Current Market Value 2,938,335,751
Current Holdings 332
Most Recent File Date 2026-05-06
Total Filings on Record 53
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Clifford Swan Investment Counsel Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2026-05-06 2026-03-31 13F-HR 332 2,938,336
2026-02-11 2025-12-31 13F-HR 323 3,013,896
2025-11-12 2025-09-30 13F-HR 322 3,004,376
2025-07-30 2025-06-30 13F-HR 313 2,833,106
2025-05-06 2025-03-31 13F-HR 309 2,704,311
2025-02-05 2024-12-31 13F-HR 305 2,780,023
2024-11-14 2024-09-30 13F-HR 312 2,820,882
2024-08-07 2024-06-30 13F-HR 303 2,673,703
2024-04-17 2024-03-31 13F-HR 307 2,691,351
2024-02-06 2023-12-31 13F-HR 299 2,571,279
2023-11-13 2023-09-30 13F-HR 298 2,383,528
2023-08-04 2023-06-30 13F-HR 299 2,477,083
2023-05-05 2023-03-31 13F-HR 294 2,390,617
2023-02-03 2022-12-31 13F-HR 303 2,298,065
2022-11-07 2022-09-30 13F-HR 307 2,129,969
2022-08-04 2022-06-30 13F-HR 316 2,309,814
2022-05-03 2022-03-31 13F-HR 321 2,698,487
2022-02-11 2021-12-31 13F-HR 337 2,856,185
2021-11-02 2021-09-30 13F-HR 329 2,726,421
2021-08-05 2021-06-30 13F-HR 322 2,634,353
2021-05-07 2021-03-31 13F-HR 322 2,430,234
2021-02-11 2020-12-31 13F-HR 323 2,293,117
2020-10-30 2020-09-30 13F-HR 316 2,085,380
2020-08-06 2020-06-30 13F-HR 309 1,944,326
2020-04-09 2020-03-31 13F-HR 300 1,646,564
2020-01-30 2019-12-31 13F-HR 320 2,069,478
2019-11-12 2019-09-30 13F-HR 314 1,926,817
2019-08-13 2019-06-30 13F-HR 318 1,899,561
2019-05-14 2019-03-31 13F-HR 308 1,864,490
2019-02-13 2018-12-31 13F-HR 297 1,647,492
2018-11-13 2018-09-30 13F-HR 320 1,922,180
2018-08-13 2018-06-30 13F-HR 314 1,788,399
2018-05-08 2018-03-31 13F-HR 313 1,770,667
2018-02-09 2017-12-31 13F-HR 317 1,834,871
2017-11-13 2017-09-30 13F-HR 316 1,651,417
2017-08-11 2017-06-30 13F-HR 323 1,603,942
2017-05-09 2017-03-31 13F-HR 299 1,562,831
2017-02-06 2016-12-31 13F-HR 281 1,494,423
2016-11-10 2016-09-30 13F-HR 281 1,479,601
2016-08-10 2016-06-30 13F-HR 262 1,445,350
2016-05-16 2016-03-31 13F-HR 269 1,474,712
2016-02-09 2015-12-31 13F-HR 271 1,461,099
2015-11-10 2015-09-30 13F-HR 258 1,397,933
2015-08-11 2015-06-30 13F-HR 262 1,488,373
2015-05-15 2015-03-31 13F-HR 262 1,517,645
2015-02-12 2014-12-31 13F-HR 256 1,515,010
2014-11-12 2014-09-30 13F-HR 251 1,464,841
2014-08-07 2014-06-30 13F-HR 254 1,484,081
2014-05-06 2014-03-31 13F-HR 250 1,427,326
2014-02-12 2013-12-31 13F-HR 236 1,383,435
2013-10-24 2013-09-30 13F-HR 229 1,254,048
2013-08-15 2013-06-30 13F-HR/A 1 N 226 1,197,530
2013-08-13 2013-06-30 13F-HR 215 1,163,384