Clifford Swan Investment Counsel Llc Portfolio Shifts in Q2 2026

Clifford Swan Investment Counsel Llc's portfolio underwent notable adjustments during Q2 2026. The firm demonstrated a pattern of both strategic buying and selling activities.

Purchases: Several companies saw significant increases in their shareholdings this quarter, indicating strong confidence from the investor:

• Booking Holdings Inc (BKNG) experienced an enormous 2990.95% increase in shares held, suggesting a major new position or substantial growth in an existing one.
• Verisk Analytics Inc (VRSK) showed remarkable share growth with a 1629.72% change from the previous period.
• The firm also added positions to Vanguard World Fund (VGT), Vanguard Intl Equity Index Fund (VWO), and iShares Core Dividend Yield ETF (HDV).

Sales & Reductions: Alongside these additions, the investor reduced exposure in several key areas:

• Hewlett-Packard Enterprise Co (HPE) saw a significant reduction of 20.02%.
• Intel Corporation (INTC) experienced an 11.85% decrease in holdings.
• The investor also sold shares of DXC Technology Co (DXC), which resulted in its complete exit from the portfolio, and exited EEM entirely during this period.

These changes reflect a dynamic investment strategy focused on capitalizing on perceived opportunities while managing existing positions. The substantial buying activity was particularly concentrated in sectors like Industrials (BKNG) and Technology (VRSK), alongside adding ETFs to the portfolio.

The overall portfolio value stood at $307,158,031 as of June 30, 2026. For more detailed information on these holdings or the investment firm itself, please refer to the respective filings and profiles available online.