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Manager record

Clifford Swan Investment Counsel Llc

Pasadena, CA · CIK 1034642 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$3.12BReported 13F valueQ2 2026 · as filed
408Holdings listed
+6.1%vs prior quartervalue change includes market moves
5Quarters on record
Aug 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $2.8B$2.8BQ2 2025387 holdingsQ3 2025: $3.0B$3.0BQ3 2025390 holdingsQ4 2025: $9.0B$9.0BQ4 2025392 holdingsQ1 2026: $2.9B$2.9BQ1 2026401 holdingsQ2 2026: $3.1B$3.1BQ2 2026408 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 20 2026 13F-HR · period Q2 2026

$3.12B · 408 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$2.94B · 401 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$9.01B · 392 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$3.00B · 390 holdings listed · View original SEC filing ↗
Jul 30 2025 13F-HR · period Q2 2025

$2.83B · 387 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 20, 2026 · Change methodology