CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q2 2019
Top Holdings318 positions
APPLE INC | 319,917 | $63.3M | 3.3% | $45.22 | +4.60% | 2 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE INC | 531,418 | $54.9M | 2.9% | $81.74 | -6.57% | 2 qtrssince 2019-Q1 | Increased 51 |
MICROSOFT CORP | 407,243 | $54.6M | 2.9% | $110.12 | +14.00% | 2 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 235,364 | $50.2M | 2.6% | $200.89 | +6.11% | 2 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHSL CORP NEW | 181,436 | $47.9M | 2.5% | $218.85 | +9.43% | 2 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 227,091 | $42M | 2.2% | $156.03 | +5.84% | 2 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 298,400 | $41.6M | 2.2% | $113.77 | +0.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO CO NEW | 790,826 | $37.4M | 2.0% | $39.51 | -1.12% | 2 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 466,443 | $35.7M | 1.9% | $57.85 | -4.07% | 2 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP NEW | 262,668 | $32.7M | 1.7% | $89.05 | +1.97% | 2 qtrssince 2019-Q1 | Increased 47 |
DISNEY WALT CO | 225,821 | $31.5M | 1.7% | $106.35 | +25.77% | 2 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 263,885 | $30.2M | 1.6% | $102.69 | +10.23% | 2 qtrssince 2019-Q1 | Decreased 0 |
LOWES COS INC | 292,703 | $29.5M | 1.6% | $95.21 | -7.43% | 2 qtrssince 2019-Q1 | Decreased 0 |
BOEING CO | 79,207 | $28.8M | 1.5% | $372.49 | -4.02% | 2 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 602,160 | $28.8M | 1.5% | $46.51 | -10.31% | 2 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORPORATION | 137,535 | $28.3M | 1.5% | $182.30 | +4.35% | 2 qtrssince 2019-Q1 | Decreased 0 |
PROCTER AND GAMBLE CO | 236,456 | $25.9M | 1.4% | $85.93 | +6.13% | 2 qtrssince 2019-Q1 | Decreased 0 |
HP INC | 1.2M | $25.9M | 1.4% | $14.86 | +7.70% | 2 qtrssince 2019-Q1 | Increased 46 |
JPMORGAN CHASE & CO | 227,458 | $25.4M | 1.3% | $82.76 | +11.20% | 2 qtrssince 2019-Q1 | Increased 45 |
TRACTOR SUPPLY CO | 232,364 | $25.3M | 1.3% | $17.27 | +11.68% | 2 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $1.9B across 318 positions as of Q2 2019. Top holdings: AAPL (3.3%), UPS (2.9%), MSFT (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 17 new positions, 7 exits, 57 increased. Top move: UPS (INCREASED, conviction 51). Portfolio: $1.9B across 318 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR