Clifford Swan Investment Counsel
Latest statistics and disclosures from Clifford Swan Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GOOGL, UPS, COST, and represent 21.29% of Clifford Swan Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: Q (+$8.3M), ZTS (+$5.7M), XLK, CPAY, KMX, AOA, AOR, META, TSLA, SPY.
- Started 13 new stock positions in AOR, GM, SOLS, VBK, Q, MU, UL, AOA, BIV, ROST. CAH, PSLV, FCX.
- Reduced shares in these 10 stocks: GOOGL (-$5.9M), CATH, UNH, IFF, ANET, MSFT, FAST, COST, TPR, WBD.
- Sold out of its positions in DFAT, DFUV, EXR, FE, IAU, ETHA, K, ORLY, PNC, BIL. SOLV, Unilever.
- Clifford Swan Investment Counsel was a net seller of stock by $-25M.
- Clifford Swan Investment Counsel has $3.0B in assets under management (AUM), dropping by 0.32%.
- Central Index Key (CIK): 0001034642
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Portfolio Holdings for Clifford Swan Investment Counsel
Clifford Swan Investment Counsel holds 323 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $184M | 678k | 271.58 |
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| Microsoft Corporation (MSFT) | 4.9 | $147M | 303k | 483.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $129M | -4% | 411k | 313.00 |
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| United Parcel Service CL B (UPS) | 3.2 | $96M | 971k | 99.19 |
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| Costco Wholesale Corporation (COST) | 2.8 | $86M | -2% | 100k | 862.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $83M | 166k | 502.65 |
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| Arista Networks Com Shs (ANET) | 2.3 | $70M | -3% | 533k | 131.03 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $58M | -2% | 181k | 322.22 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $50M | 185k | 268.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $49M | 156k | 313.80 |
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| Oracle Corporation (ORCL) | 1.6 | $48M | -2% | 248k | 194.91 |
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| Chevron Corporation (CVX) | 1.6 | $48M | 314k | 152.42 |
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| Lowe's Companies (LOW) | 1.6 | $47M | 196k | 241.02 |
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| American Express Company (AXP) | 1.5 | $46M | 124k | 369.95 |
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| Johnson & Johnson (JNJ) | 1.5 | $44M | 215k | 206.95 |
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| Wells Fargo & Company (WFC) | 1.4 | $42M | 455k | 93.20 |
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| Amazon (AMZN) | 1.4 | $42M | 182k | 230.82 |
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| Raytheon Technologies Corp (RTX) | 1.4 | $41M | 225k | 183.40 |
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| UnitedHealth (UNH) | 1.2 | $36M | -7% | 109k | 330.11 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $36M | -2% | 295k | 120.34 |
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| Johnson Ctls Intl SHS (JCI) | 1.1 | $35M | -2% | 289k | 119.75 |
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| Abbvie (ABBV) | 1.1 | $34M | -2% | 149k | 228.49 |
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| Corteva (CTVA) | 1.1 | $33M | -3% | 498k | 67.03 |
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| Emerson Electric (EMR) | 1.1 | $33M | 252k | 132.72 |
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| Allison Transmission Hldngs I (ALSN) | 1.1 | $33M | -3% | 335k | 97.90 |
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| McKesson Corporation (MCK) | 1.1 | $32M | 39k | 820.29 |
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| Fastenal Company (FAST) | 1.1 | $32M | -6% | 792k | 40.13 |
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| Tractor Supply Company (TSCO) | 1.0 | $32M | -3% | 630k | 50.01 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $29M | -4% | 74k | 396.31 |
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| Intuit (INTU) | 0.9 | $29M | 43k | 662.42 |
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| Cisco Systems (CSCO) | 0.9 | $28M | 365k | 77.03 |
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| Qualcomm (QCOM) | 0.9 | $28M | 164k | 171.05 |
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| Stryker Corporation (SYK) | 0.9 | $28M | 79k | 351.47 |
