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, COST, BRK.B, and represent 20.48% of Clifford Swan Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: CPAY (+$8.0M), UNH, ZTS, ACN, CATH, AON, NVO, UPS, ENTG, KO.
- Started 15 new stock positions in SIL, LNC, ETHA, VBIL, ICLR, SGDM, RDVY, BAER, RIO, ORLY. SCHF, ASML, XEL, GLW, ZTS.
- Reduced shares in these 10 stocks: WBD, INTC, ANET, ORCL, BK, GILD, COST, VZ, CAG, PFE.
- Sold out of its positions in ANSS, CI, CAH, IWB, OXY.WS, Walgreen Boots Alliance.
- Clifford Swan Investment Counsel was a net seller of stock by $-9.3M.
- Clifford Swan Investment Counsel has $3.0B in assets under management (AUM), dropping by 6.04%.
- Central Index Key (CIK): 0001034642
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Portfolio Holdings for Clifford Swan Investment Counsel
Clifford Swan Investment Counsel holds 322 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $172M | 678k | 254.37 |
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| Microsoft Corporation (MSFT) | 5.3 | $160M | 308k | 517.99 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $105M | 430k | 243.10 |
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| Costco Wholesale Corporation (COST) | 3.1 | $94M | -2% | 102k | 925.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $85M | 169k | 502.74 |
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| United Parcel Service CL B (UPS) | 2.7 | $82M | +2% | 976k | 83.53 |
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| Arista Networks Com Shs (ANET) | 2.7 | $80M | -4% | 551k | 145.71 |
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| Oracle Corporation (ORCL) | 2.4 | $72M | -4% | 256k | 281.24 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $58M | 185k | 315.43 |
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| Lowe's Companies (LOW) | 1.7 | $50M | -2% | 200k | 251.16 |
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| Chevron Corporation (CVX) | 1.7 | $50M | 319k | 155.30 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $46M | +6% | 187k | 246.60 |
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| Fastenal Company (FAST) | 1.4 | $41M | -2% | 845k | 49.04 |
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| American Express Company (AXP) | 1.4 | $41M | +2% | 124k | 332.16 |
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| UnitedHealth (UNH) | 1.4 | $41M | +10% | 118k | 345.30 |
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| Johnson & Johnson (JNJ) | 1.3 | $40M | 218k | 185.42 |
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| Amazon (AMZN) | 1.3 | $40M | 180k | 219.57 |
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| Wells Fargo & Company (WFC) | 1.3 | $39M | 463k | 83.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $39M | 158k | 243.55 |
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| Raytheon Technologies Corp (RTX) | 1.3 | $38M | +2% | 226k | 167.33 |
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| Tractor Supply Company (TSCO) | 1.2 | $37M | -2% | 655k | 56.87 |
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| Abbvie (ABBV) | 1.2 | $35M | 152k | 231.54 |
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| Corteva (CTVA) | 1.2 | $35M | 518k | 67.63 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $34M | 302k | 112.75 |
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| Emerson Electric (EMR) | 1.1 | $34M | 256k | 131.18 |
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| Johnson Ctls Intl SHS (JCI) | 1.1 | $33M | -2% | 297k | 109.95 |
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| Labcorp Holdings Com Shs (LH) | 1.0 | $31M | +2% | 106k | 287.06 |
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| McKesson Corporation (MCK) | 1.0 | $30M | 39k | 772.54 |
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| Stryker Corporation (SYK) | 1.0 | $30M | 80k | 369.67 |
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| Intuit (INTU) | 1.0 | $30M | 43k | 682.92 |
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| Allison Transmission Hldngs I (ALSN) | 1.0 | $29M | -3% | 346k | 84.88 |
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| Abbott Laboratories (ABT) | 0.9 | $28M | 208k | 133.94 |
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| Qualcomm (QCOM) | 0.9 | $28M | 167k | 166.36 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $28M | 78k | 355.47 |
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| Cisco Systems (CSCO) | 0.8 | $26M | 373k | 68.42 |
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| Booking Holdings (BKNG) | 0.8 | $25M | +2% | 4.6k | 5399.27 |
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| McDonald's Corporation (MCD) | 0.8 | $24M | -2% | 79k | 303.89 |
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| Procter & Gamble Company (PG) | 0.8 | $23M | 149k | 153.65 |
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| Meta Platforms Cl A (META) | 0.8 | $23M | 31k | 734.39 |
