13F filer

Clifford Swan Investment Counsel

As of Jun 30, 2026 Filed Aug 20, 2026 CIK 1034642 SEC filings ↗

13F Value

$3.12B

Positions

340

Top Position

AAPL5.9%

Top 5

20.0%

Latest filing changes

vs Mar 31, 2026

1 BKNG Booking Holdings >999%+$28.1M

2 VRSK Verisk Analytics >999%+$7.6M

3 INTU Intuit +32.7%+$4.8M

4 ACN Accenture +16.2%+$3.9M

5 ZTS Zoetis +27.8%+$3.0M

Holdings340

#
1	AAPL Apple	5.9%	$184.4M	-3.1%	637.3K	5.7%	Common Stock
2	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 379,220 reported quantity $135,521,698 reported value	4.3%	$135.5M	-2.7%	379.2K	3.8%	Common Stock
3	MSFT Microsoft	3.6%	$111.5M	-0.5%	298.9K	3.8%	Common Stock
4	UPS United Parcel Service	3.3%	$102.0M	-2.0%	948.7K	3.2%	Common Stock
5	COST Costco Wholesale	2.9%	$89.0M	-2.7%	95.2K	3.3%	Common Stock
6	ANET Arista Networks Filing details 040413205 Jun 30, 2026 486,391 reported quantity $82,628,103 reported value	2.7%	$82.6M	-5.5%	486.4K	2.1%	Common Stock
7	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 161,414 reported quantity $80,769,956 reported value	2.6%	$80.8M	-1.9%	161.4K	2.7%	Common Stock
8	JPM JPMorgan Chase	1.8%	$57.0M	-2.1%	174.3K	1.8%	Common Stock
9	JNJ Johnson & Johnson	1.7%	$52.7M	-1.7%	207.6K	1.8%	Common Stock
10	CVX Chevron	1.6%	$50.6M	-2.1%	305.1K	2.2%	Common Stock
11	INTC Intel	1.6%	$49.1M	-11.9%	351.3K	0.6%	Common Stock
12	GOOG Alphabet Class C	1.5%	$46.0M	-2.5%	130.2K	1.3%	Common Stock
13	UNH UnitedHealth Group	1.4%	$42.6M	-7.9%	102.5K	1.0%	Common Stock
14	LOW Lowe's	1.4%	$42.4M	-0.6%	192.1K	1.6%	Common Stock
15	AMZN Amazon	1.3%	$41.7M	-2.4%	174.8K	1.3%	Common Stock
16	CTVA Corteva	1.3%	$41.4M	-2.6%	488.4K	1.4%	Common Stock
17	AXP American Express	1.3%	$40.2M	-1.5%	118.8K	1.2%	Common Stock
18	CSCO Cisco Systems	1.3%	$40.1M	-4.6%	341.7K	0.9%	Common Stock
19	CAT Caterpillar	1.3%	$40.0M	-0.6%	37.6K	0.9%	Common Stock
20	XOM ExxonMobil Filing details 30231G102 Jun 30, 2026 286,015 reported quantity $39,104,020 reported value	1.3%	$39.1M	-1.1%	286.0K	1.7%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.