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| Labcorp Holdings Com Shs (LH) | 0.9 | $26M | 104k | 250.88 |
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| Abbott Laboratories (ABT) | 0.9 | $26M | 205k | 125.29 |
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| Booking Holdings (BKNG) | 0.8 | $25M | +2% | 4.7k | 5355.33 |
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| McDonald's Corporation (MCD) | 0.8 | $24M | 79k | 305.63 |
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| Parker-Hannifin Corporation (PH) | 0.8 | $23M | 27k | 878.96 |
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| Pepsi (PEP) | 0.7 | $22M | 153k | 143.52 |
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| Meta Platforms Cl A (META) | 0.7 | $22M | +6% | 33k | 660.08 |
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| Caterpillar (CAT) | 0.7 | $22M | 38k | 572.87 |
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| Edwards Lifesciences (EW) | 0.7 | $21M | 252k | 85.25 |
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| Procter & Gamble Company (PG) | 0.7 | $21M | 148k | 143.31 |
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| SLB Com Stk (SLB) | 0.7 | $21M | 546k | 38.38 |
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| SYSCO Corporation (SYY) | 0.7 | $20M | 274k | 73.69 |
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| Agilent Technologies Inc C ommon (A) | 0.6 | $20M | 144k | 136.07 |
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| Wal-Mart Stores (WMT) | 0.6 | $17M | 153k | 111.41 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.6 | $17M | 75k | 222.63 |
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| Keysight Technologies (KEYS) | 0.6 | $17M | 82k | 203.19 |
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| Bristol Myers Squibb (BMY) | 0.6 | $17M | -5% | 310k | 53.94 |
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| Entegris (ENTG) | 0.6 | $17M | 197k | 84.25 |
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| Albemarle Corporation (ALB) | 0.6 | $17M | 117k | 141.44 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $16M | +2% | 319k | 50.88 |
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| Philip Morris International (PM) | 0.5 | $16M | 100k | 160.40 |
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| Intel Corporation (INTC) | 0.5 | $16M | -5% | 434k | 36.90 |
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| Hp (HPQ) | 0.5 | $16M | 716k | 22.28 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $16M | 294k | 53.83 |
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| Union Pacific Corporation (UNP) | 0.5 | $15M | 67k | 231.32 |
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| Walt Disney Company (DIS) | 0.5 | $15M | 134k | 113.77 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.5 | $15M | -7% | 303k | 49.99 |
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| Hewlett Packard Enterprise (HPE) | 0.5 | $15M | 604k | 24.02 |
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| eBay (EBAY) | 0.5 | $14M | -4% | 164k | 87.10 |
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| Corpay Com Shs (CPAY) | 0.5 | $14M | +43% | 46k | 300.93 |
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| Starbucks Corporation (SBUX) | 0.5 | $14M | -3% | 162k | 84.21 |
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| Home Depot (HD) | 0.4 | $13M | -3% | 39k | 344.10 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $13M | +6% | 19k | 681.93 |
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| NVIDIA Corporation (NVDA) | 0.4 | $13M | 70k | 186.52 |
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| Goldman Sachs (GS) | 0.4 | $13M | +5% | 15k | 879.00 |
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| Amgen (AMGN) | 0.4 | $13M | 38k | 327.31 |
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| Pfizer (PFE) | 0.4 | $12M | -3% | 486k | 24.90 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $12M | -5% | 16.00 | 754800.00 |
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| Expeditors International of Washington (EXPD) | 0.4 | $12M | 80k | 149.01 |
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| Automatic Data Processing (ADP) | 0.4 | $12M | 46k | 257.23 |
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| CarMax (KMX) | 0.4 | $12M | +30% | 301k | 38.64 |