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| SYSCO Corporation (SYY) | 0.8 | $23M | +3% | 276k | 82.34 |
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| Pepsi (PEP) | 0.7 | $22M | 154k | 140.44 |
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| Parker-Hannifin Corporation (PH) | 0.7 | $20M | 27k | 758.15 |
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| Edwards Lifesciences (EW) | 0.7 | $20M | 253k | 77.77 |
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| Hp (HPQ) | 0.6 | $20M | -3% | 716k | 27.23 |
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| Schlumberger Com Stk (SLB) | 0.6 | $19M | 550k | 34.37 |
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| Agilent Technologies Inc C ommon (A) | 0.6 | $19M | 144k | 128.35 |
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| Mondelez Intl Cl A (MDLZ) | 0.6 | $18M | -2% | 293k | 62.47 |
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| Entegris (ENTG) | 0.6 | $18M | +9% | 197k | 92.46 |
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| Caterpillar (CAT) | 0.6 | $18M | 37k | 477.15 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $17M | +13% | 311k | 55.49 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.6 | $17M | +3% | 75k | 224.58 |
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| Philip Morris International (PM) | 0.5 | $16M | 101k | 162.20 |
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| Dupont De Nemours (DD) | 0.5 | $16M | -3% | 210k | 77.90 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.5 | $16M | +6% | 327k | 49.79 |
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| Home Depot (HD) | 0.5 | $16M | 40k | 405.19 |
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| Wal-Mart Stores (WMT) | 0.5 | $16M | 154k | 103.06 |
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| Union Pacific Corporation (UNP) | 0.5 | $16M | 67k | 236.37 |
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| Walt Disney Company (DIS) | 0.5 | $16M | -2% | 137k | 114.50 |
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| eBay (EBAY) | 0.5 | $16M | -3% | 171k | 90.95 |
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| Intel Corporation (INTC) | 0.5 | $16M | -20% | 461k | 33.55 |
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| Hewlett Packard Enterprise (HPE) | 0.5 | $15M | 604k | 24.56 |
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| Bristol Myers Squibb (BMY) | 0.5 | $15M | -6% | 326k | 45.10 |
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| Keysight Technologies (KEYS) | 0.5 | $14M | 82k | 174.92 |
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| Starbucks Corporation (SBUX) | 0.5 | $14M | -3% | 167k | 84.60 |
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| Automatic Data Processing (ADP) | 0.5 | $14M | 46k | 293.50 |
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| Nike CL B (NKE) | 0.4 | $13M | -2% | 186k | 69.73 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $13M | 17.00 | 754200.00 |
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| Pfizer (PFE) | 0.4 | $13M | -11% | 503k | 25.48 |
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| NVIDIA Corporation (NVDA) | 0.4 | $13M | 69k | 186.58 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $12M | +7% | 18k | 666.20 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $12M | 19k | 609.32 |
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| Colgate-Palmolive Company (CL) | 0.4 | $12M | 145k | 79.94 |
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| Paypal Holdings (PYPL) | 0.4 | $11M | -9% | 170k | 67.06 |
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| Goldman Sachs (GS) | 0.4 | $11M | 14k | 796.35 |
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| International Flavors & Fragrances (IFF) | 0.4 | $11M | 180k | 61.54 |
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| Honeywell International (HON) | 0.4 | $11M | -5% | 52k | 210.50 |
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| Amgen (AMGN) | 0.4 | $11M | 38k | 282.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $11M | +6% | 90k | 118.83 |
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| CarMax (KMX) | 0.3 | $10M | +5% | 231k | 44.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $10M | 17k | 612.39 |
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| Expeditors International of Washington (EXPD) | 0.3 | $9.8M | +12% | 80k | 122.59 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $9.7M | 76k | 128.24 |
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| Albemarle Corporation (ALB) | 0.3 | $9.7M | 119k | 81.08 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $9.5M | 34k | 281.86 |
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| International Business Machines (IBM) | 0.3 | $9.4M | -8% | 33k | 282.16 |
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| Corpay Com Shs (CPAY) | 0.3 | $9.2M | +694% | 32k | 288.06 |
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| Boeing Company (BA) | 0.3 | $8.8M | -9% | 41k | 215.83 |
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| Broadcom (AVGO) | 0.3 | $8.7M | -8% | 27k | 329.91 |
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| Ge Aerospace Com New (GE) | 0.3 | $8.7M | +3% | 29k | 300.82 |
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| ConocoPhillips (COP) | 0.3 | $8.7M | 92k | 94.59 |
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| Aon Shs Cl A (AON) | 0.3 | $8.5M | +33% | 24k | 356.58 |
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| Allegion Ord Shs (ALLE) | 0.3 | $8.4M | 47k | 177.35 |
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| Illinois Tool Works (ITW) | 0.3 | $8.3M | 32k | 260.76 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $8.2M | -25% | 75k | 108.96 |
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| Jacobs Engineering Group (J) | 0.3 | $8.1M | 54k | 149.86 |
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| Cummins (CMI) | 0.3 | $7.8M | 18k | 422.37 |
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| Coca-Cola Company (KO) | 0.3 | $7.6M | +20% | 115k | 66.32 |
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| Public Storage (PSA) | 0.3 | $7.6M | 26k | 288.85 |
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| 3M Company (MMM) | 0.2 | $6.6M | 42k | 155.18 |
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| Merck & Co (MRK) | 0.2 | $6.4M | -2% | 77k | 83.93 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $6.4M | 35k | 183.73 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $6.2M | 13k | 499.21 |
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| BP Sponsored Adr (BP) | 0.2 | $5.9M | 171k | 34.46 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.2 | $5.8M | +77% | 72k | 81.06 |
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| NewMarket Corporation (NEU) | 0.2 | $5.8M | 7.0k | 828.21 |
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| Verizon Communications (VZ) | 0.2 | $5.8M | -23% | 131k | 43.95 |
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| Carrier Global Corporation (CARR) | 0.2 | $5.4M | 90k | 59.70 |
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| At&t (T) | 0.2 | $5.1M | -9% | 181k | 28.24 |
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| Energizer Holdings (ENR) | 0.2 | $5.1M | 203k | 24.89 |
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| Tapestry (TPR) | 0.2 | $5.0M | -11% | 44k | 113.22 |
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| Altria (MO) | 0.2 | $4.8M | 73k | 66.06 |
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| Akamai Technologies (AKAM) | 0.2 | $4.7M | 63k | 75.76 |
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| Trane Technologies SHS (TT) | 0.2 | $4.7M | 11k | 421.96 |
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| Tesla Motors (TSLA) | 0.2 | $4.6M | -2% | 10k | 444.71 |
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| General Mills (GIS) | 0.2 | $4.6M | 91k | 50.42 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $4.5M | 96k | 47.25 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.5M | +2% | 14k | 328.17 |
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| TJX Companies (TJX) | 0.1 | $4.4M | 30k | 144.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $4.2M | 6.2k | 669.34 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $4.0M | 43k | 91.43 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $3.9M | 20k | 195.86 |
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| Casey's General Stores (CASY) | 0.1 | $3.8M | 6.6k | 565.32 |
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| Target Corporation (TGT) | 0.1 | $3.6M | 40k | 89.70 |
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| Ge Vernova (GEV) | 0.1 | $3.6M | 5.8k | 614.90 |
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| Zoetis Cl A (ZTS) | 0.1 | $3.5M | NEW | 24k | 146.32 |
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| Post Holdings Inc Common (POST) | 0.1 | $3.4M | 32k | 107.48 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $3.3M | -30% | 42k | 79.93 |
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| Oneok (OKE) | 0.1 | $3.2M | 43k | 72.97 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $3.1M | 123k | 24.79 |
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| Eaton Corp SHS (ETN) | 0.1 | $3.0M | 8.1k | 374.25 |
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| Edgewell Pers Care (EPC) | 0.1 | $3.0M | 146k | 20.36 |
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| S&p Global (SPGI) | 0.1 | $2.9M | 6.0k | 486.71 |
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| Nextera Energy (NEE) | 0.1 | $2.9M | 38k | 75.49 |
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| Deere & Company (DE) | 0.1 | $2.8M | 6.0k | 457.25 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.7M | 3.6k | 763.08 |
