CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings300 positions
Apple Inc | 280,128 | $71.2M | 4.3% | $45.22 | +35.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 395,760 | $62.4M | 3.8% | $110.82 | +37.66% | 5 qtrssince 2019-Q1 | Decreased 0 |
United Parcel Service Inc | 588,457 | $55M | 3.3% | $84.86 | -8.34% | 5 qtrssince 2019-Q1 | Increased 60 |
Costco Wholesale Corp | 169,597 | $48.4M | 2.9% | $218.85 | +18.84% | 5 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 237,988 | $43.5M | 2.6% | $200.88 | -8.98% | 5 qtrssince 2019-Q1 | Increased 50 |
Johnson & Johnson | 292,955 | $38.4M | 2.3% | $115.59 | -2.19% | 5 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 226,111 | $36.9M | 2.2% | $159.21 | -1.91% | 5 qtrssince 2019-Q1 | Increased 50 |
Intel Corp | 629,020 | $34M | 2.1% | $46.63 | +2.87% | 5 qtrssince 2019-Q1 | Increased 50 |
Bristol-Myers Squibb Co | 539,125 | $30.1M | 1.8% | $36.72 | +17.72% | 5 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 22,875 | $26.6M | 1.6% | $58.06 | -0.88% | 5 qtrssince 2019-Q1 | Increased 47 |
PayPal Holdings Inc | 258,753 | $24.8M | 1.5% | $102.69 | -7.80% | 5 qtrssince 2019-Q1 | Decreased 0 |
Lowe's Cos Inc | 283,632 | $24.4M | 1.5% | $95.21 | -19.88% | 5 qtrssince 2019-Q1 | Decreased 0 |
Wells Fargo & Co | 825,714 | $23.7M | 1.4% | $39.88 | -35.36% | 5 qtrssince 2019-Q1 | Increased 46 |
Procter & Gamble Co/The | 213,463 | $23.5M | 1.4% | $85.93 | +8.48% | 5 qtrssince 2019-Q1 | Decreased 0 |
Walt Disney Co/The | 232,965 | $22.5M | 1.4% | $105.73 | -11.41% | 5 qtrssince 2019-Q1 | Increased 47 |
Stryker Corp | 135,024 | $22.5M | 1.4% | $182.17 | -14.69% | 5 qtrssince 2019-Q1 | Increased 45 |
Abbott Laboratories | 277,136 | $21.9M | 1.3% | $69.76 | +0.31% | 5 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 236,438 | $21.3M | 1.3% | $82.49 | -8.21% | 5 qtrssince 2019-Q1 | Increased 47 |
NIKE Inc | 255,779 | $21.2M | 1.3% | $75.08 | -0.69% | 5 qtrssince 2019-Q1 | Increased 49 |
HP Inc | 1.2M | $20.6M | 1.3% | $14.85 | -7.59% | 5 qtrssince 2019-Q1 | Increased 45 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $1.6B across 300 positions as of Q1 2020. Top holdings: AAPL (4.3%), MSFT (3.8%), UPS (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 9 new positions, 29 exits, 81 increased. Top move: UPS (INCREASED, conviction 60). Portfolio: $1.6B across 300 positions.
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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
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