOGALPHABET INC$38.3M1.30%133,548Trimmed
17ACNACCENTURE PLC IRELAND$38.0M1.29%191,422Added
18AMZNAMAZON COM INC$37.3M1.27%179,200Trimmed
19JCIJOHNSON CONTROLS INTERNATION$36.7M1.25%280,272Trimmed
20AXPAMERICAN EXPRESS CO$36.5M1.24%120,569Trimmed
21FASTFASTENAL CO$36.2M1.23%781,022Trimmed
22ORCLORACLE CORP$35.6M1.21%242,153Trimmed
23WFCWELLS FARGO & CO$34.8M1.19%437,593Trimmed
24EMREMERSON ELEC CO$32.3M1.10%246,310Trimmed
25ABBVABBVIE INC$31.9M1.09%146,672Trimmed

Source: SEC Form 13F filings · as of 2026-03-31