CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings320 positions
APPLE INC | 295,141 | $86.7M | 4.2% | $45.22 | +56.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 401,190 | $63.3M | 3.1% | $110.12 | +35.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE INC | 530,418 | $62.1M | 3.0% | $81.75 | +7.62% | 4 qtrssince 2019-Q1 | Increased 54 |
BERKSHIRE HATHAWAY INC DEL | 236,824 | $53.6M | 2.6% | $200.96 | +12.71% | 4 qtrssince 2019-Q1 | Increased 50 |
COSTCO WHSL CORP NEW | 176,785 | $52M | 2.5% | $218.85 | +22.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 223,632 | $47.1M | 2.3% | $156.03 | +21.14% | 4 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO CO NEW | 814,814 | $43.8M | 2.1% | $39.61 | +14.50% | 4 qtrssince 2019-Q1 | Increased 50 |
JOHNSON & JOHNSON | 295,602 | $43.1M | 2.1% | $113.77 | +6.58% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 626,019 | $37.5M | 1.8% | $46.63 | +13.22% | 4 qtrssince 2019-Q1 | Increased 47 |
BRISTOL-MYERS SQUIBB CO | 540,780 | $34.7M | 1.7% | $35.58 | +37.91% | 4 qtrssince 2019-Q1 | Increased 46 |
LOWES COS INC | 285,465 | $34.2M | 1.7% | $95.21 | +11.00% | 4 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 221,520 | $32M | 1.5% | $106.35 | +31.85% | 4 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 451,782 | $31.5M | 1.5% | $57.85 | -10.50% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 225,294 | $31.4M | 1.5% | $82.83 | +40.64% | 4 qtrssince 2019-Q1 | Increased 45 |
CHEVRON CORP NEW | 260,519 | $31.4M | 1.5% | $89.05 | +0.74% | 4 qtrssince 2019-Q1 | Increased 45 |
EMERSON ELEC CO | 393,416 | $30M | 1.4% | $57.82 | +14.07% | 4 qtrssince 2019-Q1 | Increased 45 |
ALPHABET INC | 21,979 | $29.4M | 1.4% | $58.08 | +14.22% | 4 qtrssince 2019-Q1 | Increased 46 |
STRYKER CORPORATION | 134,371 | $28.2M | 1.4% | $182.30 | +7.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 259,493 | $28.1M | 1.4% | $102.69 | +4.17% | 4 qtrssince 2019-Q1 | Decreased 0 |
PROCTER AND GAMBLE CO | 223,308 | $27.9M | 1.3% | $85.93 | +22.45% | 4 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.1B across 320 positions as of Q4 2019. Top holdings: AAPL (4.2%), MSFT (3.1%), UPS (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 16 new positions, 10 exits, 62 increased. Top move: UPS (INCREASED, conviction 54). Portfolio: $2.1B across 320 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR