CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings303 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 720,902 | $151.7M | 5.7% | $94.72 | +120.26% | 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-CL B | 863,980 | $118.2M | 4.4% | $113.72 | +9.83% | 22 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 113,401 | $96.4M | 3.6% | $218.85 | +283.62% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 429,597 | $78.3M | 2.9% | $95.12 | +90.27% | 22 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 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% | — | — | — | — |
ACCENTURE PLC-CL A | 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 |
LOWE'S COS 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% | $84.28 | +131.25% | 22 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 274,428 | $38.7M | 1.4% | $48.60 | +185.48% | 22 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY COMPANY | 137,543 | $37.1M | 1.4% | $17.61 | +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% | $52.73 | +265.67% | 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 | 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% | $109.15 | +77.05% | 22 qtrssince 2019-Q1 | Increased 46 |
EMERSON ELECTRIC CO | 296,912 | $32.7M | 1.2% | $58.23 | +83.63% | 22 qtrssince 2019-Q1 | Decreased 0 |
INTUIT INC | 45,046 | $29.6M | 1.1% | $265.60 | +144.62% | 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 Rating: 1.5/5.0.
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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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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