CIK 1034642
CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional 13F holdings & portfolio
Holdings
323
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 323
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVBF | CVB FINL CORP | 44K | $500K+ | SH |
| ITB | ISHARES TR | 8K | $500K+ | SH |
| PAYX | PAYCHEX INC | 7K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 8K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 10K | $500K+ | SH |
| O | REALTY INCOME CORP | 14K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP | 18K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |
| SGDM | SPROTT ETF TRUST | 11K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 19K | $500K+ | SH |
| PFE | PFIZER INC | 29K | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 7K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 3K | $500K+ | SH |
| EFA | ISHARES TR | 7K | $500K+ | SH |
| KMX | CARMAX INC | 18K | $500K+ | SH |
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| LUV | SOUTHWEST AIRLS CO | 17K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 8K | $500K+ | SH |
| EA | ELECTRONIC ARTS INC | 3K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 11K | $500K+ | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 13K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 5K | $500K+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 4K | $500K+ | SH |
| MKC | MCCORMICK & CO INC | 9K | $500K+ | SH |
| KD | KYNDRYL HLDGS INC | 23K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $500K+ | SH |
| MFC | MANULIFE FINL CORP | 16K | $500K+ | SH |
| RS | RELIANCE INC | 2K | $500K+ | SH |
| IJJ | ISHARES TR | 4K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| FCAL | FIRST TR EXCH TRADED FD III | 11K | $500K+ | SH |
| NTAP | NETAPP INC | 5K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 975 | $500K+ | SH |
| URI | UNITED RENTALS INC | 681 | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 18K | $500K+ | SH |
| CMF | ISHARES TR | 9K | $500K+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 16K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW | 2K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| GPC | GENUINE PARTS CO | 4K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO | 20K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| MCO | MOODYS CORP | 888 | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |