Clifford Swan Investment Counsel
Latest statistics and disclosures from Clifford Swan Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, MSFT, COST, UPS, and represent 19.83% of Clifford Swan Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: ZTS (+$9.4M), INTU (+$5.9M), OTIS, SPY, MDLZ, BKNG, ACN, KMX, AON, CPAY.
- Started 17 new stock positions in KLAC, ATMU, STX, CGDV, JBL, CGGR, AZN, VRSK, CATF, AMAT. BIL, CI, WAT, LIT, DIVO, EXR, IXC.
- Reduced shares in these 10 stocks: GOOG (-$6.3M), GOOGL (-$6.2M), AAPL (-$5.1M), RTX, AOA, GLD, Q, AOR, ANET, MCK.
- Sold out of its positions in ADBE, AVAV, CPB, AOA, AOR, LNC, CRM, ICLR.
- Clifford Swan Investment Counsel was a net seller of stock by $-45M.
- Clifford Swan Investment Counsel has $2.9B in assets under management (AUM), dropping by -2.51%.
- Central Index Key (CIK): 0001034642
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Portfolio Holdings for Clifford Swan Investment Counsel
Clifford Swan Investment Counsel holds 332 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $167M | -2% | 658k | 253.53 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $112M | -5% | 390k | 287.56 |
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| Microsoft Corporation (MSFT) | 3.8 | $111M | 300k | 370.19 |
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| Costco Wholesale Corporation (COST) | 3.3 | $97M | 98k | 996.43 |
|
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| United Parcel Svcs CL B (UPS) | 3.2 | $95M | 968k | 98.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $79M | 165k | 479.20 |
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| Chevron Corporation (CVX) | 2.2 | $64M | 312k | 206.91 |
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| Arista Networks Com Shs (ANET) | 2.1 | $63M | -3% | 515k | 122.78 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $52M | 178k | 294.16 |
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| Johnson & Johnson (JNJ) | 1.8 | $52M | 211k | 244.44 |
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| Exxon Mobil Corporation (XOM) | 1.7 | $49M | -2% | 289k | 169.66 |
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| Lowe's Companies (LOW) | 1.6 | $46M | 193k | 236.14 |
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| Corteva (CTVA) | 1.4 | $42M | 502k | 83.71 |
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| Raytheon Technologies Corp (RTX) | 1.4 | $40M | -7% | 207k | 192.90 |
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| Allison Transmission Hldngs I (ALSN) | 1.3 | $39M | 329k | 117.06 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $38M | -14% | 134k | 286.86 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $38M | +3% | 191k | 198.29 |
|
| Amazon (AMZN) | 1.3 | $37M | 179k | 208.27 |
|
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| Johnson Controls Internation SHS (JCI) | 1.2 | $37M | -2% | 280k | 130.95 |
|
| American Express Company (AXP) | 1.2 | $37M | -2% | 121k | 302.48 |
|
| Fastenal Company (FAST) | 1.2 | $36M | 781k | 46.40 |
|
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| Oracle Corporation (ORCL) | 1.2 | $36M | -2% | 242k | 147.11 |
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| Wells Fargo & Company (WFC) | 1.2 | $35M | -3% | 438k | 79.61 |
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| Emerson Electric (EMR) | 1.1 | $32M | -2% | 246k | 131.02 |
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| Abbvie (ABBV) | 1.1 | $32M | 147k | 217.49 |
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| McKesson Corporation (MCK) | 1.1 | $32M | -5% | 37k | 865.36 |
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| UnitedHealth (UNH) | 1.0 | $30M | +2% | 111k | 270.59 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $30M | -7% | 69k | 430.29 |
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| SLB Com Stk (SLB) | 1.0 | $29M | 556k | 51.39 |
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| Tractor Supply Company (TSCO) | 1.0 | $28M | 625k | 45.30 |
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| Cisco Systems (CSCO) | 0.9 | $28M | 358k | 77.59 |
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| Labcorp Holdings Com Shs (LH) | 0.9 | $28M | 103k | 266.81 |
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| Caterpillar (CAT) | 0.9 | $27M | 38k | 708.46 |
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| Stryker Corporation (SYK) | 0.9 | $26M | 79k | 328.59 |
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| Intuit (INTU) | 0.8 | $25M | +31% | 57k | 432.38 |
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| McDonald's Corporation (MCD) | 0.8 | $24M | 78k | 310.79 |
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| Pepsi (PEP) | 0.8 | $24M | 154k | 155.29 |
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| Parker-Hannifin Corporation (PH) | 0.8 | $24M | 27k | 895.24 |
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| Keysight Technologies (KEYS) | 0.8 | $23M | -2% | 80k | 282.37 |
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| Entegris (ENTG) | 0.8 | $22M | -3% | 191k | 117.24 |
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| Booking Holdings (BKNG) | 0.8 | $22M | +11% | 5.3k | 4210.32 |
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| Procter & Gamble Company (PG) | 0.7 | $21M | 146k | 144.44 |
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| Abbott Laboratories (ABT) | 0.7 | $21M | 201k | 102.67 |
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| Albemarle Corporation (ALB) | 0.7 | $21M | -2% | 114k | 179.53 |
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| Edwards Lifesciences (EW) | 0.7 | $20M | 251k | 80.08 |
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| Mondelez Intl Cl A (MDLZ) | 0.7 | $20M | +17% | 346k | 57.64 |
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| Qualcomm (QCOM) | 0.7 | $20M | -5% | 155k | 128.78 |
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| SYSCO Corporation (SYY) | 0.7 | $20M | 273k | 71.33 |
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| Bristol Myers Squibb (BMY) | 0.6 | $18M | -2% | 302k | 60.65 |
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| Wal-Mart Stores (WMT) | 0.6 | $18M | -4% | 146k | 124.28 |
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| Meta Platforms Cl A (META) | 0.6 | $18M | -6% | 31k | 572.14 |
|
| Intel Corporation (INTC) | 0.6 | $18M | -8% | 399k | 44.13 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.6 | $18M | 75k | 233.26 |
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| Zoetis Cl A (ZTS) | 0.6 | $18M | +115% | 148k | 118.21 |
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| Union Pacific Corporation (UNP) | 0.6 | $17M | +3% | 69k | 242.62 |
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| Agilent Technologies Inc C ommon (A) | 0.6 | $16M | 144k | 113.98 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $16M | +25% | 24k | 650.33 |
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| Philip Morris International (PM) | 0.5 | $16M | -5% | 95k | 165.34 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.5 | $15M | -3% | 292k | 49.81 |
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| Hewlett Packard Enterprise (HPE) | 0.5 | $14M | 594k | 23.81 |
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| Corpay Com Shs (CPAY) | 0.5 | $14M | +5% | 48k | 290.99 |
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| eBay (EBAY) | 0.5 | $14M | -6% | 152k | 91.02 |
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| Hp (HPQ) | 0.5 | $14M | 716k | 19.21 |
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| Pfizer (PFE) | 0.5 | $14M | 489k | 28.08 |
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| CarMax (KMX) | 0.5 | $14M | +7% | 324k | 41.58 |
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| Starbucks Corporation (SBUX) | 0.4 | $13M | -9% | 147k | 89.59 |
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| Amgen (AMGN) | 0.4 | $13M | -2% | 37k | 351.85 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $13M | -2% | 19k | 682.24 |
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| Home Depot (HD) | 0.4 | $13M | 39k | 328.89 |
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| Walt Disney Company (DIS) | 0.4 | $13M | -2% | 130k | 96.38 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $12M | 325k | 36.75 |
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| Colgate-Palmolive Company (CL) | 0.4 | $12M | 139k | 85.23 |
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| ConocoPhillips (COP) | 0.4 | $12M | 90k | 132.00 |
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| Honeywell International (HON) | 0.4 | $12M | 51k | 226.03 |
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| NVIDIA Corporation (NVDA) | 0.4 | $11M | -6% | 65k | 174.41 |
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| Expeditors International of Washington (EXPD) | 0.4 | $11M | 79k | 143.23 |
