§ 13F · FUND PROFILE
CLIFFORD SWAN INVESTMENT COUNSEL LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.0B (13F)Positions · 390Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 657K | $167M | 5.7% | −3% |
| 2 | MSFT | MICROSOFT CORP | 297K | $110M | 3.7% | −1% |
| 3 | GOOGL | ALPHABET INC | 382K | $110M | 3.7% | −5% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 98K | $97M | 3.3% | −2% |
| 5 | UPS | UNITED PARCEL SVCS INC | 957K | $94M | 3.2% | ±0% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 163K | $78M | 2.7% | −1% |
| 7 | CVX | CHEVRON CORPORATION | 311K | $64M | 2.2% | −1% |
| 8 | ANET | ARISTA NETWORKS INC | 511K | $63M | 2.1% | −3% |
| 9 | JPM | JPMORGAN CHASE & CO | 178K | $52M | 1.8% | −2% |
| 10 | JNJ | JOHNSON & JOHNSON | 211K | $52M | 1.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLIFFORD SIGNAL
AC read
CLIFFORD SWAN INVESTMENT COUNSEL LLC is a Other fund managing $3.0 billion in assets. The fund runs a broad portfolio of 390 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed