CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings316 positions
Apple Inc. | 1M | $120.6M | 5.8% | $45.22 | +148.18% | 7 qtrssince 2019-Q1 | Increased 94 |
UNITED PARCEL SERVICE INC | 578,314 | $96.4M | 4.6% | $84.86 | +60.54% | 7 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 375,855 | $79.1M | 3.8% | $110.82 | +78.98% | 7 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 162,258 | $57.6M | 2.8% | $218.85 | +48.62% | 7 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 234,240 | $49.9M | 2.4% | $200.78 | +6.05% | 7 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 218,542 | $49.4M | 2.4% | $159.21 | +30.50% | 7 qtrssince 2019-Q1 | Decreased 0 |
Lowes Companies, Inc. | 271,593 | $45M | 2.2% | $95.21 | +55.92% | 7 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 227,605 | $44.8M | 2.2% | $102.69 | +89.74% | 7 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 290,031 | $43.2M | 2.1% | $115.59 | +9.62% | 7 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 22,870 | $33.5M | 1.6% | $58.10 | +24.95% | 7 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 635,387 | $32.9M | 1.6% | $46.63 | -0.34% | 7 qtrssince 2019-Q1 | Increased 46 |
NIKE INC | 258,161 | $32.4M | 1.6% | $75.32 | +50.91% | 7 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 534,260 | $32.2M | 1.5% | $36.72 | +31.72% | 7 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY CO | 207,505 | $29.7M | 1.4% | $17.27 | +49.57% | 7 qtrssince 2019-Q1 | Decreased 0 |
Abbott Laboratories | 271,952 | $29.6M | 1.4% | $69.76 | +39.47% | 7 qtrssince 2019-Q1 | Decreased 0 |
The Procter & Gamble Co. | 212,172 | $29.5M | 1.4% | $86.12 | +38.55% | 7 qtrssince 2019-Q1 | Increased 45 |
Stryker Corporation | 132,282 | $27.6M | 1.3% | $182.17 | +7.42% | 7 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 230,697 | $27.1M | 1.3% | $48.00 | +115.81% | 7 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 217,778 | $27M | 1.3% | $105.73 | +13.79% | 7 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co. | 562,762 | $25.4M | 1.2% | $13.32 | +45.60% | 7 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.1B across 316 positions as of Q3 2020. Top holdings: AAPL (5.8%), UPS (4.6%), MSFT (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 16 new positions, 9 exits, 95 increased. Top move: AAPL (INCREASED, conviction 94). Portfolio: $2.1B across 316 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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