§ 13F · FUND PROFILE
CLIFFORD SWAN INVESTMENT COUNSEL LLC.
AUM · $3.1B (13F)Positions · 408Turnover · n/a · Q2Filed · Aug 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 637K | $184M | 5.9% | −3% |
| 2 | GOOGL | ALPHABET INC | 371K | $133M | 4.3% | −3% |
| 3 | MSFT | MICROSOFT CORP | 295K | $110M | 3.5% | ±0% |
| 4 | UPS | UNITED PARCEL SVCS INC | 938K | $101M | 3.2% | −2% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 95K | $89M | 2.9% | −2% |
| 6 | ANET | ARISTA NETWORKS INC | 483K | $82M | 2.6% | −5% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 159K | $80M | 2.6% | −2% |
| 8 | JPM | JPMORGAN CHASE & CO | 174K | $57M | 1.8% | −2% |
| 9 | JNJ | JOHNSON & JOHNSON | 208K | $53M | 1.7% | −2% |
| 10 | CVX | CHEVRON CORPORATION | 304K | $50M | 1.6% | −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 $3.1 billion in assets. The fund runs a broad portfolio of 408 positions.
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