CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings307 positions
Microsoft Corp | 312,178 | $131.3M | 4.9% | $116.15 | +255.29% | 21 qtrssince 2019-Q1 | Decreased 0 |
United Parcel Service Inc | 865,033 | $128.6M | 4.8% | $108.40 | +18.16% | 21 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 728,561 | $125M | 4.6% | $45.22 | +275.10% | 21 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corp | 116,506 | $85.4M | 3.2% | $218.85 | +230.12% | 21 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 187,173 | $78.7M | 2.9% | $200.78 | +109.44% | 21 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 430,395 | $65M | 2.4% | $61.60 | +142.72% | 21 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 170,378 | $59.1M | 2.2% | $155.93 | +112.11% | 21 qtrssince 2019-Q1 | Decreased 0 |
Lowe's Cos Inc | 212,467 | $54.1M | 2.0% | $95.50 | +153.95% | 21 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp | 329,304 | $51.9M | 1.9% | $85.29 | +66.64% | 21 qtrssince 2019-Q1 | Decreased 0 |
Arista Networks Inc | 175,365 | $50.9M | 1.9% | $12.98 | +458.42% | 19 qtrssince 2019-Q3 | Decreased 0 |
JPMorgan Chase & Co | 210,579 | $42.2M | 1.6% | $83.31 | +128.12% | 21 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 250,612 | $39.6M | 1.5% | $113.77 | +29.69% | 21 qtrssince 2019-Q1 | Decreased 0 |
Exxon Mobil Corp | 320,886 | $37.3M | 1.4% | $57.65 | +86.08% | 21 qtrssince 2019-Q1 | Decreased 0 |
Tractor Supply Co | 137,610 | $36M | 1.3% | $17.27 | +188.85% | 21 qtrssince 2019-Q1 | Decreased 0 |
Wells Fargo & Co | 609,053 | $35.3M | 1.3% | $39.31 | +39.27% | 21 qtrssince 2019-Q1 | Decreased 0 |
Oracle Corp | 275,123 | $34.5M | 1.3% | $48.26 | +153.15% | 21 qtrssince 2019-Q1 | Decreased 0 |
Emerson Electric Co | 303,465 | $34.4M | 1.3% | $57.82 | +88.13% | 21 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co | 443,886 | $34.2M | 1.3% | $13.32 | +174.41% | 21 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM Inc | 194,577 | $32.9M | 1.2% | $51.82 | +210.10% | 21 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 176,560 | $31.8M | 1.2% | $101.73 | +77.32% | 21 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.7B across 307 positions as of Q1 2024. Top holdings: MSFT (4.9%), UPS (4.8%), AAPL (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 12 new positions, 4 exits, 46 increased. No standout high-conviction moves this quarter. Portfolio: $2.7B across 307 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
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