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| Colgate-Palmolive Company (CL) | 0.4 | $11M | -2% | 141k | 79.02 |
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| Nike CL B (NKE) | 0.4 | $11M | -6% | 174k | 63.71 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $11M | 19k | 570.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $11M | +4% | 17k | 627.14 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $11M | 88k | 120.18 |
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| Honeywell International (HON) | 0.3 | $10M | 52k | 195.09 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $10M | -2% | 74k | 137.87 |
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| Paypal Holdings (PYPL) | 0.3 | $9.9M | 170k | 58.38 |
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| International Business Machines (IBM) | 0.3 | $9.8M | 33k | 296.22 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $9.5M | +97% | 66k | 143.97 |
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| Cummins (CMI) | 0.3 | $9.4M | 18k | 510.45 |
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| International Flavors & Fragrances (IFF) | 0.3 | $9.4M | -22% | 139k | 67.39 |
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| Broadcom (AVGO) | 0.3 | $9.1M | 26k | 346.10 |
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| Ge Aerospace Com New (GE) | 0.3 | $8.8M | 29k | 308.03 |
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| Boeing Company (BA) | 0.3 | $8.7M | 40k | 217.12 |
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| Zoetis Cl A (ZTS) | 0.3 | $8.6M | +190% | 69k | 125.82 |
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| Aon Shs Cl A (AON) | 0.3 | $8.6M | 24k | 352.88 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $8.4M | -3% | 72k | 116.09 |
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| Dupont De Nemours (DD) | 0.3 | $8.4M | 209k | 40.20 |
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| ConocoPhillips (COP) | 0.3 | $8.4M | -2% | 89k | 93.61 |
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| Qnity Electronics Common Stock (Q) | 0.3 | $8.3M | NEW | 101k | 81.65 |
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| Coca-Cola Company (KO) | 0.3 | $8.2M | +2% | 118k | 69.91 |
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| Merck & Co (MRK) | 0.3 | $8.0M | 76k | 105.26 |
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| Illinois Tool Works (ITW) | 0.3 | $7.8M | 32k | 246.30 |
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| Allegion Ord Shs (ALLE) | 0.2 | $7.5M | 47k | 159.22 |
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| Jacobs Engineering Group (J) | 0.2 | $7.1M | 54k | 132.46 |
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| Public Storage (PSA) | 0.2 | $6.7M | 26k | 259.50 |
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| 3M Company (MMM) | 0.2 | $6.5M | -4% | 41k | 160.10 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $6.0M | 35k | 173.49 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $5.9M | -2% | 12k | 483.67 |
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| BP Sponsored Adr (BP) | 0.2 | $5.8M | -2% | 168k | 34.73 |
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| Tesla Motors (TSLA) | 0.2 | $5.5M | +18% | 12k | 449.74 |
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| Akamai Technologies (AKAM) | 0.2 | $5.4M | 62k | 87.25 |
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| Verizon Communications (VZ) | 0.2 | $5.3M | 131k | 40.73 |
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| NewMarket Corporation (NEU) | 0.2 | $4.8M | 7.0k | 687.26 |
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| Carrier Global Corporation (CARR) | 0.2 | $4.7M | -2% | 88k | 52.84 |
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| TJX Companies (TJX) | 0.2 | $4.6M | 30k | 153.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.6M | 14k | 335.27 |
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| At&t (T) | 0.1 | $4.5M | 180k | 24.84 |
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| Trane Technologies SHS (TT) | 0.1 | $4.3M | -2% | 11k | 389.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $4.2M | 6.2k | 684.94 |
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| Altria (MO) | 0.1 | $4.2M | 73k | 57.66 |
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| General Mills (GIS) | 0.1 | $4.2M | 90k | 46.50 |
