Fund Holdings

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
CHEVRON CORPORATION0311,474+311,474064,444,038+64,444,038
EXXON MOBIL CORP0289,161+289,161049,059,005+49,059,005
COSTCO WHOLESALE CORPORATION097,796+97,796097,446,465+97,446,465
ZOETIS INC0148,151+148,151017,512,989+17,512,989
CORTEVA INC0501,539+501,539041,983,801+41,983,801
SLB LIMITED0556,159+556,159028,581,008+28,581,008
JOHNSON & JOHNSON0211,196+211,196051,624,670+51,624,670
KEYSIGHT TECHNOLOGIES INC080,302+80,302022,674,876+22,674,876
ENTEGRIS INC0191,212+191,212022,417,732+22,417,732
ALLISON TRANSMISSION HLDGS I0329,022+329,022038,515,365+38,515,365
CATERPILLAR INC037,800+37,800026,779,788+26,779,788
FASTENAL CO0781,022+781,022036,239,421+36,239,421
MONDELEZ INTL INC0345,672+345,672019,924,546+19,924,546
ALBEMARLE CORP0114,365+114,365020,531,948+20,531,948
CONOCOPHILLIPS089,572+89,572011,823,470+11,823,470
OTIS WORLDWIDE CORP090,992+90,99207,013,663+7,013,663
STATE STR SPDR S&P 500 ETF T024,384+24,384015,857,668+15,857,668
JOHNSON CONTROLS INTERNATION0280,272+280,272036,701,677+36,701,677
CARMAX INC0324,084+324,084013,475,413+13,475,413
PEPSICO INC0153,540+153,540023,843,277+23,843,277
NORTHROP GRUMMAN CORP018,802+18,802012,827,476+12,827,476
BP PLC0161,400+161,40007,585,800+7,585,800
AKAMAI TECHNOLOGIES INC061,386+61,38607,050,182+7,050,182
PFIZER INC0489,295+489,295013,739,417+13,739,417
BRISTOL-MYERS SQUIBB CO0301,465+301,465018,283,851+18,283,851
INTEL CORP0398,521+398,521017,586,732+17,586,732
OCCIDENTAL PETE CORP079,649+79,64905,177,185+5,177,185
HONEYWELL INTL INC051,080+51,080011,545,612+11,545,612
LABCORP HOLDINGS INC0103,217+103,217027,539,352+27,539,352
UNION PAC CORP069,093+69,093016,763,226+16,763,226
LOCKHEED MARTIN CORP011,874+11,87407,176,527+7,176,527
MERCK & CO INC076,120+76,12009,156,484+9,156,484
GE VERNOVA INC05,749+5,74905,018,701+5,018,701
WALMART INC0145,454+145,454018,076,963+18,076,963
QNITY ELECTRONICS INC080,583+80,58309,297,679+9,297,679
CASEYS GEN STORES INC06,349+6,34904,621,183+4,621,183
NOVARTIS AG072,551+72,551011,082,168+11,082,168
PHILLIPS 66017,252+17,25203,142,969+3,142,969
DUPONT DE NEMOURS INC0202,334+202,33409,266,885+9,266,885
GENERAC HLDGS INC014,305+14,30502,794,196+2,794,196
COCA COLA CO0118,662+118,66209,024,235+9,024,235
TARGET CORP037,459+37,45904,540,064+4,540,064
FERGUSON ENTERPRISES INC075,136+75,136017,526,116+17,526,116
COLGATE PALMOLIVE CO0139,095+139,095011,855,091+11,855,091
AT&T INC0178,665+178,66505,179,498+5,179,498
LAM RESEARCH CORP016,540+16,54003,533,936+3,533,936
DOW HLDGS INC038,636+38,63601,609,189+1,609,189
ALTRIA GROUP INC072,677+72,67704,795,971+4,795,971
TEXAS INSTRS INC034,101+34,10106,620,282+6,620,282
AMGEN INC037,189+37,189013,085,020+13,085,020
DEERE & CO06,030+6,03003,396,626+3,396,626
ONEOK INC NEW039,852+39,85203,602,222+3,602,222
EDGEWELL PERSONAL CARE CO0140,877+140,87703,006,315+3,006,315
CUMMINS INC018,443+18,44309,922,703+9,922,703
VERISK ANALYTICS INC02,604+2,6040494,109+494,109
NEXTERA ENERGY INC035,140+35,14003,263,803+3,263,803
APPLIED MATLS INC01,184+1,1840404,679+404,679
ILLINOIS TOOL WKS INC031,515+31,51508,203,039+8,203,039
AMPLIFY ETF TR08,700+8,7000390,195+390,195
SPDR SERIES TRUST04,248+4,2480389,287+389,287
APA CORPORATION016,930+16,9300718,509+718,509
PARKER-HANNIFIN CORP026,562+26,562023,779,365+23,779,365
SOLSTICE ADVANCED MATLS INC012,801+12,8010974,924+974,924
EATON CORP PLC08,015+8,01502,866,725+2,866,725
CORPAY INC048,158+48,158014,013,497+14,013,497
PUBLIC STORAGE OPER CO025,918+25,91807,020,668+7,020,668
TAIWAN SEMICONDUCTOR MANUFAC05,592+5,59201,889,816+1,889,816
CONSOLIDATED EDISON INC020,055+20,05502,269,793+2,269,793
AMERICAN CENTY ETF TR05,500+5,5000274,015+274,015
CARRIER GLOBAL CORPORATION087,578+87,57804,931,496+4,931,496
ISHARES TR04,665+4,6650268,751+268,751
CSX CORP037,169+37,16901,525,787+1,525,787
SEAGATE TECHNOLOGY HLDNGS PL0647+6470253,469+253,469
VERIZON COMMUNICATIONS INC0110,895+110,89505,566,914+5,566,914
CAPITAL GROUP GROWTH ETF06,023+6,0230242,047+242,047
KLA CORP0163+1630240,003+240,003
CAPITAL GROUP DIVIDEND VALUE05,599+5,5990238,193+238,193
THE CIGNA GROUP0848+8480226,204+226,204
SHELL PLC011,336+11,33601,054,248+1,054,248
WATERS CORP0742+7420220,968+220,968
ATMUS FILTRATION TECHNOLOGIE03,835+3,8350217,713+217,713
GLOBAL X FDS02,860+2,8600212,641+212,641
JABIL INC0800+8000212,504+212,504
TJX COS INC NEW030,374+30,37404,850,728+4,850,728
ASTRAZENECA PLC01,034+1,0340203,925+203,925
EXTRA SPACE STORAGE INC01,527+1,5270200,236+200,236
MCDONALDS CORP077,783+77,783024,174,179+24,174,179
AON PLC027,076+27,07608,739,591+8,739,591
ISHARES TR041,100+41,10002,334,069+2,334,069
L3HARRIS TECHNOLOGIES INC01,302+1,3020449,300+449,300
ISHARES TR010,523+10,52301,428,182+1,428,182
VALERO ENERGY CORP01,550+1,5500382,974+382,974
SPROTT ASSET MANAGEMENT LP062,635+62,63502,219,784+2,219,784
FEDEX CORP01,615+1,6150575,231+575,231
CORNING INC02,731+2,7310371,334+371,334
NUCOR CORP019,150+19,15003,238,265+3,238,265
SEMPRA013,524+13,52401,314,127+1,314,127
MICRON TECHNOLOGY INC01,198+1,1980404,814+404,814
ENTERPRISE PRODS PARTNERS L016,498+16,4980624,284+624,284
WILLIAMS COS INC04,714+4,7140343,085+343,085
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