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, UPS, COST, BRK.B, and represent 21.07% of Clifford Swan Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: LH (+$22M), AVGO, LMBS, AON, FERG, MDLZ, INTC, BMY, CTVA, SLB.
- Started 13 new stock positions in AON, PNC, FELE, FERG, AEE, LH, KR, Amentum Holdings, CAH, LPX. DTE, EXC, DFS.
- Reduced shares in these 10 stocks: , AAPL, BRK.B, EMR, COST, CL, META, WFC, ANET, HPE.
- Sold out of its positions in FTRE, IGSB, Laboratory Corp. of America Holdings, LW.
- Clifford Swan Investment Counsel was a net seller of stock by $-2.9M.
- Clifford Swan Investment Counsel has $2.8B in assets under management (AUM), dropping by 5.50%.
- Central Index Key (CIK): 0001034642
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Portfolio Holdings for Clifford Swan Investment Counsel
Clifford Swan Investment Counsel holds 312 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $164M | -2% | 704k | 233.00 |
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| Microsoft Corporation (MSFT) | 4.7 | $132M | 307k | 430.30 |
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| United Parcel Service CL B (UPS) | 4.2 | $118M | 868k | 136.34 |
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| Costco Wholesale Corporation (COST) | 3.5 | $97M | -3% | 110k | 886.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $82M | -3% | 179k | 460.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $72M | 432k | 165.85 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.2 | $61M | 172k | 353.48 |
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| Arista Networks (ANET) | 2.1 | $61M | -3% | 158k | 383.82 |
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| Lowe's Companies (LOW) | 2.0 | $57M | 211k | 270.85 |
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| Chevron Corporation (CVX) | 1.7 | $49M | 329k | 147.27 |
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| Oracle Corporation (ORCL) | 1.6 | $46M | 271k | 170.40 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $43M | -2% | 203k | 210.86 |
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| Tractor Supply Company (TSCO) | 1.4 | $40M | 137k | 290.93 |
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| Johnson & Johnson (JNJ) | 1.4 | $39M | -2% | 243k | 162.06 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $37M | 318k | 117.22 |
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| Allison Transmission Hldngs I (ALSN) | 1.3 | $37M | 380k | 96.07 |
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| Amazon (AMZN) | 1.2 | $33M | 179k | 186.33 |
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| Fastenal Company (FAST) | 1.1 | $32M | 443k | 71.42 |
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| Wells Fargo & Company (WFC) | 1.1 | $31M | -7% | 554k | 56.49 |
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| American Express Company (AXP) | 1.1 | $31M | 115k | 271.20 |
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| Abbvie (ABBV) | 1.1 | $31M | -3% | 157k | 197.48 |
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| Qualcomm (QCOM) | 1.1 | $31M | 181k | 170.05 |
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| UnitedHealth (UNH) | 1.1 | $30M | +3% | 52k | 584.69 |
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| Stryker Corporation (SYK) | 1.1 | $30M | 84k | 361.26 |
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| Corteva (CTVA) | 1.1 | $30M | +9% | 513k | 58.79 |
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| Emerson Electric (EMR) | 1.0 | $29M | -9% | 268k | 109.37 |
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| Intuit (INTU) | 1.0 | $28M | 44k | 621.01 |
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| Hp (HPQ) | 1.0 | $28M | -2% | 768k | 35.87 |
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| Procter & Gamble Company (PG) | 1.0 | $27M | 155k | 173.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $27M | 161k | 167.19 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $27M | 220k | 121.16 |
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| McDonald's Corporation (MCD) | 0.9 | $26M | -4% | 86k | 304.51 |
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| Abbott Laboratories (ABT) | 0.9 | $25M | 218k | 114.01 |
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| Johnson Ctls Intl SHS (JCI) | 0.9 | $24M | 312k | 77.61 |
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| Dupont De Nemours (DD) | 0.9 | $24M | -5% | 271k | 89.11 |
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| Bristol Myers Squibb (BMY) | 0.8 | $24M | +12% | 457k | 51.74 |
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| Novo-nordisk A S Adr (NVO) | 0.8 | $23M | 194k | 119.07 |
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| International Flavors & Fragrances (IFF) | 0.8 | $22M | 211k | 104.93 |
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| Agilent Technologies Inc C ommon (A) | 0.8 | $22M | 146k | 148.48 |
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| Labcorp Holdings Com Shs (LH) | 0.8 | $22M | NEW | 96k | 223.48 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $22M | 89k | 243.06 |
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| Cisco Systems (CSCO) | 0.8 | $22M | 404k | 53.22 |
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| McKesson Corporation (MCK) | 0.8 | $21M | 43k | 494.42 |
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| Booking Holdings (BKNG) | 0.7 | $20M | 4.7k | 4212.20 |
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| Intel Corporation (INTC) | 0.7 | $19M | +18% | 804k | 23.46 |
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| Pepsi (PEP) | 0.7 | $19M | 109k | 170.05 |
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| Schlumberger Com Stk (SLB) | 0.7 | $18M | +13% | 439k | 41.95 |
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| Starbucks Corporation (SBUX) | 0.6 | $18M | -3% | 186k | 97.49 |
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| Mondelez Intl Cl A (MDLZ) | 0.6 | $18M | +20% | 244k | 73.67 |
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| Meta Platforms Cl A (META) | 0.6 | $18M | -14% | 31k | 572.44 |
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| Paypal Holdings (PYPL) | 0.6 | $18M | +7% | 224k | 78.03 |
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| Nike CL B (NKE) | 0.6 | $17M | 196k | 88.40 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $17M | 27k | 631.82 |
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| Edwards Lifesciences (EW) | 0.6 | $17M | +6% | 254k | 65.99 |
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| CarMax (KMX) | 0.6 | $17M | +5% | 214k | 77.38 |
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| Colgate-Palmolive Company (CL) | 0.6 | $16M | -15% | 158k | 103.81 |
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| Pfizer (PFE) | 0.6 | $16M | +6% | 554k | 28.94 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.6 | $16M | +38% | 324k | 49.41 |
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| Home Depot (HD) | 0.6 | $16M | +6% | 39k | 405.20 |
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| Caterpillar (CAT) | 0.6 | $16M | 40k | 391.12 |
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| Hewlett Packard Enterprise (HPE) | 0.5 | $16M | -10% | 757k | 20.46 |
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| Walt Disney Company (DIS) | 0.5 | $15M | -4% | 157k | 96.19 |
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| SYSCO Corporation (SYY) | 0.5 | $15M | +13% | 192k | 78.06 |
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| Union Pacific Corporation (UNP) | 0.5 | $14M | -2% | 55k | 246.49 |
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| Wal-Mart Stores (WMT) | 0.5 | $14M | 168k | 80.75 |
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| Automatic Data Processing (ADP) | 0.5 | $13M | 48k | 276.73 |
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| Keysight Technologies (KEYS) | 0.5 | $13M | 83k | 158.93 |
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| Philip Morris International (PM) | 0.5 | $13M | 108k | 121.40 |
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| eBay (EBAY) | 0.5 | $13M | 196k | 65.11 |
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| Amgen (AMGN) | 0.4 | $13M | 39k | 322.21 |
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| Albemarle Corporation (ALB) | 0.4 | $12M | 124k | 94.71 |
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| Honeywell International (HON) | 0.4 | $11M | 55k | 206.71 |
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| Verizon Communications (VZ) | 0.4 | $11M | +2% | 235k | 44.91 |
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| ConocoPhillips (COP) | 0.4 | $10M | 99k | 105.28 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $10M | 19k | 528.07 |
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| Entegris (ENTG) | 0.3 | $9.8M | 87k | 112.53 |
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| Public Storage (PSA) | 0.3 | $9.7M | 27k | 363.87 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $9.6M | 17k | 573.75 |
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| Merck & Co (MRK) | 0.3 | $9.5M | +5% | 84k | 113.56 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $9.5M | +4% | 81k | 116.96 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $9.4M | -6% | 82k | 115.02 |
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| International Business Machines (IBM) | 0.3 | $9.4M | -2% | 43k | 221.08 |
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| 3M Company (MMM) | 0.3 | $9.2M | -5% | 67k | 136.70 |
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| Illinois Tool Works (ITW) | 0.3 | $8.9M | 34k | 262.07 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $8.9M | 17k | 527.67 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $8.2M | 36k | 225.76 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $8.1M | -12% | 112k | 71.86 |
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| NVIDIA Corporation (NVDA) | 0.3 | $7.9M | +5% | 65k | 121.44 |
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| Jacobs Engineering Group (J) | 0.3 | $7.6M | 58k | 130.90 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $7.4M | 36k | 206.57 |
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| Carrier Global Corporation (CARR) | 0.3 | $7.4M | -4% | 91k | 80.49 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $7.3M | 13k | 584.56 |
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| Boeing Company (BA) | 0.3 | $7.3M | 48k | 152.04 |
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| BP Sponsored Adr (BP) | 0.2 | $7.0M | 225k | 31.39 |
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| Goldman Sachs (GS) | 0.2 | $6.9M | 14k | 495.11 |
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| General Mills (GIS) | 0.2 | $6.8M | 92k | 73.85 |
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| Target Corporation (TGT) | 0.2 | $6.5M | -9% | 42k | 155.86 |
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| ConAgra Foods (CAG) | 0.2 | $6.5M | -19% | 199k | 32.52 |
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| Energizer Holdings (ENR) | 0.2 | $6.4M | 203k | 31.76 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $6.2M | 9.00 | 691180.00 |
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| At&t (T) | 0.2 | $6.2M | 280k | 22.00 |
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| Cummins (CMI) | 0.2 | $6.1M | 19k | 323.79 |
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| Akamai Technologies (AKAM) | 0.2 | $6.0M | 60k | 100.95 |
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| Coca-Cola Company (KO) | 0.2 | $6.0M | +2% | 84k | 71.86 |
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| Ge Aerospace Com New (GE) | 0.2 | $5.5M | -16% | 29k | 188.58 |
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| Gilead Sciences (GILD) | 0.2 | $5.4M | 65k | 83.84 |
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| Edgewell Pers Care (EPC) | 0.2 | $5.3M | 147k | 36.34 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.2M | 65k | 79.42 |
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| Broadcom (AVGO) | 0.2 | $5.0M | +917% | 29k | 172.50 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $4.8M | 93k | 51.54 |
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| Eli Lilly & Co. (LLY) | 0.2 | $4.7M | +5% | 5.3k | 885.94 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $4.6M | -2% | 45k | 103.94 |
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| Expeditors International of Washington (EXPD) | 0.2 | $4.6M | +6% | 35k | 131.40 |
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| Trane Technologies SHS (TT) | 0.2 | $4.6M | -2% | 12k | 388.73 |
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| Tapestry (TPR) | 0.2 | $4.2M | -2% | 90k | 46.98 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $4.2M | 123k | 33.86 |
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| NewMarket Corporation (NEU) | 0.1 | $4.1M | 7.5k | 551.89 |
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| Oneok (OKE) | 0.1 | $4.1M | 45k | 91.13 |
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| Aon Shs Cl A (AON) | 0.1 | $4.0M | NEW | 11k | 346.00 |
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| Altria (MO) | 0.1 | $3.9M | 77k | 51.04 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $3.9M | +14% | 474k | 8.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.7M | 6.4k | 576.82 |
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| Post Holdings Inc Common (POST) | 0.1 | $3.7M | 32k | 115.75 |
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| TJX Companies (TJX) | 0.1 | $3.6M | 31k | 117.54 |
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| Kyndryl Hldgs Common Stock (KD) | 0.1 | $3.5M | -27% | 153k | 22.98 |
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| Nextera Energy (NEE) | 0.1 | $3.3M | 40k | 84.53 |
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| S&p Global (SPGI) | 0.1 | $3.3M | 6.3k | 516.62 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $3.2M | NEW | 16k | 198.57 |
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| Allegion Ord Shs (ALLE) | 0.1 | $3.2M | 22k | 145.74 |
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| Nucor Corporation (NUE) | 0.1 | $3.1M | -2% | 21k | 150.34 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $3.0M | 20k | 151.62 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $2.8M | 41k | 69.39 |
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| Dow (DOW) | 0.1 | $2.8M | +54% | 51k | 54.63 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.7M | 8.2k | 331.44 |
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| Bellring Brands Common Stock (BRBR) | 0.1 | $2.7M | 44k | 60.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.6M | 9.3k | 283.16 |
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| Casey's General Stores (CASY) | 0.1 | $2.5M | 6.8k | 375.71 |
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| Deere & Company (DE) | 0.1 | $2.5M | 6.0k | 417.33 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.3M | 37k | 62.32 |
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| Phillips 66 (PSX) | 0.1 | $2.3M | +3% | 18k | 131.45 |
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| Essex Property Trust (ESS) | 0.1 | $2.3M | -3% | 7.7k | 295.42 |
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| Consolidated Edison (ED) | 0.1 | $2.1M | -2% | 20k | 104.13 |
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| Dxc Technology (DXC) | 0.1 | $2.1M | 102k | 20.75 |
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| Becton, Dickinson and (BDX) | 0.1 | $2.0M | -3% | 8.4k | 241.10 |
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| Bank of America Corporation (BAC) | 0.1 | $2.0M | -2% | 51k | 39.68 |
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| Ecolab (ECL) | 0.1 | $2.0M | 7.7k | 255.33 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.0M | 3.4k | 586.52 |
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| Clorox Company (CLX) | 0.1 | $2.0M | 12k | 162.91 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.9M | 43k | 45.86 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $1.8M | 89k | 20.38 |
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| Norfolk Southern (NSC) | 0.1 | $1.8M | 7.3k | 248.50 |
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| Amentum Holdings | 0.1 | $1.8M | NEW | 56k | 32.25 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.7M | 33k | 52.81 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $1.7M | +16% | 194k | 8.96 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $1.7M | 7.7k | 223.09 |
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| Ge Vernova (GEV) | 0.1 | $1.6M | -18% | 6.2k | 254.98 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $1.5M | 147k | 10.02 |
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| Southern Company (SO) | 0.1 | $1.4M | -4% | 16k | 90.18 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.4M | 15k | 95.94 |
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| Lam Research Corporation (LRCX) | 0.0 | $1.4M | +2% | 1.7k | 816.08 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.4M | 5.8k | 237.23 |
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| W.W. Grainger (GWW) | 0.0 | $1.3M | 1.3k | 1038.81 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.3M | 21k | 64.81 |
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| Visa Com Cl A (V) | 0.0 | $1.3M | 4.8k | 274.95 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.3M | -2% | 25k | 53.15 |
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| CSX Corporation (CSX) | 0.0 | $1.3M | -6% | 38k | 34.53 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $1.3M | 32k | 41.40 |
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| Sempra Energy (SRE) | 0.0 | $1.3M | 15k | 83.63 |
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| Nordstrom (JWN) | 0.0 | $1.3M | 56k | 22.49 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.2M | 11k | 117.62 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.2M | 2.5k | 493.76 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $1.2M | 31k | 39.82 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.1M | +2% | 6.9k | 164.08 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $1.1M | 12k | 93.85 |
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| Tesla Motors (TSLA) | 0.0 | $1.1M | -2% | 4.1k | 261.65 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.1M | 7.5k | 142.28 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $1.1M | +2% | 8.4k | 127.10 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.1M | -2% | 1.9k | 569.66 |
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| Ingersoll Rand (IR) | 0.0 | $1.1M | 11k | 98.16 |
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| CVB Financial (CVBF) | 0.0 | $1.0M | 58k | 17.82 |
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| Realty Income (O) | 0.0 | $988k | -11% | 16k | 63.42 |
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| Apa Corporation (APA) | 0.0 | $988k | 40k | 24.46 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $965k | 7.7k | 125.62 |
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| Shell Spon Ads (SHEL) | 0.0 | $963k | -8% | 15k | 65.95 |
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| Paychex (PAYX) | 0.0 | $906k | 6.7k | 134.19 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $871k | 3.1k | 281.37 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $854k | +2% | 4.9k | 173.67 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $848k | 14k | 62.20 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $827k | +3% | 20k | 41.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $814k | -3% | 5.3k | 153.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $789k | 1.6k | 487.93 |
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| Kraft Heinz (KHC) | 0.0 | $759k | -5% | 22k | 35.11 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $758k | 7.3k | 104.18 |
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| Western Asset Income Fund (PAI) | 0.0 | $745k | 58k | 12.86 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $741k | 9.0k | 82.30 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $736k | 7.6k | 97.42 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $735k | 2.3k | 314.39 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $731k | 21k | 34.29 |
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| Wec Energy Group (WEC) | 0.0 | $727k | +5% | 7.6k | 96.18 |
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| United Rentals (URI) | 0.0 | $712k | 879.00 | 809.73 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $701k | 15k | 47.85 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $691k | 6.0k | 115.30 |
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| Stericycle (SRCL) | 0.0 | $661k | 11k | 61.00 |
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| Allstate Corporation (ALL) | 0.0 | $648k | 3.4k | 189.65 |
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| NetApp (NTAP) | 0.0 | $645k | -2% | 5.2k | 123.51 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $625k | 3.5k | 179.14 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $623k | -3% | 7.4k | 83.63 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $601k | -40% | 8.6k | 69.72 |
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| Kellogg Company (K) | 0.0 | $601k | 7.5k | 80.71 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $594k | 2.1k | 289.21 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $567k | 4.6k | 123.62 |
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| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $565k | 19k | 29.72 |
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| Moody's Corporation (MCO) | 0.0 | $562k | -2% | 1.2k | 474.59 |
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| Netflix (NFLX) | 0.0 | $562k | 792.00 | 709.27 |
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| Enterprise Products Partners (EPD) | 0.0 | $559k | -9% | 19k | 29.11 |
|
| Genuine Parts Company (GPC) | 0.0 | $559k | 4.0k | 139.68 |
|
|
| Edison International (EIX) | 0.0 | $521k | 6.0k | 87.10 |
|
|
| Constellation Energy (CEG) | 0.0 | $521k | 2.0k | 260.05 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $516k | 1.1k | 491.27 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $495k | 7.6k | 64.96 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $490k | 7.8k | 63.00 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $487k | 941.00 | 517.78 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $487k | 17k | 29.55 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $486k | 9.8k | 49.70 |
|
|
| Rockwell Automation (ROK) | 0.0 | $484k | 1.8k | 268.46 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $483k | 4.5k | 107.95 |
|
|
| Linde SHS (LIN) | 0.0 | $482k | -8% | 1.0k | 476.86 |
|
| Icon SHS (ICLR) | 0.0 | $480k | +3% | 1.7k | 287.31 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $475k | 2.2k | 220.89 |
|
|
| Southwest Airlines (LUV) | 0.0 | $473k | 16k | 29.63 |
|
|
| Electronic Arts (EA) | 0.0 | $467k | +5% | 3.3k | 143.44 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $451k | 4.3k | 106.12 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $444k | 1.8k | 248.60 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $443k | 9.1k | 48.92 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $437k | +250% | 2.1k | 205.88 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $435k | 1.0k | 423.19 |
|
|
| Danaher Corporation (DHR) | 0.0 | $425k | 1.5k | 278.04 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $422k | -5% | 4.2k | 100.69 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $416k | 2.1k | 198.06 |
|
|
| PPG Industries (PPG) | 0.0 | $416k | 3.1k | 132.46 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $407k | 7.0k | 58.11 |
|
|
| Doubleline Etf Trust Opportunistic Bd (DBND) | 0.0 | $407k | 8.6k | 47.36 |
|
|
| Ansys (ANSS) | 0.0 | $406k | 1.3k | 318.63 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $405k | 5.0k | 80.78 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $404k | 8.8k | 45.73 |
|
|
| Gap (GAP) | 0.0 | $404k | 18k | 22.05 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $397k | -16% | 5.3k | 74.46 |
|
| Viatris (VTRS) | 0.0 | $388k | 33k | 11.61 |
|
|
| Nabors Industries SHS (NBR) | 0.0 | $387k | 6.0k | 64.47 |
|
|
| Franklin Resources (BEN) | 0.0 | $382k | -7% | 19k | 20.15 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $367k | 5.6k | 65.00 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $365k | 14k | 27.01 |
|
|
| Extra Space Storage (EXR) | 0.0 | $365k | 2.0k | 180.19 |
|
|
| Cme (CME) | 0.0 | $364k | 1.7k | 220.65 |
|
|
| FedEx Corporation (FDX) | 0.0 | $363k | 1.3k | 273.68 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $356k | 8.5k | 41.69 |
|
|
| Medtronic SHS (MDT) | 0.0 | $352k | -6% | 3.9k | 90.03 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $352k | 4.0k | 87.94 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $344k | +6% | 12k | 28.41 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $342k | 2.5k | 135.09 |
|
|
| Paccar (PCAR) | 0.0 | $336k | -4% | 3.4k | 98.68 |
|
| Minerals Technologies (MTX) | 0.0 | $332k | 4.3k | 77.23 |
|
|
| T. Rowe Price (TROW) | 0.0 | $324k | 3.0k | 108.93 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $318k | 7.0k | 45.51 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $318k | 2.2k | 142.04 |
|
|
| MetLife (MET) | 0.0 | $314k | 3.8k | 82.48 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $308k | 2.4k | 128.03 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $308k | 685.00 | 449.63 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $304k | 1.2k | 263.76 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $302k | 3.8k | 78.69 |
|
|
| Enbridge (ENB) | 0.0 | $301k | 7.4k | 40.61 |
|
|
| American Electric Power Company (AEP) | 0.0 | $298k | -5% | 2.9k | 102.60 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $295k | -11% | 17k | 17.37 |
|
| Waste Management (WM) | 0.0 | $294k | 1.4k | 207.60 |
|
|
| Eversource Energy (ES) | 0.0 | $289k | 4.3k | 68.05 |
|
|
| Toll Brothers (TOL) | 0.0 | $284k | 1.8k | 154.49 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $279k | +6% | 451.00 | 618.57 |
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $278k | 30k | 9.41 |
|
|
| salesforce (CRM) | 0.0 | $277k | 1.0k | 273.71 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $274k | 5.3k | 52.17 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $272k | 5.8k | 47.29 |
|
|
| L3harris Technologies (LHX) | 0.0 | $271k | 1.1k | 237.81 |
|
|
| FirstEnergy (FE) | 0.0 | $268k | 6.0k | 44.35 |
|
|
| Republic Services (RSG) | 0.0 | $263k | -11% | 1.3k | 200.84 |
|
| Ametek (AME) | 0.0 | $260k | 1.5k | 171.71 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $258k | 3.1k | 83.08 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $257k | 546.00 | 469.81 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $256k | +7% | 4.1k | 62.88 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $253k | 3.0k | 83.75 |
|
|
| Baxter International (BAX) | 0.0 | $253k | -2% | 6.7k | 37.97 |
|
| Ameren Corporation (AEE) | 0.0 | $241k | NEW | 2.8k | 87.46 |
|
| Cigna Corp (CI) | 0.0 | $235k | 679.00 | 346.44 |
|
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $235k | NEW | 2.2k | 107.46 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $234k | 4.2k | 55.64 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $233k | +6% | 2.7k | 87.79 |
|
| Exelon Corporation (EXC) | 0.0 | $232k | NEW | 5.7k | 40.55 |
|
| DTE Energy Company (DTE) | 0.0 | $231k | NEW | 1.8k | 128.41 |
|
| Discover Financial Services (DFS) | 0.0 | $227k | NEW | 1.6k | 140.29 |
|
| Yum! Brands (YUM) | 0.0 | $226k | 1.6k | 139.70 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $226k | 2.9k | 78.05 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $224k | 3.2k | 71.17 |
|
|
| PNC Financial Services (PNC) | 0.0 | $222k | NEW | 1.2k | 184.85 |
|
| Cardinal Health (CAH) | 0.0 | $222k | NEW | 2.0k | 110.52 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $216k | 624.00 | 345.29 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $213k | 13k | 16.05 |
|
|
| Kroger (KR) | 0.0 | $213k | NEW | 3.7k | 57.30 |
|
| Franklin Electric (FELE) | 0.0 | $212k | NEW | 2.0k | 104.82 |
|
| Valero Energy Corporation (VLO) | 0.0 | $208k | 1.5k | 135.03 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $173k | 21k | 8.07 |
|
|
| Ford Motor Company (F) | 0.0 | $144k | -12% | 14k | 10.56 |
|
| Tredegar Corporation (TG) | 0.0 | $117k | 16k | 7.29 |
|
|
| Branchout Food (BOF) | 0.0 | $72k | 45k | 1.60 |
|
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 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
- Clifford Swan Investment Counsel 2021 Q4 filed Feb. 11, 2022
- Clifford Swan Investment Counsel 2021 Q3 filed Nov. 2, 2021
- Clifford Swan Investment Counsel 2021 Q2 filed Aug. 5, 2021
- Clifford Swan Investment Counsel 2021 Q1 filed May 7, 2021
- Clifford Swan Investment Counsel 2020 Q4 filed Feb. 11, 2021