CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings303 positions
UNITED PARCEL SERVICE-CL B | 714,198 | $124.2M | 5.4% | $102.31 | +39.26% | 16 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 828,989 | $107.7M | 4.7% | $45.22 | +182.27% | 16 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 326,668 | $78.3M | 3.4% | $110.57 | +110.50% | 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% | $85.17 | +80.75% | 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% | $155.93 | +60.16% | 16 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 259,967 | $45.9M | 2.0% | $113.77 | +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% | $61.02 | +43.23% | 16 qtrssince 2019-Q1 | Increased 46 |
EXXON MOBIL CORP | 350,880 | $38.7M | 1.7% | $57.65 | +69.17% | 16 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY COMPANY | 150,194 | $33.8M | 1.5% | $17.27 | +142.42% | 16 qtrssince 2019-Q1 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 447,482 | $32.2M | 1.4% | $35.71 | +68.88% | 16 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELECTRIC CO | 323,827 | $31.1M | 1.4% | $57.82 | +54.83% | 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% | $83.06 | +47.85% | 16 qtrssince 2019-Q1 | Increased 45 |
WELLS FARGO & CO | 679,425 | $28.1M | 1.2% | $39.31 | -4.47% | 16 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 324,989 | $26.6M | 1.2% | $48.26 | +61.64% | 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% | $12.98 | +133.69% | 14 qtrssince 2019-Q3 | Decreased 0 |
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 Score: 3.5/5.0.
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
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