Position in CI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$226,204
+$11,989 QoQ
Shares Held
848
+30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $30,562,274 across 3 Healthcare Plans names. CI ranks #2 (0.7% of the industry book) .
All Filings in CI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,204 | 848 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $214,215 | 648 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $213,192 | 648 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $235,232 | 679 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $221,481 | 670 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $248,785 | 685 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $205,123 | 685 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $343,930 | 1,038 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $269,145 | 970 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $255,614 | 970 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $203,189 | 848 | Shares | Sole | 2022-05-03 | |
| 2021-03-31 | $204,995 | 848 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||