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, GOOGL, and represent 21.28% of Clifford Swan Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: ANET (+$68M), TSCO (+$29M), FERG, ENTG, SYY, SPY, UPS, LRCX, PFE, MDLZ.
- Started 5 new stock positions in TRMB, WMB, LRCX, BIL, ANET.
- Reduced shares in these 10 stocks: Arista Networks (-$61M), MSFT, AAPL, ALSN, WFC, COST, KD, BMY, BRK.B, MCD.
- Sold out of its positions in Arista Networks, BAX, CI, CVS, CAH, EXC, FELE, IEFA, Lam Research Corporation, RIO. SRCL, VLO.
- Clifford Swan Investment Counsel was a net buyer of stock by $4.6M.
- Clifford Swan Investment Counsel has $2.8B in assets under management (AUM), dropping by -1.45%.
- Central Index Key (CIK): 0001034642
Tip: Access up to 7 years of quarterly data
Positions held by Clifford Swan Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Clifford Swan Investment Counsel
Clifford Swan Investment Counsel holds 305 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 6.3 | $174M | 695k | 250.42 |
|
|
Microsoft Corporation (MSFT) | 4.6 | $127M | 302k | 421.50 |
|
|
United Parcel Service CL B (UPS) | 4.0 | $111M | 880k | 126.10 |
|
|
Costco Wholesale Corporation (COST) | 3.6 | $99M | 108k | 916.27 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $81M | 425k | 189.30 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $79M | -2% | 175k | 453.30 |
|
Arista Networks Com Shs (ANET) | 2.4 | $68M | NEW | 614k | 110.53 |
|
Accenture Plc Ireland Shs Class A (ACN) | 2.2 | $61M | 172k | 351.79 |
|
|
Lowe's Companies (LOW) | 1.9 | $52M | 210k | 246.80 |
|
|
JPMorgan Chase & Co. (JPM) | 1.7 | $47M | -2% | 198k | 239.71 |
|
Chevron Corporation (CVX) | 1.7 | $47M | 327k | 144.84 |
|
|
Oracle Corporation (ORCL) | 1.6 | $45M | 270k | 166.64 |
|
|
Amazon (AMZN) | 1.4 | $39M | 180k | 219.39 |
|
|
Allison Transmission Hldngs I (ALSN) | 1.4 | $39M | -5% | 360k | 108.06 |
|
Wells Fargo & Company (WFC) | 1.3 | $37M | -5% | 525k | 70.24 |
|
Tractor Supply Company (TSCO) | 1.3 | $36M | +392% | 674k | 53.06 |
|
Johnson & Johnson (JNJ) | 1.2 | $35M | 240k | 144.62 |
|
|
American Express Company (AXP) | 1.2 | $34M | 115k | 296.79 |
|
|
Exxon Mobil Corporation (XOM) | 1.2 | $34M | 315k | 107.57 |
|
|
Emerson Electric (EMR) | 1.2 | $33M | -2% | 263k | 123.93 |
|
Fastenal Company (FAST) | 1.1 | $32M | 439k | 71.91 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 1.1 | $30M | 160k | 190.44 |
|
|
Stryker Corporation (SYK) | 1.1 | $30M | 83k | 360.05 |
|
|
Corteva (CTVA) | 1.1 | $29M | 513k | 56.96 |
|
|
Abbvie (ABBV) | 1.0 | $28M | 157k | 177.70 |
|
|
Intuit (INTU) | 1.0 | $28M | 44k | 628.51 |
|
|
Qualcomm (QCOM) | 1.0 | $27M | 178k | 153.62 |
|
|
Procter & Gamble Company (PG) | 0.9 | $26M | -2% | 152k | 167.65 |
|
Raytheon Technologies Corp (RTX) | 0.9 | $25M | 219k | 115.72 |
|
|
UnitedHealth (UNH) | 0.9 | $25M | -3% | 50k | 505.86 |
|
Hp (HPQ) | 0.9 | $25M | 755k | 32.63 |
|
|
Johnson Ctls Intl SHS (JCI) | 0.9 | $25M | 312k | 78.93 |
|
|
Abbott Laboratories (ABT) | 0.9 | $24M | 214k | 113.11 |