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| Nucor Corporation (NUE) | 0.1 | $2.7M | 20k | 135.43 |
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| Bank of America Corporation (BAC) | 0.1 | $2.6M | 51k | 51.59 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.5M | 3.3k | 746.63 |
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| Phillips 66 (PSX) | 0.1 | $2.3M | 17k | 136.02 |
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| Generac Holdings (GNRC) | 0.1 | $2.3M | 14k | 167.40 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $2.3M | +4% | 30k | 76.40 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $2.2M | 17k | 133.90 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.2M | 41k | 53.40 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.1M | +2% | 35k | 59.92 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.1M | -14% | 32k | 65.26 |
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| Ecolab (ECL) | 0.1 | $2.1M | 7.5k | 273.86 |
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| Consolidated Edison (ED) | 0.1 | $2.0M | 20k | 100.52 |
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| Norfolk Southern (NSC) | 0.1 | $1.9M | 6.5k | 300.41 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $1.9M | 63k | 29.62 |
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| Essex Property Trust (ESS) | 0.1 | $1.9M | 6.9k | 267.66 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.8M | 19k | 95.47 |
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| Gilead Sciences (GILD) | 0.1 | $1.8M | -52% | 17k | 111.00 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $1.7M | 25k | 68.58 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.7M | 14k | 125.95 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.6M | +113% | 8.5k | 189.70 |
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| ConAgra Foods (CAG) | 0.1 | $1.6M | -52% | 88k | 18.31 |
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| Visa Com Cl A (V) | 0.1 | $1.6M | 4.7k | 341.39 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.6M | +114% | 37k | 42.37 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.5M | +3% | 6.0k | 254.30 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $1.5M | -2% | 7.3k | 201.53 |
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| Clorox Company (CLX) | 0.0 | $1.5M | 12k | 123.30 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.5M | +2% | 5.2k | 279.29 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $1.4M | +53% | 2.4k | 600.27 |
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| Southern Company (SO) | 0.0 | $1.4M | -2% | 15k | 94.77 |
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| Dxc Technology (DXC) | 0.0 | $1.4M | 101k | 13.65 |
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| Bellring Brands Common Stock (BRBR) | 0.0 | $1.4M | 38k | 36.35 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.4M | 2.4k | 568.73 |
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| CSX Corporation (CSX) | 0.0 | $1.3M | 38k | 35.51 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.3M | +16% | 9.2k | 145.65 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $1.3M | -75% | 67k | 19.53 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.3M | 11k | 122.45 |
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| Sempra Energy (SRE) | 0.0 | $1.2M | 14k | 89.98 |
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| W.W. Grainger (GWW) | 0.0 | $1.2M | 1.3k | 952.96 |
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| Dow (DOW) | 0.0 | $1.1M | 50k | 22.93 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.1M | 1.9k | 596.03 |
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| Becton, Dickinson and (BDX) | 0.0 | $1.1M | -3% | 6.0k | 187.17 |
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| Global X Fds Global X Silver (SIL) | 0.0 | $1.1M | NEW | 15k | 71.63 |
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| Advanced Micro Devices (AMD) | 0.0 | $1.0M | 6.4k | 161.79 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $993k | +82% | 15k | 65.00 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $988k | 14k | 72.44 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $959k | +6% | 8.9k | 107.25 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $916k | 7.4k | 124.34 |
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| Realty Income (O) | 0.0 | $900k | +3% | 15k | 60.79 |
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| Shell Spon Ads (SHEL) | 0.0 | $897k | -12% | 13k | 71.53 |
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| Ingersoll Rand (IR) | 0.0 | $890k | 11k | 82.62 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $867k | -4% | 2.8k | 309.74 |
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| Wec Energy Group (WEC) | 0.0 | $866k | 7.6k | 114.59 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $849k | 5.0k | 170.85 |
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| CVB Financial (CVBF) | 0.0 | $838k | 44k | 18.91 |
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| Paychex (PAYX) | 0.0 | $837k | 6.6k | 126.76 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $806k | 25k | 31.91 |
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| Netflix (NFLX) | 0.0 | $806k | -2% | 672.00 | 1198.92 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $786k | NEW | 10k | 75.61 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $768k | 20k | 38.57 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $761k | 4.3k | 178.73 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $735k | -38% | 25k | 30.03 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $711k | 9.8k | 72.77 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $709k | +2% | 7.8k | 91.42 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $700k | 7.5k | 93.37 |
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| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $684k | NEW | 11k | 62.00 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $681k | 5.5k | 123.75 |
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| Allstate Corporation (ALL) | 0.0 | $676k | 3.1k | 214.65 |
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| Amentum Holdings (AMTM) | 0.0 | $672k | 28k | 23.95 |
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| Electronic Arts (EA) | 0.0 | $652k | 3.2k | 201.70 |
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| United Rentals (URI) | 0.0 | $650k | -22% | 681.00 | 954.66 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $646k | 11k | 58.85 |
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| NetApp (NTAP) | 0.0 | $613k | 5.2k | 118.46 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $612k | 20k | 31.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $606k | +22% | 11k | 54.18 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $602k | 9.0k | 66.91 |
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| Kellogg Company (K) | 0.0 | $570k | 7.0k | 82.02 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $566k | 4.4k | 129.72 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $562k | 2.0k | 280.83 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $555k | 7.8k | 71.37 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $554k | 4.0k | 138.60 |
|
|
| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.0 | $553k | 11k | 48.77 |
|
|
| Constellation Energy (CEG) | 0.0 | $536k | +2% | 1.6k | 329.12 |
|
| Kraft Heinz (KHC) | 0.0 | $533k | -3% | 21k | 26.04 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $528k | 9.3k | 57.04 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $525k | -4% | 17k | 31.27 |
|
| Capital One Financial (COF) | 0.0 | $516k | 2.4k | 212.58 |
|
|
| Southwest Airlines (LUV) | 0.0 | $509k | 16k | 31.91 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $500k | -2% | 16k | 31.15 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $498k | 2.1k | 241.96 |
|
|
| Linde SHS (LIN) | 0.0 | $485k | 1.0k | 475.00 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $465k | 1.0k | 463.83 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $461k | +17% | 5.3k | 87.21 |
|
| Unilever Spon Adr New (UL) | 0.0 | $453k | 7.6k | 59.28 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $451k | -11% | 1.0k | 447.23 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $443k | 1.7k | 260.44 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $441k | 5.4k | 81.65 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $440k | 2.1k | 205.26 |
|
|
| Cme (CME) | 0.0 | $438k | +2% | 1.6k | 270.19 |
|
| Rockwell Automation (ROK) | 0.0 | $435k | 1.2k | 349.53 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $435k | 4.4k | 98.50 |
|
|
| Moody's Corporation (MCO) | 0.0 | $433k | 908.00 | 476.48 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $432k | -9% | 2.0k | 215.79 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $432k | 2.4k | 178.14 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $428k | 8.9k | 48.33 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $424k | 14k | 31.38 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $419k | 4.0k | 104.80 |
|
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 0.0 | $400k | 8.6k | 46.53 |
|
|
| Western Asset Income Fund (PAI) | 0.0 | $398k | -7% | 31k | 12.82 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $390k | +21% | 4.3k | 91.75 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $385k | 3.8k | 100.69 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $382k | 8.5k | 44.69 |
|
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $375k | +15% | 8.1k | 46.32 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $371k | NEW | 12k | 31.51 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $371k | 3.5k | 106.49 |
|
|
| Enbridge (ENB) | 0.0 | $366k | 7.2k | 50.46 |
|
|
| FedEx Corporation (FDX) | 0.0 | $357k | +35% | 1.5k | 235.81 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $357k | 1.2k | 293.73 |
|
|
| Apa Corporation (APA) | 0.0 | $353k | -5% | 15k | 24.28 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $342k | 5.3k | 64.73 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $340k | -26% | 29k | 11.60 |
|
| Monster Beverage Corp (MNST) | 0.0 | $338k | 5.0k | 67.31 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $333k | 945.00 | 352.75 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $332k | 5.6k | 58.72 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $332k | 2.3k | 142.12 |
|
|
| Paccar (PCAR) | 0.0 | $329k | 3.3k | 98.32 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $327k | 5.8k | 56.94 |
|
|
| PPG Industries (PPG) | 0.0 | $327k | 3.1k | 105.11 |
|
|
| American Electric Power Company (AEP) | 0.0 | $326k | 2.9k | 112.50 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $316k | 690.00 | 457.29 |
|
|
| MetLife (MET) | 0.0 | $314k | 3.8k | 82.37 |
|
|
| L3harris Technologies (LHX) | 0.0 | $312k | 1.0k | 305.34 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $311k | -75% | 7.7k | 40.57 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $310k | +37% | 3.5k | 89.33 |
|
| T. Rowe Price (TROW) | 0.0 | $305k | 3.0k | 102.64 |
|
|
| Eversource Energy (ES) | 0.0 | $302k | 4.3k | 71.14 |
|
|
| Edison International (EIX) | 0.0 | $301k | 5.4k | 55.28 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $299k | 2.1k | 140.05 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $297k | -4% | 4.0k | 75.10 |
|
| Republic Services (RSG) | 0.0 | $289k | 1.3k | 229.48 |
|
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $288k | +96% | 30k | 9.75 |
|
| Ameren Corporation (AEE) | 0.0 | $287k | 2.8k | 104.38 |
|
|
| Uber Technologies (UBER) | 0.0 | $286k | 2.9k | 97.96 |
|
|
| AeroVironment (AVAV) | 0.0 | $283k | 900.00 | 314.89 |
|
|
| Ametek (AME) | 0.0 | $282k | 1.5k | 188.00 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $281k | 9.5k | 29.64 |
|
|
| Waste Management (WM) | 0.0 | $281k | 1.3k | 220.83 |
|
|
| FirstEnergy (FE) | 0.0 | $277k | 6.0k | 45.82 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $273k | 16k | 17.06 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $269k | NEW | 4.0k | 67.26 |
|
| Medtronic SHS (MDT) | 0.0 | $267k | 2.8k | 95.24 |
|
|
| Minerals Technologies (MTX) | 0.0 | $267k | 4.3k | 62.12 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $265k | 8.4k | 31.58 |
|
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $264k | +7% | 11k | 23.92 |
|
| Williams Companies (WMB) | 0.0 | $264k | 4.2k | 63.35 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $263k | 1.9k | 140.95 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $262k | 1.5k | 170.26 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $261k | 3.5k | 75.39 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $255k | 518.00 | 491.25 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $254k | 584.00 | 435.46 |
|
|
| Toll Brothers (TOL) | 0.0 | $254k | 1.8k | 138.14 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $251k | 512.00 | 490.38 |
|
|
| Kroger (KR) | 0.0 | $251k | 3.7k | 67.41 |
|
|
| PNC Financial Services (PNC) | 0.0 | $249k | +3% | 1.2k | 200.93 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $245k | -2% | 2.4k | 103.21 |
|
| salesforce (CRM) | 0.0 | $245k | 1.0k | 237.00 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $245k | 4.2k | 58.21 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $243k | NEW | 10k | 23.28 |
|
| DTE Energy Company (DTE) | 0.0 | $240k | 1.7k | 141.43 |
|
|
| Icon SHS (ICLR) | 0.0 | $238k | NEW | 1.4k | 175.00 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $236k | +2% | 2.7k | 87.31 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $232k | -5% | 479.00 | 485.02 |
|
| Yum! Brands (YUM) | 0.0 | $230k | 1.5k | 151.98 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $228k | 13k | 17.16 |
|
|
| Xcel Energy (XEL) | 0.0 | $226k | NEW | 2.8k | 80.65 |
|
| Corning Incorporated (GLW) | 0.0 | $224k | NEW | 2.7k | 82.03 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $219k | -12% | 3.0k | 73.00 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $216k | NEW | 223.00 | 966.26 |
|
| Extra Space Storage (EXR) | 0.0 | $215k | -24% | 1.5k | 140.94 |
|
| Exelon Corporation (EXC) | 0.0 | $213k | 4.7k | 45.01 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $208k | NEW | 3.2k | 66.01 |
|
| Lincoln National Corporation (LNC) | 0.0 | $207k | NEW | 5.1k | 40.33 |
|
| O'reilly Automotive (ORLY) | 0.0 | $201k | NEW | 1.9k | 107.81 |
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $176k | 21k | 8.20 |
|
|
| Ford Motor Company (F) | 0.0 | $169k | 14k | 11.96 |
|
|
| Tredegar Corporation (TG) | 0.0 | $129k | 16k | 8.03 |
|
|
| Branchout Food (BOF) | 0.0 | $62k | 30k | 2.05 |
|
|
| Bridger Aerospace Grp Hldgs (BAER) | 0.0 | $23k | NEW | 13k | 1.85 |
|
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 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
- Clifford Swan Investment Counsel 2021 Q4 filed Feb. 11, 2022