Stock Taper 
CLIFFORD SWAN INVESTMENT COUNSEL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 16.53K | $7.16M |
 Southwest Airlines Co. | LUV | 16.78K | $862.78K |
 APA Corporation | APA | 16.93K | $551.41K |
 Phillips 66 | PSX | 17.15K | $2.9M |
 Enterprise Products Partners L.P. | EPD | 17.35K | $637.93K |
 Comcast Corporation | CMCSA | 17.43K | $427.88K |
 Amentum Holdings, Inc. | AMTM | 17.5K | $361.62K |
 Cummins Inc. | CMI | 18.35K | $13.09M |
 Northrop Grumman Corporation | NOC | 18.81K | $9.58M |
 The Charles Schwab Corporation | SCHW | 19.02K | $1.76M |
 Nucor Corporation | NUE | 19.14K | $4.26M |
 Consolidated Edison, Inc. | ED | 19.35K | $2.14M |
 The Kraft Heinz Company | KHC | 19.52K | $460.94K |
 Kyndryl Holdings, Inc. | KD | 23.7K | $268.09K |
 Honeywell International Inc. | HON | 25.54K | $5.72M |
 Public Storage | PSA | 25.92K | $8.25M |
 Vodafone Group Public Limited Company | VOD | 25.94K | $343.04K |
 Broadcom Inc. | AVGO | 26.23K | $9.91M |
 Parker-Hannifin Corporation | PH | 26.56K | $25.98M |
 GE Aerospace | GE | 27.3K | $10.2M |