The Analysis of CLIFFORD SWAN INVESTMENT COUNSEL LLC's Holdings & P&L


Currently, CLIFFORD SWAN INVESTMENT COUNSEL LLC holds 332 types of securities in its portfolio with a total value $2.9B. In the most recent quarter, they have increased their positions in ZTS (+79.5K shares, valued at $9.4M), INTU (+13.7K shares, valued at $5.9M), OTIS (+49.1K shares, valued at $3.8M); decreased their positions in N/A (-22.1K shares, valued at $6.3M), N/A (-21.6K shares, valued at $6.2M), AAPL (-20.0K shares, valued at $5.1M); initiated new positions in VRSK (+2.6K shares, valued at $494.1K), AMAT (+1.2K shares, valued at $404.7K), DIVO (+8.7K shares, valued at $390.2K).


1M P&L
+60.0M+2.35%
3M P&L
+13.6M+0.52%
HY P&L
+138.5M+5.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics166.9M
6.7%
2Drug Manufacturers - General156.5M
6.3%
3Software - Infrastructure154.1M
6.2%

Top Industries by Stock Count

1N/A76 stocks
25.4%
2Utilities - Regulated Electric10 stocks
3.3%
3Drug Manufacturers - General9 stocks
3.0%
Stock Holdings
AAPL
APPLE INC
-2.96%
Shares657.7K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
-5.26%
Shares389.7K
Event2026-03-31
Filed2026-05-06
MSFT
MICROSOFT CORP
-0.92%
Shares300.3K
Event2026-03-31
Filed2026-05-06
COST
COSTCO WHOLESALE CORPORATION
-1.73%
Shares97.8K
Event2026-03-31
Filed2026-05-06
UPS
UNITED PARCEL SVCS INC
-0.29%
Shares967.8K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.91%
Shares164.5K
Event2026-03-31
Filed2026-05-06
CVX
CHEVRON CORPORATION
-0.69%
Shares311.5K
Event2026-03-31
Filed2026-05-06
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-3.43%
Shares514.5K
Event2026-03-31
Filed2026-05-06
JPM
JPMORGAN CHASE & CO
-1.68%
Shares177.9K
Event2026-03-31
Filed2026-05-06
JNJ
JOHNSON & JOHNSON
-1.65%
Shares211.2K
Event2026-03-31
Filed2026-05-06
XOM
EXXON MOBIL CORP
-2.11%
Shares289.2K
Event2026-03-31
Filed2026-05-06
LOW
LOWES COS INC
-1.45%
Shares193.2K
Event2026-03-31
Filed2026-05-06
CTVA
CORTEVA INC
0.65%
Shares501.5K
Event2026-03-31
Filed2026-05-06
RTX
RTX CORPORATION
-7.84%
Shares207.2K
Event2026-03-31
Filed2026-05-06
ALSN
ALLISON TRANSMISSION HLDGS I
-1.65%
Shares329.0K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
-14.18%
Shares133.5K
Event2026-03-31
Filed2026-05-06
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
3.72%
Shares191.4K
Event2026-03-31
Filed2026-05-06
AMZN
AMAZON COM INC
-1.45%
Shares179.2K
Event2026-03-31
Filed2026-05-06
JCI
JOHNSON CONTROLS INTERNATION
-2.94%
Shares280.3K
Event2026-03-31
Filed2026-05-06
AXP
AMERICAN EXPRESS CO
-2.59%
Shares120.6K
Event2026-03-31
Filed2026-05-06
FAST
FASTENAL CO
-1.36%
Shares781.0K
Event2026-03-31
Filed2026-05-06
ORCL
ORACLE CORP
-2.53%
Shares242.2K
Event2026-03-31
Filed2026-05-06
WFC
WELLS FARGO & CO
-3.75%
Shares437.6K
Event2026-03-31
Filed2026-05-06
EMR
EMERSON ELEC CO
