EdgeMarket › What Clifford Swan Investment Counsel Llc reported owning
What Clifford Swan Investment Counsel Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.9BPositions
332Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 166.9M | 5.7% | 657.7K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 112.1M | 3.8% | 389.7K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 111.2M | 3.8% | 300.3K | 483.24 | -4.4% |
| COST COSTCO WHOLESALE CORP /NEW | 97.4M | 3.3% | 97.8K | 947.74 | -4.7% |
| UPS UNITED PARCEL SERVICE INC | 95.2M | 3.2% | 967.8K | 102.01 | +17.3% |
| unmapped CUSIP 084670702 | 78.8M | 2.7% | 164.5K | — | — |
| CVX CHEVRON CORP | 64.4M | 2.2% | 311.5K | 205.27 | +34.0% |
| ANET Arista Networks, Inc. | 63.2M | 2.1% | 514.5K | 188.65 | +43.5% |
| JPM JPMORGAN CHASE & CO | 52.3M | 1.8% | 177.9K | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 51.6M | 1.8% | 211.2K | 270.24 | +51.1% |
| XOM ExxonMobil Holdings Corp | 49.1M | 1.7% | 289.2K | 165.11 | +52.1% |
| LOW LOWES COMPANIES INC | 45.7M | 1.6% | 193.2K | 216.09 | -16.0% |
| CTVA Corteva, Inc. | 42.0M | 1.4% | 501.5K | 81.79 | +12.1% |
| RTX RTX Corp | 40.0M | 1.4% | 207.2K | 209.91 | +34.1% |
| ALSN Allison Transmission Holdings Inc | 38.5M | 1.3% | 329.0K | 133.23 | +52.6% |
| GOOG Alphabet Inc. | 38.3M | 1.3% | 133.5K | 341.75 | +70.7% |
| ACN Accenture plc | 38.0M | 1.3% | 191.4K | 185.28 | -27.4% |
| AMZN AMAZON COM INC | 37.3M | 1.3% | 179.2K | 258.63 | +15.6% |
| JCI Johnson Controls International plc | 36.7M | 1.2% | 280.3K | 143.05 | +35.0% |
| AXP AMERICAN EXPRESS CO | 36.5M | 1.2% | 120.6K | 336.00 | +8.9% |
| FAST FASTENAL CO | 36.2M | 1.2% | 781.0K | 51.26 | +3.5% |
| ORCL ORACLE CORP | 35.6M | 1.2% | 242.2K | 146.47 | -37.7% |
| WFC WELLS FARGO & COMPANY/MN | 34.8M | 1.2% | 437.6K | 83.84 | +7.3% |
| EMR EMERSON ELECTRIC CO | 32.3M | 1.1% | 246.3K | 157.26 | +20.1% |
| ABBV AbbVie Inc. | 31.9M | 1.1% | 146.7K | 264.96 | +26.7% |
| MCK MCKESSON CORP | 31.7M | 1.1% | 36.6K | 858.90 | +22.2% |
| UNH UNITEDHEALTH GROUP INC | 30.1M | 1.0% | 111.4K | 390.11 | +30.1% |
| GLD SPDR GOLD TRUST | 29.5M | 1.0% | 68.5K | 423.36 | +37.3% |
| SLB SLB LIMITED/NV | 28.6M | 1.0% | 556.2K | 53.87 | +61.5% |
| TSCO TRACTOR SUPPLY CO /DE/ | 28.3M | 1.0% | 624.9K | 34.98 | -42.7% |
| CSCO CISCO SYSTEMS, INC. | 27.8M | 0.9% | 358.4K | 111.04 | +65.5% |
| LH LABCORP HOLDINGS INC. | 27.5M | 0.9% | 103.2K | 336.34 | +20.9% |
| CAT CATERPILLAR INC | 26.8M | 0.9% | 37.8K | 827.90 | +96.8% |
| SYK STRYKER CORP | 25.9M | 0.9% | 78.8K | 329.45 | -15.9% |
| INTU INTUIT INC. | 24.5M | 0.8% | 56.8K | 367.00 | -47.5% |
| MCD MCDONALDS CORP | 24.2M | 0.8% | 77.8K | 270.95 | -13.5% |
| PEP PEPSICO INC | 23.8M | 0.8% | 153.5K | 143.48 | -4.8% |
| PH Parker-Hannifin Corp | 23.8M | 0.8% | 26.6K | 1,001.74 | +34.8% |
| KEYS Keysight Technologies, Inc. | 22.7M | 0.8% | 80.3K | 316.13 | +99.4% |
| ENTG ENTEGRIS INC | 22.4M | 0.8% | 191.2K | 143.66 | +80.9% |
| BKNG Booking Holdings Inc. | 22.2M | 0.8% | 5.3K | 209.62 | -7.1% |
| PG PROCTER & GAMBLE Co | 21.0M | 0.7% | 145.5K | 144.68 | -9.3% |
| ABT ABBOTT LABORATORIES | 20.7M | 0.7% | 201.3K | 116.64 | -11.9% |
| ALB ALBEMARLE CORP | 20.5M | 0.7% | 114.4K | 143.25 | +83.4% |
| EW Edwards Lifesciences Corp | 20.1M | 0.7% | 250.5K | 89.79 | +10.3% |
| MDLZ Mondelez International, Inc. | 19.9M | 0.7% | 345.7K | 64.45 | +2.0% |
| QCOM QUALCOMM INC/DE | 19.9M | 0.7% | 154.7K | 160.75 | +3.4% |
| SYY SYSCO CORP | 19.5M | 0.7% | 273.2K | 84.10 | +3.9% |
| BMY BRISTOL MYERS SQUIBB CO | 18.3M | 0.6% | 301.5K | 67.01 | +38.9% |
| WMT Walmart Inc. | 18.1M | 0.6% | 145.5K | 103.70 | +1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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