CLIFFORD SWAN INVESTMENT COUNSEL LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, CLIFFORD SWAN INVESTMENT COUNSEL LLC held in its portfolio 322 assets valued at $9,013,895,712 (i.e. $9.01B).

The most valuable assets in the portfolio included: APPLE INC ($184.25M), MICROSOFT CORP ($146.58M), and ALPHABET INC ($128.74M).

The chart below shows the top 10 valuable assets, and the table below shows the top 322 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in CLIFFORD SWAN INVESTMENT COUNSEL LLC Portfolio
APPLE INC
MICROSOFT CORP
ALPHABET INC
UNITED PARCEL SERVICE INC
COSTCO WHSL CORP NEW
BERKSHIRE HATHAWAY INC DEL
ARISTA NETWORKS INC
JPMORGAN CHASE & CO.
ACCENTURE PLC IRELAND
ALPHABET INC
CLIFFORD SWAN INVESTMENT COUNSEL LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 677751 184253326 COM
MICROSOFT CORP 303092 146581568 COM
ALPHABET INC 411316 128742032 CAP STK CL A
UNITED PARCEL SERVICE INC 970588 96272589 CL B
COSTCO WHSL CORP NEW 99514 85814787 COM
BERKSHIRE HATHAWAY INC DEL 166011 83445430 CL B NEW
ARISTA NETWORKS INC 532738 69804628 COM SHS
JPMORGAN CHASE & CO. 180992 58319084 COM
ACCENTURE PLC IRELAND 184559 49517242 SHS CLASS A
ALPHABET INC 155613 48831324 CAP STK CL C
ORACLE CORP 248445 48424384 COM
CHEVRON CORP NEW 313643 47802302 COM
LOWES COS INC 196068 47283713 COM
AMERICAN EXPRESS CO 123770 45788812 COM
JOHNSON & JOHNSON 214749 44442289 COM
WELLS FARGO CO NEW 454640 42372434 COM
AMAZON COM INC 181840 41972411 COM
RTX CORPORATION 224868 41240823 COM
UNITEDHEALTH GROUP INC 108884 35943563 COM
EXXON MOBIL CORP 295389 35547077 COM
JOHNSON CTLS INTL PLC 288770 34580261 SHS
ABBVIE INC 148643 33963332 COM
CORTEVA INC 498309 33401643 COM
EMERSON ELEC CO 251548 33385508 COM
ALLISON TRANSMISSION HLDGS I 334527 32750151 COM
MCKESSON CORP 38754 31789563 COM
FASTENAL CO 791820 31775737 COM
TRACTOR SUPPLY CO 629681 31490335 COM
SPDR GOLD TR 74227 29416903 GOLD SHS
INTUIT 43032 28505257 COM
CISCO SYS INC 365264 28136251 COM
QUALCOMM INC 164040 28059013 COM
STRYKER CORPORATION 79208 27839316 COM
LABCORP HOLDINGS INC 104353 26180205 COM SHS
ABBOTT LABS 204625 25637443 COM
BOOKING HOLDINGS INC 4709 25220669 COM
MCDONALDS CORP 78495 23990427 COM
PARKER-HANNIFIN CORP 26662 23434832 COM
PEPSICO INC 153217 21989751 COM
META PLATFORMS INC 33309 21986747 CL A
CATERPILLAR INC 37660 21574284 COM
EDWARDS LIFESCIENCES CORP 251555 21445064 COM
PROCTER AND GAMBLE CO 147631 21157008 COM
SLB LIMITED 545899 20951587 COM STK
SYSCO CORP 273714 20169985 COM
AGILENT TECHNOLOGIES INC 143870 19576343 COM
WALMART INC 152547 16995208 COM
FERGUSON ENTERPRISES INC 75352 16775641 COMMON STOCK NEW
KEYSIGHT TECHNOLOGIES INC 82427 16748342 COM
