CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings316 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE-CL B | 704,515 | $128.6M | 5.6% | $106.92 | +43.02% | 14 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 878,490 | $120.1M | 5.2% | $94.72 | +41.38% | 14 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 341,681 | $87.8M | 3.8% | $111.28 | +127.30% | 14 qtrssince 2019-Q1 | Increased 55 |
COSTCO WHOLESALE CORP | 142,048 | $68.1M | 2.9% | $218.85 | +108.53% | 14 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 212,772 | $58.1M | 2.5% | $200.78 | +36.22% | 14 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 189,846 | $52.7M | 2.3% | $159.21 | +66.53% | 14 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 351,957 | $51M | 2.2% | $86.84 | +45.31% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 22,959 | $50M | 2.2% | $61.02 | +81.68% | 14 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 273,935 | $48.6M | 2.1% | $115.59 | +37.94% | 14 qtrssince 2019-Q1 | Decreased 0 |
LOWE'S COS INC | 232,032 | $40.5M | 1.8% | $95.21 | +68.35% | 14 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 494,923 | $38.1M | 1.6% | $36.86 | +81.10% | 14 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 381,161 | $32.6M | 1.4% | $58.42 | +32.78% | 14 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY COMPANY | 162,962 | $31.6M | 1.4% | $17.61 | +108.92% | 14 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 203,656 | $31.2M | 1.4% | $60.26 | +118.18% | 14 qtrssince 2019-Q1 | Increased 45 |
ABBOTT LABORATORIES | 254,395 | $27.6M | 1.2% | $69.76 | +42.93% | 14 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 691,566 | $27.1M | 1.2% | $39.79 | -9.40% | 14 qtrssince 2019-Q1 | Increased 45 |
QUALCOMM INC | 211,742 | $27M | 1.2% | $52.04 | +130.99% | 14 qtrssince 2019-Q1 | Increased 47 |
INTEL CORP | 716,188 | $26.8M | 1.2% | $46.73 | -24.85% | 14 qtrssince 2019-Q1 | Increased 45 |
HEWLETT-PACKARD CO | 797,061 | $26.1M | 1.1% | $15.41 | +91.43% | 14 qtrssince 2019-Q1 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 539,928 | $26.1M | 1.1% | $41.93 | -1.92% | 14 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.3B across 316 positions as of Q2 2022. Top holdings: UPS (5.6%), AAPL (5.2%), MSFT (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 5 new positions, 10 exits, 138 increased. Top move: MSFT (INCREASED, conviction 55). Portfolio: $2.3B across 316 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