Institutional Investor · CIK 0001034642
CLIFFORD SWAN INVESTMENT COUNSEL LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
373
Total Value
$3.75B
Total Shares
27.87M
Latest Filing
Aug 20, 2026
CIK
0001034642
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-08-20 | 637,332 | $184.42M | 0.0043% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 379,220 | $135.52M | 0.0031% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 298,885 | $111.49M | 0.0040% | SH | — | View |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-08-20 | 948,654 | $101.98M | 0.1117% | SH | — | View | |
Costco Wholesale Corporation(CTO.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-20 | 95,154 | $89.01M | 0.0215% | SH | — | View |
Arista Networks, Inc.(ANET) | Technology | Computer Hardware | 2026-06-30 | 2026-08-20 | 486,391 | $82.63M | 0.0386% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-08-20 | 161,414 | $80.77M | 0.0075% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-20 | 174,259 | $57.04M | 0.0065% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-20 | 174,259 | $57.04M | 0.0065% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 207,571 | $52.72M | 0.0086% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 207,571 | $52.72M | 0.0086% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-20 | 305,061 | $50.57M | 0.0153% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-20 | 305,061 | $50.57M | 0.0153% | SH | — | View |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 351,293 | $49.05M | 0.0070% | SH | — | View |
Intel Corporation(4335.HK) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 351,293 | $49.05M | 0.0070% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 130,249 | $46.02M | 0.0011% | SH | — | View |
| Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-08-20 | 102,523 | $42.61M | 0.0113% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-08-20 | 102,523 | $42.61M | 0.0113% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-08-20 | 192,076 | $42.35M | 0.0343% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-20 | 174,841 | $41.67M | 0.0016% | SH | — | View |
Corteva Inc(2X0.DE) | Basic Materials | Agricultural Inputs | 2026-06-30 | 2026-08-20 | 488,361 | $41.36M | 0.0730% | SH | — | View |
| Financial Services | Financial - Credit Services | 2026-06-30 | 2026-08-20 | 118,790 | $40.18M | 0.0176% | SH | — | View | |
Cisco Systems, Inc.(4333.HK) | Technology | Communication Equipment | 2026-06-30 | 2026-08-20 | 341,705 | $40.14M | 0.0087% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-08-20 | 341,705 | $40.14M | 0.0087% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-08-20 | 37,571 | $40.01M | 0.0082% | SH | — | View |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-08-20 | 286,015 | $39.10M | 0.0069% | SH | — | View |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-08-20 | 262,208 | $38.31M | 0.0433% | SH | — | View | |
RTX Corporation(RTX) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-20 | 196,349 | $37.25M | 0.0146% | SH | — | View |
RTX Corporation(5UR.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-08-20 | 196,349 | $37.25M | 0.0146% | SH | — | View |
Fastenal Company(FAST) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-08-20 | 762,202 | $36.61M | 0.0664% | SH | — | View |
Fastenal Company(FAS.DE) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-08-20 | 762,202 | $36.61M | 0.1333% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 145,173 | $36.53M | 0.0082% | SH | — | View |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-20 | 433,686 | $35.84M | 0.0143% | SH | — | View | |
Wells Fargo & Company(NWT.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-08-20 | 433,686 | $35.84M | 0.0143% | SH | — | View |
| Consumer Cyclical | Auto - Parts | 2026-06-30 | 2026-08-20 | 316,379 | $35.67M | 0.3815% | SH | — | View | |
Emerson Electric Co.(EMR) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-08-20 | 243,559 | $34.87M | 0.0435% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 234,843 | $34.42M | 0.0082% | SH | — | View |
Oracle Corporation(ORC.DE) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 234,843 | $34.42M | 0.0082% | SH | — | View |
Entegris, Inc.(ENTG) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 163,566 | $29.42M | 0.1073% | SH | — | View |
Booking Holdings Inc.(BKNG) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-08-20 | 162,831 | $29.02M | 0.0210% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-08-20 | 100,293 | $28.08M | 0.1223% | SH | — | View | |
Accenture plc(ACN) | Technology | Information Technology Services | 2026-06-30 | 2026-08-20 | 222,512 | $27.69M | 0.0364% | SH | — | View |
QUALCOMM Incorporated(QCOM) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 147,414 | $27.24M | 0.0140% | SH | — | View |
McKesson Corporation(MCK) | Healthcare | Medical - Distribution | 2026-06-30 | 2026-08-20 | 35,779 | $27.03M | 0.0306% | SH | — | View |
| Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-08-20 | 76,527 | $26.79M | 0.0448% | SH | — | View | |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-08-20 | 26,557 | $25.98M | 0.0211% | SH | — | View | |
Slb N.V.(SLB) | Energy | Oil & Gas Equipment & Services | 2026-06-30 | 2026-08-20 | 541,677 | $25.18M | 0.0365% | SH | — | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 67,082 | $24.71M | 0.0190% | SH | — | View |
Stryker Corporation(SYK.DE) | Healthcare | Medical - Devices | 2026-06-30 | 2026-08-20 | 78,447 | $24.70M | 0.0205% | SH | — | View |
Sysco Corporation(SYY) | Consumer Defensive | Food Distribution | 2026-06-30 | 2026-08-20 | 267,709 | $22.38M | 0.0560% | SH | — | View |
| Healthcare | Medical - Devices | 2026-06-30 | 2026-08-20 | 245,113 | $22.17M | 0.0426% | SH | — | View | |