BRISTOL-MYERS SQUIBB CO 309493 16694071 COM
ENTEGRIS INC 197307 16623131 COM
ALBEMARLE CORP 117265 16585962 COM
NOVO-NORDISK A S 319061 16233824 ADR
PHILIP MORRIS INTL INC 100112 16057922 COM
INTEL CORP 434115 16018844 COM
HP INC 716105 15954819 COM
MONDELEZ INTL INC 294333 15843959 CL A
UNION PAC CORP 66604 15406897 COM
DISNEY WALT CO 134326 15282299 COM
FIRST TR EXCHANGE-TRADED FD 303153 15154625 FST LOW OPPT EFT
HEWLETT PACKARD ENTERPRISE C 603758 14502267 COM
EBAY INC. 163675 14256093 COM
CORPAY INC 45554 13708565 COM SHS
STARBUCKS CORP 161724 13618796 COM
HOME DEPOT INC 38635 13294292 COM
SPDR S&P 500 ETF TR 19413 13238388 TR UNIT
NVIDIA CORPORATION 69503 12962318 COM
GOLDMAN SACHS GROUP INC 14693 12915147 COM
AMGEN INC 38202 12503963 COM
PFIZER INC 485550 12090207 COM
BERKSHIRE HATHAWAY INC DEL 16 12076800 CL A
EXPEDITORS INTL WASH INC 79832 11895819 COM
AUTOMATIC DATA PROCESSING IN 46123 11864219 COM
CARMAX INC 300598 11615107 COM
COLGATE PALMOLIVE CO 140932 11136430 COM
NIKE INC 174022 11086923 CL B
NORTHROP GRUMMAN CORP 19302 11006193 COM
VANGUARD INDEX FDS 17444 10939790 S&P 500 ETF SHS
ISHARES TR 87988 10574363 CORE S&P SCP ETF
HONEYWELL INTL INC 52080 10160287 COM
NOVARTIS AG 73549 10140203 SPONSORED ADR
PAYPAL HLDGS INC 169919 9919873 COM
INTERNATIONAL BUSINESS MACHS 33194 9832494 COM
SELECT SECTOR SPDR TR 66254 9538588 STATE STREET TEC
CUMMINS INC 18443 9414229 COM
INTERNATIONAL FLAVORS&FRAGRA 139418 9395387 COM
BROADCOM INC 26191 9064758 COM
GE AEROSPACE 28607 8811789 COM NEW
BOEING CO 39855 8653383 COM
ZOETIS INC 68688 8642355 CL A
AON PLC 24291 8571808 SHS CL A
BANK NEW YORK MELLON CORP 72385 8403175 COM
DUPONT DE NEMOURS INC 208543 8383433 COM
CONOCOPHILLIPS 89317 8360941 COM
QNITY ELECTRONICS INC 101144 8258371 COMMON STOCK
COCA COLA CO 117778 8233851 COM
MERCK & CO INC 75720 7970295 COM
ILLINOIS TOOL WKS INC 31667 7799582 COM
ALLEGION PLC 47309 7532539 ORD SHS
JACOBS SOLUTIONS INC 53794 7125553 COM
PUBLIC STORAGE OPER CO 25918 6725721 COM
3M CO 40499 6483904 COM
TEXAS INSTRS INC 34797 6036855 COM
LOCKHEED MARTIN CORP 12171 5886748 COM
BP PLC 167550 5819012 SPONSORED ADR
TESLA INC 12254 5511067 COM
AKAMAI TECHNOLOGIES INC 61867 5397896 COM
VERIZON COMMUNICATIONS INC 130640 5320955 COM
NEWMARKET CORP 7000 4810820 COM
CARRIER GLOBAL CORPORATION 88161 4658449 COM
TJX COS INC NEW 30227 4643169 COM
VANGUARD INDEX FDS 13801 4627061 TOTAL STK MKT
AT&T INC 179965 4470331 COM
TRANE TECHNOLOGIES PLC 10967 4268356 SHS
ISHARES TR 6204 4249368 CORE S&P500 ETF
ALTRIA GROUP INC 72762 4195471 COM
GENERAL MLS INC 90137 4191371 COM
ENERGIZER HLDGS INC NEW 203006 4037789 COM
TAPESTRY INC 31387 4010317 COM
