CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings294 positions
UNITED PARCEL SERVICE INC | 698,909 | $135.6M | 5.7% | $102.31 | +56.77% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 808,920 | $133.4M | 5.6% | $45.22 | +258.79% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 337,777 | $97.4M | 4.1% | $116.15 | +141.48% | 17 qtrssince 2019-Q1 | Increased 57 |
COSTCO WHSL CORP NEW | 128,013 | $63.6M | 2.7% | $218.85 | +117.32% | 17 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 200,839 | $62M | 2.6% | $200.78 | +53.78% | 17 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP NEW | 335,421 | $54.7M | 2.3% | $85.17 | +65.76% | 17 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 181,409 | $51.8M | 2.2% | $155.93 | +72.24% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 453,941 | $47.1M | 2.0% | $61.13 | +68.08% | 17 qtrssince 2019-Q1 | Increased 46 |
LOWES COS INC | 219,987 | $44M | 1.8% | $95.21 | +95.89% | 17 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 258,339 | $40M | 1.7% | $113.77 | +23.28% | 17 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 343,642 | $37.7M | 1.6% | $57.65 | +69.48% | 17 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 209,533 | $35.2M | 1.5% | $12.98 | +223.25% | 15 qtrssince 2019-Q3 | Decreased 0 |
TRACTOR SUPPLY CO | 146,109 | $34.3M | 1.4% | $17.27 | +154.39% | 17 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL MYERS SQUIBB CO | 444,867 | $30.8M | 1.3% | $35.71 | +63.97% | 17 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 310,530 | $28.9M | 1.2% | $48.26 | +84.44% | 17 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 178,716 | $28.5M | 1.2% | $60.26 | +133.68% | 17 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 218,537 | $28.5M | 1.2% | $83.06 | +44.74% | 17 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELEC CO | 320,541 | $27.9M | 1.2% | $57.82 | +41.30% | 17 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 828,276 | $27.1M | 1.1% | $43.80 | -27.20% | 17 qtrssince 2019-Q1 | Increased 48 |
QUALCOMM INC | 210,431 | $26.8M | 1.1% | $51.82 | +127.82% | 17 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.4B across 294 positions as of Q1 2023. Top holdings: UPS (5.7%), AAPL (5.6%), MSFT (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 8 new positions, 17 exits, 39 increased. Top move: MSFT (INCREASED, conviction 57). Portfolio: $2.4B across 294 positions.
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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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