CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings298 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE-CL B | 873,229 | $136.1M | 5.7% | $113.72 | +20.93% | 19 qtrssince 2019-Q1 | Increased 73 |
APPLE INC | 771,535 | $132.1M | 5.5% | $94.72 | +78.34% | 19 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 328,150 | $103.6M | 4.3% | $116.76 | +165.91% | 19 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 125,281 | $70.8M | 3.0% | $218.85 | +148.09% | 19 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 196,888 | $69M | 2.9% | $200.78 | +74.47% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 441,335 | $57.8M | 2.4% | $94.86 | +36.92% | 19 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 333,848 | $56.3M | 2.4% | $86.93 | +74.18% | 19 qtrssince 2019-Q1 | Increased 50 |
ACCENTURE PLC-CL A | 177,915 | $54.6M | 2.3% | $159.21 | +86.41% | 19 qtrssince 2019-Q1 | Decreased 0 |
LOWE'S COS INC | 214,901 | $44.7M | 1.9% | $95.21 | +105.59% | 19 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 255,689 | $39.8M | 1.7% | $115.59 | +25.72% | 19 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 332,849 | $39.1M | 1.6% | $58.42 | +84.80% | 19 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 193,198 | $35.5M | 1.5% | — | — | — | — |
JPMORGAN CHASE & CO | 219,277 | $31.8M | 1.3% | $84.28 | +62.64% | 19 qtrssince 2019-Q1 | Increased 46 |
ORACLE CORP | 298,308 | $31.6M | 1.3% | $48.60 | +111.85% | 19 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELECTRIC CO | 314,929 | $30.4M | 1.3% | $58.23 | +58.50% | 19 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY COMPANY | 142,097 | $28.9M | 1.2% | $17.61 | +121.92% | 19 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 785,294 | $27.9M | 1.2% | $43.83 | -20.21% | 19 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 645,026 | $26.4M | 1.1% | $39.79 | -3.42% | 19 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 173,596 | $25.9M | 1.1% | $60.26 | +123.02% | 19 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 470,055 | $25.7M | 1.1% | $13.45 | +89.06% | 19 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.4B across 298 positions as of Q3 2023. Top holdings: UPS (5.7%), AAPL (5.5%), MSFT (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 6 new positions, 7 exits, 66 increased. Top move: UPS (INCREASED, conviction 73). Portfolio: $2.4B across 298 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