ISHARES TR 20033 4000189 U.S. TECH ETF
GE VERNOVA INC 5919 3868647 COM
TARGET CORP 38451 3758612 COM
ELI LILLY & CO 3476 3735953 COM
OCCIDENTAL PETE CORP 90447 3719180 COM
OTIS WORLDWIDE CORP 41938 3663284 COM
CASEYS GEN STORES INC 6484 3583772 COM
VANGUARD SCOTTSDALE FDS 41012 3269869 SHRT TRM CORP BD
POST HLDGS INC 31586 3128593 COM
S&P GLOBAL INC 5952 3110456 COM
NUCOR CORP 19050 3107246 COM
ONEOK INC NEW 41243 3031361 COM
VANECK ETF TRUST 34149 2928960 GOLD MINERS ETF
WEYERHAEUSER CO MTN BE 123120 2916713 COM NEW
GLOBAL X FDS 34876 2867738 S&P 500 CATHOLIC
NEXTERA ENERGY INC 35565 2855158 COM
LAM RESEARCH CORP 16677 2854769 COM NEW
DEERE & CO 6050 2816638 COM
ISHARES TR 28503 2552733 CORE 80/20 AGGRE
EATON CORP PLC 7970 2538525 SHS
VANGUARD WORLD FD 3328 2508580 INF TECH ETF
ISHARES SILVER TR 38928 2507742 ISHARES
BANK AMERICA CORP 45145 2483002 COM
EDGEWELL PERS CARE CO 145477 2480383 COM
VANGUARD TAX-MANAGED FDS 38459 2402534 VAN FTSE DEV MKT
ISHARES TR 36440 2368969 CORE 60/40 BALAN
PHILLIPS 66 17252 2226198 COM
ISHARES TR 39800 2177458 MSCI EMG MKT ETF
ISHARES TR 32298 2131689 CORE S&P MCP ETF
SPROTT ASSET MANAGEMENT LP 63035 2081416 PHYSICAL GOLD TR
CONSOLIDATED EDISON INC 20055 1991835 COM
ECOLAB INC 7535 1978088 COM
GENERAC HLDGS INC 14460 1971910 COM
SCHWAB CHARLES CORP 19182 1916474 COM
NORFOLK SOUTHN CORP 6458 1864554 COM
ESSEX PPTY TR INC 6938 1815536 COM
GILEAD SCIENCES INC 14693 1803411 COM
ISHARES TR 13500 1743660 EXPND TEC SC ETF
VISA INC 4676 1639974 COM CL A
BROOKFIELD CORP 35632 1635152 CL A LTD VT SH
TAIWAN SEMICONDUCTOR MFG LTD 5279 1604235 SPONSORED ADS
VANGUARD INDEX FDS 6029 1555141 SMALL CP ETF
INVESCO EXCHANGE TRADED FD T 8114 1554410 S&P500 EQL WGT
DXC TECHNOLOGY CO 100963 1479108 COM
ADVANCED MICRO DEVICES INC 6607 1414955 COM
GLOBAL X FDS 16671 1392362 GLOBAL X SILVER
INVESCO QQQ TR 2222 1364751 UNIT SER 1
MASTERCARD INCORPORATED 2384 1360797 CL A
ISHARES TR 9151 1360665 CORE S&P TTL STK
MARSH & MCLENNAN COS INC 7225 1340382 COM
SOUTHERN CO 14741 1285415 COM
WW GRAINGER INC 1273 1284521 COM
ISHARES TR 10523 1279702 CORE HIGH DV ETF
CSX CORP 34855 1263494 COM
SEMPRA 13524 1194034 COM
SPDR S&P MIDCAP 400 ETF TR 1870 1128134 UTSER1 S&PDCRP
CONAGRA BRANDS INC 63247 1094811 COM
BECTON DICKINSON & CO 5507 1068743 COM
CLOROX CO DEL 10451 1053774 COM
DOW INC 41236 964098 COM
BELLRING BRANDS INC 33934 907056 COMMON STOCK
INGERSOLL RAND INC 10776 853675 COM
ISHARES BITCOIN TRUST ETF 16866 837397 SHS BEN INT
SHELL PLC 11336 832969 SPON ADS
SCHWAB STRATEGIC TR 25272 824373 US LCAP GR ETF
CVB FINL CORP 44300 823980 COM
ISHARES TR 8427 811520 US HOME CONS ETF
PAYCHEX INC 7170 804331 COM