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| Energizer Holdings (ENR) | 0.1 | $4.0M | 203k | 19.89 |
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| Tapestry (TPR) | 0.1 | $4.0M | -29% | 31k | 127.77 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $4.0M | 20k | 199.68 |
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| Ge Vernova (GEV) | 0.1 | $3.9M | +2% | 5.9k | 653.60 |
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| Target Corporation (TGT) | 0.1 | $3.8M | -4% | 39k | 97.75 |
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| Eli Lilly & Co. (LLY) | 0.1 | $3.7M | -2% | 3.5k | 1074.79 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $3.7M | -5% | 90k | 41.12 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $3.7M | -3% | 42k | 87.35 |
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| Casey's General Stores (CASY) | 0.1 | $3.6M | -2% | 6.5k | 552.71 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $3.3M | 41k | 79.73 |
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| Post Holdings Inc Common (POST) | 0.1 | $3.1M | 32k | 99.05 |
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| S&p Global (SPGI) | 0.1 | $3.1M | 6.0k | 522.59 |
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| Nucor Corporation (NUE) | 0.1 | $3.1M | -4% | 19k | 163.11 |
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| Oneok (OKE) | 0.1 | $3.0M | -5% | 41k | 73.50 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $2.9M | +14% | 34k | 85.77 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $2.9M | 123k | 23.69 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $2.9M | -51% | 35k | 82.23 |
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| Nextera Energy (NEE) | 0.1 | $2.9M | -5% | 36k | 80.28 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.9M | 17k | 171.18 |
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| Deere & Company (DE) | 0.1 | $2.8M | 6.1k | 465.56 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $2.6M | NEW | 29k | 89.56 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.5M | 8.0k | 318.51 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.5M | 3.3k | 753.78 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $2.5M | +5% | 39k | 64.42 |
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| Bank of America Corporation (BAC) | 0.1 | $2.5M | -11% | 45k | 55.00 |
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| Edgewell Pers Care (EPC) | 0.1 | $2.5M | 146k | 17.05 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.4M | +8% | 39k | 62.47 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $2.4M | NEW | 36k | 65.01 |
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| Phillips 66 (PSX) | 0.1 | $2.2M | 17k | 129.04 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.2M | -3% | 40k | 54.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.1M | 32k | 66.00 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $2.1M | 63k | 33.02 |
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| Consolidated Edison (ED) | 0.1 | $2.0M | 20k | 99.32 |
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| Ecolab (ECL) | 0.1 | $2.0M | 7.5k | 262.52 |
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| Generac Holdings (GNRC) | 0.1 | $2.0M | +3% | 15k | 136.37 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.9M | 19k | 99.91 |
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| Norfolk Southern (NSC) | 0.1 | $1.9M | 6.5k | 288.72 |
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| Essex Property Trust (ESS) | 0.1 | $1.8M | 6.9k | 261.68 |
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| Gilead Sciences (GILD) | 0.1 | $1.8M | -10% | 15k | 122.74 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.7M | 14k | 129.16 |
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| Visa Com Cl A (V) | 0.1 | $1.6M | 4.7k | 350.72 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $1.6M | +43% | 36k | 45.89 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.6M | 5.3k | 303.89 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.6M | 6.0k | 257.94 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.6M | -4% | 8.1k | 191.57 |
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| Dxc Technology (DXC) | 0.0 | $1.5M | 101k | 14.65 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.4M | +3% | 6.6k | 214.16 |
