CLIFFORD SWAN INVESTMENT COUNSEL LLC
All 13F Filings
- Location
- Pasadena, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,138,669
- Description
- Pasadena California based planning integrated investment advisor with an independent advisory structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for private client and family mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through cross cycle capital preservation and governance clarity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 349 | 3,138,669 | 13F-HR | CLIFFORD SWAN INVESTMENT COUNSEL LLC |
| Q2 2026 | 8/20/2026 | 340 | 3,116,869 | 13F-HR | CLIFFORD SWAN INVESTMENT COUNSEL LLC |
| Q1 2026 | 5/6/2026 | 332 | 2,938,336 | 13F-HR | CLIFFORD SWAN INVESTMENT COUNSEL LLC |
| Q4 2025 | 2/11/2026 | 323 | 3,013,896 | 13F-HR | CLIFFORD SWAN INVESTMENT COUNSEL LLC |
| Q3 2025 | 11/12/2025 | 322 | 3,004,376 | 13F-HR | CLIFFORD SWAN INVESTMENT COUNSEL LLC |
| Q2 2025 | 7/30/2025 | 313 | 2,833,106 | 13F-HR | CLIFFORD SWAN INVESTMENT COUNSEL LLC |
| Q2 2014 | 8/7/2014 | 254 | 1,484,081 | 13F-HR | CLIFFORD SWAN INVESTMENT COUNSEL LLC |
| Q1 2014 | 5/6/2014 | 250 | 1,427,326 | 13F-HR | CLIFFORD SWAN INVESTMENT COUNSEL LLC |
| Q4 2013 | 2/12/2014 | 236 | 1,383,435 | 13F-HR | CLIFFORD SWAN INVESTMENT COUNSEL LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.452 K
(0.0% of total reported value)
· QoQ Δ:
-9.2 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.991 M | 95.3% | 26.64 K | 0 | 26.64 K |
| ETFs | 145.9 K | 4.6% | 4.566 K | 0 | 4.566 K |
| Debt | 208 | 0.0% | 0 | 189 | -189 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
3,138,669
Holdings
349
QoQ value change ($000)
21,800
(0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.