CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings321 positions
UNITED PARCEL SERVICE INC | 746,461 | $160.1M | 5.9% | $106.92 | +72.39% | 13 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 880,401 | $153.7M | 5.7% | $45.22 | +277.63% | 13 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 340,584 | $105M | 3.9% | $110.82 | +174.60% | 13 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 143,337 | $82.5M | 3.1% | $218.85 | +150.14% | 13 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 214,377 | $75.7M | 2.8% | $200.78 | +75.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 192,038 | $64.8M | 2.4% | $159.21 | +100.85% | 13 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 22,616 | $62.9M | 2.3% | $60.21 | +128.79% | 13 qtrssince 2019-Q1 | Increased 50 |
Chevron Corp. | 354,275 | $57.7M | 2.1% | $86.84 | +62.26% | 13 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 275,696 | $48.9M | 1.8% | $115.59 | +39.08% | 13 qtrssince 2019-Q1 | Decreased 0 |
Lowes Companies, Inc. | 232,540 | $47M | 1.7% | $95.21 | +94.09% | 13 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY CO | 163,450 | $38.1M | 1.4% | $17.27 | +147.97% | 13 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 505,247 | $36.9M | 1.4% | $36.86 | +69.32% | 13 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 715,867 | $35.5M | 1.3% | $46.74 | -0.91% | 13 qtrssince 2019-Q1 | Increased 47 |
WELLS FARGO CO NEW | 688,367 | $33.4M | 1.2% | $39.81 | +13.67% | 13 qtrssince 2019-Q1 | Decreased 0 |
AbbVie Inc. | 203,594 | $33M | 1.2% | $60.24 | +129.06% | 13 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELEC CO | 327,057 | $32.1M | 1.2% | $58.23 | +56.77% | 13 qtrssince 2019-Q1 | Decreased 0 |
Stryker Corporation | 119,338 | $31.9M | 1.2% | $182.17 | +39.93% | 13 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 382,630 | $31.6M | 1.2% | $58.42 | +24.96% | 13 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 267,451 | $31.5M | 1.2% | $63.78 | +84.58% | 13 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 225,776 | $31.4M | 1.2% | $12.98 | +167.64% | 11 qtrssince 2019-Q3 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.7B across 321 positions as of Q1 2022. Top holdings: UPS (5.9%), AAPL (5.7%), MSFT (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 7 new positions, 23 exits, 64 increased. Top move: GOOGL (INCREASED, conviction 50). Portfolio: $2.7B across 321 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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