CLIFFORD SWAN INVESTMENT COUNSEL LLC: 13F holdings
CIK 10346422026Q2
| Positions | 335 |
|---|
| Reported value | $3.1bn |
|---|
| Filed | 2026-08-20 |
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Change since last quarter
| Positions | 335 (+3 vs prior quarter) |
|---|
| Reported value | $3.1bn (+6.1%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 637,332 | $184.4m | 5.9% |
| GOOGL ALPHABET INC | 379,220 | $135.5m | 4.3% |
| MSFT MICROSOFT CORP | 298,885 | $111.5m | 3.6% |
| UPS UNITED PARCEL SVCS INC | 948,654 | $102.0m | 3.3% |
| COST COSTCO WHOLESALE CORPORATION | 95,154 | $89.0m | 2.9% |
| ANET ARISTA NETWORKS INC | 486,391 | $82.6m | 2.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 161,414 | $80.8m | 2.6% |
| JPM JPMORGAN CHASE & CO | 174,259 | $57.0m | 1.8% |
| JNJ JOHNSON & JOHNSON | 207,571 | $52.7m | 1.7% |
| CVX CHEVRON CORPORATION | 305,061 | $50.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1034642")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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