13F Insight
DOSSIER · 13F-HR · Q1 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC

$2.9B in tracked AUM across 401 positions as of Q1 2026.

CS
CIK 0001034642 · last filed Mar 31, 2026
Total AUM
$2.9B
as of Q1 2026
Holdings
401
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$167M658K5.7%02
GOOGL
ALPHABET INC
$112M390K3.8%03
MSFT
MICROSOFT CORP
$111M300K3.8%04
COST
COSTCO WHOLESALE CORPORATION
$97M98K3.3%05
UPS
UNITED PARCEL SVCS INC
$95M968K3.2%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$79M165K2.7%07
CVX
CHEVRON CORPORATION
$64M311K2.2%08
ANET
ARISTA NETWORKS INC
$63M514K2.1%09
JPM
JPMORGAN CHASE & CO
$52M178K1.8%10
JNJ
JOHNSON & JOHNSON
$52M211K1.8%

Filing history

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 positionsLocked2023Q2Jun 30
$2.5B▲ 3.6%
300 positionsLocked
Showing 12 of 77