-2.08%
Shares246.3K
Event2026-03-31
Filed2026-05-06
ABBV
ABBVIE INC
-1.33%
Shares146.7K
Event2026-03-31
Filed2026-05-06
MCK
MCKESSON CORP
-5.45%
Shares36.6K
Event2026-03-31
Filed2026-05-06
UNH
UNITEDHEALTH GROUP INC
2.27%
Shares111.4K
Event2026-03-31
Filed2026-05-06
GLD
SPDR GOLD TR
-7.70%
Shares68.5K
Event2026-03-31
Filed2026-05-06
SLB
SLB LIMITED
1.88%
Shares556.2K
Event2026-03-31
Filed2026-05-06
TSCO
TRACTOR SUPPLY CO
-0.77%
Shares624.9K
Event2026-03-31
Filed2026-05-06
CSCO
CISCO SYS INC
-1.89%
Shares358.4K
Event2026-03-31
Filed2026-05-06
LH
LABCORP HOLDINGS INC
-1.09%
Shares103.2K
Event2026-03-31
Filed2026-05-06
CAT
CATERPILLAR INC
0.37%
Shares37.8K
Event2026-03-31
Filed2026-05-06
SYK
STRYKER CORPORATION
-0.57%
Shares78.8K
Event2026-03-31
Filed2026-05-06
INTU
INTUIT
31.88%
Shares56.8K
Event2026-03-31
Filed2026-05-06
MCD
MCDONALDS CORP
-0.91%
Shares77.8K
Event2026-03-31
Filed2026-05-06
PEP
PEPSICO INC
0.21%
Shares153.5K
Event2026-03-31
Filed2026-05-06
PH
PARKER-HANNIFIN CORP
-0.38%
Shares26.6K
Event2026-03-31
Filed2026-05-06
KEYS
KEYSIGHT TECHNOLOGIES INC
-2.58%
Shares80.3K
Event2026-03-31
Filed2026-05-06
ENTG
ENTEGRIS INC
-3.09%
Shares191.2K
Event2026-03-31
Filed2026-05-06
BKNG
BOOKING HOLDINGS INC
11.87%
Shares5.3K
Event2026-03-31
Filed2026-05-06
PG
PROCTER & GAMBLE CO
-1.48%
Shares145.5K
Event2026-03-31
Filed2026-05-06
ABT
ABBOTT LABORATORIES
-1.63%
Shares201.3K
Event2026-03-31
Filed2026-05-06
ALB
ALBEMARLE CORP
-2.47%
Shares114.4K
Event2026-03-31
Filed2026-05-06
EW
EDWARDS LIFESCIENCES CORP
-0.44%
Shares250.5K
Event2026-03-31
Filed2026-05-06
MDLZ
MONDELEZ INTL INC
17.44%
Shares345.7K
Event2026-03-31
Filed2026-05-06
QCOM
QUALCOMM INC
-5.71%
Shares154.7K
Event2026-03-31
Filed2026-05-06
SYY
SYSCO CORP
-0.17%
Shares273.2K
Event2026-03-31
Filed2026-05-06
BMY
BRISTOL-MYERS SQUIBB CO
-2.59%
Shares301.5K
Event2026-03-31
Filed2026-05-06
WMT
WALMART INC
-4.65%
Shares145.5K
Event2026-03-31
Filed2026-05-06
META
META PLATFORMS INC
-6.08%
Shares31.3K
Event2026-03-31
Filed2026-05-06
INTC
INTEL CORP
-8.20%
Shares398.5K
Event2026-03-31
Filed2026-05-06
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
-0.29%
Shares75.1K
Event2026-03-31
Filed2026-05-06
ZTS
ZOETIS INC
115.69%
Shares148.2K
Event2026-03-31
Filed2026-05-06
UNP
UNION PAC CORP
3.74%
Shares69.1K
Event2026-03-31
Filed2026-05-06
A
AGILENT TECHNOLOGIES INC
-0.23%
Shares143.5K
Event2026-03-31
Filed2026-05-06
SPY
STATE STR SPDR S&P 500 ETF T
25.61%
Shares24.4K
Event2026-03-31
Filed2026-05-06
PM
PHILIP MORRIS INTL INC
-5.46%
Shares94.6K
Event2026-03-31
Filed2026-05-06
LMBS
FIRST TR EXCHANGE-TRADED FD
-3.74%
Shares291.8K
Event2026-03-31
Filed2026-05-06
HPE
HEWLETT PACKARD ENTERPRISE C
-1.66%
Shares593.8K
Event2026-03-31
Filed2026-05-06
CORPAY INC
CORPAY INC
5.72%
Shares48.2K
Event2026-03-31
Filed2026-05-06
EBAY
EBAY INC.
-6.99%
Shares152.2K
Event2026-03-31
Filed2026-05-06
HP INC
HP INC
-0.07%
Shares715.6K
Event2026-03-31
Filed2026-05-06
PFE
PFIZER INC
0.77%
Shares489.3K
Event2026-03-31
Filed2026-05-06
KMX
CARMAX INC
7.81%
Shares324.1K
Event2026-03-31
Filed2026-05-06
SBUX
STARBUCKS CORP
-9.42%
Shares146.5K
Event2026-03-31
Filed2026-05-06
AMGN
AMGEN INC
-2.65%
Shares37.2K
Event2026-03-31
Filed2026-05-06
NOC
NORTHROP GRUMMAN CORP
-2.59%
Shares18.8K
Event2026-03-31
Filed2026-05-06
HD
HOME DEPOT INC
-0.11%
Shares38.6K
Event2026-03-31
Filed2026-05-06
DIS
DISNEY WALT CO
-2.95%
Shares130.4K
Event2026-03-31
Filed2026-05-06
NVO
NOVO-NORDISK A S
1.78%
Shares324.7K
Event2026-03-31
Filed2026-05-06
CL
COLGATE PALMOLIVE CO
-1.30%
Shares139.1K
Event2026-03-31
Filed2026-05-06
COP
CONOCOPHILLIPS
0.29%
Shares89.6K
Event2026-03-31
Filed2026-05-06
HON
HONEYWELL INTL INC
-1.92%
Shares51.1K
Event2026-03-31
Filed2026-05-06
NVDA
NVIDIA CORPORATION
-6.48%
Shares65.0K
Event2026-03-31
Filed2026-05-06
EXPD
EXPEDITORS INTL WASH INC
-1.10%
Shares79.0K
Event2026-03-31
Filed2026-05-06
GS
GOLDMAN SACHS GROUP INC
-9.94%
Shares13.2K
Event2026-03-31
Filed2026-05-06
NVS
NOVARTIS AG
-1.36%
Shares72.6K
Event2026-03-31
Filed2026-05-06
BRK.A
BERKSHIRE HATHAWAY INC DEL
-6.25%
Shares15
Event2026-03-31
Filed2026-05-06
IJR
ISHARES TR
-2.70%
Shares85.6K
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-1.15%
Shares17.2K
Event2026-03-31
Filed2026-05-06
CMI
CUMMINS INC
0.00%
Shares18.4K
Event2026-03-31
Filed2026-05-06
ADP
AUTOMATIC DATA PROCESSING IN
1.46%
Shares46.8K
Event2026-03-31
Filed2026-05-06
IFF
INTERNATIONAL FLAVORS&FRAGRA
-6.68%
Shares130.1K
Event2026-03-31
Filed2026-05-06
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-20.33%
Shares80.6K
Event2026-03-31
Filed2026-05-06
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-2.98%
Shares202.3K
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
MERCK & CO INC
0.53%
Shares76.1K
Event2026-03-31
Filed2026-05-06
KO
COCA COLA CO
0.75%
Shares118.7K
Event2026-03-31
Filed2026-05-06
NKE
NIKE INC
-1.94%
Shares170.7K
Event2026-03-31
Filed2026-05-06
XLK
SELECT SECTOR SPDR TR
0.00%
Shares66.3K
Event2026-03-31
Filed2026-05-06
AON PLC
AON PLC
11.47%
Shares27.1K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
BROADCOM INC
3.81%
Shares27.2K
Event2026-03-31
Filed2026-05-06
BK
BANK NEW YORK MELLON CORP
-2.45%
Shares70.6K
Event2026-03-31
Filed2026-05-06
ITW
ILLINOIS TOOL WKS INC
-0.48%
Shares31.5K
Event2026-03-31
Filed2026-05-06
IBM
INTERNATIONAL BUSINESS MACHS
-0.51%
Shares33.0K
Event2026-03-31
Filed2026-05-06
BA
BOEING CO
-0.48%
Shares39.7K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
GE AEROSPACE
-3.52%
Shares27.6K
Event2026-03-31
Filed2026-05-06
BP
BP PLC
-3.67%
Shares161.4K
Event2026-03-31
Filed2026-05-06
PYPL
PAYPAL HLDGS INC
-1.97%
Shares166.6K
Event2026-03-31
Filed2026-05-06
LMT
LOCKHEED MARTIN CORP
-2.44%
Shares11.9K
Event2026-03-31
Filed2026-05-06
AKAM
AKAMAI TECHNOLOGIES INC
-0.78%
Shares61.4K
Event2026-03-31
Filed2026-05-06
PSA
