CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings303 positions
Apple Inc. | 720,902 | $151.7M | 5.7% | $45.22 | +361.34% | 22 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 309,935 | $138.5M | 5.2% | $116.76 | +278.54% | 22 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE INC | 863,980 | $118.2M | 4.4% | $113.72 | +9.83% | 22 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 113,401 | $96.4M | 3.6% | $218.85 | +283.62% | 22 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 429,597 | $78.3M | 2.9% | $61.60 | +193.26% | 22 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 186,134 | $75.7M | 2.8% | $200.78 | +102.61% | 22 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 164,101 | $57.5M | 2.2% | $12.98 | +574.93% | 20 qtrssince 2019-Q3 | Decreased 0 |
Accenture PLC | 172,862 | $52.4M | 2.0% | $161.18 | +84.04% | 22 qtrssince 2019-Q1 | Increased 47 |
Chevron Corp. | 328,652 | $51.4M | 1.9% | $86.97 | +66.63% | 22 qtrssince 2019-Q1 | Decreased 0 |
Lowes Companies, Inc. | 212,286 | $46.8M | 1.8% | $95.50 | +120.83% | 22 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 207,959 | $42.1M | 1.6% | $83.31 | +131.69% | 22 qtrssince 2019-Q1 | Decreased 0 |
Oracle Corp. | 274,428 | $38.7M | 1.4% | $48.26 | +185.49% | 22 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY CO | 137,543 | $37.1M | 1.4% | $17.27 | +199.15% | 22 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 320,947 | $37M | 1.4% | $58.43 | +85.76% | 22 qtrssince 2019-Q1 | Increased 46 |
QUALCOMM INC | 184,306 | $36.7M | 1.4% | $51.82 | +266.32% | 22 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 249,615 | $36.5M | 1.4% | $115.59 | +20.80% | 22 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO CO NEW | 600,560 | $35.7M | 1.3% | $39.79 | +43.45% | 22 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 177,643 | $34.3M | 1.3% | $102.29 | +88.93% | 22 qtrssince 2019-Q1 | Increased 46 |
EMERSON ELEC CO | 296,912 | $32.7M | 1.2% | $58.23 | +83.63% | 22 qtrssince 2019-Q1 | Decreased 0 |
INTUIT | 45,046 | $29.6M | 1.1% | $263.44 | +144.78% | 22 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.7B across 303 positions as of Q2 2024. Top holdings: AAPL (5.7%), MSFT (5.2%), UPS (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 3 new positions, 7 exits, 48 increased. Top move: ACN (INCREASED, conviction 47). Portfolio: $2.7B across 303 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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