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| Goldman Sachs (GS) | 0.4 | $11M | -9% | 13k | 845.98 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $11M | 73k | 152.75 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $11M | -6% | 15.00 | 718140.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $11M | -2% | 86k | 124.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $10M | 17k | 597.56 |
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| Cummins (CMI) | 0.3 | $9.9M | 18k | 538.02 |
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| Automatic Data Processing (ADP) | 0.3 | $9.5M | 47k | 203.18 |
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| International Flavors & Fragrances (IFF) | 0.3 | $9.4M | -6% | 130k | 72.55 |
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| Qnity Electronics Common Stock (Q) | 0.3 | $9.3M | -20% | 81k | 115.38 |
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| Dupont De Nemours (DD) | 0.3 | $9.3M | -2% | 202k | 45.80 |
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| Merck & Co (MRK) | 0.3 | $9.2M | 76k | 120.29 |
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| Coca-Cola Company (KO) | 0.3 | $9.0M | 119k | 76.05 |
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| Nike CL B (NKE) | 0.3 | $9.0M | 171k | 52.82 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $8.8M | 66k | 132.90 |
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| Aon Shs Cl A (AON) | 0.3 | $8.7M | +11% | 27k | 322.78 |
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| Broadcom (AVGO) | 0.3 | $8.4M | +3% | 27k | 309.51 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $8.4M | -2% | 71k | 118.63 |
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| Illinois Tool Works (ITW) | 0.3 | $8.2M | 32k | 260.29 |
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| International Business Machines (IBM) | 0.3 | $8.0M | 33k | 242.40 |
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| Boeing Company (BA) | 0.3 | $7.9M | 40k | 199.03 |
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| Ge Aerospace Com New (GE) | 0.3 | $7.8M | -3% | 28k | 283.77 |
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| BP Sponsored Adr (BP) | 0.3 | $7.6M | -3% | 161k | 47.00 |
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| Paypal Holdings (PYPL) | 0.3 | $7.5M | 167k | 45.23 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $7.2M | -2% | 12k | 604.39 |
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| Akamai Technologies (AKAM) | 0.2 | $7.1M | 61k | 114.85 |
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| Public Storage (PSA) | 0.2 | $7.0M | 26k | 270.88 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $7.0M | +116% | 91k | 77.08 |
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| Allegion Ord Shs (ALLE) | 0.2 | $6.9M | 47k | 145.29 |
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| Jacobs Engineering Group (J) | 0.2 | $6.8M | 54k | 127.28 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $6.6M | -2% | 34k | 194.14 |
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| 3M Company (MMM) | 0.2 | $6.0M | 41k | 145.23 |
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| Verizon Communications (VZ) | 0.2 | $5.6M | -15% | 111k | 50.20 |
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| At&t (T) | 0.2 | $5.2M | 179k | 28.99 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $5.2M | -11% | 80k | 65.00 |
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| Ge Vernova (GEV) | 0.2 | $5.0M | -2% | 5.7k | 872.97 |
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| Carrier Global Corporation (CARR) | 0.2 | $4.9M | 88k | 56.31 |
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| TJX Companies (TJX) | 0.2 | $4.9M | 30k | 159.70 |
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| Altria (MO) | 0.2 | $4.8M | 73k | 65.99 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.7M | +6% | 15k | 320.81 |
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| Casey's General Stores (CASY) | 0.2 | $4.6M | -2% | 6.3k | 727.86 |
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| Target Corporation (TGT) | 0.2 | $4.5M | -2% | 38k | 121.20 |
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| Tesla Motors (TSLA) | 0.2 | $4.5M | 12k | 371.76 |
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| NewMarket Corporation (NEU) | 0.2 | $4.5M | 7.0k | 640.95 |
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| Tapestry (TPR) | 0.1 | $4.1M | -7% | 29k | 141.11 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $4.0M | -2% | 6.1k | 653.21 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $3.6M | 20k | 181.42 |
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| Oneok (OKE) | 0.1 | $3.6M | -3% | 40k | 90.39 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $3.5M | 17k | 213.66 |
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| Deere & Company (DE) | 0.1 | $3.4M | 6.0k | 563.29 |
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| General Mills (GIS) | 0.1 | $3.4M | 90k | 37.22 |
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| Energizer Holdings (ENR) | 0.1 | $3.3M | 203k | 16.42 |
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| Nextera Energy (NEE) | 0.1 | $3.3M | 35k | 92.88 |
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| Nucor Corporation (NUE) | 0.1 | $3.2M | 19k | 169.10 |
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| Phillips 66 (PSX) | 0.1 | $3.1M | 17k | 182.18 |
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| Eli Lilly & Co. (LLY) | 0.1 | $3.1M | 3.4k | 919.86 |
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| Post Holdings Inc Common (POST) | 0.1 | $3.1M | 32k | 98.86 |
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| Trane Technologies SHS (TT) | 0.1 | $3.0M | -33% | 7.3k | 416.74 |
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| Weyerhaeuser Com New (WY) | 0.1 | $3.0M | 123k | 24.43 |
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| Edgewell Pers Care (EPC) | 0.1 | $3.0M | -3% | 141k | 21.34 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.9M | 8.0k | 357.67 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.8M | -13% | 36k | 79.27 |
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| Generac Holdings (GNRC) | 0.1 | $2.8M | 14k | 195.33 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $2.7M | 35k | 78.15 |
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| S&p Global (SPGI) | 0.1 | $2.5M | 5.9k | 425.34 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $2.5M | -20% | 27k | 91.77 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.3M | +3% | 41k | 56.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.3M | 3.3k | 697.72 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.3M | -7% | 36k | 64.08 |
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| Consolidated Edison (ED) | 0.1 | $2.3M | 20k | 113.18 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $2.2M | 63k | 35.44 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.2M | 32k | 67.53 |
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| Ecolab (ECL) | 0.1 | $2.0M | 7.5k | 266.02 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.9M | +5% | 5.6k | 337.95 |
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| Norfolk Southern (NSC) | 0.1 | $1.9M | 6.5k | 287.00 |
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| Bank of America Corporation (BAC) | 0.1 | $1.8M | -16% | 38k | 48.75 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.8M | 19k | 93.98 |
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| Gilead Sciences (GILD) | 0.1 | $1.7M | -18% | 12k | 139.37 |
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| Essex Property Trust (ESS) | 0.1 | $1.7M | 6.8k | 242.00 |
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| Dow (DOW) | 0.1 | $1.6M | -6% | 39k | 41.65 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.6M | 14k | 118.51 |
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| CSX Corporation (CSX) | 0.1 | $1.5M | +6% | 37k | 41.05 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.5M | -6% | 5.6k | 261.92 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.4M | 11k | 135.72 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.4M | -3% | 34k | 40.47 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.3M | 6.5k | 203.43 |
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| Sempra Energy (SRE) | 0.0 | $1.3M | 14k | 97.17 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.3M | 9.2k | 142.43 |
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| Visa Com Cl A (V) | 0.0 | $1.3M | -9% | 4.3k | 302.25 |
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| Dxc Technology (DXC) | 0.0 | $1.3M | 101k | 12.59 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $1.3M | 7.2k | 173.45 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $1.2M | -20% | 6.5k | 191.91 |
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| W.W. Grainger (GWW) | 0.0 | $1.2M | -11% | 1.1k | 1090.81 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.2M | -54% | 18k | 68.14 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $1.2M | 1.9k | 616.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.1M | -12% | 1.9k | 577.06 |
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| Clorox Company (CLX) | 0.0 | $1.1M | 10k | 103.63 |
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| Shell Spon Ads (SHEL) | 0.0 | $1.1M | 11k | 93.00 |
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| Southern Company (SO) | 0.0 | $1.0M | -26% | 11k | 96.52 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $975k | -2% | 13k | 76.16 |
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| ConAgra Foods (CAG) | 0.0 | $973k | -2% | 62k | 15.72 |
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| Paychex (PAYX) | 0.0 | $888k | +34% | 9.6k | 92.12 |
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| Wec Energy Group (WEC) | 0.0 | $875k | 7.6k | 115.77 |
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| Becton, Dickinson and (BDX) | 0.0 | $868k | 5.5k | 157.23 |
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| CVB Financial (CVBF) | 0.0 | $859k | 44k | 19.39 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $787k | 10k | 75.65 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $763k | 8.4k | 90.55 |
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| Realty Income (O) | 0.0 | $753k | -11% | 12k | 61.18 |
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| Netflix (NFLX) | 0.0 | $741k | +2% | 7.7k | 96.15 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $738k | 25k | 29.13 |
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| Apa Corporation (APA) | 0.0 | $719k | +17% | 17k | 42.44 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $718k | 19k | 38.86 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $715k | 7.4k | 97.13 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $671k | -3% | 7.0k | 96.47 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $670k | 7.6k | 88.70 |
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| Allstate Corporation (ALL) | 0.0 | $653k | 3.1k | 207.34 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $646k | 11k | 58.54 |
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| Southwest Airlines (LUV) | 0.0 | $626k | 17k | 37.57 |
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| Enterprise Products Partners (EPD) | 0.0 | $624k | 17k | 37.84 |
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| Electronic Arts (EA) | 0.0 | $624k | -5% | 3.1k | 203.87 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $611k | 11k | 54.05 |
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| Ingersoll Rand (IR) | 0.0 | $609k | -29% | 7.6k | 80.12 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $608k | 2.0k | 303.92 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $604k | 2.8k | 216.58 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $584k | 7.8k | 75.10 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $578k | 4.4k | 132.50 |
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| FedEx Corporation (FDX) | 0.0 | $575k | +6% | 1.6k | 356.18 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $560k | 4.9k | 114.99 |
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| Marriott Intl Cl A (MAR) | 0.0 | $555k | 1.7k | 327.07 |
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| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.0 | $555k | 11k | 48.89 |
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| Manulife Finl Corp (MFC) | 0.0 | $553k | 16k | 34.44 |
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| Bellring Brands Common Stock (BRBR) | 0.0 | $546k | 34k | 16.09 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $534k | 4.3k | 125.46 |
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| NetApp (NTAP) | 0.0 | $530k | 5.2k | 102.39 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $527k | 9.3k | 56.86 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $518k | 2.1k | 248.00 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $510k | 18k | 28.71 |
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| Linde SHS (LIN) | 0.0 | $506k | 1.0k | 495.76 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $501k | 19k | 26.08 |
|
|
| United Rentals (URI) | 0.0 | $496k | 681.00 | 728.56 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $494k | NEW | 2.6k | 189.75 |
|
| Cme (CME) | 0.0 | $479k | 1.6k | 295.35 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $469k | -60% | 939.00 | 499.49 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $464k | 1.0k | 463.29 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $459k | 14k | 33.97 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $454k | 9.0k | 50.44 |
|
|
| L3harris Technologies (LHX) | 0.0 | $449k | +27% | 1.3k | 345.08 |
|
| Capital One Financial (COF) | 0.0 | $442k | 2.4k | 182.43 |
|
|
| Constellation Energy (CEG) | 0.0 | $441k | 1.6k | 279.25 |
|
|
| Kraft Heinz (KHC) | 0.0 | $441k | 20k | 22.49 |
|
|
| Rockwell Automation (ROK) | 0.0 | $439k | 1.2k | 358.88 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $437k | 29k | 15.02 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $430k | 2.0k | 215.06 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $429k | -39% | 3.3k | 130.95 |
|
| Genuine Parts Company (GPC) | 0.0 | $423k | 4.0k | 105.75 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $415k | 9.0k | 45.89 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $412k | 15k | 27.46 |
|
|
| Micron Technology (MU) | 0.0 | $405k | +11% | 1.2k | 337.91 |
|
| Applied Materials (AMAT) | 0.0 | $405k | NEW | 1.2k | 341.79 |
|
| Zimmer Holdings (ZBH) | 0.0 | $399k | 4.4k | 90.42 |
|
|
| Edison International (EIX) | 0.0 | $394k | 5.4k | 73.18 |
|
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 0.0 | $394k | 8.6k | 45.81 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.0 | $390k | NEW | 8.7k | 44.85 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $389k | NEW | 4.2k | 91.64 |
|
| Enbridge (ENB) | 0.0 | $389k | 7.2k | 54.14 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $388k | 4.0k | 96.92 |
|
|
| Paccar (PCAR) | 0.0 | $386k | 3.3k | 115.50 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $386k | 6.8k | 56.97 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $383k | +5% | 1.6k | 247.08 |
|
| American Electric Power Company (AEP) | 0.0 | $380k | 2.9k | 131.08 |
|
|
| Moody's Corporation (MCO) | 0.0 | $380k | -2% | 870.00 | 436.25 |
|
| Corning Incorporated (GLW) | 0.0 | $371k | 2.7k | 135.97 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $368k | -18% | 798.00 | 460.99 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $357k | 1.2k | 287.25 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $356k | -4% | 3.5k | 100.57 |
|
| Cintas Corporation (CTAS) | 0.0 | $354k | -2% | 2.1k | 169.14 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $353k | 2.3k | 151.44 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $348k | 5.6k | 61.64 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $348k | 4.8k | 72.46 |
|
|
| Williams Companies (WMB) | 0.0 | $343k | +13% | 4.7k | 72.78 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $339k | 7.0k | 48.32 |
|
|
| Western Asset Income Fund (PAI) | 0.0 | $331k | -11% | 27k | 12.10 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $331k | -30% | 1.7k | 197.71 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $330k | -7% | 15k | 22.33 |
|
| Ametek (AME) | 0.0 | $322k | 1.5k | 214.36 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $311k | 24k | 13.12 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $310k | 5.2k | 59.15 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $309k | 5.0k | 61.25 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $305k | -24% | 5.9k | 52.01 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.0 | $305k | 7.7k | 39.73 |
|
|
| Minerals Technologies (MTX) | 0.0 | $305k | 4.3k | 70.92 |
|
|
| Ameren Corporation (AEE) | 0.0 | $302k | 2.8k | 109.92 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $299k | 690.00 | 433.97 |
|
|
| Eversource Energy (ES) | 0.0 | $294k | 4.3k | 69.28 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $294k | 5.0k | 58.78 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $294k | 3.2k | 93.29 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $294k | 4.1k | 70.91 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $294k | 9.5k | 30.96 |
|
|
| Waste Management (WM) | 0.0 | $291k | 1.3k | 229.79 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $285k | -56% | 7.4k | 38.42 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $284k | -8% | 1.9k | 145.94 |
|
| Trimble Navigation (TRMB) | 0.0 | $280k | -17% | 4.3k | 65.23 |
|
| Republic Services (RSG) | 0.0 | $275k | 1.3k | 219.02 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $275k | +11% | 910.00 | 302.25 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $275k | +4% | 11k | 24.75 |
|
| American Centy Etf Tr Calif Mun Bd Etf (CATF) | 0.0 | $274k | NEW | 5.5k | 49.82 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $274k | 1.8k | 148.10 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $273k | 4.0k | 68.28 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $270k | 2.5k | 106.15 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $269k | NEW | 4.7k | 57.61 |
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $267k | 30k | 9.04 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $265k | -12% | 201.00 | 1318.07 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $264k | 11k | 23.87 |
|
|
| MetLife (MET) | 0.0 | $260k | 3.7k | 70.72 |
|
|
| General Motors Company (GM) | 0.0 | $260k | 3.5k | 74.50 |
|
|
| Kroger (KR) | 0.0 | $256k | 3.5k | 72.36 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $256k | 13k | 19.30 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $254k | NEW | 647.00 | 391.76 |
|
| Ross Stores (ROST) | 0.0 | $253k | 1.2k | 216.63 |
|
|
| Toll Brothers (TOL) | 0.0 | $251k | 1.8k | 136.47 |
|
|
| Cardinal Health (CAH) | 0.0 | $251k | -3% | 1.2k | 211.31 |
|
| T. Rowe Price (TROW) | 0.0 | $250k | 2.8k | 90.14 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $249k | +4% | 2.7k | 90.53 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $247k | +23% | 632.00 | 390.41 |
|
| Medtronic SHS (MDT) | 0.0 | $245k | 2.8k | 86.65 |
|
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $242k | NEW | 6.0k | 40.19 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $241k | 5.4k | 44.45 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $240k | NEW | 163.00 | 1472.41 |
|
| PPG Industries (PPG) | 0.0 | $239k | 2.2k | 106.88 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $238k | NEW | 5.6k | 42.54 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $238k | 584.00 | 407.69 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $237k | 2.4k | 99.97 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $235k | 479.00 | 491.53 |
|
|
| Yum! Brands (YUM) | 0.0 | $235k | 1.5k | 155.46 |
|
|
| DTE Energy Company (DTE) | 0.0 | $234k | -5% | 1.6k | 146.22 |
|
| Exelon Corporation (EXC) | 0.0 | $229k | 4.7k | 49.02 |
|
|
| Cigna Corp (CI) | 0.0 | $226k | NEW | 848.00 | 266.75 |
|
| Global X Fds Global X Silver (SIL) | 0.0 | $226k | -84% | 2.5k | 90.10 |
|
| Xcel Energy (XEL) | 0.0 | $222k | 2.8k | 79.44 |
|
|
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $221k | -72% | 2.9k | 75.50 |
|
| Waters Corporation (WAT) | 0.0 | $221k | NEW | 742.00 | 297.80 |
|
| Ameriprise Financial (AMP) | 0.0 | $219k | -4% | 493.00 | 444.40 |
|
| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $218k | NEW | 3.8k | 56.77 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $215k | 2.8k | 77.18 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $213k | -7% | 8.7k | 24.39 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $213k | -15% | 3.0k | 71.18 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.0 | $213k | NEW | 2.9k | 74.35 |
|
| Jabil Circuit (JBL) | 0.0 | $213k | NEW | 800.00 | 265.63 |
|
| Uber Technologies (UBER) | 0.0 | $206k | 2.9k | 71.92 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $205k | -16% | 2.9k | 71.82 |
|
| Astrazeneca Ord (AZN) | 0.0 | $204k | NEW | 1.0k | 197.22 |
|
| Extra Space Storage (EXR) | 0.0 | $200k | NEW | 1.5k | 131.13 |
|
| Ford Motor Company (F) | 0.0 | $154k | 13k | 11.54 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $143k | 19k | 7.54 |
|
|
| Tredegar Corporation (TG) | 0.0 | $127k | 16k | 7.95 |
|
|
| Branchout Food (BOF) | 0.0 | $99k | 30k | 3.30 |
|
|
| Bridger Aerospace Grp Hldgs (BAER) | 0.0 | $31k | +23% | 16k | 1.98 |
|
Past Filings by Clifford Swan Investment Counsel
SEC 13F filings are viewable for Clifford Swan Investment Counsel going back to 2010
- Clifford Swan Investment Counsel 2026 Q1 filed May 6, 2026
- Clifford Swan Investment Counsel 2025 Q4 filed Feb. 11, 2026
- Clifford Swan Investment Counsel 2025 Q3 filed Nov. 12, 2025
- Clifford Swan Investment Counsel 2025 Q2 filed July 30, 2025
- Clifford Swan Investment Counsel 2025 Q1 filed May 6, 2025
- Clifford Swan Investment Counsel 2024 Q4 filed Feb. 5, 2025
- Clifford Swan Investment Counsel 2024 Q3 filed Nov. 14, 2024
- Clifford Swan Investment Counsel 2024 Q2 filed Aug. 7, 2024
- Clifford Swan Investment Counsel 2024 Q1 filed April 17, 2024
- Clifford Swan Investment Counsel 2023 Q4 filed Feb. 6, 2024
- Clifford Swan Investment Counsel 2023 Q3 filed Nov. 13, 2023
- Clifford Swan Investment Counsel 2023 Q2 filed Aug. 4, 2023
- Clifford Swan Investment Counsel 2023 Q1 filed May 5, 2023
- Clifford Swan Investment Counsel 2022 Q4 filed Feb. 3, 2023
- Clifford Swan Investment Counsel 2022 Q3 filed Nov. 7, 2022
- Clifford Swan Investment Counsel 2022 Q2 filed Aug. 4, 2022