13F Filings History of CLIFFORD SWAN INVESTMENT COUNSEL LLC
- Latest 13F filing
- Q2 2026 - 20 Aug 2026
- Latest reported 13F value
- $3,106,217,378
- Largest 13F holdings
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AAPL GOOGL MSFT UPS COST ANET BRKB JPM JNJ CVX INTC GOOG
+8 more
UNH LOW AMZN CTVA AXP CSCO CAT XOM - Form 13F summary
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- CLIFFORD SWAN INVESTMENT COUNSEL LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- CLIFFORD SWAN INVESTMENT COUNSEL LLC reported 335 equity holdings with a total reported market value of $3,106,217,378 for Q2 2026. Top reported holdings included AAPL, GOOGL, MSFT, UPS, and COST.
- Manager signature
- Peter J. Boyle - CEO
- Manager location
- Pasadena, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$3,106,217,378
Quarter delta
+$167,881,627
Accepted
20 Aug 2026, 13:38
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 335 | $3,106,217,378 | +$86,002,771 | -$129,027,096 | -$43,024,325 | AAPL, GOOGL, MSFT, UPS, COST | 13F-HR | 20 Aug 2026, 13:38 |
| Q1 2026 | 332 | $2,938,335,751 | +$40,891,637 | -$86,193,726 | -$45,302,089 | AAPL, GOOGL, MSFT, COST, UPS | 13F-HR | 06 May 2026, 17:26 |
| Q4 2025 | 323 | $3,013,895,712 | +$42,863,180 | -$67,579,757 | -$24,716,577 | AAPL, MSFT, GOOGL, UPS, COST | 13F-HR | 10 Feb 2026, 20:14 |
| Q3 2025 | 322 | $3,004,375,543 | +$50,286,974 | -$59,610,203 | -$9,323,229 | AAPL, MSFT, GOOGL, COST, BRKB | 13F-HR | 10 Nov 2025, 18:30 |
| Q2 2025 | 313 | $2,833,105,841 | +$80,933,473 | -$58,768,584 | +$22,164,889 | MSFT, AAPL, COST, UPS, BRKB | 13F-HR | 30 Jul 2025, 17:01 |
| Q1 2025 | 309 | $2,704,310,648 | +$45,413,611 | -$48,439,936 | -$3,026,325 | AAPL, MSFT, COST, UPS, BRKB | 13F-HR | 05 May 2025, 18:19 |
| Q4 2024 | 305 | $2,780,023,118 | +$116,535,474 | -$111,937,778 | +$4,597,696 | AAPL, MSFT, UPS, COST, GOOGL | 13F-HR | 05 Feb 2025, 17:02 |
| Q3 2024 | 312 | $2,820,882,490 | +$69,645,192 | -$72,527,883 | -$2,882,691 | AAPL, MSFT, UPS, COST, BRKB | 13F-HR | 14 Nov 2024, 15:51 |
| Q2 2024 | 303 | $2,673,703,328 | +$19,892,205 | -$39,553,466 | -$19,661,261 | AAPL, MSFT, UPS, COST, GOOGL | 13F-HR | 06 Aug 2024, 17:39 |
| Q1 2024 | 307 | $2,691,351,024 | +$27,827,208 | -$92,222,947 | -$64,395,739 | MSFT, UPS, AAPL, COST, BRKB | 13F-HR | 16 Apr 2024, 17:42 |
| Q4 2023 | 299 | $2,571,278,518 | +$24,421,109 | -$44,781,270 | -$20,360,161 | AAPL, UPS, MSFT, COST, BRKB | 13F-HR | 06 Feb 2024, 13:20 |
| Q3 2023 | 298 | $2,383,528,014 | +$61,501,419 | -$46,381,014 | +$15,120,405 | UPS, AAPL, MSFT, COST, BRKB | 13F-HR | 09 Nov 2023, 18:40 |
| Q2 2023 | 299 | $2,477,082,773 | +$17,502,664 | -$35,486,036 | -$17,983,372 | AAPL, UPS, MSFT, COST, BRKB | 13F-HR | 03 Aug 2023, 19:10 |
| Q1 2023 | 294 | $2,390,616,663 | +$19,660,360 | -$47,274,091 | -$27,613,731 | UPS, AAPL, MSFT, COST, BRKB | 13F-HR | 05 May 2023, 15:55 |
| Q4 2022 | 303 | $2,298,065,060 | +$19,807,362 | -$63,361,283 | -$43,553,921 | UPS, AAPL, MSFT, BRKB, CVX | 13F-HR | 02 Feb 2023, 17:47 |
| Q3 2022 | 307 | $2,129,969,000 | +$79,810,040 | -$75,036,502 | +$4,773,538 | AAPL, UPS, MSFT, COST, BRKB | 13F-HR | 04 Nov 2022, 18:23 |
| Q2 2022 | 316 | $2,309,814,000 | +$46,777,589 | -$42,721,139 | +$4,056,450 | UPS, AAPL, MSFT, COST, BRKB | 13F-HR | 04 Aug 2022, 15:05 |
| Q1 2022 | 321 | $2,698,487,000 | +$42,811,381 | -$103,428,284 | -$60,616,903 | UPS, AAPL, MSFT, COST, BRKB | 13F-HR | 02 May 2022, 18:29 |
| Q4 2021 | 337 | $2,856,185,000 | +$51,511,575 | -$37,586,913 | +$13,924,662 | UPS, AAPL, MSFT, COST, ACN | 13F-HR | 10 Feb 2022, 18:35 |
| Q3 2021 | 329 | $2,699,315,000 | +$52,973,648 | -$45,699,148 | +$7,274,500 | UPS, AAPL, MSFT, COST, ACN | 13F-HR | 02 Nov 2021, 15:37 |
| Q2 2021 | 322 | $2,598,129,000 | +$69,938,773 | -$87,789,094 | -$17,850,321 | UPS, AAPL, MSFT, COST, ACN | 13F-HR | 05 Aug 2021, 17:15 |
| Q1 2021 | 322 | $2,430,234,000 | +$49,681,646 | -$79,231,980 | -$29,550,334 | AAPL, UPS, MSFT, ACN, BRKB | 13F-HR | 06 May 2021, 19:47 |
| Q4 2020 | 320 | $2,293,117,000 | +$29,598,823 | -$84,509,760 | -$54,910,937 | AAPL, UPS, MSFT, COST, ACN | 13F-HR | 11 Feb 2021, 16:49 |
| Q3 2020 | 314 | $2,085,380,000 | +$108,676,924 | -$36,431,548 | +$72,245,376 | AAPL, UPS, MSFT, COST, BRKB | 13F-HR | 30 Oct 2020, 15:31 |
| Q2 2020 | 307 | $1,944,326,000 | +$62,007,759 | -$55,510,095 | +$6,497,664 | AAPL, MSFT, UPS, COST, ACN | 13F-HR | 06 Aug 2020, 10:43 |