CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2019
Top Holdings308 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 324,701 | $61.7M | 3.3% | $45.22 | 0.00% | 1 qtr | New 82 |
UNITED PARCEL SERVICE-CL B | 520,456 | $58.2M | 3.1% | $85.74 | 0.00% | 1 qtr | New 82 |
MICROSOFT CORP | 415,002 | $48.9M | 2.6% | $110.82 | 0.00% | 1 qtr | New 76 |
BERKSHIRE HATHAWAY INC-CL B | 236,591 | $47.5M | 2.5% | $200.89 | 0.00% | 1 qtr | New 76 |
COSTCO WHOLESALE CORP | 184,633 | $44.7M | 2.4% | $218.85 | 0.00% | 1 qtr | New 76 |
JOHNSON & JOHNSON | 302,811 | $42.3M | 2.3% | $115.59 | 0.00% | 1 qtr | New 75 |
ACCENTURE PLC-CL A | 230,048 | $40.5M | 2.2% | $159.24 | 0.00% | 1 qtr | New 75 |
WELLS FARGO & CO | 811,157 | $39.2M | 2.1% | $39.97 | 0.00% | 1 qtr | New 75 |
EXXON MOBIL CORP | 475,459 | $38.4M | 2.1% | $58.62 | 0.00% | 1 qtr | New 75 |
INTEL CORP | 608,317 | $32.7M | 1.8% | $46.51 | 0.00% | 1 qtr | New 66 |
LOWE'S COS INC | 292,797 | $32.1M | 1.7% | $95.21 | 0.00% | 1 qtr | New 66 |
CHEVRON CORP | 256,092 | $31.5M | 1.7% | $90.60 | 0.00% | 1 qtr | New 66 |
BOEING CO/THE | 79,609 | $30.4M | 1.6% | $372.49 | 0.00% | 1 qtr | New 66 |
PAYPAL HOLDINGS INC | 274,814 | $28.5M | 1.5% | $103.60 | 0.00% | 1 qtr | New 66 |
STRYKER CORP | 139,172 | $27.5M | 1.5% | $183.87 | 0.00% | 1 qtr | New 66 |
PROCTER & GAMBLE CO/THE | 250,841 | $26.1M | 1.4% | $85.93 | 0.00% | 1 qtr | New 65 |
WALT DISNEY CO/THE | 226,036 | $25.1M | 1.3% | $107.17 | 0.00% | 1 qtr | New 65 |
TRACTOR SUPPLY COMPANY | 253,255 | $24.8M | 1.3% | $17.61 | 0.00% | 1 qtr | New 65 |
ALPHABET INC-CL A | 20,388 | $24M | 1.3% | $58.40 | 0.00% | 1 qtr | New 65 |
ORACLE CORP | 444,258 | $23.9M | 1.3% | $48.47 | 0.00% | 1 qtr | New 65 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $1.9B across 308 positions as of Q1 2019. Top holdings: AAPL (3.3%), UPS (3.1%), MSFT (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 308 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 82). Portfolio: $1.9B across 308 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer