How many stocks does CLIFFORD SWAN INVESTMENT COUNSEL LLC own?

As of Q1 2026, CLIFFORD SWAN INVESTMENT COUNSEL LLC holds 332 positions in their 13F portfolio.

What is CLIFFORD SWAN INVESTMENT COUNSEL LLC's largest holding?

AAPL at 5.7% of portfolio, worth $166.9M.

What is CLIFFORD SWAN INVESTMENT COUNSEL LLC's total portfolio value?

$2.9B as of Q1 2026, tracked across 332 holdings.

Is CLIFFORD SWAN INVESTMENT COUNSEL LLC a hedge fund?

CLIFFORD SWAN INVESTMENT COUNSEL LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does CLIFFORD SWAN INVESTMENT COUNSEL LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has CLIFFORD SWAN INVESTMENT COUNSEL LLC's portfolio changed in Q1 2026?

View CLIFFORD SWAN INVESTMENT COUNSEL LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is CLIFFORD SWAN INVESTMENT COUNSEL LLC's investment strategy?

CLIFFORD SWAN INVESTMENT COUNSEL LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$2.9B

AUM

332

Positions

Q1 2026

Filing

Rating · 3.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New1%Increased22%Decreased76%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 5.6 years

<1Q4%1-4Q6%1-2Y4%2Y+86%

Q1 2026 Summary

Active quarter - 17 new positions, 8 exits, 56 increased. Top move: ACN (INCREASED, conviction 47). Portfolio: $2.9B across 332 positions.

Portfolio Allocation

Top holdings by portfolio weight

AAPL5.68%

GOOGL3.81%

MSFT3.78%

COST3.32%

UPS3.24%

BRK/B2.68%

CVX2.19%

ANET2.15%

JPM1.78%

JNJ1.76%

Other1.67%

Sector Breakdown

Portfolio allocation by GICS sector

Technology22.63%

Industrials15.81%

Healthcare12.21%

Consumer Cyclical9.50%

Financial Services9.03%

Consumer Defensive8.86%

Communication Services6.61%

Energy6.03%

Unknown5.19%

Basic Materials3.26%

Other0.85%

Fund DNA

Behavioral investing profile

Steady Compounder92%- primarily Technology, Industrials, Healthcare

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Strong(3.5 / 5.0)

Track Record75

Conviction36

Concentration0

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CAT29Q held

CATERPILLAR INC

Avg $125.96 · $31.2M est. P&L

Est. P&L

+656.15%

MCK29Q held

MCKESSON CORP

Avg $116.31 · $25.3M est. P&L

Est. P&L

+592.94%

CASY29Q held

CASEYS GEN STORES INC

Avg $123.05 · $4.4M est. P&L

Est. P&L

+566.26%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings332 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
AAPL APPLE INC	657,717	$166.9M	5.7%	—	$93.74	+236.39%	29 qtrssince 2019-Q1	Decreased 0
GOOGL ALPHABET INC	389,695	$112.1M	3.8%	—	$96.60	+269.75%	29 qtrssince 2019-Q1	Decreased 0
MSFT MICROSOFT CORP	300,292	$111.2M	3.8%	—	$122.32	+214.83%	29 qtrssince 2019-Q1	Decreased 0
COST COSTCO WHOLESALE CORPORATION	97,796	$97.4M	3.3%	—	$219.52	+317.39%	29 qtrssince 2019-Q1	Decreased 0
UPS UNITED PARCEL SVCS INC	967,814	$95.2M	3.2%	—	$112.04	+0.39%	29 qtrssince 2019-Q1	Decreased 0
BRK/B BERKSHIRE HATHAWAY INC DEL	164,505	$78.8M	2.7%	—	$200.78	+137.75%	29 qtrssince 2019-Q1	Decreased 0
CVX CHEVRON CORPORATION	311,474	$64.4M	2.2%	—	$87.07	+102.59%	29 qtrssince 2019-Q1	Decreased 0
ANET ARISTA NETWORKS INC	514,469	$63.2M	2.1%	—	$90.51	+106.56%	27 qtrssince 2019-Q3	Decreased 0
JPM JPMORGAN CHASE & CO	177,945	$52.3M	1.8%	—	$84.28	+299.23%	29 qtrssince 2019-Q1	Decreased 0
JNJ JOHNSON & JOHNSON	211,196	$51.6M	1.8%	—	$115.59	+122.32%	29 qtrssince 2019-Q1	Decreased 0
XOM EXXON MOBIL CORP	289,161	$49.1M	1.7%	—	$58.43	+137.68%	29 qtrssince 2019-Q1	Decreased 0
LOW LOWES COS INC	193,222	$45.7M	1.6%	—	$96.55	+119.18%	29 qtrssince 2019-Q1	Decreased 0
CTVA CORTEVA INC	501,539	$42M	1.4%	—	$34.64	+147.32%	28 qtrssince 2019-Q2	Increased 46
RTX RTX CORPORATION	207,240	$40M	1.4%	—	$64.51	+203.72%	24 qtrssince 2020-Q2	Decreased 0
ALSN ALLISON TRANSMISSION HLDGS I	329,022	$38.5M	1.3%	—	$36.28	+214.81%	20 qtrssince 2021-Q2	Decreased 0
GOOG ALPHABET INC	133,548	$38.3M	1.3%	—	$95.97	+269.94%	29 qtrssince 2019-Q1	Decreased 0
ACN ACCENTURE PLC IRELAND	191,422	$38M	1.3%	—	$170.71	-20.79%	29 qtrssince 2019-Q1	Increased 47
AMZN AMAZON COM INC	179,200	$37.3M	1.3%	—	$112.80	+117.51%	29 qtrssince 2019-Q1	Decreased 0
JCI JOHNSON CONTROLS INTERNATION	280,272	$36.7M	1.2%	—	$43.24	+230.26%	29 qtrssince 2019-Q1	Decreased 0
AXP AMERICAN EXPRESS CO	120,569	$36.5M	1.2%	—	$120.28	+191.47%	29 qtrssince 2019-Q1	Decreased 0
Showing 20 of 332 results.312 more with Pro.PROUpgrade to see all →