CLIFFORD SWAN INVESTMENT COUNSEL LLC
333 holdingsFiling period: 2026-03-31Current AUM: $3.27Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 657.7K | $166.9M | $203.2M | 6.21% | -20,034 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 389.7K | $112.1M | $138.8M | 4.24% | -21,621 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 300.3K | $111.2M | $139.6M | 4.27% | -2,800 | 2026-03-31 |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 97.8K | $97.4M | $93.1M | 2.85% | -1,718 | 2026-03-31 |
| 5 | UPS | UNITED PARCEL SVCS INC | 967.8K | $95.2M | $100.9M | 3.08% | -2,774 | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 164.5K | $78.8M | $78.8M | 2.41% | -1,506 | 2026-03-31 |
| 7 | CVX | CHEVRON CORPORATION | 311.5K | $64.4M | $61.3M | 1.88% | -2,169 | 2026-03-31 |
| 8 | ANET | ARISTA NETWORKS INC | 514.5K | $63.2M | $92.8M | 2.84% | -18,269 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 177.9K | $52.3M | $62.6M | 1.91% | -3,047 | 2026-03-31 |
| 10 | JNJ | JOHNSON & JOHNSON | 211.2K | $51.6M | $54.1M | 1.66% | -3,553 | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 289.2K | $49.1M | $44.9M | 1.37% | -6,228 | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 289.2K | $49.1M | $44.9M | 1.37% | -6,228 | 2026-03-31 |
| 13 | LOW | LOWES COS INC | 193.2K | $45.7M | $40.2M | 1.23% | -2,846 | 2026-03-31 |
| 14 | CTVA | CORTEVA INC | 501.5K | $42.0M | $39.5M | 1.21% | +3.2K | 2026-03-31 |
| 15 | RTX | RTX CORPORATION | 207.2K | $40.0M | $44.6M | 1.36% | -17,628 | 2026-03-31 |
| 16 | ALSN | ALLISON TRANSMISSION HLDGS I | 329.0K | $38.5M | $37.7M | 1.15% | -5,505 | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 133.5K | $38.3M | $47.6M | 1.46% | -22,065 | 2026-03-31 |
| 18 | — | ACCENTURE PLC IRELAND | 191.4K | $38.0M | $38.0M | 1.16% | +6.9K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 179.2K | $37.3M | $48.7M | 1.49% | -2,640 | 2026-03-31 |
| 20 | — | JOHNSON CONTROLS INTERNATION | 280.3K | $36.7M | $36.7M | 1.12% | -8,498 | 2026-03-31 |
| 21 | AXP | AMERICAN EXPRESS CO | 120.6K | $36.5M | $40.5M | 1.24% | -3,201 | 2026-03-31 |
| 22 | FAST | FASTENAL CO | 781.0K | $36.2M | $37.3M | 1.14% | -10,798 | 2026-03-31 |
| 23 | ORCL | ORACLE CORP | 242.2K | $35.6M | $31.4M | 0.96% | -6,292 | 2026-03-31 |
| 24 | WFC | WELLS FARGO & CO | 437.6K | $34.8M | $37.8M | 1.16% | -17,047 | 2026-03-31 |
| 25 | EMR | EMERSON ELEC CO | 246.3K | $32.3M | $36.9M | 1.13% | -5,238 | 2026-03-31 |
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