CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q2 2020
Top Holdings309 positions
APPLE INC | 272,135 | $99.3M | 5.1% | $45.22 | +95.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 387,648 | $78.9M | 4.1% | $110.82 | +70.96% | 6 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SVCS INC | 586,810 | $65.2M | 3.4% | $84.86 | +3.65% | 6 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORPORATION | 165,753 | $50.3M | 2.6% | $218.85 | +26.66% | 6 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 221,010 | $47.5M | 2.4% | $159.21 | +23.43% | 6 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 238,974 | $42.7M | 2.2% | $200.78 | -11.09% | 6 qtrssince 2019-Q1 | Increased 50 |
PAYPAL HLDGS INC | 239,658 | $41.8M | 2.1% | $102.69 | +67.79% | 6 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 291,170 | $40.9M | 2.1% | $115.59 | +2.96% | 6 qtrssince 2019-Q1 | Decreased 0 |
LOWES COS INC | 278,360 | $37.6M | 1.9% | $95.21 | +26.54% | 6 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 626,280 | $37.5M | 1.9% | $46.63 | +14.37% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 22,942 | $32.5M | 1.7% | $58.10 | +20.89% | 6 qtrssince 2019-Q1 | Increased 45 |
BRISTOL-MYERS SQUIBB CO | 534,378 | $31.4M | 1.6% | $36.72 | +26.14% | 6 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY CO | 211,389 | $27.9M | 1.4% | $17.27 | +37.16% | 6 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 263,785 | $25.9M | 1.3% | $60.24 | +27.70% | 6 qtrssince 2019-Q1 | Increased 49 |
NIKE INC | 260,351 | $25.5M | 1.3% | $75.32 | +17.60% | 6 qtrssince 2019-Q1 | Increased 46 |
CHEVRON CORPORATION | 285,058 | $25.4M | 1.3% | $87.89 | -22.40% | 6 qtrssince 2019-Q1 | Increased 46 |
PROCTER & GAMBLE CO | 210,976 | $25.2M | 1.3% | $85.93 | +18.70% | 6 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 273,954 | $25M | 1.3% | $69.76 | +16.71% | 6 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 222,756 | $24.8M | 1.3% | $105.73 | +2.26% | 6 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 569,815 | $24.4M | 1.3% | $13.32 | +37.58% | 6 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $1.9B across 309 positions as of Q2 2020. Top holdings: AAPL (5.1%), MSFT (4.1%), UPS (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 18 new positions, 9 exits, 76 increased. Top move: BRK/B (INCREASED, conviction 50). Portfolio: $1.9B across 309 positions.
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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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