CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings307 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 855,427 | $118.2M | 5.6% | $94.72 | +43.11% | 15 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 714,613 | $115.4M | 5.4% | $107.39 | +30.93% | 15 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 337,817 | $78.7M | 3.7% | $111.28 | +107.86% | 15 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 133,752 | $63.2M | 3.0% | $218.85 | +105.83% | 15 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 205,114 | $54.8M | 2.6% | $200.78 | +34.27% | 15 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 350,222 | $50.3M | 2.4% | $86.84 | +44.43% | 15 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 184,329 | $47.4M | 2.2% | $159.21 | +54.26% | 15 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 267,330 | $43.7M | 2.1% | $115.59 | +29.09% | 15 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 451,055 | $43.1M | 2.0% | $94.87 | +1.91% | 15 qtrssince 2019-Q1 | Increased 81 |
LOWE'S COS INC | 227,602 | $42.7M | 2.0% | $95.21 | +82.05% | 15 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 469,648 | $33.4M | 1.6% | $36.86 | +67.07% | 15 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 371,153 | $32.4M | 1.5% | $58.42 | +34.92% | 15 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY COMPANY | 159,379 | $29.6M | 1.4% | $17.61 | +101.19% | 15 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 684,374 | $27.5M | 1.3% | $39.79 | -6.96% | 15 qtrssince 2019-Q1 | Decreased 0 |
ALBEMARLE CORP | 97,348 | $25.7M | 1.2% | $72.20 | +251.07% | 15 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 189,085 | $25.4M | 1.2% | $60.26 | +92.97% | 15 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 217,532 | $24.6M | 1.2% | — | — | — | — |
EMERSON ELECTRIC CO | 324,386 | $23.8M | 1.1% | $58.23 | +18.95% | 15 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 208,852 | $23.6M | 1.1% | $52.04 | +104.84% | 15 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 241,038 | $23.3M | 1.1% | $69.76 | +27.85% | 15 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.1B across 307 positions as of Q3 2022. Top holdings: AAPL (5.6%), UPS (5.4%), MSFT (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 5 new positions, 14 exits, 38 increased. Top move: GOOGL (INCREASED, conviction 81). Portfolio: $2.1B across 307 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