13F Insight
DOSSIER · 13F-HR · Q2 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC

$3.1B in tracked AUM across 408 positions as of Q2 2026.

CS
CIK 0001034642 · last filed Jun 30, 2026
Total AUM
$3.1B
as of Q2 2026
Holdings
408
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$185M639K5.9%02
GOOGL
ALPHABET INC
$136M379K4.3%03
MSFT
MICROSOFT CORP
$111M299K3.6%04
UPS
UNITED PARCEL SVCS INC
$102M949K3.3%05
COST
COSTCO WHOLESALE CORPORATION
$89M95K2.9%06
ANET
ARISTA NETWORKS INC
$83M490K2.7%07
BRK/B
BERKSHIRE HATHAWAY INC DEL
$81M161K2.6%08
JPM
JPMORGAN CHASE & CO
$57M174K1.8%09
JNJ
JOHNSON & JOHNSON
$53M208K1.7%10
CVX
CHEVRON CORPORATION
$51M305K1.6%

Filing history

2026Q2Jun 30
$3.1B▲ 6.1%
408 positionsView →2026Q1Mar 31
$2.9B▼ 2.5%
401 positionsView →2025Q4Dec 31
$3.0B▲ 0.3%
392 positionsView →2025Q3Sep 30
$3.0B▲ 6.0%
390 positionsView →2025Q2Jun 30
$2.8B▲ 4.8%
387 positionsLocked2025Q1Mar 31
$2.7B▼ 2.7%
384 positionsLocked2024Q4Dec 31
$2.8B▼ 1.4%
306 positionsLocked2024Q3Sep 30
$2.8B▲ 5.5%
338 positionsLocked2024Q2Jun 30
$2.7B▼ 0.7%
321 positionsLocked2024Q1Mar 31
$2.7B▲ 4.7%
325 positionsLocked2023Q4Dec 31
$2.6B▲ 7.9%
313 positionsLocked2023Q3Sep 30
$2.4B▼ 3.8%
299 positionsLocked
Showing 12 of 78