|
|
Bristol Myers Squibb (BMY) | 0.9 | $24M | -6% | 427k | 56.56 |
|
McKesson Corporation (MCK) | 0.9 | $24M | -2% | 42k | 569.91 |
|
Cisco Systems (CSCO) | 0.8 | $24M | 398k | 59.20 |
|
|
McDonald's Corporation (MCD) | 0.8 | $24M | -5% | 81k | 289.89 |
|
Labcorp Holdings Com Shs (LH) | 0.8 | $23M | 98k | 229.32 |
|
|
Booking Holdings (BKNG) | 0.8 | $22M | -4% | 4.5k | 4968.67 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.8 | $21M | 87k | 242.13 |
|
|
Dupont De Nemours (DD) | 0.7 | $20M | -2% | 263k | 76.25 |
|
Agilent Technologies Inc C ommon (A) | 0.7 | $19M | 145k | 134.34 |
|
|
Edwards Lifesciences (EW) | 0.7 | $19M | 254k | 74.03 |
|
|
Paypal Holdings (PYPL) | 0.7 | $18M | -3% | 216k | 85.35 |
|
Meta Platforms Cl A (META) | 0.7 | $18M | 31k | 585.51 |
|
|
CarMax (KMX) | 0.6 | $18M | +2% | 220k | 81.76 |
|
Schlumberger Com Stk (SLB) | 0.6 | $18M | +3% | 456k | 38.34 |
|
Pepsi (PEP) | 0.6 | $17M | +4% | 114k | 152.06 |
|
Parker-Hannifin Corporation (PH) | 0.6 | $17M | 27k | 636.03 |
|
|
International Flavors & Fragrances (IFF) | 0.6 | $17M | -4% | 201k | 84.55 |
|
Walt Disney Company (DIS) | 0.6 | $17M | -3% | 151k | 111.35 |
|
Starbucks Corporation (SBUX) | 0.6 | $17M | -2% | 182k | 91.25 |
|
SYSCO Corporation (SYY) | 0.6 | $17M | +11% | 215k | 76.46 |
|
Intel Corporation (INTC) | 0.6 | $16M | 820k | 20.05 |
|
|
Novo-nordisk A S Adr (NVO) | 0.6 | $16M | 191k | 86.02 |
|
|
Pfizer (PFE) | 0.6 | $16M | +8% | 602k | 26.53 |
|
Mondelez Intl Cl A (MDLZ) | 0.6 | $16M | +6% | 260k | 59.73 |
|
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.6 | $15M | -2% | 317k | 48.67 |
|
Hewlett Packard Enterprise (HPE) | 0.6 | $15M | -4% | 722k | 21.35 |
|
Home Depot (HD) | 0.5 | $15M | 39k | 388.99 |
|
|
Nike CL B (NKE) | 0.5 | $15M | 195k | 75.67 |
|
|
Wal-Mart Stores (WMT) | 0.5 | $15M | -4% | 161k | 90.35 |
|
Colgate-Palmolive Company (CL) | 0.5 | $14M | -2% | 154k | 90.91 |
|
Automatic Data Processing (ADP) | 0.5 | $14M | 47k | 292.73 |
|
|
Caterpillar (CAT) | 0.5 | $14M | -6% | 37k | 362.76 |
|
Keysight Technologies (KEYS) | 0.5 | $13M | 83k | 160.63 |
|
|
Philip Morris International (PM) | 0.5 | $13M | -2% | 105k | 120.35 |
|
Union Pacific Corporation (UNP) | 0.5 | $13M | 55k | 228.04 |
|
|
Honeywell International (HON) | 0.4 | $13M | 55k | 225.89 |
|
|
eBay (EBAY) | 0.4 | $12M | 193k | 61.95 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $11M | +17% | 20k | 586.07 |
|
Albemarle Corporation (ALB) | 0.4 | $11M | 126k | 86.08 |
|
|
Entegris (ENTG) | 0.4 | $11M | +24% | 108k | 99.06 |
|
Amgen (AMGN) | 0.4 | $10M | 39k | 260.64 |
|
|
ConocoPhillips (COP) | 0.3 | $9.7M | 98k | 99.17 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $9.6M | +2% | 83k | 115.22 |
|
Verizon Communications (VZ) | 0.3 | $9.2M | 231k | 39.99 |
|
|
Northrop Grumman Corporation (NOC) | 0.3 | $9.1M | 19k | 469.29 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $9.0M | 17k | 538.81 |
|
|
International Business Machines (IBM) | 0.3 | $8.9M | -4% | 40k | 219.83 |