PUBLIC STORAGE OPER CO
0.00%
Shares25.9K
Event2026-03-31
Filed2026-05-06
OTIS
OTIS WORLDWIDE CORP
116.97%
Shares91.0K
Event2026-03-31
Filed2026-05-06
ALLE
ALLEGION PLC
0.15%
Shares47.4K
Event2026-03-31
Filed2026-05-06
J
JACOBS SOLUTIONS INC
-0.55%
Shares53.5K
Event2026-03-31
Filed2026-05-06
TXN
TEXAS INSTRS INC
-2.00%
Shares34.1K
Event2026-03-31
Filed2026-05-06
MMM
3M CO
1.58%
Shares41.1K
Event2026-03-31
Filed2026-05-06
VZ
VERIZON COMMUNICATIONS INC
-15.11%
Shares110.9K
Event2026-03-31
Filed2026-05-06
T
AT&T INC
-0.72%
Shares178.7K
Event2026-03-31
Filed2026-05-06
OXY
OCCIDENTAL PETE CORP
-11.94%
Shares79.6K
Event2026-03-31
Filed2026-05-06
GEV
GE VERNOVA INC
-2.87%
Shares5.7K
Event2026-03-31
Filed2026-05-06
CARR
CARRIER GLOBAL CORPORATION
-0.66%
Shares87.6K
Event2026-03-31
Filed2026-05-06
TJX
TJX COS INC NEW
0.49%
Shares30.4K
Event2026-03-31
Filed2026-05-06
MO
ALTRIA GROUP INC
-0.12%
Shares72.7K
Event2026-03-31
Filed2026-05-06
VTI
VANGUARD INDEX FDS
6.30%
Shares14.7K
Event2026-03-31
Filed2026-05-06
CASY
CASEYS GEN STORES INC
-2.08%
Shares6.3K
Event2026-03-31
Filed2026-05-06
TGT
TARGET CORP
-2.58%
Shares37.5K
Event2026-03-31
Filed2026-05-06
TSLA
TESLA INC
-0.91%
Shares12.1K
Event2026-03-31
Filed2026-05-06
NEU
NEWMARKET CORP
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-06
TPR
TAPESTRY INC
-7.47%
Shares29.0K
Event2026-03-31
Filed2026-05-06
IVV
ISHARES TR
-2.01%
Shares6.1K
Event2026-03-31
Filed2026-05-06
IYW
ISHARES TR
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-06
OKE
ONEOK INC NEW
-3.37%
Shares39.9K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
LAM RESEARCH CORP
-0.82%
Shares16.5K
Event2026-03-31
Filed2026-05-06
DE
DEERE & CO
-0.33%
Shares6.0K
Event2026-03-31
Filed2026-05-06
GIS
GENERAL MILLS INC
0.00%
Shares90.1K
Event2026-03-31
Filed2026-05-06
ENR
ENERGIZER HLDGS INC
0.00%
Shares203.0K
Event2026-03-31
Filed2026-05-06
NEE
NEXTERA ENERGY INC
-1.19%
Shares35.1K
Event2026-03-31
Filed2026-05-06
NUE
NUCOR CORP
0.52%
Shares19.1K
Event2026-03-31
Filed2026-05-06
PSX
PHILLIPS 66
0.00%
Shares17.3K
Event2026-03-31
Filed2026-05-06
LLY
ELI LILLY & CO
-1.73%
Shares3.4K
Event2026-03-31
Filed2026-05-06
POST
POST HLDGS INC
0.00%
Shares31.6K
Event2026-03-31
Filed2026-05-06
TT
TRANE TECHNOLOGIES PLC
-33.73%
Shares7.3K
Event2026-03-31
Filed2026-05-06
WY
WEYERHAEUSER CO
0.00%
Shares123.1K
Event2026-03-31
Filed2026-05-06
EPC
EDGEWELL PERSONAL CARE CO
-3.16%
Shares140.9K
Event2026-03-31
Filed2026-05-06
EATON CORP PLC
EATON CORP PLC
0.56%
Shares8.0K
Event2026-03-31
Filed2026-05-06
VCSH
VANGUARD SCOTTSDALE FDS
-13.17%
Shares35.6K
Event2026-03-31
Filed2026-05-06
GNRC
GENERAC HLDGS INC
-1.07%
Shares14.3K
Event2026-03-31
Filed2026-05-06
CATH
GLOBAL X FDS
-0.49%
Shares34.7K
Event2026-03-31
Filed2026-05-06
SPGI
S&P GLOBAL INC
-0.05%
Shares5.9K
Event2026-03-31
Filed2026-05-06
GDX
VANECK ETF TRUST
-20.44%
Shares27.2K
Event2026-03-31
Filed2026-05-06
EEM
ISHARES TR
3.27%
Shares41.1K
Event2026-03-31
Filed2026-05-06
VGT
VANGUARD WORLD FD
-0.21%
Shares3.3K
Event2026-03-31
Filed2026-05-06
VEA
VANGUARD TAX-MANAGED FDS
-7.67%
Shares35.5K
Event2026-03-31
Filed2026-05-06
ED
CONSOLIDATED EDISON INC
0.00%
Shares20.1K
Event2026-03-31
Filed2026-05-06
PHYS
SPROTT ASSET MANAGEMENT LP
-0.63%
Shares62.6K
Event2026-03-31
Filed2026-05-06
IJH
ISHARES TR
0.00%
Shares32.3K
Event2026-03-31
Filed2026-05-06
ECL
ECOLAB INC
0.00%
Shares7.5K
Event2026-03-31
Filed2026-05-06
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.93%
Shares5.6K
Event2026-03-31
Filed2026-05-06
NSC
NORFOLK SOUTHN CORP
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-06
BAC
BANK AMERICA CORP
-16.17%
Shares37.8K
Event2026-03-31
Filed2026-05-06
SCHW
SCHWAB CHARLES CORP
0.00%
Shares19.2K
Event2026-03-31
Filed2026-05-06
GILD
GILEAD SCIENCES INC
-18.92%
Shares11.9K
Event2026-03-31
Filed2026-05-06
ESS
ESSEX PPTY TR INC
-1.44%
Shares6.8K
Event2026-03-31
Filed2026-05-06
DOW
DOW HLDGS INC
-6.31%
Shares38.6K
Event2026-03-31
Filed2026-05-06
IGM
ISHARES TR
0.00%
Shares13.5K
Event2026-03-31
Filed2026-05-06
CSX
CSX CORP
6.64%
Shares37.2K
Event2026-03-31
Filed2026-05-06
VB
VANGUARD INDEX FDS
-6.67%
Shares5.6K
Event2026-03-31
Filed2026-05-06
HDV
ISHARES TR
0.00%
Shares10.5K
Event2026-03-31
Filed2026-05-06
BN
BROOKFIELD CORP
-3.65%
Shares34.3K
Event2026-03-31
Filed2026-05-06
AMD
ADVANCED MICRO DEVICES INC
-1.33%
Shares6.5K
Event2026-03-31
Filed2026-05-06
SRE
SEMPRA
0.00%
Shares13.5K
Event2026-03-31
Filed2026-05-06
ITOT
ISHARES TR
0.00%
Shares9.2K
Event2026-03-31
Filed2026-05-06
V
VISA INC
-9.09%
Shares4.3K
Event2026-03-31
Filed2026-05-06
DXC
DXC TECHNOLOGY CO
0.00%
Shares101.0K
Event2026-03-31
Filed2026-05-06
MMC
MARSH & MCLENNAN COS INC
-0.22%
Shares7.2K
Event2026-03-31
Filed2026-05-06
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-20.01%
Shares6.5K
Event2026-03-31
Filed2026-05-06
GWW
WW GRAINGER INC
-11.78%
Shares1.1K
Event2026-03-31
Filed2026-05-06
SLV
ISHARES SILVER TR
-54.07%
Shares17.9K
Event2026-03-31
Filed2026-05-06
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TR
INVESCO QQQ TR
-12.83%
Shares1.9K
Event2026-03-31
Filed2026-05-06
CLX
CLOROX CO DEL
-0.43%
Shares10.4K
Event2026-03-31
Filed2026-05-06
SHEL
SHELL PLC
0.00%
Shares11.3K
Event2026-03-31
Filed2026-05-06
SO
SOUTHERN CO
-26.39%
Shares10.9K
Event2026-03-31
Filed2026-05-06
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-2.25%
Shares12.8K
Event2026-03-31
Filed2026-05-06
CAG
CONAGRA BRANDS INC
-2.17%
Shares61.9K
Event2026-03-31
Filed2026-05-06
PAYX
PAYCHEX INC
34.44%
Shares9.6K
Event2026-03-31
Filed2026-05-06
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares7.6K
Event2026-03-31
Filed2026-05-06
BDX
BECTON DICKINSON & CO
0.20%
Shares5.5K
Event2026-03-31
Filed2026-05-06
CVBF
CVB FINL CORP
0.00%
Shares44.3K
Event2026-03-31
Filed2026-05-06
VBIL
VANGUARD INSTL INDEX FD
0.00%
Shares10.4K
Event2026-03-31
Filed2026-05-06
ITB
ISHARES TR
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-06
O
REALTY INCOME CORP
-11.34%
Shares12.3K
Event2026-03-31
Filed2026-05-06
NFLX
NETFLIX INC.
2.27%
Shares7.7K
Event2026-03-31
Filed2026-05-06
SCHG
SCHWAB STRATEGIC TR
0.18%
Shares25.3K
Event2026-03-31
Filed2026-05-06
APA CORPORATION
APA CORPORATION
17.41%
Shares16.9K
Event2026-03-31
Filed2026-05-06
DFAC
DIMENSIONAL ETF TRUST
-0.19%
Shares18.5K
Event2026-03-31
Filed2026-05-06
EFA
ISHARES TR
-1.39%
Shares7.4K
Event2026-03-31
Filed2026-05-06
KMB
KIMBERLY-CLARK CORP
-3.31%
Shares7.0K
Event2026-03-31
Filed2026-05-06
VNQ
VANGUARD INDEX FDS
0.00%
Shares7.6K
Event2026-03-31
Filed2026-05-06
ALL
ALLSTATE CORP
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-06
VGSH
VANGUARD SCOTTSDALE FDS
0.47%
Shares11.0K
Event2026-03-31
Filed2026-05-06
LUV
SOUTHWEST AIRLS CO
0.00%
Shares16.7K
Event2026-03-31
Filed2026-05-06
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares16.5K
Event2026-03-31
Filed2026-05-06
EA
ELECTRONIC ARTS INC
-5.29%
Shares3.1K
Event2026-03-31
Filed2026-05-06
VWO
VANGUARD INTL EQUITY INDEX F
1.80%
Shares11.3K
Event2026-03-31
Filed2026-05-06
IR
INGERSOLL RAND INC
-29.47%
Shares7.6K
Event2026-03-31
Filed2026-05-06
RS
RELIANCE INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-06
AJG
GALLAGHER ARTHUR J & CO
-0.36%
Shares2.8K
Event2026-03-31
Filed2026-05-06
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares7.8K
Event2026-03-31
Filed2026-05-06
IJJ
ISHARES TR
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-06
FDX
FEDEX CORP
6.60%
Shares1.6K
Event2026-03-31
Filed2026-05-06
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-06
MAR
MARRIOTT INTL INC NEW
-0.29%
Shares1.7K
Event2026-03-31
Filed2026-05-06
FCAL
FIRST TR EXCH TRADED FD III
0.00%
Shares11.3K
Event2026-03-31
Filed2026-05-06
MFC
MANULIFE FINL CORP
0.00%
Shares16.1K
Event2026-03-31
Filed2026-05-06
BRBR
BELLRING BRANDS INC
0.00%
Shares33.9K
Event2026-03-31
Filed2026-05-06
BABA
ALIBABA GROUP HLDG LTD
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-06
NTAP
NETAPP INC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-06
CMF
ISHARES TR
0.00%
Shares9.3K
Event2026-03-31
Filed2026-05-06
IWM
ISHARES TR
0.77%
Shares2.1K
Event2026-03-31
Filed2026-05-06
CMCSA
COMCAST CORP NEW
-0.67%
Shares17.8K
Event2026-03-31
Filed2026-05-06
LINDE PLC
LINDE PLC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
AMTM
AMENTUM HOLDINGS INC
-0.72%
Shares19.2K
Event2026-03-31
Filed2026-05-06
URI
UNITED RENTALS INC
0.00%
Shares681
Event2026-03-31
Filed2026-05-06
VRSK
VERISK ANALYTICS INC
New
Shares2.6K
Event2026-03-31
Filed2026-05-06
CME
CME GROUP INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-06
MA
MASTERCARD INCORPORATED
-60.61%
Shares939
Event2026-03-31
Filed2026-05-06
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
DFAX
DIMENSIONAL ETF TRUST
0.00%
Shares13.5K
Event2026-03-31
Filed2026-05-06
MKC
MCCORMICK & CO INC
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-06
LHX
L3HARRIS TECHNOLOGIES INC
27.40%
Shares1.3K
Event2026-03-31
Filed2026-05-06
COF
CAPITAL ONE FINL CORP
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-06
CEG
CONSTELLATION ENERGY CORP
-1.99%
Shares1.6K
Event2026-03-31
Filed2026-05-06
KHC
KRAFT HEINZ CO
-1.05%
Shares19.6K
Event2026-03-31
Filed2026-05-06
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-06
VODAFONE GROUP PLC
VODAFONE GROUP PLC
-0.80%
Shares29.1K
Event2026-03-31
Filed2026-05-06
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-06
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-39.50%
Shares3.3K
Event2026-03-31
Filed2026-05-06
GPC
GENUINE PARTS CO
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-06
XLU
SELECT SECTOR SPDR TR
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-06
WBD
WARNER BROS DISCOVERY INC
0.00%
Shares15.0K
Event2026-03-31
Filed2026-05-06
MU
MICRON TECHNOLOGY INC
11.86%
Shares1.2K
Event2026-03-31
Filed2026-05-06
AMAT
