CLIFFORD SWAN INVESTMENT COUNSEL LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, CLIFFORD SWAN INVESTMENT COUNSEL LLC opened 13 positions, added to 32, reduced 160, sold out of 8 and left 47 unchanged. The largest increase in value was INTC (+$31,464,309); the largest decrease was CVX (-$13,877,072).
- DD: Country of operation United States; Class COMMON STOCK; Shares 2026-03-31 0; Shares 2026-06-30 64,143.
- HON: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 25,538.
- HONA: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 25,758.
- TPL: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 5,343.
Two Form 13F-HR filings compared (SEC CIK 1034642): 2026-03-31 (filed 2026-05-06) and 2026-06-30 (filed 2026-08-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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