CLIFFORD SWAN INVESTMENT COUNSEL LLC quarter change: USA Stocks, Reduced
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).
- INTC: Country of operation United States; Class COM; Shares 2026-03-31 398,521; Shares 2026-06-30 351,293.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 389,695; Shares 2026-06-30 379,220.
- ANET: Country of operation United States; Class COM SHS; Shares 2026-03-31 514,469; Shares 2026-06-30 486,391.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 657,717; Shares 2026-06-30 637,332.
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.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
INTC
INTEL CORP | United States | COM | 398,521 | 351,293 | -47,228 | $17,586,732 | $49,051,041 | +$31,464,309 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 389,695 | 379,220 | -10,475 | $112,060,775 | $135,521,698 | +$23,460,923 |
|---|
ANET
ARISTA NETWORKS INC | United States | COM SHS | 514,469 | 486,391 | -28,078 | $63,166,474 | $82,628,103 | +$19,461,629 |
|---|
AAPL
APPLE INC | United States | COM | 657,717 | 637,332 | -20,385 | $166,921,808 | $184,418,411 | +$17,496,603 |
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CVX
CHEVRON CORPORATION | United States | COM | 311,474 | 305,061 | -6,413 | $64,444,038 | $50,566,966 | -$13,877,072 |
|---|
CAT
CATERPILLAR INC | United States | COM | 37,800 | 37,571 | -229 | $26,779,788 | $40,009,358 | +$13,229,570 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 111,352 | 102,523 | -8,829 | $30,130,704 | $42,611,525 | +$12,480,821 |
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CSCO
CISCO SYS INC | United States | COM | 358,355 | 341,705 | -16,650 | $27,804,731 | $40,136,670 | +$12,331,939 |
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XOMXXXX
EXXON MOBIL CORP | | COM | 289,161 | 286,015 | -3,146 | $49,059,005 | $39,104,020 | -$9,954,985 |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 97,796 | 95,154 | -2,642 | $97,446,465 | $89,013,270 | -$8,433,195 |
|---|
ALB
ALBEMARLE CORP | United States | COM | 114,365 | 92,054 | -22,311 | $20,531,948 | $12,430,052 | -$8,101,896 |
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GOOG
ALPHABET INC | United States | CAP STK CL C | 133,548 | 130,249 | -3,299 | $38,309,547 | $46,020,841 | +$7,711,294 |
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QCOM
QUALCOMM INC | United States | COM | 154,670 | 147,414 | -7,256 | $19,918,394 | $27,240,627 | +$7,322,233 |
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HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 593,758 | 474,893 | -118,865 | $14,137,378 | $21,422,423 | +$7,285,045 |
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ENTG
ENTEGRIS INC | United States | COM | 191,212 | 163,566 | -27,646 | $22,417,732 | $29,419,054 | +$7,001,322 |
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UPS
UNITED PARCEL SVCS INC | United States | CL B | 967,814 | 948,654 | -19,160 | $95,213,486 | $101,980,324 | +$6,766,838 |
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GLD
SPDR GOLD TR | United States | GOLD SHS | 68,511 | 67,082 | -1,429 | $29,479,598 | $24,711,667 | -$4,767,931 |
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JPM
JPMORGAN CHASE & CO | United States | COM | 177,945 | 174,259 | -3,686 | $52,344,232 | $57,040,127 | +$4,695,895 |
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MCK
MCKESSON CORP | United States | COM | 36,643 | 35,779 | -864 | $31,709,774 | $27,034,933 | -$4,674,841 |
|---|
ABBV
ABBVIE INC | United States | COM | 146,672 | 145,173 | -1,499 | $31,899,630 | $36,531,266 | +$4,631,636 |
|---|
AMZN
AMAZON COM INC | United States | COM | 179,200 | 174,841 | -4,359 | $37,321,889 | $41,671,496 | +$4,349,607 |
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KEYS
KEYSIGHT TECHNOLOGIES INC | United States | COM | 80,302 | 76,527 | -3,775 | $22,674,876 | $26,789,807 | +$4,114,931 |
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AXP
AMERICAN EXPRESS CO | United States | COM | 120,569 | 118,790 | -1,779 | $36,469,716 | $40,180,665 | +$3,710,949 |
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LRCX
LAM RESEARCH CORP | United States | COM NEW | 16,540 | 16,530 | -10 | $3,533,936 | $7,162,945 | +$3,629,009 |
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MCD
MCDONALDS CORP | United States | COM | 77,783 | 76,533 | -1,250 | $24,174,179 | $20,687,635 | -$3,486,544 |
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SLB
SLB LIMITED | | COM STK | 556,159 | 541,677 | -14,482 | $28,581,008 | $25,182,570 | -$3,398,438 |
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LOW
LOWES COS INC | United States | COM | 193,222 | 192,076 | -1,146 | $45,654,299 | $42,350,781 | -$3,303,518 |
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PEP
PEPSICO INC | United States | COM | 153,540 | 152,112 | -1,428 | $23,843,277 | $20,596,009 | -$3,247,268 |
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TXN
TEXAS INSTRS INC | United States | COM | 34,101 | 32,961 | -1,140 | $6,620,282 | $9,824,554 | +$3,204,272 |
|---|
CMI
CUMMINS INC | United States | COM | 18,443 | 18,353 | -90 | $9,922,703 | $13,089,543 | +$3,166,840 |
|---|
COP
CONOCOPHILLIPS | United States | COM | 89,572 | 83,565 | -6,007 | $11,823,470 | $8,687,371 | -$3,136,099 |
|---|
SYY
SYSCO CORP | United States | COM | 273,240 | 267,709 | -5,531 | $19,490,209 | $22,375,119 | +$2,884,910 |
|---|
ALSN
ALLISON TRANSMISSION HLDGS I | United States | COM | 329,022 | 316,379 | -12,643 | $38,515,365 | $35,668,520 | -$2,846,845 |
|---|
KMX
CARMAX INC | United States | COM | 324,084 | 308,133 | -15,951 | $13,475,413 | $16,297,154 | +$2,821,741 |
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RTX
RTX CORPORATION | United States | COM | 207,240 | 196,349 | -10,891 | $39,976,537 | $37,253,197 | -$2,723,340 |
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PFE
PFIZER INC | United States | COM | 489,295 | 458,641 | -30,654 | $13,739,417 | $11,044,082 | -$2,695,335 |
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A
AGILENT TECHNOLOGIES INC | United States | COM | 143,533 | 143,133 | -400 | $16,359,851 | $19,012,309 | +$2,652,458 |
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EMR
EMERSON ELEC CO | United States | COM | 246,310 | 243,559 | -2,751 | $32,271,494 | $34,865,425 | +$2,593,931 |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 201,299 | 199,707 | -1,592 | $20,667,349 | $18,121,413 | -$2,545,936 |
|---|
Q
QNITY ELECTRONICS INC | United States | COMMON STOCK | 80,583 | 72,226 | -8,357 | $9,297,679 | $11,795,251 | +$2,497,572 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 6,519 | 6,459 | -60 | $1,326,160 | $3,752,098 | +$2,425,938 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 27,599 | 27,302 | -297 | $7,831,802 | $10,203,723 | +$2,371,921 |
|---|
NKE
NIKE INC | United States | CL B | 170,653 | 162,369 | -8,284 | $9,013,876 | $6,665,253 | -$2,348,623 |