|
NVIDIA Corporation (NVDA) | 0.3 | $8.6M | 64k | 134.29 |
|
|
Illinois Tool Works (ITW) | 0.3 | $8.6M | 34k | 253.56 |
|
|
Select Sector Spdr Tr Technology (XLK) | 0.3 | $8.4M | 36k | 232.52 |
|
|
Bank of New York Mellon Corporation (BK) | 0.3 | $8.3M | -3% | 108k | 76.83 |
|
Boeing Company (BA) | 0.3 | $8.2M | -2% | 47k | 177.00 |
|
Merck & Co (MRK) | 0.3 | $8.2M | 82k | 99.48 |
|
|
Goldman Sachs (GS) | 0.3 | $8.0M | 14k | 572.62 |
|
|
Novartis Sponsored Adr (NVS) | 0.3 | $7.9M | 82k | 97.31 |
|
|
Public Storage (PSA) | 0.3 | $7.9M | 26k | 299.44 |
|
|
Jacobs Engineering Group (J) | 0.3 | $7.6M | -2% | 57k | 133.62 |
|
3M Company (MMM) | 0.3 | $7.4M | -15% | 57k | 129.09 |
|
Energizer Holdings (ENR) | 0.3 | $7.1M | 203k | 34.89 |
|
|
Broadcom (AVGO) | 0.2 | $6.7M | 29k | 231.84 |
|
|
Texas Instruments Incorporated (TXN) | 0.2 | $6.7M | 36k | 187.51 |
|
|
Cummins (CMI) | 0.2 | $6.6M | 19k | 348.60 |
|
|
At&t (T) | 0.2 | $6.3M | 275k | 22.77 |
|
|
Carrier Global Corporation (CARR) | 0.2 | $6.2M | 91k | 68.26 |
|
|
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $6.1M | 9.00 | 680920.00 |
|
|
BP Sponsored Adr (BP) | 0.2 | $6.1M | -8% | 205k | 29.56 |
|
Lockheed Martin Corporation (LMT) | 0.2 | $6.1M | 13k | 485.94 |
|
|
ConAgra Foods (CAG) | 0.2 | $6.0M | +8% | 215k | 27.75 |
|
Ferguson Enterprises Common Stock New (FERG) | 0.2 | $5.8M | +111% | 34k | 173.59 |
|
General Mills (GIS) | 0.2 | $5.8M | 91k | 63.77 |
|
|
Akamai Technologies (AKAM) | 0.2 | $5.7M | 60k | 95.65 |
|
|
Tapestry (TPR) | 0.2 | $5.7M | -2% | 88k | 65.33 |
|
Gilead Sciences (GILD) | 0.2 | $5.6M | -7% | 60k | 92.37 |
|
Target Corporation (TGT) | 0.2 | $5.5M | -2% | 41k | 135.18 |
|
Coca-Cola Company (KO) | 0.2 | $5.3M | 85k | 62.26 |
|
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.1M | 65k | 78.01 |
|
|
Edgewell Pers Care (EPC) | 0.2 | $4.9M | 146k | 33.60 |
|
|
Aon Shs Cl A (AON) | 0.2 | $4.9M | +18% | 14k | 359.16 |
|
Ge Aerospace Com New (GE) | 0.2 | $4.7M | 28k | 166.79 |
|
|
Occidental Petroleum Corporation (OXY) | 0.2 | $4.6M | 93k | 49.41 |
|
|
Warner Bros Discovery Com Ser A (WBD) | 0.2 | $4.5M | -9% | 429k | 10.57 |
|
Oneok (OKE) | 0.2 | $4.4M | 44k | 100.40 |
|
|
Expeditors International of Washington (EXPD) | 0.2 | $4.2M | +8% | 38k | 110.77 |
|
Trane Technologies SHS (TT) | 0.2 | $4.2M | -3% | 11k | 369.35 |
|
Otis Worldwide Corp (OTIS) | 0.1 | $4.1M | 44k | 92.61 |
|
|
NewMarket Corporation (NEU) | 0.1 | $4.0M | 7.5k | 528.35 |
|
|
Eli Lilly & Co. (LLY) | 0.1 | $3.9M | -3% | 5.1k | 772.00 |
|
Altria (MO) | 0.1 | $3.9M | -2% | 75k | 52.29 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.7M | 6.4k | 588.68 |
|
|
TJX Companies (TJX) | 0.1 | $3.7M | 31k | 120.81 |
|
|
Post Holdings Inc Common (POST) | 0.1 | $3.6M | 32k | 114.46 |
|
|
Kyndryl Hldgs Common Stock (KD) | 0.1 | $3.5M | -34% | 101k | 34.60 |
|
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $3.5M | 123k | 28.15 |
|
|
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $3.2M | 20k | 159.52 |
|
|
S&p Global (SPGI) | 0.1 | $3.0M | -5% | 6.0k | 498.03 |
|
Global X Fds S&p 500 Catholic (CATH) | 0.1 | $2.9M | 41k | 70.84 |
|
|
Bellring Brands Common Stock (BRBR) | 0.1 | $2.8M | -14% | 38k | 75.34 |
|
Nextera Energy (NEE) | 0.1 | $2.8M | 39k | 71.69 |
|
|
Eaton Corp SHS (ETN) | 0.1 | $2.7M | 8.2k | 331.87 |
|
|
Casey's General Stores (CASY) | 0.1 | $2.7M | 6.8k | 396.23 |
|
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.7M | 9.2k | 289.81 |
|
|
Deere & Company (DE) | 0.1 | $2.5M | 6.0k | 423.70 |
|
|
Dow (DOW) | 0.1 | $2.4M | +15% | 59k | 40.13 |
|
Nucor Corporation (NUE) | 0.1 | $2.4M | 20k | 116.71 |
|
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.3M | 37k | 62.31 |
|
|
Bank of America Corporation (BAC) | 0.1 | $2.2M | -2% | 50k | 43.95 |
|
Allegion Ord Shs (ALLE) | 0.1 | $2.2M | -23% | 17k | 130.68 |
|
Essex Property Trust (ESS) | 0.1 | $2.2M | 7.6k | 285.44 |
|
|
Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.1M | 3.4k | 621.80 |
|
|
Dxc Technology (DXC) | 0.1 | $2.0M | 101k | 19.98 |
|
|
Phillips 66 (PSX) | 0.1 | $2.0M | 18k | 113.93 |
|
|
Clorox Company (CLX) | 0.1 | $2.0M | 12k | 162.41 |
|
|
Ge Vernova (GEV) | 0.1 | $1.9M | -4% | 5.9k | 328.93 |
|
Becton, Dickinson and (BDX) | 0.1 | $1.9M | 8.3k | 226.87 |
|
|
Consolidated Edison (ED) | 0.1 | $1.8M | 20k | 89.23 |
|
|
Ecolab (ECL) | 0.1 | $1.8M | 7.7k | 234.32 |
|
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.8M | 43k | 41.82 |
|
|
Norfolk Southern (NSC) | 0.1 | $1.7M | 7.3k | 234.70 |
|
|
Tesla Motors (TSLA) | 0.1 | $1.6M | 4.1k | 403.88 |
|
|
Marsh & McLennan Companies (MMC) | 0.1 | $1.6M | 7.6k | 212.41 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.6M | 33k | 47.82 |
|
|
Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.5M | 15k | 102.09 |
|
|
Charles Schwab Corporation (SCHW) | 0.1 | $1.5M | 21k | 74.01 |
|
|
Walgreen Boots Alliance (WBA) | 0.1 | $1.5M | -17% | 160k | 9.33 |
|
Visa Com Cl A (V) | 0.1 | $1.5M | 4.7k | 316.04 |
|
|
Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $1.4M | 25k | 57.45 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.4M | 5.8k | 240.29 |
|
|
Nordstrom (JWN) | 0.0 | $1.4M | 56k | 24.15 |
|
|
Sempra Energy (SRE) | 0.0 | $1.3M | 15k | 87.72 |
|
|
W.W. Grainger (GWW) | 0.0 | $1.3M | 1.3k | 1054.05 |
|
|
Mastercard Incorporated Cl A (MA) | 0.0 | $1.3M | 2.5k | 526.58 |
|
|
Southern Company (SO) | 0.0 | $1.3M | 16k | 82.32 |
|
|
Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $1.3M | -29% | 63k | 20.14 |
|
Lam Research Corp Com New (LRCX) | 0.0 | $1.3M | NEW | 18k | 72.23 |
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $1.2M | 32k | 39.39 |
|
|
CSX Corporation (CSX) | 0.0 | $1.2M | 38k | 32.27 |
|
|
CVB Financial (CVBF) | 0.0 | $1.2M | 57k | 21.41 |
|
|
Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.2M | 11k | 112.26 |
|
|
Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.2M | -6% | 138k | 8.49 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.1M | 1.9k | 569.58 |
|
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.0M | +2% | 7.9k | 128.62 |
|
Ingersoll Rand (IR) | 0.0 | $975k | 11k | 90.46 |
|
|
Kimberly-Clark Corporation (KMB) | 0.0 | $966k | -2% | 7.4k | 131.04 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $946k | -2% | 4.8k | 197.49 |
|
Paychex (PAYX) | 0.0 | $935k | 6.7k | 140.22 |
|
|
Shell Spon Ads (SHEL) | 0.0 | $900k | 14k | 62.65 |
|
|
Apa Corporation (APA) | 0.0 | $881k | -5% | 38k | 23.09 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $876k | -16% | 26k | 33.91 |
|
Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $871k | 8.4k | 103.39 |
|
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $870k | -5% | 5.0k | 172.42 |
|
Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $869k | 14k | 63.75 |
|
|
Arthur J. Gallagher & Co. (AJG) | 0.0 | $857k | -2% | 3.0k | 283.85 |
|
Realty Income (O) | 0.0 | $818k | 15k | 53.41 |
|
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $806k | -2% | 1.6k | 511.09 |
|
Advanced Micro Devices (AMD) | 0.0 | $774k | -7% | 6.4k | 120.79 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $753k | 2.3k | 322.16 |
|
|
Comcast Corp Cl A (CMCSA) | 0.0 | $728k | -2% | 19k | 37.53 |
|
Wec Energy Group (WEC) | 0.0 | $710k | 7.6k | 94.04 |
|
|
Netflix (NFLX) | 0.0 | $706k | 792.00 | 891.32 |
|
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $704k | +247% | 25k | 27.87 |
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $704k | -4% | 20k | 34.59 |
|
Western Asset Income Fund (PAI) | 0.0 | $700k | -3% | 56k | 12.51 |
|
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $686k | 9.0k | 76.24 |
|
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $673k | 7.6k | 89.08 |
|
|
Kraft Heinz (KHC) | 0.0 | $664k | 22k | 30.71 |
|
|
Duke Energy Corp Com New (DUK) | 0.0 | $646k | 6.0k | 107.74 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $641k | 15k | 44.04 |
|
|
Allstate Corporation (ALL) | 0.0 | $640k | -2% | 3.3k | 192.79 |
|
Intuitive Surgical Com New (ISRG) | 0.0 | $620k | +13% | 1.2k | 521.96 |
|
United Rentals (URI) | 0.0 | $619k | 879.00 | 704.44 |
|
|
Amentum Holdings (AMTM) | 0.0 | $619k | -47% | 29k | 21.03 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $612k | 3.5k | 175.21 |
|
|
Enterprise Products Partners (EPD) | 0.0 | $603k | 19k | 31.36 |
|
|
NetApp (NTAP) | 0.0 | $601k | 5.2k | 116.08 |
|
|
Kellogg Company (K) | 0.0 | $595k | 7.4k | 80.97 |
|
|
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $559k | -2% | 4.5k | 124.96 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $553k | 7.3k | 75.61 |
|
|
Reliance Steel & Aluminum (RS) | 0.0 | $539k | -2% | 2.0k | 269.26 |
|
Southwest Airlines (LUV) | 0.0 | $536k | 16k | 33.62 |
|
|
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $513k | 19k | 27.55 |
|
|
Rockwell Automation (ROK) | 0.0 | $505k | 1.8k | 285.79 |
|
|
Manulife Finl Corp (MFC) | 0.0 | $504k | 16k | 30.71 |
|
|
Solventum Corp Com Shs (SOLV) | 0.0 | $496k | -12% | 7.5k | 66.06 |
|
Ishares Gold Tr Ishares New (IAU) | 0.0 | $484k | 9.8k | 49.51 |
|
|