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| Global X Fds Global X Silver (SIL) | 0.0 | $1.4M | +13% | 17k | 83.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.4M | -7% | 2.2k | 614.20 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.4M | 2.4k | 570.80 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.4M | 9.2k | 148.69 |
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| Marsh & McLennan Companies | 0.0 | $1.3M | 7.2k | 185.52 |
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| Southern Company (SO) | 0.0 | $1.3M | 15k | 87.20 |
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| W.W. Grainger (GWW) | 0.0 | $1.3M | 1.3k | 1009.05 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.3M | 11k | 121.61 |
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| CSX Corporation (CSX) | 0.0 | $1.3M | -7% | 35k | 36.25 |
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| Sempra Energy (SRE) | 0.0 | $1.2M | 14k | 88.29 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.1M | 1.9k | 603.28 |
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| ConAgra Foods (CAG) | 0.0 | $1.1M | -28% | 63k | 17.31 |
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| Becton, Dickinson and (BDX) | 0.0 | $1.1M | -7% | 5.5k | 194.07 |
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| Clorox Company (CLX) | 0.0 | $1.1M | -12% | 11k | 100.83 |
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| Dow (DOW) | 0.0 | $964k | -17% | 41k | 23.38 |
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| Bellring Brands Common Stock (BRBR) | 0.0 | $907k | -9% | 34k | 26.73 |
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| Ingersoll Rand (IR) | 0.0 | $854k | 11k | 79.22 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $837k | +10% | 17k | 49.65 |
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| Shell Spon Ads (SHEL) | 0.0 | $833k | -9% | 11k | 73.48 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $824k | 25k | 32.62 |
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| CVB Financial (CVBF) | 0.0 | $824k | 44k | 18.60 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $812k | -5% | 8.4k | 96.30 |
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| Paychex (PAYX) | 0.0 | $804k | +8% | 7.2k | 112.18 |
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| Wec Energy Group (WEC) | 0.0 | $797k | 7.6k | 105.46 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $785k | 10k | 75.43 |
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| Realty Income (O) | 0.0 | $783k | -6% | 14k | 56.37 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $751k | -2% | 4.9k | 154.14 |
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $747k | -2% | 11k | 69.63 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $733k | -6% | 19k | 39.59 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $726k | -2% | 7.2k | 100.89 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $724k | 2.8k | 258.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $717k | 7.5k | 96.03 |
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| Netflix (NFLX) | 0.0 | $706k | +1020% | 7.5k | 93.76 |
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| Southwest Airlines (LUV) | 0.0 | $688k | +4% | 17k | 41.33 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $669k | -2% | 7.6k | 88.49 |
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| Electronic Arts (EA) | 0.0 | $660k | 3.2k | 204.33 |
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| Allstate Corporation (ALL) | 0.0 | $655k | 3.1k | 208.15 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $645k | 11k | 58.73 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $636k | NEW | 13k | 48.58 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $635k | 5.4k | 117.21 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $633k | -2% | 24k | 26.56 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $624k | 4.3k | 146.58 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $613k | 9.0k | 68.11 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $597k | 11k | 53.76 |
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| Capital One Financial (COF) | 0.0 | $587k | 2.4k | 242.36 |
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| Manulife Finl Corp (MFC) | 0.0 | $582k | 16k | 36.28 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $578k | 2.0k | 288.87 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $574k | 4.4k | 131.59 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $572k | 7.8k | 73.56 |
