CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings294 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE-CL B | 698,909 | $135.6M | 5.7% | $107.39 | +54.10% | 17 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 808,920 | $133.4M | 5.6% | $94.72 | +71.30% | 17 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 337,777 | $97.4M | 4.1% | $116.76 | +138.18% | 17 qtrssince 2019-Q1 | Increased 57 |
COSTCO WHOLESALE CORP | 128,013 | $63.6M | 2.7% | $218.85 | +117.32% | 17 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 200,839 | $62M | 2.6% | $200.78 | +51.95% | 17 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 335,421 | $54.7M | 2.3% | $86.84 | +64.70% | 17 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 181,409 | $51.8M | 2.2% | $159.21 | +70.28% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 453,941 | $47.1M | 2.0% | $94.86 | +5.55% | 17 qtrssince 2019-Q1 | Increased 46 |
LOWE'S COS INC | 219,987 | $44M | 1.8% | $95.21 | +95.89% | 17 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 258,339 | $40M | 1.7% | $115.59 | +22.03% | 17 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 343,642 | $37.7M | 1.6% | $58.42 | +69.22% | 17 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 209,533 | $35.2M | 1.5% | — | — | — | — |
TRACTOR SUPPLY COMPANY | 146,109 | $34.3M | 1.4% | $17.61 | +149.35% | 17 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 444,867 | $30.8M | 1.3% | $36.86 | +61.35% | 17 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 310,530 | $28.9M | 1.2% | $48.60 | +79.65% | 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% | $84.02 | +42.73% | 17 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELECTRIC CO | 320,541 | $27.9M | 1.2% | $58.23 | +38.84% | 17 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 828,276 | $27.1M | 1.1% | $43.83 | -28.53% | 17 qtrssince 2019-Q1 | Increased 48 |
QUALCOMM INC | 210,431 | $26.8M | 1.1% | $52.73 | +127.09% | 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 Rating: 1.5/5.0.
Active quarter - 8 new positions, 17 exits, 39 increased. Top move: MSFT (INCREASED, conviction 57). Portfolio: $2.4B across 294 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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