CLIFFORD SWAN INVESTMENT COUNSEL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPS | 971K | $96.27M |
 | FAST | 792K | $31.78M |
 | HPQ | 716K | $15.95M |
 | AAPL | 678K | $184.25M |
 | TSCO | 630K | $31.49M |
 | HPE | 604K | $14.50M |
 | SLB | 546K | $20.95M |
 | ANET | 533K | $69.80M |
 | CTVA | 498K | $33.40M |
 | PFE | 486K | $12.09M |
 | WFC | 455K | $42.37M |
 | INTC | 434K | $16.02M |
 | GOOGL | 411K | $128.74M |
 | CSCO | 365K | $28.14M |
 | ALSN | 335K | $32.75M |
 | NVO | 319K | $16.23M |
 | CVX | 314K | $47.80M |
 | BMY | 309K | $16.69M |
 | MSFT | 303K | $146.58M |
 | KMX | 301K | $11.62M |
United Parcel Service, Inc.
UPS
Shares Held
971K
Value
$96.27M
Fastenal Company
FAST
Shares Held
792K
Value
$31.78M
HP Inc.
HPQ
Shares Held
716K
Value
$15.95M
Apple Inc.
AAPL
Shares Held
678K
Value
$184.25M
Tractor Supply Company
TSCO
Shares Held
630K
Value
$31.49M
Hewlett Packard Enterprise Company
HPE
Shares Held
604K
Value
$14.50M
SLB N.V.
SLB
Shares Held
546K
Value
$20.95M
Arista Networks, Inc.
ANET
Shares Held
533K
Value
$69.80M
Corteva, Inc.
CTVA
Shares Held
498K
Value
$33.40M
Pfizer Inc.
PFE
Shares Held
486K
Value
$12.09M
Wells Fargo & Company
WFC
Shares Held
455K
Value
$42.37M
Intel Corporation
INTC
Shares Held
434K
Value
$16.02M
Alphabet Inc.
GOOGL
Shares Held
411K
Value
$128.74M
Cisco Systems, Inc.
CSCO
Shares Held
365K
Value
$28.14M
Allison Transmission Holdings, Inc.
ALSN
Shares Held
335K
Value
$32.75M
Novo Nordisk A/S
NVO
Shares Held
319K
Value
$16.23M
Chevron Corporation
CVX
Shares Held
314K
Value
$47.80M
Bristol-Myers Squibb Company
BMY
Shares Held
309K
Value
$16.69M
Microsoft Corporation
MSFT
Shares Held
303K
Value
$146.58M
CarMax, Inc.
KMX
Shares Held
301K
Value
$11.62M