CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings323 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 984,257 | $130.6M | 5.7% | $94.72 | +36.00% | 8 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 562,466 | $94.7M | 4.1% | $84.86 | +59.35% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 363,957 | $81M | 3.5% | $110.82 | +91.94% | 8 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 157,792 | $59.5M | 2.6% | $218.85 | +62.18% | 8 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 213,683 | $55.8M | 2.4% | $159.21 | +50.57% | 8 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 227,214 | $52.7M | 2.3% | $200.78 | +14.38% | 8 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 221,024 | $51.8M | 2.3% | $103.60 | +122.95% | 8 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 285,626 | $45M | 2.0% | $115.59 | +17.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
LOWE'S COS INC | 261,233 | $41.9M | 1.8% | $95.21 | +51.41% | 8 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 22,381 | $39.2M | 1.7% | $58.17 | +48.11% | 8 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 205,081 | $37.2M | 1.6% | $106.69 | +65.89% | 8 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 221,805 | $33.8M | 1.5% | $48.76 | +176.14% | 8 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 671,920 | $33.5M | 1.5% | $46.48 | -5.18% | 8 qtrssince 2019-Q1 | Increased 48 |
NIKE INC -CL B | 235,258 | $33.3M | 1.5% | $77.47 | +70.17% | 8 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 520,217 | $32.3M | 1.4% | $36.72 | +37.16% | 8 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 129,639 | $31.8M | 1.4% | $183.72 | +25.13% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 234,061 | $29.7M | 1.3% | $83.35 | +31.51% | 8 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELECTRIC CO | 368,292 | $29.6M | 1.3% | $58.23 | +23.09% | 8 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 269,725 | $29.5M | 1.3% | $69.76 | +40.78% | 8 qtrssince 2019-Q1 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 567,006 | $29.2M | 1.3% | $41.86 | +1.63% | 8 qtrssince 2019-Q1 | Increased 58 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.3B across 323 positions as of Q4 2020. Top holdings: AAPL (5.7%), UPS (4.1%), MSFT (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 15 new positions, 8 exits, 48 increased. Top move: LMBS (INCREASED, conviction 58). Portfolio: $2.3B across 323 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