WEC ENERGY GROUP INC 7554 796645 COM
VANGUARD INSTL INDEX FD 10400 784472 0-3 MO TREAS BIL
REALTY INCOME CORP 13886 782777 COM
BLACKSTONE INC 4869 750508 COM
SPROTT ETF TRUST 10721 746525 GOLD MINERS ETF
DIMENSIONAL ETF TRUST 18522 733286 US CORE EQUITY 2
KIMBERLY-CLARK CORP 7193 725702 COM
GALLAGHER ARTHUR J & CO 2799 724353 COM
ISHARES TR 7469 717248 MSCI EAFE ETF
NETFLIX INC 7532 706200 COM
SOUTHWEST AIRLS CO 16654 688310 COM
VANGUARD INDEX FDS 7556 668643 REAL ESTATE ETF
ELECTRONIC ARTS INC 3231 660190 COM
ALLSTATE CORP 3147 655048 COM
VANGUARD SCOTTSDALE FDS 10984 645090 SHORT TERM TREAS
SOLSTICE ADVANCED MATLS INC 13095 636155 COM SHS
DUKE ENERGY CORP NEW 5418 635060 COM NEW
KYNDRYL HLDGS INC 23841 633217 COMMON STOCK
SPDR SERIES TRUST 9160 626299 STATE STREET SPD
ALIBABA GROUP HLDG LTD 4255 623698 SPONSORED ADS
MCCORMICK & CO INC 9000 612990 COM NON VTG
VANGUARD INTL EQUITY INDEX F 11101 596790 FTSE EMR MKT ETF
CAPITAL ONE FINL CORP 2421 586754 COM
MANULIFE FINL CORP 16054 582439 COM
RELIANCE INC 2000 577740 COM
ISHARES TR 4363 574127 S&P MC 400VL ETF
VANGUARD INTL EQUITY INDEX F 7775 571929 ALLWRLD EX US
CONSTELLATION ENERGY CORP 1611 569118 COM
AMENTUM HOLDINGS INC 19354 561266 COM
FIRST TR EXCH TRADED FD III 11345 559388 CALIF MUN INCM
NETAPP INC 5175 554191 COM
INTUITIVE SURGICAL INC 975 552201 COM NEW
UNITED RENTALS INC 681 551147 COM
COMCAST CORP NEW 17882 534506 CL A
ISHARES TR 9260 532080 CALIF MUN BD ETF
ENTERPRISE PRODS PARTNERS L 16498 528926 COM
MARRIOTT INTL INC NEW 1702 528028 CL A
ISHARES TR 2072 510044 RUSSELL 2000 ETF
GENUINE PARTS CO 4000 491840 COM
SPDR DOW JONES INDL AVERAGE 1002 481631 UT SER 1
KRAFT HEINZ CO 19809 480364 COM
ROCKWELL AUTOMATION INC 1224 476222 COM
MOODYS CORP 888 453635 COM
WELLTOWER INC 2423 449733 COM
UNILEVER PLC 6794 444328 SPON ADR NEW
DIMENSIONAL ETF TRUST 13525 442673 WORLD EX US CORE
CME GROUP INC 1620 442390 COM
VANGUARD SPECIALIZED FUNDS 2001 439780 DIV APP ETF
FEDEX CORP 1515 437623 COM
LINDE PLC 1020 434918 SHS
WARNER BROS DISCOVERY INC 15018 432819 COM SER A
US BANCORP DEL 7766 414394 COM NEW
ISHARES TR 4000 412520 US CONSUM DISCRE
TRIMBLE INC 5180 405853 COM
CINTAS CORP 2144 403222 COM
DOUBLELINE ETF TRUST 8600 398730 OPPORTUNISTIC CO
ZIMMER BIOMET HOLDINGS INC 4412 396727 COM
WESTERN ASSET INVESTMENT GRA 31051 387516 COM
VODAFONE GROUP PLC NEW 29323 387357 SPONSORED ADR
SELECT SECTOR SPDR TR 9032 385576 STATE STREET UTI
PIMCO ETF TR 3685 369753 ENHAN SHRT MA AC
MONSTER BEVERAGE CORP NEW 4800 368016 COM
ISHARES TR 5647 367620 US HLTHCARE ETF
VANGUARD INDEX FDS 1266 367460 MID CAP ETF
PACCAR INC 3343 366092 COM
APA CORPORATION 14420 352713 COM
