CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings323 positions
APPLE INC | 984,257 | $130.6M | 5.7% | $45.22 | +184.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 562,466 | $94.7M | 4.1% | $80.68 | +62.09% | 8 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 363,957 | $81M | 3.5% | $110.12 | +92.58% | 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% | $155.93 | +52.78% | 8 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 227,214 | $52.7M | 2.3% | $200.78 | +15.48% | 8 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 221,024 | $51.8M | 2.3% | $102.69 | +125.54% | 8 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 285,626 | $45M | 2.0% | $113.77 | +18.12% | 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% | $58.10 | +49.42% | 8 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 205,081 | $37.2M | 1.6% | $105.73 | +66.15% | 8 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 221,805 | $33.8M | 1.5% | $48.00 | +180.57% | 8 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 671,920 | $33.5M | 1.5% | $46.55 | -3.24% | 8 qtrssince 2019-Q1 | Increased 48 |
NIKE INC -CL B | 235,258 | $33.3M | 1.5% | $75.32 | +70.40% | 8 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 520,217 | $32.3M | 1.4% | $35.58 | +38.48% | 8 qtrssince 2019-Q1 | Decreased 0 |
STRYKER CORP | 129,639 | $31.8M | 1.4% | $182.17 | +26.66% | 8 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 234,061 | $29.7M | 1.3% | $82.44 | +33.48% | 8 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELECTRIC CO | 368,292 | $29.6M | 1.3% | $57.82 | +23.89% | 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% | $41.58 | +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 Score: 3.5/5.0.
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
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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
Verify source filings on SEC EDGAR