| Technology | Computer Hardware | 2026-06-30 | 2026-08-20 | 474,893 | $21.42M | 0.0359% | SH | — | View | |
Procter & Gamble Company(PRG.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-08-20 | 143,239 | $21.00M | 0.0062% | SH | — | View |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-08-20 | 76,533 | $20.69M | 0.0108% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-08-20 | 76,533 | $20.69M | 0.0108% | SH | — | View | |
PepsiCo, Inc.(PEP.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-08-20 | 152,112 | $20.60M | 0.0111% | SH | — | View |
PepsiCo, Inc.(PEP.DE) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-08-20 | 152,112 | $20.60M | 0.0111% | SH | — | View |
Tractor Supply Company(TSCO) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-20 | 641,378 | $20.27M | 0.1223% | SH | — | View |
| Consumer Defensive | Food Confectioners | 2026-06-30 | 2026-08-20 | 340,466 | $19.69M | 0.0267% | SH | — | View | |
Intuit Inc.(INTU) | Technology | Software - Application | 2026-06-30 | 2026-08-20 | 75,319 | $19.66M | 0.0275% | SH | — | View |
Intuit Inc.(ITU.DE) | Technology | Software - Application | 2026-06-30 | 2026-08-20 | 75,319 | $19.66M | 0.0275% | SH | — | View |
Union Pacific Corporation(UNP.DE) | Industrials | Railroads | 2026-06-30 | 2026-08-20 | 70,323 | $19.13M | 0.0118% | SH | — | View |
| Healthcare | Medical - Diagnostics & Research | 2026-06-30 | 2026-08-20 | 143,133 | $19.01M | 0.0507% | SH | — | View | |
Abbott Laboratories(ABT) | Healthcare | Medical - Devices | 2026-06-30 | 2026-08-20 | 199,707 | $18.12M | 0.0115% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 23,929 | $17.87M | 0.0022% | SH | — | View | |
Ferguson plc(FERG) | Industrials | Industrial - Distribution | 2026-06-30 | 2026-08-20 | 74,101 | $17.59M | 0.0382% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 30,430 | $17.14M | 0.0012% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-08-20 | 30,430 | $17.14M | 0.0012% | SH | — | View |
Bristol-Myers Squibb Company(BMY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 293,833 | $16.93M | 0.0177% | SH | — | View |
| Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 293,833 | $16.93M | 0.0144% | SH | — | View | |
Philip Morris International Inc.(PMI.SW) | Consumer Defensive | Tobacco | 2026-06-30 | 2026-08-20 | 93,457 | $16.91M | 0.0060% | SH | — | View |
Corpay, Inc.(CPAY) | Technology | Software - Infrastructure | 2026-06-30 | 2026-08-20 | 49,596 | $16.53M | 0.0759% | SH | — | View |
CarMax, Inc.(KMX) | Consumer Cyclical | Auto - Dealerships | 2026-06-30 | 2026-08-20 | 308,133 | $16.30M | 0.2171% | SH | — | View |
Walmart Inc.(WMT.SW) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-08-20 | 140,660 | $15.93M | 0.0010% | SH | — | View |
HP Inc.(HPQ.SW) | Technology | Computer Hardware | 2026-06-30 | 2026-08-20 | 714,859 | $15.68M | 0.0782% | SH | — | View |
HP Inc.(HPQ) | Technology | Computer Hardware | 2026-06-30 | 2026-08-20 | 714,859 | $15.68M | 0.0782% | SH | — | View |
Novo Nordisk A/S(NVO) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 318,484 | $15.27M | 0.0072% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 303,619 | $15.11M | 0.2368% | SH | — | View | |
Starbucks-t(4337.HK) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-08-20 | 142,911 | $14.60M | 0.0125% | SH | — | View |
Zoetis Inc.(ZTS) | Healthcare | Drug Manufacturers - Specialty & Generic | 2026-06-30 | 2026-08-20 | 189,326 | $13.60M | 0.0452% | SH | — | View |
Zoetis Inc.(ZOE.DE) | Healthcare | Drug Manufacturers - Specialty & Generic | 2026-06-30 | 2026-08-20 | 189,326 | $13.60M | 0.0452% | SH | — | View |
The Home Depot, Inc.(HDI.DE) | Consumer Cyclical | Home Improvement | 2026-06-30 | 2026-08-20 | 37,776 | $13.32M | 0.0038% | SH | — | View |
Cummins Inc.(CMI) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-08-20 | 18,353 | $13.09M | 0.0133% | SH | — | View |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-08-20 | 36,058 | $13.06M | 0.0067% | SH | — | View |
The Goldman Sachs Group,…(GOS.DE) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-08-20 | 12,878 | $13.02M | 0.0044% | SH | — | View |
| Communication Services | Entertainment | 2026-06-30 | 2026-08-20 | 131,951 | $12.70M | 0.0076% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 66,256 | $12.62M | 0.0101% | SH | — | View | |
Colgate-Palmolive Company(CPA.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-08-20 | 135,938 | $12.46M | 0.0170% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-08-20 | 135,938 | $12.46M | 0.0170% | SH | — | View | |
eBay Inc.(EBA.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-08-20 | 111,476 | $12.46M | 0.0251% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 62,142 | $12.43M | 0.0003% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 62,142 | $12.43M | 0.0003% | SH | — | View |
| Basic Materials | Chemicals - Specialty | 2026-06-30 | 2026-08-20 | 92,054 | $12.43M | 0.0781% | SH | — | View | |
| Industrials | Integrated Freight & Logistics | 2026-06-30 | 2026-08-20 | 74,841 | $12.20M | 0.0572% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-08-20 | 72,226 | $11.80M | 0.0345% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 17,014 | $11.69M | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-08-20 | 77,729 | $11.53M | 0.0103% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-08-20 | 15 | $11.23M | 0.0010% | SH | — | View |
Pfizer Inc.(PFE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 458,641 | $11.04M | 0.0080% | SH | — | View |
Pfizer Inc.(PFE.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-08-20 | 458,641 | $11.04M | 0.0080% | SH | — | View |
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