Institutions / Clifford Swan Investment Counsel LLC / Activity
Activity — Clifford Swan Investment Counsel LLC
17 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Verisk Analytics, Inc. Common stock | $494.1K | +3K | 2,604 0.02% of portfolio | low |
| Q1 2026 as of | New | Applied Materials Inc /De Common stock | $404.7K | +1K | 1,184 0.01% of portfolio | low |
| Q1 2026 as of | New | 032108409 Common stock | $390.2K | +9K | 8,700 0.01% of portfolio | low |
| Q1 2026 as of | New | 78468R663 Common stock | $389.3K | +4K | 4,248 0.01% of portfolio | low |
| Q1 2026 as of | New | 025072117 Common stock | $274.0K | +6K | 5,500 <0.01% of portfolio | low |
| Q1 2026 as of | New | 464287341 Common stock | $268.8K | +5K | 4,665 <0.01% of portfolio | low |
| Q1 2026 as of | New | Seagate Technology Holdings PLC Common stock | $253.5K | +647 | 647 <0.01% of portfolio | low |
| Q1 2026 as of | New | 14020G101 Common stock | $242.0K | +6K | 6,023 <0.01% of portfolio | low |
| Q1 2026 as of | New | Kla Corp Common stock | $240.0K | +163 | 163 <0.01% of portfolio | low |
| Q1 2026 as of | New | 14020W106 Common stock | $238.2K | +6K | 5,599 <0.01% of portfolio | low |
| Q1 2026 as of | New | Cigna Group Common stock | $226.2K | +848 | 848 <0.01% of portfolio | low |
| Q1 2026 as of | New | Waters Corp Common stock | $221.0K | +742 | 742 <0.01% of portfolio | low |
| Q1 2026 as of | New | Atmus Filtration Technologies Inc. Common stock | $217.7K | +4K | 3,835 <0.01% of portfolio | low |
| Q1 2026 as of | New | 37954Y855 Common stock | $212.6K | +3K | 2,860 <0.01% of portfolio | low |
| Q1 2026 as of | New | Jabil Inc Common stock | $212.5K | +800 | 800 <0.01% of portfolio | low |
| Q1 2026 as of | New | G0593M107 Common stock | $203.9K | +1K | 1,034 <0.01% of portfolio | low |
| Q1 2026 as of | New | Extra Space Storage Inc Common stock | $200.2K | +2K | 1,527 <0.01% of portfolio | low |