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CIK: 0001034642
Total reported value
$3.1B
$3.1B
332 檔
18.7%
In Q1 2026, Clifford Swan Investment Counsel LLC's U.S. equity holdings reached a combined market value of $3.1B, distributed across 332 disclosed stock positions.
In Q1 2026, Clifford Swan Investment Counsel LLC adopted a defensive or profit-taking posture, trimming 121 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.68% | +0.25% | -2.96% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.81% | +0.54% | -5.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.78% | -0.20% | -0.92% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.32% | -0.46% | -1.73% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.24% | +0.03% | -0.29% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.68% | -0.09% | -0.91% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 2.19% | -0.57% | -0.69% | |
| 8 | ANET | Arista Networks Inc | Stock-Tech | 2.15% | +0.52% | -3.43% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | +0.05% | -1.68% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.76% | -0.07% | -1.65% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | -0.42% | -2.11% | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.55% | -0.19% | -1.45% | |
| 13 | CTVA | Corteva Inc | Stock-Materials | 1.43% | -0.10% | +0.65% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.36% | -0.16% | -7.84% | |
| 15 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.31% | -0.17% | -1.65% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.18% | -14.18% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.29% | -0.40% | +3.72% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | +0.07% | -1.45% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.02% | -2.94% | |
| 20 | AXP | American Express Co | Stock-Financials | 1.24% | +0.05% | -2.59% | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 1.23% | -0.06% | -1.36% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.21% | -0.11% | -2.53% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 1.19% | -0.04% | -3.75% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.10% | +0.02% | -2.08% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.08% | -1.33% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 1.08% | -0.21% | -5.45% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.03% | +0.34% | +2.27% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | -0.21% | -7.70% | |
| 29 | SLB | Slb LTD | Stock-Energy | 0.97% | -0.16% | +1.88% | |
| 30 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.96% | -0.31% | -0.77% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.34% | -1.89% | |
| 32 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.94% | -0.04% | -1.09% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | +0.37% | +0.37% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.88% | -0.09% | -0.57% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.84% | -0.21% | +31.88% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | -0.16% | -0.91% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.15% | +0.21% | |
| 38 | PH | Parker Hannifin CORP | Stock-Industrials | 0.81% | +0.02% | -0.38% | |
| 39 | KEYS | Keysight Technologies In | Stock-Tech | 0.77% | +0.09% | -2.58% | |
| 40 | ENTG | Entegris Inc | Stock-Tech | 0.76% | +0.18% | -3.09% | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.75% | +0.18% | +11.87% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.05% | -1.48% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.12% | -1.63% | |
| 44 | ALB | Albemarle CORP | Stock-Materials | 0.70% | -0.30% | -2.47% | |
| 45 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.68% | +0.03% | -0.44% | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.68% | -0.05% | +17.44% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.19% | -5.71% | |
