CLIFFORD SWAN INVESTMENT COUNSEL LLC
Q2 2026 13F filing
Updated 21 days ago408 disclosed positions worth $3.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $184.4M | 637.3K | 5.92% | Trimmed(-3.0%) |
| 2 | G GOOGN ALPHABET INC | $132.7M | 371.3K | 4.26% | Trimmed(-2.7%) |
| 3 | M MSFT MICROSOFT CORP | $110.1M | 295.2K | 3.53% | Trimmed(-0.5%) |
| 4 | U UPS UNITED PARCEL SVCS INC | $100.8M | 938.0K | 3.24% | Trimmed(-2.0%) |
| 5 | C COST COSTCO WHOLESALE CORPORATION | $89M | 95.2K | 2.86% | Trimmed(-2.7%) |
| 6 | A ANET ARISTA NETWORKS INC | $82.1M | 483.1K | 2.63% | Trimmed(-5.5%) |
| 7 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $79.8M | 159.4K | 2.56% | Trimmed(-1.9%) |
| 8 | J JPM-PM JPMORGAN CHASE & CO | $57M | 174.3K | 1.83% | Trimmed(-2.1%) |
| 9 | J JNJ JOHNSON & JOHNSON | $52.7M | 207.6K | 1.69% | Trimmed(-1.7%) |
| 10 | C CVX CHEVRON CORPORATION | $50.4M | 304.1K | 1.62% | Trimmed(-2.1%) |
| 11 | I INTC INTEL CORP | $47.7M | 341.4K | 1.53% | Trimmed(-10.2%) |
| 12 | G GOOGN ALPHABET INC | $46M | 130.2K | 1.48% | Trimmed(-2.5%) |
| 13 | L LOW LOWES COS INC | $42.2M | 191.5K | 1.35% | Trimmed(-0.5%) |
| 14 | A AMZN AMAZON COM INC | $41.6M | 174.5K | 1.33% | Trimmed(-2.4%) |
| 15 | U UNH UNITEDHEALTH GROUP INC | $40.6M | 97.6K | 1.30% | Trimmed(-7.5%) |
| 16 | C CSCO CISCO SYS INC | $40.1M | 341.7K | 1.29% | Trimmed(-4.7%) |
| 17 | C CAT CATERPILLAR INC | $40M | 37.6K | 1.28% | Trimmed(-0.6%) |
| 18 | C CTVA CORTEVA INC | $39.9M | 471.6K | 1.28% | Trimmed(-2.7%) |
| 19 | X XOM EXXON MOBIL CORP | $39.1M | 285.8K | 1.25% | Trimmed(-1.1%) |
| 20 | A AXP AMERICAN EXPRESS CO | $38.6M | 114.2K | 1.24% | Trimmed(-1.7%) |
| 21 | J JCI JOHNSON CONTROLS INTERNATION | $37.6M | 257.1K | 1.21% | Trimmed(-6.2%) |
| 22 | F FAST FASTENAL CO | $36.6M | 762.2K | 1.17% | Trimmed(-2.1%) |
| 23 | A ABBV ABBVIE INC | $36.5M | 145.0K | 1.17% | Trimmed(-1.0%) |
| 24 | R RTX RTX CORPORATION | $35.9M | 189.3K | 1.15% | Trimmed(-5.3%) |
| 25 | W WFC-PZ WELLS FARGO & CO | $35.1M | 425.2K | 1.13% | Trimmed(-0.9%) |
| 26 | E EMR EMERSON ELEC CO | $34.9M | 243.6K | 1.12% | Trimmed(-1.1%) |
| 27 | A ALSN ALLISON TRANSMISSION HLDGS I | $34.7M | 308.1K | 1.11% | Trimmed(-3.7%) |
| 28 | O ORCL-PD ORACLE CORP | $34.4M | 234.8K | 1.10% | Trimmed(-3.0%) |
| 29 | E ENTG ENTEGRIS INC | $27.7M | 153.9K | 0.89% | Trimmed(-14.6%) |
| 30 | Q QCOM QUALCOMM INC | $27.2M | 147.4K | 0.87% | Trimmed(-4.7%) |
| 31 | A ACN ACCENTURE PLC IRELAND | $27.1M | 217.7K | 0.87% | Added(+16.7%) |
| 32 | B BKNG BOOKING HOLDINGS INC | $27.1M | 151.9K | 0.87% | Added(+3011.2%) |
| 33 | K KEYS KEYSIGHT TECHNOLOGIES INC | $26.8M | 76.4K | 0.86% | Trimmed(-4.7%) |
| 34 | L LH LABCORP HOLDINGS INC | $26.3M | 93.9K | 0.84% | Trimmed(-3.0%) |
| 35 | M MCK MCKESSON CORP | $26.2M | 34.6K | 0.84% | Trimmed(-2.3%) |
| 36 | P PH PARKER-HANNIFIN CORP | $26M | 26.6K | 0.83% | Trimmed(-0.0%) |
| 37 | S SYK STRYKER CORPORATION | $24.7M | 78.4K | 0.79% | Trimmed(-0.4%) |
| 38 | R RPRX SLB LIMITED | $23.9M | 513.2K | 0.77% | Trimmed(-2.2%) |
| 39 | G GLD SPDR GOLD TR | $23.8M | 64.6K | 0.76% | Trimmed(-2.2%) |
| 40 | E EW EDWARDS LIFESCIENCES CORP | $22.2M | 245.1K | 0.71% | Trimmed(-2.1%) |
| 41 | H HPE-PC HEWLETT PACKARD ENTERPRISE C | $21.4M | 474.7K | 0.69% | Trimmed(-20.0%) |
| 42 | P PG PROCTER & GAMBLE CO | $21M | 143.0K | 0.67% | Trimmed(-1.5%) |
| 43 | S SYY SYSCO CORP | $20.8M | 248.7K | 0.67% | Trimmed(-2.2%) |
| 44 | M MCD MCDONALDS CORP | $20.7M | 76.5K | 0.66% | Trimmed(-1.6%) |
| 45 | T TSCO TRACTOR SUPPLY CO | $20.3M | 641.4K | 0.65% | Added(+2.6%) |
| 46 | P PEP PEPSICO INC | $19.9M | 147.3K | 0.64% | Trimmed(-1.0%) |
| 47 | M MDLZ MONDELEZ INTL INC | $19.1M | 330.6K | 0.61% | Trimmed(-1.6%) |
| 48 | A A AGILENT TECHNOLOGIES INC | $19M | 142.9K | 0.61% | Trimmed(-0.3%) |
| 49 | I INTU INTUIT | $18.8M | 71.9K | 0.60% | Added(+32.4%) |
| 50 | A ABT ABBOTT LABORATORIES | $18.1M | 199.6K | 0.58% | Trimmed(-0.8%) |