|---|
PH
PARKER-HANNIFIN CORP | United States | COM | 26,562 | 26,557 | -5 | $23,779,365 | $25,975,933 | +$2,196,568 |
|---|
WMT
WALMART INC | United States | COM | 145,454 | 140,660 | -4,794 | $18,076,963 | $15,931,096 | -$2,145,867 |
|---|
EW
EDWARDS LIFESCIENCES CORP | United States | COM | 250,452 | 245,113 | -5,339 | $20,056,196 | $22,172,922 | +$2,116,726 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 164,505 | 161,414 | -3,091 | $78,830,800 | $80,769,956 | +$1,939,156 |
|---|
HPQ
HP INC | United States | COM | 715,605 | 714,859 | -746 | $13,746,772 | $15,684,006 | +$1,937,234 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 13,232 | 12,878 | -354 | $11,193,977 | $13,024,228 | +$1,830,251 |
|---|
T
AT&T INC | United States | COM | 178,665 | 171,672 | -6,993 | $5,179,498 | $3,553,610 | -$1,625,888 |
|---|
JCI
JOHNSON CONTROLS INTERNATION | | SHS | 280,272 | 262,208 | -18,064 | $36,701,677 | $38,311,276 | +$1,609,599 |
|---|
GEV
GE VERNOVA INC | United States | COM | 5,749 | 5,594 | -155 | $5,018,701 | $6,571,704 | +$1,553,003 |
|---|
AVGO
BROADCOM INC | United States | COM | 27,189 | 26,229 | -960 | $8,415,157 | $9,907,876 | +$1,492,719 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 146,495 | 142,911 | -3,584 | $13,124,525 | $14,604,067 | +$1,479,542 |
|---|
BNY
BANK OF NY MELLON CORP | United States | COM | 70,611 | 67,612 | -2,999 | $8,376,583 | $9,777,371 | +$1,400,788 |
|---|
EBAY
EBAY INC. | United States | COM | 152,235 | 111,476 | -40,759 | $13,856,430 | $12,457,443 | -$1,398,987 |
|---|
CARR
CARRIER GLOBAL CORPORATION | United States | COM | 87,578 | 86,123 | -1,455 | $4,931,496 | $6,317,122 | +$1,385,626 |
|---|
OXY
OCCIDENTAL PETE CORP | United States | COM | 79,649 | 78,149 | -1,500 | $5,177,185 | $3,795,697 | -$1,381,488 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 301,465 | 293,833 | -7,632 | $18,283,851 | $16,930,631 | -$1,353,220 |
|---|
GNRC
GENERAC HLDGS INC | United States | COM | 14,305 | 14,045 | -260 | $2,794,196 | $4,112,516 | +$1,318,320 |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 94,642 | 93,457 | -1,185 | $15,648,064 | $16,907,257 | +$1,259,193 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 11,874 | 11,698 | -176 | $7,176,527 | $5,959,663 | -$1,216,864 |
|---|
ORCL
ORACLE CORP | United States | COM | 242,153 | 234,843 | -7,310 | $35,623,163 | $34,416,247 | -$1,206,916 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 78,754 | 78,447 | -307 | $25,877,852 | $24,698,325 | -$1,179,527 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 64,997 | 62,142 | -2,855 | $11,335,417 | $12,434,004 | +$1,098,587 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 211,196 | 207,571 | -3,625 | $51,624,670 | $52,716,758 | +$1,092,088 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 110,895 | 106,597 | -4,298 | $5,566,914 | $4,513,299 | -$1,053,615 |
|---|
NUE
NUCOR CORP | United States | COM | 19,150 | 19,140 | -10 | $3,238,265 | $4,263,435 | +$1,025,170 |
|---|
PYPL
PAYPAL HLDGS INC | United States | COM | 166,573 | 150,926 | -15,647 | $7,534,098 | $6,516,985 | -$1,017,113 |
|---|
WFC
WELLS FARGO & CO | United States | COM | 437,593 | 433,686 | -3,907 | $34,836,816 | $35,839,821 | +$1,003,005 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 1,198 | 1,133 | -65 | $404,814 | $1,307,325 | +$902,511 |
|---|
EXPD