|
|
| Constellation Energy (CEG) | 0.0 | $569k | 1.6k | 353.27 |
|
|
| Amentum Holdings (AMTM) | 0.0 | $561k | -31% | 19k | 29.00 |
|
| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.0 | $559k | 11k | 49.31 |
|
|
| NetApp (NTAP) | 0.0 | $554k | 5.2k | 107.09 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $552k | -3% | 975.00 | 566.36 |
|
| United Rentals (URI) | 0.0 | $551k | 681.00 | 809.32 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $535k | -8% | 18k | 29.89 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $532k | 9.3k | 57.46 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $529k | 17k | 32.06 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $528k | 1.7k | 310.24 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $510k | 2.1k | 246.16 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $492k | 4.0k | 122.96 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $482k | 1.0k | 480.67 |
|
|
| Kraft Heinz (KHC) | 0.0 | $480k | -3% | 20k | 24.25 |
|
| Rockwell Automation (ROK) | 0.0 | $476k | 1.2k | 389.07 |
|
|
| Moody's Corporation (MCO) | 0.0 | $454k | -2% | 888.00 | 510.85 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $450k | 2.4k | 185.61 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $444k | NEW | 6.8k | 65.40 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $443k | 14k | 32.73 |
|
|
| Cme (CME) | 0.0 | $442k | 1.6k | 273.08 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $440k | 2.0k | 219.78 |
|
|
| FedEx Corporation (FDX) | 0.0 | $438k | 1.5k | 288.86 |
|
|
| Linde SHS (LIN) | 0.0 | $435k | 1.0k | 426.39 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $433k | -77% | 15k | 28.82 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $414k | -12% | 7.8k | 53.36 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $413k | 4.0k | 103.13 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $406k | -4% | 5.2k | 78.35 |
|
| Cintas Corporation (CTAS) | 0.0 | $403k | 2.1k | 188.07 |
|
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 0.0 | $399k | 8.6k | 46.36 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $397k | 4.4k | 89.92 |
|
|
| Western Asset Income Fund (PAI) | 0.0 | $388k | 31k | 12.48 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $387k | 29k | 13.21 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $386k | +70% | 9.0k | 42.69 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $370k | -3% | 3.7k | 100.34 |
|
| Monster Beverage Corp (MNST) | 0.0 | $368k | -4% | 4.8k | 76.67 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $368k | 5.6k | 65.10 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $368k | +4% | 1.3k | 290.25 |
|
| Paccar (PCAR) | 0.0 | $366k | 3.3k | 109.51 |
|
|
| Apa Corporation (APA) | 0.0 | $353k | 14k | 24.46 |
|
|
| Enbridge (ENB) | 0.0 | $347k | 7.2k | 47.83 |
|
|
| American Electric Power Company (AEP) | 0.0 | $334k | 2.9k | 115.31 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $333k | 5.3k | 63.04 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $329k | 2.3k | 141.16 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $329k | -13% | 7.0k | 46.86 |
|
| Edison International (EIX) | 0.0 | $327k | 5.4k | 60.02 |
|
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.0 | $309k | 7.7k | 40.25 |
|
|
| Ametek (AME) | 0.0 | $308k | 1.5k | 205.31 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $307k | -69% | 4.1k | 74.17 |
|
| Micron Technology (MU) | 0.0 | $306k | NEW | 1.1k | 285.46 |
|
| L3harris Technologies (LHX) | 0.0 | $300k | 1.0k | 293.50 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $297k | 2.1k | 139.16 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $292k | -9% | 3.6k | 82.02 |
|
| MetLife (MET) | 0.0 | $291k | -3% | 3.7k | 78.94 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $288k | 16k | 17.96 |
|
|
| Eversource Energy (ES) | 0.0 | $286k | 4.3k | 67.33 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $285k | 9.5k | 30.07 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $285k | -5% | 5.4k | 52.39 |
|
| T. Rowe Price (TROW) | 0.0 | $284k | -6% | 2.8k | 102.38 |
|
| General Motors Company (GM) | 0.0 | $283k | NEW | 3.5k | 81.32 |
|
| Waste Management (WM) | 0.0 | $279k | 1.3k | 219.71 |
|
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $279k | 30k | 9.45 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $278k | 4.0k | 69.47 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $278k | 479.00 | 579.45 |
|
|
| Ameren Corporation (AEE) | 0.0 | $275k | 2.8k | 99.86 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $273k | -17% | 780.00 | 349.99 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $273k | -26% | 2.5k | 107.11 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $273k | 3.4k | 79.36 |
|
|
| Medtronic SHS (MDT) | 0.0 | $270k | 2.8k | 96.06 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $268k | 1.9k | 143.52 |
|
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $267k | 11k | 24.16 |
|
|
| Republic Services (RSG) | 0.0 | $266k | 1.3k | 211.93 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $265k | 690.00 | 383.32 |
|
|
| Minerals Technologies (MTX) | 0.0 | $262k | 4.3k | 60.95 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $260k | 584.00 | 444.59 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $255k | 11k | 24.04 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $254k | 518.00 | 490.34 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $254k | NEW | 5.0k | 50.79 |
|
| Cardinal Health (CAH) | 0.0 | $252k | NEW | 1.2k | 205.50 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $252k | 3.2k | 80.03 |
|
|
| Williams Companies (WMB) | 0.0 | $250k | 4.2k | 60.11 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $249k | 2.4k | 105.00 |
|
|
| Toll Brothers (TOL) | 0.0 | $249k | 1.8k | 135.22 |
|
|
| Icon SHS (ICLR) | 0.0 | $248k | 1.4k | 182.22 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $246k | NEW | 815.00 | 302.11 |
|
| salesforce (CRM) | 0.0 | $246k | -10% | 929.00 | 264.91 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $246k | +3% | 230.00 | 1067.90 |
|
| Valero Energy Corporation (VLO) | 0.0 | $240k | -4% | 1.5k | 162.79 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $240k | 512.00 | 468.76 |
|
|
| Corning Incorporated (GLW) | 0.0 | $239k | 2.7k | 87.56 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $236k | -2% | 2.6k | 89.46 |
|
| Uber Technologies (UBER) | 0.0 | $234k | 2.9k | 81.70 |
|
|
| Yum! Brands (YUM) | 0.0 | $229k | 1.5k | 151.26 |
|
|
| PPG Industries (PPG) | 0.0 | $229k | -28% | 2.2k | 102.46 |
|
| Lincoln National Corporation (LNC) | 0.0 | $228k | 5.1k | 44.53 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $227k | -2% | 8.1k | 27.87 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $225k | +45% | 5.0k | 44.71 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $223k | NEW | 9.4k | 23.65 |
|
| Kroger (KR) | 0.0 | $221k | -4% | 3.5k | 62.48 |
|
| DTE Energy Company (DTE) | 0.0 | $219k | 1.7k | 128.98 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $219k | 13k | 16.49 |
|
|
| AeroVironment (AVAV) | 0.0 | $218k | 900.00 | 241.89 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $217k | NEW | 2.8k | 77.88 |
|
| Ross Stores (ROST) | 0.0 | $207k | NEW | 1.1k | 180.14 |
|
| Xcel Energy (XEL) | 0.0 | $207k | 2.8k | 73.86 |
|
|
| Exelon Corporation (EXC) | 0.0 | $204k | 4.7k | 43.59 |
|
|
| Ford Motor Company (F) | 0.0 | $175k | -5% | 13k | 13.12 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $154k | -11% | 19k | 8.11 |
|
| Tredegar Corporation (TG) | 0.0 | $115k | 16k | 7.18 |
|
|
| Branchout Food (BOF) | 0.0 | $95k | 30k | 3.18 |
|
|
| Bridger Aerospace Grp Hldgs (BAER) | 0.0 | $23k | 13k | 1.83 |
|
Past Filings by Clifford Swan Investment Counsel
SEC 13F filings are viewable for Clifford Swan Investment Counsel going back to 2010
- Clifford Swan Investment Counsel 2025 Q4 filed Feb. 11, 2026
- Clifford Swan Investment Counsel 2025 Q3 filed Nov. 12, 2025
- Clifford Swan Investment Counsel 2025 Q2 filed July 30, 2025
- Clifford Swan Investment Counsel 2025 Q1 filed May 6, 2025
- Clifford Swan Investment Counsel 2024 Q4 filed Feb. 5, 2025
- Clifford Swan Investment Counsel 2024 Q3 filed Nov. 14, 2024
- Clifford Swan Investment Counsel 2024 Q2 filed Aug. 7, 2024
- Clifford Swan Investment Counsel 2024 Q1 filed April 17, 2024
- Clifford Swan Investment Counsel 2023 Q4 filed Feb. 6, 2024
- Clifford Swan Investment Counsel 2023 Q3 filed Nov. 13, 2023
- Clifford Swan Investment Counsel 2023 Q2 filed Aug. 4, 2023
- Clifford Swan Investment Counsel 2023 Q1 filed May 5, 2023
- Clifford Swan Investment Counsel 2022 Q4 filed Feb. 3, 2023
- Clifford Swan Investment Counsel 2022 Q3 filed Nov. 7, 2022
- Clifford Swan Investment Counsel 2022 Q2 filed Aug. 4, 2022
- Clifford Swan Investment Counsel 2022 Q1 filed May 3, 2022