SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / ANET

Clifford Swan Investment Counsel LLC’s Arista Networks Inc Position

Does Clifford Swan Investment Counsel LLC own Arista Networks Inc (ANET)? Yes — 514.5K shares worth $63M (+2.15% of its 13F portfolio) as of Q1 2026, down from 532.7K shares the prior filed quarter.

Position Value
$63M
Q1 2026
Shares
514.5K
% of Portfolio
+2.15%
Quarters Held
6
currently held

Position History ANET

Reported value by quarter
Q4 ’24: $68MQ4 ’24Q1 ’25: $45MQ1 ’25Q2 ’25: $59MQ2 ’25Q3 ’25: $80MQ3 ’25Q4 ’25: $70MQ4 ’25Q1 ’26: $63MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026514.5K$63M+2.15%
Q4 2025532.7K$70M+2.32%
Q3 2025551.2K$80M+2.67%
Q2 2025576.3K$59M+2.08%
Q1 2025581.5K$45M+1.67%
Q4 2024613.8K$68M+2.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of ANET.