CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings305 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 694,957 | $174M | 6.3% | $94.72 | +162.48% | 24 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 301,958 | $127.3M | 4.6% | $116.76 | +261.18% | 24 qtrssince 2019-Q1 | Decreased 0 |
UNITED PARCEL SERVICE-CL B | 879,539 | $110.9M | 4.0% | $113.82 | +3.03% | 24 qtrssince 2019-Q1 | Increased 56 |
COSTCO WHOLESALE CORP | 107,849 | $98.8M | 3.6% | $218.85 | +314.67% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 425,005 | $80.5M | 2.9% | $95.54 | +99.39% | 24 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 175,267 | $79.4M | 2.9% | $200.78 | +125.21% | 24 qtrssince 2019-Q1 | Decreased 0 |
ARISTA NETWORKS INC | 613,781 | $67.8M | 2.4% | $90.51 | +23.13% | 22 qtrssince 2019-Q3 | Increased 82 |
ACCENTURE PLC-CL A | 172,001 | $60.5M | 2.2% | $161.30 | +115.46% | 24 qtrssince 2019-Q1 | Increased 50 |
LOWE'S COS INC | 210,087 | $51.8M | 1.9% | $95.50 | +149.47% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 197,663 | $47.4M | 1.7% | $84.28 | +176.83% | 24 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 326,790 | $47.3M | 1.7% | $87.07 | +55.51% | 24 qtrssince 2019-Q1 | Decreased 0 |
ORACLE CORP | 269,533 | $44.9M | 1.6% | $48.60 | +239.16% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 179,490 | $39.4M | 1.4% | $109.97 | +101.23% | 24 qtrssince 2019-Q1 | Increased 46 |
ALLISON TRANSMISSION HOLDING | 360,447 | $38.9M | 1.4% | $36.28 | +194.33% | 15 qtrssince 2021-Q2 | Decreased 0 |
WELLS FARGO & CO | 524,913 | $36.9M | 1.3% | $39.79 | +72.35% | 24 qtrssince 2019-Q1 | Decreased 0 |
TRACTOR SUPPLY COMPANY | 674,249 | $35.8M | 1.3% | $44.79 | +15.47% | 24 qtrssince 2019-Q1 | Increased 74 |
JOHNSON & JOHNSON | 239,641 | $34.7M | 1.2% | $115.59 | +20.32% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 114,992 | $34.1M | 1.2% | $104.77 | +180.15% | 24 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 315,370 | $33.9M | 1.2% | $58.43 | +73.44% | 24 qtrssince 2019-Q1 | Decreased 0 |
EMERSON ELECTRIC CO | 262,516 | $32.5M | 1.2% | $58.23 | +109.03% | 24 qtrssince 2019-Q1 | Decreased 0 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC manages $2.8B across 305 positions as of Q4 2024. Top holdings: AAPL (6.3%), MSFT (4.6%), UPS (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 3 new positions, 10 exits, 42 increased. Top move: ANET (INCREASED, conviction 82). Portfolio: $2.8B across 305 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer