Clifford Swan Investment Counsel LLC holds a diversified book of 332 stocks worth $2.9B as of Q1 2026 (disclosed May 6, 2026, a ~45-day 13F lag). This quarter they opened Verisk Analytics Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1034642/holdings"
Use Arkolith to show CLIFFORD SWAN INVESTMENT COUNSEL LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $166.9M | 657.7K | 5.7% | ▼−3.0% Reduced · −20K sh | |
| 2 | Alphabet Inc CAP STK CL A | $112.1M | 389.7K | 3.8% | ▼−5.3% Reduced · −22K sh | |
| 3 | Microsoft Corp COM | $111.2M | 300.3K | 3.8% | ▼−0.9% Reduced · −3K sh | |
| 4 | Costco Wholesale Corporation COM | $97.4M | 97.8K | 3.3% | ▼−1.7% Reduced · −2K sh | |
| 5 | United Parcel Svcs Inc CL B | $95.2M | 967.8K | 3.2% | ▼−0.3% Reduced · −3K sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $78.8M | 164.5K | 2.7% | ▼−0.9% Reduced · −2K sh | |
| 7 | Chevron Corporation COM | $64.4M | 311.5K | 2.2% | ▼−0.7% Reduced · −2K sh | |
| 8 | Arista Networks Inc COM SHS | $63.2M | 514.5K | 2.1% | ▼−3.4% Reduced · −18K sh | |
| 9 | JPMorgan Chase & Co COM | $52.3M | 177.9K | 1.8% | ▼−1.7% Reduced · −3K sh | |
| 10 | Johnson & Johnson COM | $51.6M | 211.2K | 1.8% | ▼−1.6% Reduced · −4K sh | |
| 11 | Exxon Mobil Corp COM | $49.1M | 289.2K | 1.7% | ▼−2.1% Reduced · −6K sh | |
| 12 | Lowes Cos Inc COM | $45.7M | 193.2K | 1.6% | ▼−1.4% Reduced · −3K sh | |
| 13 | Corteva Inc COM | $42.0M | 501.5K | 1.4% | ▲+0.6% Added · +3K sh | |
| 14 | RTX Corporation COM | $40.0M | 207.2K | 1.4% | ▼−7.8% Reduced · −18K sh | |
| 15 | Allison Transmission Hldgs I COM | $38.5M | 329.0K | 1.3% | ▼−1.6% Reduced · −6K sh | |
| 16 | Alphabet Inc CAP STK CL C | $38.3M | 133.5K | 1.3% | ▼−14% Reduced · −22K sh | |
| 17 | Accenture PLC Ireland SHS CLASS A | $38.0M | 191.4K | 1.3% | ▲+3.7% Added · +7K sh | |
| 18 | Amazon Com Inc COM | $37.3M | 179.2K | 1.3% | ▼−1.4% Reduced · −3K sh | |
| 19 | Johnson Controls Internation SHS | $36.7M | 280.3K | 1.2% | ▼−2.9% Reduced · −8K sh | |
| 20 | American Express Co COM | $36.5M | 120.6K | 1.2% | ▼−2.6% Reduced · −3K sh | |
| 21 | Fastenal Co COM | $36.2M | 781.0K | 1.2% | ▼−1.4% Reduced · −11K sh | |
| 22 | Oracle Corp COM | $35.6M | 242.2K | 1.2% | ▼−2.5% Reduced · −6K sh | |
| 23 | Wells Fargo & Co COM | $34.8M | 437.6K | 1.2% | ▼−3.7% Reduced · −17K sh | |
| 24 | Emerson Elec Co COM | $32.3M | 246.3K | 1.1% | ▼−2.1% Reduced · −5K sh | |
| 25 | Abbvie Inc COM | $31.9M | 146.7K | 1.1% | ▼−1.3% Reduced · −2K sh | |
| 26 | McKesson Corp COM | $31.7M | 36.6K | 1.1% | ▼−5.4% Reduced · −2K sh | |
| 27 | Unitedhealth Group Inc COM | $30.1M | 111.4K | 1.0% | ▲+2.3% Added · +2K sh | |
| 28 | SPDR Gold TR GOLD SHS | $29.5M | 68.5K | 1.0% | ▼−7.7% Reduced · −6K sh | |
| 29 | SLB Limited COM STK | $28.6M | 556.2K | 1.0% | ▲+1.9% Added · +10K sh | |
| 30 | Tractor Supply Co COM | $28.3M | 624.9K | 1.0% | ▼−0.8% Reduced · −5K sh | |
| 31 | Cisco Sys Inc COM | $27.8M | 358.4K | 0.9% | ▼−1.9% Reduced · −7K sh | |
| 32 | Labcorp Holdings Inc COM SHS | $27.5M | 103.2K | 0.9% | ▼−1.1% Reduced · −1K sh | |
| 33 | Caterpillar Inc COM | $26.8M | 37.8K | 0.9% | ▲+0.4% Added · +140 sh | |
