CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings303 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITED PARCEL SERVICE-CL B | 714,198 | $124.2M | 5.4% | $107.39 | +38.97% | 16 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 828,989 | $107.7M | 4.7% | $94.72 | +34.77% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 326,668 | $78.3M | 3.4% | $111.28 | +110.49% | 16 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 204,167 | $63.1M | 2.7% | $200.78 | +53.85% | 16 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 337,682 | $60.6M | 2.6% | $86.84 | +80.45% | 16 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 131,626 | $60.1M | 2.6% | $218.85 | +99.32% | 16 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 184,036 | $49.1M | 2.1% | $159.21 | +60.09% | 16 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 259,967 | $45.9M | 2.0% | $115.59 | +39.50% | 16 qtrssince 2019-Q1 | Decreased 0 |
LOWE'S COS INC | 225,794 | $45M | 2.0% | $95.21 | +94.18% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 452,718 | $39.9M | 1.7% | $94.85 | -7.67% | 16 qtrssince 2019-Q1 | Increased 46 |
EXXON MOBIL CORP | 350,880 | $38.7M | 1.7% | $58.42 | +69.17% | 16 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY COMPANY | 150,194 | $33.8M | 1.5% | $17.61 | +142.42% | 16 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 447,482 | $32.2M | 1.4% | $36.86 | +68.89% | 16 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELECTRIC CO | 323,827 | $31.1M | 1.4% | $58.23 | +54.88% | 16 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 182,888 | $29.6M | 1.3% | $60.26 | +134.73% | 16 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 219,967 | $29.5M | 1.3% | $84.02 | +47.57% | 16 qtrssince 2019-Q1 | Increased 45 |
WELLS FARGO & CO | 679,425 | $28.1M | 1.2% | $39.79 | -4.52% | 16 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 324,989 | $26.6M | 1.2% | $48.60 | +61.63% | 16 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 240,081 | $26.4M | 1.1% | $69.76 | +45.75% | 16 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 216,494 | $26.3M | 1.1% | — | — | — | — |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.3B across 303 positions as of Q4 2022. Top holdings: UPS (5.4%), AAPL (4.7%), MSFT (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 13 new positions, 17 exits, 57 increased. Top move: GOOGL (INCREASED, conviction 46). Portfolio: $2.3B across 303 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
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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