Stock Taper 
CLIFFORD SWAN INVESTMENT COUNSEL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 1.13K | $1.31M |
 Applied Materials, Inc. | AMAT | 1.13K | $819.88K |
 Cardinal Health, Inc. | CAH | 1.18K | $280.8K |
 Rockwell Automation, Inc. | ROK | 1.2K | $593.6K |
 L3Harris Technologies, Inc. | LHX | 1.21K | $352.12K |
 Marvell Technology, Inc. | MRVL | 1.23K | $367.6K |
 Republic Services, Inc. | RSG | 1.25K | $265.5K |
 Waste Management, Inc. | WM | 1.26K | $281.72K |
 Yum! Brands, Inc. | YUM | 1.33K | $213.34K |
 ICON Public Limited Company | ICLR | 1.36K | $236.25K |
 AMETEK, Inc. | AME | 1.5K | $361.7K |
 Extra Space Storage Inc. | EXR | 1.53K | $221.87K |
 Capital One Financial Corporation | COF | 1.53K | $307.15K |
 Valero Energy Corporation | VLO | 1.55K | $403.68K |
 FedEx Corporation | FDX | 1.56K | $489.74K |
 Fortinet, Inc. | FTNT | 1.56K | $240.41K |
 CME Group Inc. | CME | 1.57K | $346.92K |
 DTE Energy Company | DTE | 1.6K | $243.79K |
 KLA Corporation | KLAC | 1.61K | $485.75K |
 Welltower Inc. | WELL | 1.61K | $365.79K |