Edison International (EIX) | 0.0 | $476k | 6.0k | 79.85 |
|
|
Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $475k | 2.2k | 220.96 |
|
|
Marriott Intl Cl A (MAR) | 0.0 | $473k | -5% | 1.7k | 278.94 |
|
Electronic Arts (EA) | 0.0 | $473k | 3.2k | 146.30 |
|
|
Zimmer Holdings (ZBH) | 0.0 | $472k | 4.5k | 105.63 |
|
|
Genuine Parts Company (GPC) | 0.0 | $467k | 4.0k | 116.76 |
|
|
Moody's Corporation (MCO) | 0.0 | $452k | -19% | 955.00 | 473.37 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $446k | 7.8k | 57.41 |
|
|
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $437k | 1.0k | 425.57 |
|
|
Adobe Systems Incorporated (ADBE) | 0.0 | $434k | +3% | 975.00 | 444.68 |
|
Unilever Spon Adr New (UL) | 0.0 | $433k | 7.6k | 56.70 |
|
|
Gap (GAP) | 0.0 | $432k | 18k | 23.63 |
|
|
Ansys (ANSS) | 0.0 | $430k | 1.3k | 337.33 |
|
|
Linde SHS (LIN) | 0.0 | $423k | 1.0k | 418.67 |
|
|
Us Bancorp Del Com New (USB) | 0.0 | $423k | 8.8k | 47.83 |
|
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $411k | 2.1k | 195.83 |
|
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $406k | -55% | 5.2k | 78.19 |
|
Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $402k | 7.0k | 57.28 |
|
|
Viatris (VTRS) | 0.0 | $399k | -4% | 32k | 12.45 |
|
Constellation Energy (CEG) | 0.0 | $396k | -11% | 1.8k | 223.74 |
|
Doubleline Etf Trust Opportunistic Bd (DBND) | 0.0 | $390k | 8.6k | 45.29 |
|
|
Cintas Corporation (CTAS) | 0.0 | $387k | 2.1k | 182.70 |
|
|
Ishares Tr Us Consum Discre (IYC) | 0.0 | $385k | 4.0k | 96.14 |
|
|
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $384k | -8% | 3.8k | 100.34 |
|
Equity Residential Sh Ben Int (EQR) | 0.0 | $383k | 5.3k | 71.76 |
|
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $380k | 5.0k | 75.69 |
|
|
PPG Industries (PPG) | 0.0 | $372k | 3.1k | 119.45 |
|
|
Cme (CME) | 0.0 | $368k | -4% | 1.6k | 232.23 |
|
Franklin Resources (BEN) | 0.0 | $361k | -6% | 18k | 20.29 |
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $361k | 4.3k | 84.79 |
|
|
Campbell Soup Company (CPB) | 0.0 | $351k | -7% | 8.4k | 41.88 |
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $349k | 8.5k | 40.92 |
|
|
Paccar (PCAR) | 0.0 | $348k | 3.3k | 104.02 |
|
|
Nabors Industries SHS (NBR) | 0.0 | $343k | 6.0k | 57.17 |
|
|
salesforce (CRM) | 0.0 | $339k | 1.0k | 334.33 |
|
|
Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $336k | 14k | 24.86 |
|
|
T. Rowe Price (TROW) | 0.0 | $336k | 3.0k | 113.09 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.0 | $333k | 2.5k | 131.31 |
|
|
Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $329k | 5.6k | 58.27 |
|
|
Minerals Technologies (MTX) | 0.0 | $328k | 4.3k | 76.21 |
|
|
Icon SHS (ICLR) | 0.0 | $319k | -9% | 1.5k | 209.71 |
|
Motorola Solutions Com New (MSI) | 0.0 | $317k | 685.00 | 462.23 |
|
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $316k | 7.0k | 44.92 |
|
|
Ishares Silver Tr Ishares (SLV) | 0.0 | $315k | 12k | 26.33 |
|
|
Medtronic SHS (MDT) | 0.0 | $312k | 3.9k | 79.88 |
|
|
MetLife (MET) | 0.0 | $312k | 3.8k | 81.88 |
