CLIFFORD SWAN INVESTMENT COUNSEL LLC
CIK 0001034642 · PASADENA, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.12B
2026 Q2
Positions
340
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
5.9%
GOOGL
ALPHABET INC
4.3%
MSFT
MICROSOFT CORP
3.6%
UPS
UNITED PARCEL SVCS INC
3.3%
COST
COSTCO WHOLESALE CORPORATION
2.9%
ANET
ARISTA NETWORKS INC
2.7%
BRK-B
BERKSHIRE HATHAWAY INC DEL
2.6%
JPM
JPMORGAN CHASE & CO
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.