CLIFFORD SWAN INVESTMENT COUNSEL LLC
CIK 1034642
13F filing for Q2 2026・No. 1,253
- Holdings
- US$3.12B
- Quarter change
- +US$178.53M
- Entries
- 408
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
335 stocks worth US$3.11B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | — | 637,332 | US$184.42M | 5.94% |
| GOOGLAlphabetCAP STK CL A | — | 379,220 | US$135.52M | 4.36% |
| MSFTMicrosoftCOM | — | 298,885 | US$111.49M | 3.59% |
| UPSUNITED PARCEL SVCS INCCL B | — | 948,654 | US$101.98M | 3.28% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | — | 95,154 | US$89.01M | 2.87% |
| ANETARISTA NETWORKS INCCOM SHS | — | 486,391 | US$82.63M | 2.66% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | — | 161,414 | US$80.77M | 2.60% |
| JPMJPMORGAN CHASE & COCOM | — | 174,259 | US$57.04M | 1.84% |
| JNJJOHNSON & JOHNSONCOM | — | 207,571 | US$52.72M | 1.70% |
| CVXCHEVRON CORPORATIONCOM | — | 305,061 | US$50.57M | 1.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.