CLIFFORD SWAN INVESTMENT COUNSEL LLC — 13F holdings

CLIFFORD SWAN INVESTMENT COUNSEL LLC reported 408 holdings worth $3.12B in its 13F filing for Q2 2026, filed August 20, 2026.

Largest positions

1. AAPL APPLE INC — $185M (5.9%)
2. GOOGL ALPHABET INC — $136M (4.3%)
3. MSFT MICROSOFT CORP — $111M (3.6%)
4. UPS UNITED PARCEL SERVICE INC — $102M (3.3%)
5. COST COSTCO WHSL CORP NEW — $89.3M (2.9%)
6. ANET ARISTA NETWORKS INC — $83.2M (2.7%)
7. BRK.B BERKSHIRE HATHAWAY INC DEL — $80.8M (2.6%)
8. JPM JPMorgan Chase & Co. — $57.0M (1.8%)
9. JNJ Johnson & Johnson — $52.7M (1.7%)
10. CVX CHEVRON CORP NEW — $50.6M (1.6%)