CLIFFORD SWAN INVESTMENT COUNSEL LLC Q2 2026 Filing
Filed August 20, 2026
Portfolio Value
$550.4B
Holdings
335
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (335 positions)
| Stock | Value |
|---|---|
TXNTEXAS INSTRS INC | $9.8M |
BKBANK OF NY MELLON CORP | $9.8M |
MRKMERCK & CO INC | $9.7M |
NOCNORTHROP GRUMMAN CORP | $9.6M |
AONAON PLC | $9.5M |
NVSNNOVARTIS AG | $9.4M |
IBMINTERNATIONAL BUSINESS MACHS | $9.3M |
—DUPONT DE NEMOURS INC | $8.7M |
COPCONOCOPHILLIPS | $8.7M |
BABOEING CO | $8.5M |
ITWILLINOIS TOOL WKS INC | $8.5M |
PSAPUBLIC STORAGE | $8.2M |
VRSKVERISK ANALYTICS INC | $8.1M |
JJACOBS SOLUTIONS INC | $6.7M |
ALLEALLEGION PLC | $6.7M |
AKAMAKAMAI TECHNOLOGIES INC | $6.6M |
GEVGE VERNOVA INC | $6.6M |
MMM3M CO | $6.5M |
LMTLOCKHEED MARTIN CORP | $6.0M |
—HONEYWELL INTL INC | $5.7M |
—HONEYWELL AEROSPACE INC | $5.7M |
VTIVANGUARD INDEX FDS | $5.2M |
NEUNEWMARKET CORP | $5.1M |
TSLATESLA INC | $5.1M |
IYWISHARES TR | $5.0M |
CASYCASEYS GEN STORES INC | $4.8M |
DYHTARGET CORP | $4.8M |
TJXTJX COS INC NEW | $4.5M |
NUENUCOR CORP | $4.3M |
TPRTAPESTRY INC | $4.2M |
LLYELI LILLY & CO | $4.2M |
GNRCGENERAC HLDGS INC | $4.1M |
DEDEERE & CO | $3.8M |
AMDADVANCED MICRO DEVICES INC | $3.8M |
TTTRANE TECHNOLOGIES PLC | $3.5M |
ETNEATON CORP PLC | $3.5M |
IVVISHARES TR | $3.4M |
VGTVANGUARD WORLD FD | $3.2M |
PSXPHILLIPS 66 | $2.9M |
TSMTAIWAN SEMICONDUCTOR MANUFAC | $2.5M |
SPGIS&P GLOBAL INC | $2.4M |
TPLTEXAS PACIFIC LAND CORPORATI | $2.3M |
IGMISHARES TR | $2.2M |
EDCONSOLIDATED EDISON INC | $2.1M |
ECLECOLAB INC | $2.1M |
NSCNORFOLK SOUTHN CORP | $2.0M |
ESSESSEX PPTY TR INC | $2.0M |
VBVANGUARD INDEX FDS | $1.7M |
GWWWW GRAINGER INC | $1.5M |
ITOTISHARES TR | $1.5M |
GILDGILEAD SCIENCES INC | $1.4M |
NDQINVESCO QQQ TR | $1.4M |
MDYSTATE STR SPDR S&P MIDCAP 40 | $1.3M |
MUMICRON TECHNOLOGY INC | $1.3M |
VVISA INC | $1.3M |
RSPINVESCO EXCHANGE TRADED FD T | $1.2M |
MRSHMARSH & MCLENNAN COS INC | $1.2M |
WECWEC ENERGY GROUP INC | $882K |
ITBISHARES TR | $875K |
AMATAPPLIED MATLS INC | $820K |
BDXBECTON DICKINSON & CO | $818K |
NTAPNETAPP INC | $792K |
EFAISHARES TR | $765K |
KMBKIMBERLY-CLARK CORP | $758K |
ALSALLSTATE CORP | $749K |
RSRELIANCE INC | $747K |
GLWCORNING INC | $698K |
DONSTATE STR SPDR DOW JONES IND | $672K |
AJGGALLAGHER ARTHUR J & CO | $639K |
IWMISHARES TR | $629K |
MARMARRIOTT INTL INC NEW | $629K |
EAELECTRONIC ARTS INC | $627K |
IJJISHARES TR | $611K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $603K |
ROKROCKWELL AUTOMATION INC | $594K |
BXBLACKSTONE INC | $571K |
URIUNITED RENTALS INC | $543K |
LINLINDE PLC | $524K |
FDXFEDEX CORP | $490K |
KLACKLA CORP | $486K |
GPCGENUINE PARTS CO | $474K |
VIGVANGUARD SPECIALIZED FUNDS | $473K |
CRWDCROWDSTRIKE HLDGS INC | $466K |
DUKDUKE ENERGY CORP NEW | $414K |
CEGCONSTELLATION ENERGY CORP | $414K |
IYCISHARES TR | $404K |
VLOVALERO ENERGY CORP | $404K |
ASMLASML HLDG NV | $402K |
PCARPACCAR INC | $402K |
AEPAMERICAN ELEC PWR CO INC | $397K |
VTVVANGUARD INDEX FDS | $381K |
MRVLMARVELL TECHNOLOGY INC | $368K |
WELLWELLTOWER INC | $366K |
AQLTISHARES TR | $365K |
AMEAMETEK INC | $362K |
MINTPIMCO ETF TR | $356K |
LHXL3HARRIS TECHNOLOGIES INC | $352K |
CITCINTAS CORP | $352K |
CMECME GROUP INC | $347K |
IXNISHARES TR | $335K |