| 48 | SYY | Sysco CORP | Stock-Consumer Staples | 0.66% | +0.06% | -0.17% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.62% | -0.08% | -2.59% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.11% | -4.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | -0.69% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.5% | -2.11% | Trim |
| 3 | COST | Costco Wholesale CORP | +0.5% | -1.73% | Trim |
| 4 | CTVA | Corteva Inc | +0.3% | +0.65% | Add |
| 5 | ZTS | Zoetis Inc | +0.3% | +115.69% | Add |
| 6 | JNJ | Johnson & Johnson | +0.3% | -1.65% | Trim |
| 7 | SLB | Slb LTD | +0.3% | +1.88% | Add |
| 8 | ALSN | Allison Transmission Holding | +0.2% | -1.65% | Trim |
| 9 | KEYS | Keysight Technologies In | +0.2% | -2.58% | Trim |
| 10 | ENTG | Entegris Inc | +0.2% | -3.09% | Trim |
| 11 | CAT | Caterpillar Inc | +0.2% | +0.37% | Add |
| 12 | FAST | Fastenal Co | +0.2% | -1.36% | Trim |
| 13 | MDLZ | Mondelez International Inc-a | +0.2% | +17.44% | Add |
| 14 | ALB | Albemarle CORP | +0.2% | -2.47% | Trim |
| 15 | COP | Conocophillips | +0.1% | +0.29% | Add |
| 16 | OTIS | Otis Worldwide CORP | +0.1% | +116.97% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +25.61% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | -2.94% | Trim |
| 19 | PEP | Pepsico Inc | +0.1% | +0.21% | Add |
| 20 | KMX | Carmax Inc | +0.1% | +7.81% | Add |
| 21 | NOC | Northrop Grumman CORP | +0.1% | -2.59% | Trim |
| 22 | BP | Bp Plc-spons Adr | +0.1% | -3.67% | Trim |
| 23 | PFE | Pfizer Inc | +0.1% | +0.77% | Add |
| 24 | BMY | Bristol-myers Squibb Co | +0.1% | -2.59% | Trim |
| 25 | INTC | Intel CORP | +0.1% | -8.20% | Trim |
| 26 | LH | Labcorp Holdings Inc | +0.1% | -1.09% | Trim |
| 27 | AKAM | Akamai Technologies Inc | +0.1% | -0.78% | Trim |
| 28 | OXY | Occidental Petroleum CORP | +0.1% | -11.94% | Trim |
| 29 | UNP | Union Pacific CORP | +0.1% | +3.74% | Add |
| 30 | WMT | Walmart Inc | +0.1% | -4.65% | Trim |
| 31 | HON | Honeywell International Inc | +0.1% | -1.92% | Trim |
| 32 | MRK | Merck & Co. Inc. | +0.1% | +0.53% | Add |
| 33 | UPS | United Parcel Service-cl B | +0.1% | -0.29% | Trim |
| 34 | Q | Qnity Electronics Inc | +0.1% | -20.33% | Trim |
| 35 | LMT | Lockheed Martin CORP | 0% | -2.44% | Trim |
| 36 | GEV | GE Vernova Inc | 0% | -2.87% | Trim |
| 37 | CASY | Casey's General Stores Inc | 0% | -2.08% | Trim |
| 38 | NVS | Novartis Ag-sponsored Adr | 0% | -1.36% | Trim |
| 39 | PSX | Phillips 66 | 0% | — | Unchanged |
| 40 | 6D8 | Dupont De Nemours Inc | 0% | -2.98% | Trim |
| 41 | KO | Coca-cola Co/the | 0% | +0.75% | Add |
| 42 | FERG | Ferguson Enterprises Inc | 0% | -0.29% | Trim |
| 43 | AMGN | Amgen Inc | 0% | -2.65% | Trim |
| 44 | GNRC | Generac Holdings Inc | 0% | -1.07% | Trim |
| 45 | TGT | Target CORP | 0% | -2.58% | Trim |
| 46 | CL | Colgate-palmolive Co | 0% | -1.30% | Trim |
| 47 | T | At&t Inc | 0% | -0.72% | Trim |
| 48 | LRCX | Lam Research CORP | 0% | -0.82% | Trim |
| 49 | TXN | Texas Instruments Inc | 0% | -2.00% | Trim |
| 50 | DE | Deere & Co | 0% | -0.33% | Trim |
According to official SEC Form 13F filings, Clifford Swan Investment Counsel LLC reported a total U.S. public equity portfolio value of $3.1B across 332 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, MSFT) accounted for 18.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VRSK
市值: $494.1K
Top Position Liquidated / Trimmed
AOA
前期市值: $2.6M
During Q1 2026, Clifford Swan Investment Counsel LLC's top holdings by market value included AAPL (5.7%)、GOOGL (3.8%)、MSFT (3.8%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q1 2026, Clifford Swan Investment Counsel LLC made 183 total portfolio adjustments, initiating 17 new buys, adding to 37 positions, trimming 121 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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