ENBRIDGE INC 7244 346481 COM
AMERICAN ELEC PWR CO INC 2900 334399 COM
EQUITY RESIDENTIAL 5286 333229 SH BEN INT
ISHARES TR 2333 329336 SELECT DIVID ETF
EDISON INTL 5448 326989 COM
SSGA ACTIVE ETF TR 7675 308919 STATE STREET DOU
AMETEK INC 1500 307965 COM
DIMENSIONAL ETF TRUST 4142 307212 US EQUITY MARKET
MICRON TECHNOLOGY INC 1071 305731 COM
L3HARRIS TECHNOLOGIES INC 1022 299956 COM
GE HEALTHCARE TECHNOLOGIES I 3557 291745 COMMON STOCK
METLIFE INC 3681 290578 COM
PLAINS ALL AMERN PIPELINE L 16015 287629 UNIT LTD PARTN
EVERSOURCE ENERGY 4250 286153 COM
SCHWAB STRATEGIC TR 9474 284893 US MID-CAP ETF
BROOKFIELD ASSET MANAGMT LTD 5430 284478 CL A LMT VTG SHS
PRICE T ROWE GROUP INC 2773 283900 COM
GENERAL MTRS CO 3479 282912 COM
WASTE MGMT INC DEL 1270 279032 COM
FLAHERTY & CRUMRINE PFD INCO 29500 278775 COM
FIRST TR EXCHANGE TRADED FD 4003 278088 RISNG DIVD ACHIV
THERMO FISHER SCIENTIFIC INC 479 277557 COM
AMEREN CORP 2750 274615 COM
ADOBE INC 780 272993 COM
ISHARES TR 2547 272809 NATIONAL MUN ETF
CVS HEALTH CORP 3434 272522 COM
MEDTRONIC PLC 2808 269736 SHS
VANGUARD WHITEHALL FDS 1867 267952 HIGH DIV YLD
INVESCO EXCH TRADED FD TR II 11050 266968 CALIF AMT MUN
REPUBLIC SVCS INC 1257 266396 COM
MOTOROLA SOLUTIONS INC 690 264491 COM NEW
MINERALS TECHNOLOGIES INC 4297 261902 COM
VANGUARD ADMIRAL FDS INC 584 259641 500 GRTH IDX F
SCHWAB STRATEGIC TR 10591 254606 INTL EQTY ETF
AMERIPRISE FINL INC 518 253996 COM
FREEPORT-MCMORAN INC 5000 253950 CL B
CARDINAL HEALTH INC 1228 252354 COM
RIO TINTO PLC 3150 252095 SPONSORED ADR
WILLIAMS COS INC 4164 250298 COM
ISHARES TR 2373 249165 GLOBAL TECH ETF
TOLL BROTHERS INC 1839 248670 COM
ICON PLC 1360 247819 SHS
VANGUARD INDEX FDS 815 246220 SML CP GRW ETF
SALESFORCE INC 929 246101 COM
ASML HOLDING N V 230 245618 N Y REGISTRY SHS
VALERO ENERGY CORP 1475 240115 COM
CROWDSTRIKE HLDGS INC 512 240005 CL A
CORNING INC 2731 239126 COM
ISHARES TR 2632 235459 CORE MSCI EAFE
UBER TECHNOLOGIES INC 2868 234311 COM
YUM BRANDS INC 1512 228710 COM
PPG INDS INC 2232 228691 COM
LINCOLN NATL CORP IND 5123 228127 COM
THE CAMPBELLS COMPANY 8140 226862 COM
SELECT SECTOR SPDR TR 5042 225407 STATE STREET ENE
SPROTT ASSET MANAGEMENT LP 9425 222901 PHYSICAL SILVER
KROGER CO 3543 221361 COM
DTE ENERGY CO 1700 219266 COM
ENERGY TRANSFER L P 13263 218707 COM UT LTD PTN
AEROVIRONMENT INC 900 217701 COM
VANGUARD BD INDEX FDS 2782 216662 INTERMED TERM
ROSS STORES INC 1149 206981 COM
XCEL ENERGY INC 2796 206513 COM
EXELON CORP 4676 203827 COM
FORD MTR CO 13306 174569 COM
NUVEEN PFD & INCOME OPPORTUN 18952 153701 COM
TREDEGAR CORP 16000 114880 COM
BRANCHOUT FOOD INC 30000 95400 COM
BRIDGER AEROSPACE GRP HLDGS 12544 22956 COM