EXPEDITORS INTL WASH INC | United States | COM | 78,952 | 74,841 | -4,111 | $11,308,365 | $12,197,582 | +$889,217 |
|---|
META
META PLATFORMS INC | United States | CL A | 31,284 | 30,430 | -854 | $17,898,753 | $17,141,083 | -$757,670 |
|---|
DXC
DXC TECHNOLOGY CO | United States | COM | 100,963 | 58,493 | -42,470 | $1,269,105 | $517,663 | -$751,442 |
|---|
BA
BOEING CO | United States | COM | 39,665 | 39,396 | -269 | $7,894,584 | $8,528,004 | +$633,420 |
|---|
HD
HOME DEPOT INC | United States | COM | 38,592 | 37,776 | -816 | $12,692,513 | $13,322,836 | +$630,323 |
|---|
CTVA
CORTEVA INC | United States | COM | 501,539 | 488,361 | -13,178 | $41,983,801 | $41,359,251 | -$624,550 |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 139,095 | 135,938 | -3,157 | $11,855,091 | $12,462,781 | +$607,690 |
|---|
DOW
DOW HLDGS INC | United States | COM | 38,636 | 37,681 | -955 | $1,609,189 | $1,030,952 | -$578,237 |
|---|
NEU
NEWMARKET CORP | United States | COM | 7,000 | 6,400 | -600 | $4,486,650 | $5,063,936 | +$577,286 |
|---|
MRK
MERCK & CO INC | United States | COM | 76,120 | 75,680 | -440 | $9,156,484 | $9,724,826 | +$568,342 |
|---|
TSLA
TESLA INC | United States | COM | 12,143 | 12,038 | -105 | $4,514,324 | $5,063,183 | +$548,859 |
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LH
LABCORP HOLDINGS INC | United States | COM SHS | 103,217 | 100,293 | -2,924 | $27,539,352 | $28,081,996 | +$542,644 |
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MMM
3M CO | United States | COM | 41,139 | 40,236 | -903 | $5,974,647 | $6,514,663 | +$540,016 |
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SLV
ISHARES SILVER TR | United States | ISHARES | 17,881 | 13,338 | -4,543 | $1,218,411 | $713,183 | -$505,228 |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 7,268 | 7,188 | -80 | $3,028,866 | $3,530,458 | +$501,592 |
|---|
AKAM
AKAMAI TECHNOLOGIES INC | United States | COM | 61,386 | 55,894 | -5,492 | $7,050,182 | $6,607,230 | -$442,952 |
|---|
DE
DEERE & CO | United States | COM | 6,030 | 6,011 | -19 | $3,396,626 | $3,812,958 | +$416,332 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 1,184 | 1,134 | -50 | $404,679 | $819,882 | +$415,203 |
|---|
FAST
FASTENAL CO | United States | COM | 781,022 | 762,202 | -18,820 | $36,239,421 | $36,608,562 | +$369,141 |
|---|
STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 647 | 625 | -22 | $253,469 | $603,125 | +$349,656 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 300,292 | 298,885 | -1,407 | $111,159,022 | $111,490,074 | +$331,052 |
|---|
ESS
ESSEX PPTY TR INC | United States | COM | 6,838 | 6,773 | -65 | $1,654,796 | $1,974,939 | +$320,143 |
|---|
TJX
TJX COS INC NEW | United States | COM | 30,374 | 29,950 | -424 | $4,850,728 | $4,537,425 | -$313,303 |
|---|
ITW
ILLINOIS TOOL WKS INC | United States | COM | 31,515 | 31,469 | -46 | $8,203,039 | $8,511,420 | +$308,381 |
|---|
GWW
WW GRAINGER INC | United States | COM | 1,123 | 1,122 | -1 | $1,224,980 | $1,526,369 | +$301,389 |
|---|
TGT
TARGET CORP | United States | COM | 37,459 | 36,782 | -677 | $4,540,064 | $4,804,121 | +$264,057 |
|---|
NTAP
NETAPP INC | United States | COM | 5,175 | 5,120 | -55 | $529,868 | $792,371 | +$262,503 |
|---|
PSX
PHILLIPS 66 | United States | COM | 17,252 | 17,152 | -100 | $3,142,969 | $2,899,546 | -$243,423 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 345,672 | 340,466 | -5,206 | $19,924,546 | $19,692,566 | -$231,980 |
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