CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings314 positions
APPLE INC | 313,360 | $70.2M | 3.6% | $45.22 | +18.81% | 3 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 529,035 | $63.4M | 3.3% | $81.74 | +9.33% | 3 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 403,833 | $56.1M | 2.9% | $110.12 | +18.71% | 3 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 178,620 | $51.5M | 2.7% | $218.85 | +19.57% | 3 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 236,438 | $49.2M | 2.6% | $200.92 | +3.53% | 3 qtrssince 2019-Q1 | Increased 50 |
ACCENTURE PLC-CL A | 224,609 | $43.2M | 2.2% | $156.03 | +10.18% | 3 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 810,757 | $40.9M | 2.1% | $39.58 | +6.41% | 3 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 296,291 | $38.3M | 2.0% | $113.77 | -6.12% | 3 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 462,734 | $32.7M | 1.7% | $57.85 | -10.51% | 3 qtrssince 2019-Q1 | Decreased 0 |
LOWE'S COS INC | 289,619 | $31.8M | 1.7% | $95.21 | +1.42% | 3 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 612,026 | $31.5M | 1.6% | $46.49 | -2.76% | 3 qtrssince 2019-Q1 | Increased 46 |
CHEVRON CORP | 259,632 | $30.8M | 1.6% | $89.05 | -1.82% | 3 qtrssince 2019-Q1 | Decreased 0 |
BOEING CO/THE | 79,665 | $30.3M | 1.6% | $372.51 | +0.94% | 3 qtrssince 2019-Q1 | Increased 46 |
STRYKER CORP | 136,027 | $29.4M | 1.5% | $182.30 | +10.05% | 3 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 222,564 | $29M | 1.5% | $106.35 | +18.10% | 3 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 226,325 | $28.2M | 1.5% | $85.93 | +21.16% | 3 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 537,720 | $27.3M | 1.4% | $35.51 | +8.28% | 3 qtrssince 2019-Q1 | Increased 46 |
PAYPAL HOLDINGS INC | 261,881 | $27.1M | 1.4% | $102.69 | -0.24% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 21,810 | $26.6M | 1.4% | $58.02 | +4.25% | 3 qtrssince 2019-Q1 | Increased 45 |
JPMORGAN CHASE & CO | 224,873 | $26.5M | 1.4% | $82.76 | +17.88% | 3 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $1.9B across 314 positions as of Q3 2019. Top holdings: AAPL (3.6%), UPS (3.3%), MSFT (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 9 new positions, 13 exits, 55 increased. Top move: WFC (INCREASED, conviction 51). Portfolio: $1.9B across 314 positions.
Top holdings by portfolio weight
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
Verify source filings on SEC EDGAR