CLIFFORD SWAN INVESTMENT COUNSEL LLC

Est. AUM

$2.89B

13F long equity, this entity only

Positions

332

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$166.8M	657281	5.76%	SOLE
2	MICROSOFT CORP	COM	$109.8M	296580	3.79%	SOLE
3	ALPHABET INC	CAP STK CL A	$109.8M	381685	3.79%	SOLE
4	COSTCO WHOLESALE CORPORATION	COM	$97.4M	97796	3.37%	SOLE
5	UNITED PARCEL SVCS INC	CL B	$94.2M	957180	3.25%	SOLE
6	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$77.9M	162515	2.69%	SOLE
7	CHEVRON CORPORATION	COM	$64.2M	310533	2.22%	SOLE
8	ARISTA NETWORKS INC	COM SHS	$62.8M	511224	2.17%	SOLE
9	JPMORGAN CHASE & CO	COM	$52.3M	177945	1.81%	SOLE
10	JOHNSON & JOHNSON	COM	$51.6M	211196	1.78%	SOLE
11	EXXON MOBIL CORP	COM	$49.0M	288961	1.69%	SOLE
12	LOWES COS INC	COM	$45.5M	192590	1.57%	SOLE
13	CORTEVA INC	COM	$40.6M	484754	1.40%	SOLE
14	RTX CORPORATION	COM	$38.6M	199885	1.33%	SOLE
15	ALPHABET INC	CAP STK CL C	$38.3M	133548	1.32%	SOLE
16	ALLISON TRANSMISSION HLDGS I	COM	$37.4M	319880	1.29%	SOLE
17	AMAZON COM INC	COM	$37.2M	178810	1.29%	SOLE
18	ACCENTURE PLC IRELAND	SHS CLASS A	$37.0M	186586	1.28%	SOLE
19	FASTENAL CO	COM	$36.1M	778922	1.25%	SOLE
20	JOHNSON CONTROLS INTERNATION	SHS	$35.9M	274122	1.24%	SOLE
21	ORACLE CORP	COM	$35.6M	242153	1.23%	SOLE
22	AMERICAN EXPRESS CO	COM	$35.1M	116104	1.21%	SOLE
23	WELLS FARGO & CO	COM	$34.2M	429114	1.18%	SOLE
24	EMERSON ELEC CO	COM	$32.3M	246310	1.12%	SOLE
25	ABBVIE INC	COM	$31.9M	146522	1.10%	SOLE
26	MCKESSON CORP	COM	$30.7M	35433	1.06%	SOLE
27	UNITEDHEALTH GROUP INC	COM	$28.6M	105552	0.99%	SOLE
28	SPDR GOLD TR	GOLD SHS	$28.4M	66001	0.98%	SOLE
29	TRACTOR SUPPLY CO	COM	$28.3M	624857	0.98%	SOLE
30	CISCO SYS INC	COM	$27.8M	358355	0.96%	SOLE
31	SLB LIMITED	COM STK	$27.0M	525026	0.93%	SOLE
32	CATERPILLAR INC	COM	$26.8M	37800	0.93%	SOLE
33	STRYKER CORPORATION	COM	$25.9M	78754	0.89%	SOLE
34	LABCORP HOLDINGS INC	COM SHS	$25.8M	96867	0.89%	SOLE
35	MCDONALDS CORP	COM	$24.2M	77783	0.84%	SOLE
36	PARKER-HANNIFIN CORP	COM	$23.8M	26562	0.82%	SOLE
37	INTUIT	COM	$23.5M	54351	0.81%	SOLE
38	PEPSICO INC	COM	$23.1M	148732	0.80%	SOLE
39	KEYSIGHT TECHNOLOGIES INC	COM	$22.6M	80202	0.78%	SOLE
40	ENTEGRIS INC	COM	$21.1M	180139	0.73%	SOLE
41	PROCTER & GAMBLE CO	COM	$21.0M	145253	0.73%	SOLE
42	ABBOTT LABORATORIES	COM	$20.7M	201149	0.71%	SOLE
43	BOOKING HOLDINGS INC	COM	$20.6M	4881	0.71%	SOLE
44	ALBEMARLE CORP	COM	$20.5M	114365	0.71%	SOLE
45	EDWARDS LIFESCIENCES CORP	COM	$20.1M	250452	0.69%	SOLE
46	QUALCOMM INC	COM	$19.9M	154670	0.69%	SOLE
47	MONDELEZ INTL INC	CL A	$19.4M	335801	0.67%	SOLE
48	SYSCO CORP	COM	$18.1M	254246	0.63%	SOLE
49	WALMART INC	COM	$18.0M	145004	0.62%	SOLE
50	META PLATFORMS INC	CL A	$17.9M	31284	0.62%	SOLE

1–50 of 332

1 / 7

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.