CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings337 positions
UNITED PARCEL SERVICE INC | 752,391 | $161.3M | 5.6% | $106.92 | +66.25% | 12 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 903,062 | $160.4M | 5.6% | $45.22 | +283.54% | 12 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 344,109 | $115.7M | 4.1% | $110.82 | +196.26% | 12 qtrssince 2019-Q1 | Decreased 0 |
Costco Wholesale Corporation | 147,355 | $83.7M | 2.9% | $218.85 | +146.22% | 12 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 197,324 | $81.8M | 2.9% | $159.21 | +144.93% | 12 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 22,588 | $65.4M | 2.3% | $60.11 | +138.69% | 12 qtrssince 2019-Q1 | Increased 50 |
Berkshire Hathaway Inc. | 217,147 | $64.9M | 2.3% | $200.78 | +48.92% | 12 qtrssince 2019-Q1 | Decreased 0 |
Lowes Companies, Inc. | 240,599 | $62.2M | 2.2% | $95.21 | +147.32% | 12 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 276,615 | $47.3M | 1.7% | $115.59 | +32.59% | 12 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp. | 359,030 | $42.1M | 1.5% | $86.84 | +13.96% | 12 qtrssince 2019-Q1 | Increased 46 |
TRACTOR SUPPLY CO | 170,529 | $40.7M | 1.4% | $17.27 | +152.45% | 12 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 212,568 | $38.9M | 1.4% | $48.57 | +239.02% | 12 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 225,544 | $37.6M | 1.3% | $75.52 | +101.74% | 12 qtrssince 2019-Q1 | Decreased 0 |
Abbott Laboratories | 259,468 | $36.5M | 1.3% | $69.76 | +83.76% | 12 qtrssince 2019-Q1 | Decreased 0 |
EDWARDS LIFESCIENCES CORP | 277,395 | $35.9M | 1.3% | $63.78 | +103.13% | 12 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HLDGS INC | 190,280 | $35.9M | 1.3% | $102.69 | +81.61% | 12 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 693,577 | $35.7M | 1.3% | $46.75 | +2.16% | 12 qtrssince 2019-Q1 | Increased 47 |
JPMorgan Chase & Co. | 222,880 | $35.3M | 1.2% | $82.44 | +70.51% | 12 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 237,259 | $34.1M | 1.2% | $12.98 | +176.82% | 10 qtrssince 2019-Q3 | Increased 74 |
WELLS FARGO CO NEW | 703,244 | $33.7M | 1.2% | $39.81 | +8.62% | 12 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.9B across 337 positions as of Q4 2021. Top holdings: UPS (5.6%), AAPL (5.6%), MSFT (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 13 new positions, 5 exits, 79 increased. Top move: ANET (INCREASED, conviction 74). Portfolio: $2.9B across 337 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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