CLIFFORD SWAN INVESTMENT COUNSEL LLC

CIK 0001034642 · PASADENA, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-20 · Open the SEC source

CLIFFORD SWAN INVESTMENT COUNSEL LLC reported 340 positions worth $3.12B as of June 30, 2026 (13F filed August 20, 2026). Largest holding: AAPL (5.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.12B
2026 Q2
Positions
340
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.4%
Est. Net Flow (Q)
2026 Q2
10 / 340 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$184.4M5.92%637,332
2GOOGLALPHABET INCSH$135.5M4.35%379,220
3MSFTMICROSOFT CORPSH$111.5M3.58%298,885
4UPSUNITED PARCEL SVCS INCSH$102.0M3.27%948,654
5COSTCOSTCO WHOLESALE CORPORATIONSH$89.0M2.86%95,154
6ANETARISTA NETWORKS INCSH$82.6M2.65%486,391
7BRK-BBERKSHIRE HATHAWAY INC DELSH$80.8M2.59%161,414
8JPMJPMORGAN CHASE & COSH$57.0M1.83%174,259
9JNJJOHNSON & JOHNSONSH$52.7M1.69%207,571
10CVXCHEVRON CORPORATIONSH$50.6M1.62%305,061

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CLIFFORD SWAN INVESTMENT COUNSEL LLC hold as of Q2 2026?

CLIFFORD SWAN INVESTMENT COUNSEL LLC reported 340 positions worth $3.12B in its Q2 2026 13F filing. Largest positions: AAPL (5.9%), GOOGL (4.3%), MSFT (3.6%), UPS (3.3%) and COST (2.9%).

What did CLIFFORD SWAN INVESTMENT COUNSEL LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CLIFFORD SWAN INVESTMENT COUNSEL LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.