CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings312 positions
Apple Inc | 703,672 | $164M | 5.8% | $45.22 | +410.95% | 23 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 307,183 | $132.2M | 4.7% | $116.15 | +264.69% | 23 qtrssince 2019-Q1 | Decreased 0 |
United Parcel Service Inc | 868,335 | $118.4M | 4.2% | $108.46 | +10.93% | 23 qtrssince 2019-Q1 | Increased 55 |
Costco Wholesale Corp | 109,877 | $97.4M | 3.5% | $218.85 | +300.67% | 23 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 178,854 | $82.3M | 2.9% | $200.78 | +129.23% | 23 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 432,212 | $71.7M | 2.5% | $62.22 | +164.70% | 23 qtrssince 2019-Q1 | Increased 51 |
Accenture PLC | 171,892 | $60.8M | 2.2% | $157.86 | +115.43% | 23 qtrssince 2019-Q1 | Decreased 0 |
Arista Networks Inc | 157,633 | $60.5M | 2.1% | $12.98 | +1569.52% | 21 qtrssince 2019-Q3 | Decreased 0 |
Lowe's Cos Inc | 210,948 | $57.1M | 2.0% | $95.50 | +172.63% | 23 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp | 329,346 | $48.5M | 1.7% | $85.40 | +58.72% | 23 qtrssince 2019-Q1 | Increased 46 |
Oracle Corp | 270,919 | $46.2M | 1.6% | $48.26 | +245.50% | 23 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 203,444 | $42.9M | 1.5% | $83.31 | +142.88% | 23 qtrssince 2019-Q1 | Decreased 0 |
Tractor Supply Co | 136,970 | $39.8M | 1.4% | $17.27 | +223.67% | 23 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 242,987 | $39.4M | 1.4% | $113.77 | +34.95% | 23 qtrssince 2019-Q1 | Decreased 0 |
Exxon Mobil Corp | 318,377 | $37.3M | 1.3% | $57.66 | +90.66% | 23 qtrssince 2019-Q1 | Decreased 0 |
Allison Transmission Holdings | 379,687 | $36.5M | 1.3% | $36.06 | +160.88% | 14 qtrssince 2021-Q2 | Decreased 0 |
Amazon.com Inc | 179,439 | $33.4M | 1.2% | $103.13 | +80.68% | 23 qtrssince 2019-Q1 | Increased 46 |
Fastenal Co | 442,794 | $31.6M | 1.1% | $13.32 | +156.99% | 23 qtrssince 2019-Q1 | Decreased 0 |
Wells Fargo & Co | 553,999 | $31.3M | 1.1% | $39.31 | +37.56% | 23 qtrssince 2019-Q1 | Decreased 0 |
American Express Co | 115,019 | $31.2M | 1.1% | $103.16 | +156.53% | 23 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.8B across 312 positions as of Q3 2024. Top holdings: AAPL (5.8%), MSFT (4.7%), UPS (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 13 new positions, 4 exits, 69 increased. Top move: UPS (INCREASED, conviction 55). Portfolio: $2.8B across 312 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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