APPLIED MATLS INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-06
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-06
EIX
EDISON INTL
-1.06%
Shares5.4K
Event2026-03-31
Filed2026-05-06
DBND
DOUBLELINE ETF TRUST
0.00%
Shares8.6K
Event2026-03-31
Filed2026-05-06
DIVO
AMPLIFY ETF TR
New
Shares8.7K
Event2026-03-31
Filed2026-05-06
BIL
SPDR SERIES TRUST
New
Shares4.2K
Event2026-03-31
Filed2026-05-06
ENB
ENBRIDGE INC
-0.92%
Shares7.2K
Event2026-03-31
Filed2026-05-06
IYC
ISHARES TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-06
PCAR
PACCAR INC
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-06
UNILEVER PLC
UNILEVER PLC
-0.28%
Shares6.8K
Event2026-03-31
Filed2026-05-06
VLO
VALERO ENERGY CORP
5.08%
Shares1.6K
Event2026-03-31
Filed2026-05-06
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-06
MCO
MOODYS CORP
-2.03%
Shares870
Event2026-03-31
Filed2026-05-06
GLW
CORNING INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-06
ISRG
INTUITIVE SURGICAL INC
-18.15%
Shares798
Event2026-03-31
Filed2026-05-06
VO
VANGUARD INDEX FDS
-1.90%
Shares1.2K
Event2026-03-31
Filed2026-05-06
MINT
PIMCO ETF TR
-4.07%
Shares3.5K
Event2026-03-31
Filed2026-05-06
CTAS
CINTAS CORP
-2.33%
Shares2.1K
Event2026-03-31
Filed2026-05-06
DVY
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-06
IYH
ISHARES TR
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-06
MNST
MONSTER BEVERAGE CORP NEW
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-06
WMB
WILLIAMS COS INC
13.21%
Shares4.7K
Event2026-03-31
Filed2026-05-06
SPSM
SPDR SERIES TRUST
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-06
PAI
WESTERN ASSET INVESTMENT GRA
-11.92%
Shares27.4K
Event2026-03-31
Filed2026-05-06
WELL
WELLTOWER INC
-30.95%
Shares1.7K
Event2026-03-31
Filed2026-05-06
PAA
PLAINS ALL AMERN PIPELINE L
-7.69%
Shares14.8K
Event2026-03-31
Filed2026-05-06
AME
AMETEK INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
KD
KYNDRYL HLDGS INC
-0.57%
Shares23.7K
Event2026-03-31
Filed2026-05-06
EQR
EQUITY RESIDENTIAL
-0.95%
Shares5.2K
Event2026-03-31
Filed2026-05-06
XLE
SELECT SECTOR SPDR TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-06
USB
US BANCORP
-24.39%
Shares5.9K
Event2026-03-31
Filed2026-05-06
TOTL
SSGA ACTIVE ETF TR
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-06
MTX
MINERALS TECHNOLOGIES INC
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-06
AEE
AMEREN CORP
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-06
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares690
Event2026-03-31
Filed2026-05-06
ES
EVERSOURCE ENERGY
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-06
FCX
FREEPORT MCMORAN INC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-06
RIO
RIO TINTO PLC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-06
DFUS
DIMENSIONAL ETF TRUST
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-06
SCHM
SCHWAB STRATEGIC TR
0.06%
Shares9.5K
Event2026-03-31
Filed2026-05-06
WM
WASTE MGMT INC DEL
-0.47%
Shares1.3K
Event2026-03-31
Filed2026-05-06
IBIT
ISHARES BITCOIN TRUST ETF
-56.04%
Shares7.4K
Event2026-03-31
Filed2026-05-06
SDY
SPDR SERIES TRUST
-8.76%
Shares1.9K
Event2026-03-31
Filed2026-05-06
TRMB
TRIMBLE INC
-17.03%
Shares4.3K
Event2026-03-31
Filed2026-05-06
RSG
REPUBLIC SVCS INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
VBK
VANGUARD INDEX FDS
11.66%
Shares910
Event2026-03-31
Filed2026-05-06
SCHF
SCHWAB STRATEGIC TR
4.83%
Shares11.1K
Event2026-03-31
Filed2026-05-06
CATF
AMERICAN CENTY ETF TR
New
Shares5.5K
Event2026-03-31
Filed2026-05-06
VYM
VANGUARD WHITEHALL FDS
-1.07%
Shares1.8K
Event2026-03-31
Filed2026-05-06
RDVY
FIRST TR EXCHANGE TRADED FD
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-06
MUB
ISHARES TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-06