|
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $312k | 5.8k | 54.19 |
|
|
FedEx Corporation (FDX) | 0.0 | $309k | -17% | 1.1k | 281.33 |
|
Enbridge (ENB) | 0.0 | $309k | 7.3k | 42.43 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $305k | 1.2k | 264.14 |
|
|
Extra Space Storage (EXR) | 0.0 | $303k | 2.0k | 149.60 |
|
|
Welltower Inc Com reit (WELL) | 0.0 | $303k | 2.4k | 126.03 |
|
|
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $296k | 3.8k | 77.27 |
|
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $295k | 2.2k | 132.10 |
|
|
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $280k | -3% | 16k | 17.08 |
|
Discover Financial Services (DFS) | 0.0 | $280k | 1.6k | 173.23 |
|
|
Ameriprise Financial (AMP) | 0.0 | $279k | -4% | 524.00 | 532.43 |
|
Ametek (AME) | 0.0 | $270k | 1.5k | 180.26 |
|
|
American Electric Power Company (AEP) | 0.0 | $268k | 2.9k | 92.23 |
|
|
Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $266k | 30k | 9.01 |
|
|
Republic Services (RSG) | 0.0 | $264k | 1.3k | 201.18 |
|
|
Monster Beverage Corp (MNST) | 0.0 | $264k | -4% | 5.0k | 52.56 |
|
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $262k | +203% | 9.4k | 27.71 |
|
Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $260k | 13k | 19.59 |
|
|
Waste Management (WM) | 0.0 | $256k | -10% | 1.3k | 201.79 |
|
Ameren Corporation (AEE) | 0.0 | $245k | 2.8k | 89.14 |
|
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $244k | 3.0k | 80.27 |
|
|
Eversource Energy (ES) | 0.0 | $244k | 4.3k | 57.43 |
|
|
FirstEnergy (FE) | 0.0 | $240k | 6.0k | 39.78 |
|
|
L3harris Technologies (LHX) | 0.0 | $240k | 1.1k | 210.28 |
|
|
Thermo Fisher Scientific (TMO) | 0.0 | $235k | 451.00 | 520.23 |
|
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $234k | 4.2k | 55.66 |
|
|
Toll Brothers (TOL) | 0.0 | $232k | 1.8k | 125.95 |
|
|
PNC Financial Services (PNC) | 0.0 | $228k | 1.2k | 192.85 |
|
|
Select Sector Spdr Tr Energy (XLE) | 0.0 | $227k | 2.7k | 85.65 |
|
|
Kroger (KR) | 0.0 | $227k | 3.7k | 61.15 |
|
|
Louisiana-Pacific Corporation (LPX) | 0.0 | $226k | 2.2k | 103.55 |
|
|
Trimble Navigation (TRMB) | 0.0 | $226k | NEW | 3.2k | 70.66 |
|
Williams Companies (WMB) | 0.0 | $225k | NEW | 4.2k | 54.12 |
|
DTE Energy Company (DTE) | 0.0 | $217k | 1.8k | 120.75 |
|
|
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $208k | -8% | 569.00 | 366.06 |
|
Danaher Corporation (DHR) | 0.0 | $205k | -41% | 894.00 | 229.65 |
|
Yum! Brands (YUM) | 0.0 | $203k | -6% | 1.5k | 134.14 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $201k | NEW | 2.2k | 91.43 |
|
Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $168k | 21k | 7.86 |
|
|
Ford Motor Company (F) | 0.0 | $130k | -3% | 13k | 9.90 |
|
Tredegar Corporation (TG) | 0.0 | $123k | 16k | 7.68 |
|
|
Branchout Food (BOF) | 0.0 | $52k | -33% | 30k | 1.73 |
|
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 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
- 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