| 34 | Stryker Corporation COM | $25.9M | 78.8K | 0.9% | ▼−0.6% Reduced · −454 sh | |
| 35 | Intuit COM | $24.5M | 56.8K | 0.8% | ▲+32% Added · +14K sh | |
| 36 | McDonalds Corp COM | $24.2M | 77.8K | 0.8% | ▼−0.9% Reduced · −712 sh | |
| 37 | Pepsico Inc COM | $23.8M | 153.5K | 0.8% | ▲+0.2% Added · +323 sh | |
| 38 | Parker-Hannifin Corp COM | $23.8M | 26.6K | 0.8% | ▼−0.4% Reduced · −100 sh | |
| 39 | Keysight Technologies Inc COM | $22.7M | 80.3K | 0.8% | ▼−2.6% Reduced · −2K sh | |
| 40 | Entegris Inc COM | $22.4M | 191.2K | 0.8% | ▼−3.1% Reduced · −6K sh | |
| 41 | Booking Holdings Inc COM | $22.2M | 5.3K | 0.8% | ▲+12% Added · +559 sh | |
| 42 | Procter & Gamble Co COM | $21.0M | 145.5K | 0.7% | ▼−1.5% Reduced · −2K sh | |
| 43 | Abbott Laboratories COM | $20.7M | 201.3K | 0.7% | ▼−1.6% Reduced · −3K sh | |
| 44 | Albemarle Corp COM | $20.5M | 114.4K | 0.7% | ▼−2.5% Reduced · −3K sh | |
| 45 | Edwards Lifesciences Corp COM | $20.1M | 250.5K | 0.7% | ▼−0.4% Reduced · −1K sh | |
| 46 | Mondelez Intl Inc CL A | $19.9M | 345.7K | 0.7% | ▲+17% Added · +51K sh | |
| 47 | Qualcomm Inc COM | $19.9M | 154.7K | 0.7% | ▼−5.7% Reduced · −9K sh | |
| 48 | Sysco Corp COM | $19.5M | 273.2K | 0.7% | ▼−0.2% Reduced · −474 sh | |
| 49 | Bristol-Myers Squibb Co COM | $18.3M | 301.5K | 0.6% | ▼−2.6% Reduced · −8K sh | |
| 50 | Walmart Inc COM | $18.1M | 145.5K | 0.6% | ▼−4.6% Reduced · −7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 401 | $2.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 392 | $3.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 390 | $3.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 387 | $2.8B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 384 | $2.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 306 | $2.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 338 | $2.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 321 | $2.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 17, 2024 | 325 | $2.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 313 | $2.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 299 | $2.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 4, 2023 | 300 | $2.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 5, 2023 | 295 | $2.4B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 3, 2023 | 304 | $2.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 7, 2022 | 308 | $2.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 4, 2022 | 317 | $2.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 3, 2022 | 322 | $2.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 338 | $2.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 2, 2021 | 329 | $2.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 5, 2021 | 322 | $2.6B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 7, 2021 | 322 | $2.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 323 | $2.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 30, 2020 | 316 | $2.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 6, 2020 | 309 | $1.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.