CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings322 positions
Apple Inc | 957,715 | $117M | 4.8% | $45.22 | +162.61% | 9 qtrssince 2019-Q1 | Decreased 0 |
United Parcel Service Inc | 561,465 | $95.4M | 3.9% | $80.68 | +64.66% | 9 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 360,614 | $85M | 3.5% | $110.12 | +104.61% | 9 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 210,345 | $58.1M | 2.4% | $155.93 | +62.13% | 9 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 226,787 | $57.9M | 2.4% | $200.78 | +27.24% | 9 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corp | 155,459 | $54.8M | 2.3% | $218.85 | +52.02% | 9 qtrssince 2019-Q1 | Decreased 0 |
PayPal Holdings Inc | 208,773 | $50.7M | 2.1% | $102.69 | +133.86% | 9 qtrssince 2019-Q1 | Decreased 0 |
Lowe's Cos Inc | 258,174 | $49.1M | 2.0% | $95.21 | +80.03% | 9 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 23,425 | $48.3M | 2.0% | $60.06 | +70.09% | 9 qtrssince 2019-Q1 | Increased 48 |
Johnson & Johnson | 285,088 | $46.9M | 1.9% | $113.77 | +24.12% | 9 qtrssince 2019-Q1 | Decreased 0 |
Intel Corp | 682,157 | $43.7M | 1.8% | $46.72 | +24.59% | 9 qtrssince 2019-Q1 | Increased 47 |
Chevron Corp | 357,208 | $37.4M | 1.5% | $85.16 | -1.85% | 9 qtrssince 2019-Q1 | Increased 56 |
Walt Disney Co/The | 194,252 | $35.8M | 1.5% | $105.73 | +69.21% | 9 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 233,850 | $35.6M | 1.5% | $82.44 | +61.06% | 9 qtrssince 2019-Q1 | Decreased 0 |
HP Inc | 1.1M | $33.9M | 1.4% | $14.84 | +74.93% | 9 qtrssince 2019-Q1 | Decreased 0 |
Tractor Supply Co | 190,084 | $33.7M | 1.4% | $17.27 | +85.91% | 9 qtrssince 2019-Q1 | Decreased 0 |
Emerson Electric Co | 364,826 | $32.9M | 1.4% | $57.82 | +39.91% | 9 qtrssince 2019-Q1 | Decreased 0 |
Bristol-Myers Squibb Co | 521,071 | $32.9M | 1.4% | $35.61 | +41.94% | 9 qtrssince 2019-Q1 | Increased 45 |
Abbott Laboratories | 267,824 | $32.1M | 1.3% | $69.76 | +54.71% | 9 qtrssince 2019-Q1 | Decreased 0 |
NIKE Inc | 235,418 | $31.3M | 1.3% | $75.35 | +60.33% | 9 qtrssince 2019-Q1 | Increased 45 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.4B across 322 positions as of Q1 2021. Top holdings: AAPL (4.8%), UPS (3.9%), MSFT (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 16 new positions, 17 exits, 57 increased. Top move: CVX (INCREASED, conviction 56). Portfolio: $2.4B across 322 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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