IXC
ISHARES TR
New
Shares4.7K
Event2026-03-31
Filed2026-05-06
PFO
FLAHERTY & CRUMRINE PFD INCO
0.00%
Shares29.5K
Event2026-03-31
Filed2026-05-06
ASML
ASML HLDG NV
-12.61%
Shares201
Event2026-03-31
Filed2026-05-06
PWZ
INVESCO EXCH TRADED FD TR II
0.00%
Shares11.1K
Event2026-03-31
Filed2026-05-06
MET
METLIFE INC
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-06
GM
GENERAL MTRS CO
0.29%
Shares3.5K
Event2026-03-31
Filed2026-05-06
KR
KROGER CO
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-06
ET
ENERGY TRANSFER L P
0.00%
Shares13.3K
Event2026-03-31
Filed2026-05-06
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares647
Event2026-03-31
Filed2026-05-06
ROST
ROSS STORES INC
1.65%
Shares1.2K
Event2026-03-31
Filed2026-05-06
TOL
TOLL BROTHERS INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-06
CAH
CARDINAL HEALTH INC
-3.34%
Shares1.2K
Event2026-03-31
Filed2026-05-06
TROW
PRICE T ROWE GROUP INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-06
IEFA
ISHARES TR
4.33%
Shares2.7K
Event2026-03-31
Filed2026-05-06
CRWD
CROWDSTRIKE HLDGS INC
23.44%
Shares632
Event2026-03-31
Filed2026-05-06
MEDTRONIC PLC
MEDTRONIC PLC
0.64%
Shares2.8K
Event2026-03-31
Filed2026-05-06
CGGR
CAPITAL GROUP GROWTH ETF
New
Shares6.0K
Event2026-03-31
Filed2026-05-06
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-06
KLAC
KLA CORP
New
Shares163
Event2026-03-31
Filed2026-05-06
PPG
PPG INDS INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-06
CGDV
CAPITAL GROUP DIVIDEND VALUE
New
Shares5.6K
Event2026-03-31
Filed2026-05-06
VOOG
VANGUARD ADMIRAL FDS INC
0.00%
Shares584
Event2026-03-31
Filed2026-05-06
IXN
ISHARES TR
0.08%
Shares2.4K
Event2026-03-31
Filed2026-05-06
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares479
Event2026-03-31
Filed2026-05-06
YUM
YUM BRANDS INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
DTE
DTE ENERGY CO
-5.88%
Shares1.6K
Event2026-03-31
Filed2026-05-06
EXC
EXELON CORP
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-06
THE CIGNA GROUP
THE CIGNA GROUP
New
Shares848
Event2026-03-31
Filed2026-05-06
SIL
GLOBAL X FDS
-84.96%
Shares2.5K
Event2026-03-31
Filed2026-05-06
XEL
XCEL ENERGY INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-06
SGDM
SPROTT ETF TRUST
-72.64%
Shares2.9K
Event2026-03-31
Filed2026-05-06
WAT
WATERS CORP
New
Shares742
Event2026-03-31
Filed2026-05-06
AMP
AMERIPRISE FINL INC
-4.83%
Shares493
Event2026-03-31
Filed2026-05-06
ATMU
ATMUS FILTRATION TECHNOLOGIE
New
Shares3.8K
Event2026-03-31
Filed2026-05-06
BIV
VANGUARD BD INDEX FDS
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-06
PSLV
SPROTT ASSET MANAGEMENT LP
-7.43%
Shares8.7K
Event2026-03-31
Filed2026-05-06
GEHC
GE HEALTHCARE TECHNOLOGIES I
-15.97%
Shares3.0K
Event2026-03-31
Filed2026-05-06
LIT
GLOBAL X FDS
New
Shares2.9K
Event2026-03-31
Filed2026-05-06
JBL
JABIL INC
New
Shares800
Event2026-03-31
Filed2026-05-06
UBER
UBER TECHNOLOGIES INC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-06
CVS
CVS HEALTH CORP
-16.74%
Shares2.9K
Event2026-03-31
Filed2026-05-06
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares1.0K
Event2026-03-31
Filed2026-05-06
EXR
EXTRA SPACE STORAGE INC
New
Shares1.5K
Event2026-03-31
Filed2026-05-06
F
FORD MTR CO
0.00%
Shares13.3K
Event2026-03-31
Filed2026-05-06
JPC
NUVEEN PFD & INCOME OPPORTUN
0.00%
Shares19.0K
Event2026-03-31
Filed2026-05-06
TG
TREDEGAR CORP
0.00%
Shares16.0K
Event2026-03-31
Filed2026-05-06
BOF
BRANCHOUT FOOD INC
0.00%
Shares30.0K
Event2026-03-31
Filed2026-05-06
BRIDGER AEROSPACE GRP HLDGS
BRIDGER AEROSPACE GRP HLDGS
23.82%
Shares15.5K
Event2026-03-31
Filed2026-05-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
CLIFFORD SWAN INVESTMENT COUNSEL LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo