Clifford Swan Investment Counsel
Latest statistics and disclosures from Clifford Swan Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UPS, AAPL, MSFT, COST, BRK.B, and represent 20.58% of Clifford Swan Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: IFF, MSFT, UNH, AXP, GEHC, INTC, KMX, WBA, PYPL, MMM.
- Started 8 new stock positions in CVBF, CRM, AMAT, AME, Linde, America Movil Sab De Cv, GEHC, RSG.
- Reduced shares in these 10 stocks: AAPL, UPS, BK, TPR, COST, ORCL, ANET, LOW, WBD, SLB.
- Sold out of its positions in America Movil Sab De Cv spon adr l, CI, GLW, FE, GL, LQD, IWD, IWF, MET, PNC. SCHD, SCHO, XLV, XLE, VYM, Linde, CB.
- Clifford Swan Investment Counsel was a net seller of stock by $-28M.
- Clifford Swan Investment Counsel has $2.4B in assets under management (AUM), dropping by 4.03%.
- Central Index Key (CIK): 0001034642
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Portfolio Holdings for Clifford Swan Investment Counsel
Clifford Swan Investment Counsel holds 294 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| United Parcel Service CL B (UPS) | 5.7 | $136M | -2% | 699k | 193.99 |
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| Apple (AAPL) | 5.6 | $133M | -2% | 809k | 164.90 |
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| Microsoft Corporation (MSFT) | 4.1 | $97M | +3% | 338k | 288.30 |
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| Costco Wholesale Corporation (COST) | 2.7 | $64M | -2% | 128k | 496.87 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $62M | 201k | 308.80 |
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| Chevron Corporation (CVX) | 2.3 | $55M | 335k | 163.16 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.2 | $52M | 181k | 285.81 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $47M | 454k | 103.73 |
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| Lowe's Companies (LOW) | 1.8 | $44M | -2% | 220k | 199.97 |
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| Johnson & Johnson (JNJ) | 1.7 | $40M | 258k | 155.00 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $38M | -2% | 344k | 109.66 |
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| Arista Networks (ANET) | 1.5 | $35M | -3% | 210k | 167.86 |
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| Tractor Supply Company (TSCO) | 1.4 | $34M | -2% | 146k | 235.04 |
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| Bristol Myers Squibb (BMY) | 1.3 | $31M | 445k | 69.31 |
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| Oracle Corporation (ORCL) | 1.2 | $29M | -4% | 311k | 92.92 |
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| Abbvie (ABBV) | 1.2 | $29M | -2% | 179k | 159.37 |
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| JPMorgan Chase & Co. (JPM) | 1.2 | $29M | 219k | 130.31 |
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| Emerson Electric (EMR) | 1.2 | $28M | 321k | 87.14 |
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| Intel Corporation (INTC) | 1.1 | $27M | +5% | 828k | 32.67 |
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| Qualcomm (QCOM) | 1.1 | $27M | 210k | 127.58 |
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| Stryker Corporation (SYK) | 1.1 | $27M | -3% | 94k | 285.47 |
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| Nike CL B (NKE) | 1.1 | $27M | 219k | 122.64 |
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| Fastenal Company (FAST) | 1.1 | $26M | 477k | 53.94 |
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| Procter & Gamble Company (PG) | 1.1 | $25M | 171k | 148.69 |
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| McDonald's Corporation (MCD) | 1.1 | $25M | 91k | 279.61 |
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| Wells Fargo & Company (WFC) | 1.0 | $25M | 666k | 37.38 |
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| Abbott Laboratories (ABT) | 1.0 | $24M | 237k | 101.26 |
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| Hp (HPQ) | 1.0 | $23M | 796k | 29.35 |
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| Agilent Technologies Inc C ommon (A) | 0.9 | $23M | 164k | 138.34 |
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| Dupont De Nemours (DD) | 0.9 | $22M | 310k | 71.77 |
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| Intuit (INTU) | 0.9 | $22M | 49k | 445.83 |
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| Corteva (CTVA) | 0.9 | $22M | 364k | 60.31 |
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| Cisco Systems (CSCO) | 0.9 | $22M | 414k | 52.27 |
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| Albemarle Corporation (ALB) | 0.9 | $21M | 97k | 221.04 |
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| Pepsi (PEP) | 0.9 | $21M | -2% | 117k | 182.30 |
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| Edwards Lifesciences (EW) | 0.9 | $21M | 256k | 82.73 |
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| UnitedHealth (UNH) | 0.8 | $19M | +9% | 41k | 472.59 |
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| American Express Company (AXP) | 0.8 | $19M | +9% | 117k | 164.95 |
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| Schlumberger Com Stk (SLB) | 0.8 | $19M | -5% | 388k | 49.10 |
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| Allison Transmission Hldngs I (ALSN) | 0.8 | $19M | 409k | 45.24 |
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| Amazon (AMZN) | 0.8 | $18M | 178k | 103.29 |
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| Paypal Holdings (PYPL) | 0.8 | $18M | +3% | 240k | 75.94 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $17M | 109k | 159.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $17M | 165k | 104.00 |
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| McKesson Corporation (MCK) | 0.7 | $17M | 48k | 356.05 |
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| Walt Disney Company (DIS) | 0.7 | $17M | 166k | 100.13 |
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| Starbucks Corporation (SBUX) | 0.7 | $17M | 159k | 104.13 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $16M | -2% | 167k | 97.93 |
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| Pfizer (PFE) | 0.7 | $16M | 400k | 40.80 |
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| Colgate-Palmolive Company (CL) | 0.7 | $16M | -2% | 213k | 75.15 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.7 | $16M | -5% | 333k | 47.87 |
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| Hewlett Packard Enterprise (HPE) | 0.6 | $15M | 962k | 15.93 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.6 | $15M | 66k | 229.42 |
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| Keysight Technologies (KEYS) | 0.6 | $15M | 90k | 161.48 |
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| Mondelez Intl Cl A (MDLZ) | 0.6 | $14M | 207k | 69.72 |
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| SYSCO Corporation (SYY) | 0.6 | $14M | 182k | 77.23 |
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| Booking Holdings (BKNG) | 0.6 | $14M | 5.2k | 2652.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $14M | 74k | 183.22 |
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| International Flavors & Fragrances (IFF) | 0.5 | $13M | +48% | 137k | 91.96 |
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| Meta Platforms Cl A (META) | 0.5 | $12M | -6% | 59k | 211.94 |
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| CarMax (KMX) | 0.5 | $12M | +7% | 191k | 64.28 |
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| Boeing Company (BA) | 0.5 | $12M | -3% | 57k | 212.43 |
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| Union Pacific Corporation (UNP) | 0.5 | $12M | 60k | 201.26 |
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| ConAgra Foods (CAG) | 0.5 | $12M | 318k | 37.56 |
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| Automatic Data Processing (ADP) | 0.5 | $12M | 53k | 222.63 |
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| Honeywell International (HON) | 0.5 | $12M | 61k | 191.12 |
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| Philip Morris International (PM) | 0.5 | $12M | 118k | 97.25 |
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| Home Depot (HD) | 0.5 | $11M | 38k | 295.12 |
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| ConocoPhillips (COP) | 0.5 | $11M | 111k | 99.21 |
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| Johnson Ctls Intl SHS (JCI) | 0.4 | $11M | -2% | 176k | 60.22 |
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| Caterpillar (CAT) | 0.4 | $10M | 44k | 228.84 |
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| Amgen (AMGN) | 0.4 | $9.9M | 41k | 241.75 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $9.8M | 21k | 461.72 |
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| Illinois Tool Works (ITW) | 0.4 | $9.3M | 38k | 243.45 |
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| Wal-Mart Stores (WMT) | 0.4 | $9.3M | 63k | 147.45 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $9.0M | -3% | 98k | 92.00 |
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| Merck & Co (MRK) | 0.4 | $9.0M | 85k | 106.39 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $9.0M | 27k | 336.11 |
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| BP Sponsored Adr (BP) | 0.4 | $8.9M | -2% | 236k | 37.94 |
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| Vmware Cl A Com (VMW) | 0.4 | $8.9M | 71k | 124.85 |
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| Walgreen Boots Alliance (WBA) | 0.4 | $8.8M | +6% | 254k | 34.58 |
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| Carrier Global Corporation (CARR) | 0.4 | $8.5M | 187k | 45.75 |
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| eBay (EBAY) | 0.3 | $8.3M | -2% | 187k | 44.37 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $8.1M | 44k | 186.01 |
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| Public Storage (PSA) | 0.3 | $8.1M | 27k | 302.14 |
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| 3M Company (MMM) | 0.3 | $7.9M | +6% | 75k | 105.11 |
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| General Mills (GIS) | 0.3 | $7.8M | 91k | 85.46 |
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| Jacobs Engineering Group (J) | 0.3 | $7.8M | -4% | 66k | 117.51 |
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| At&t (T) | 0.3 | $7.8M | 405k | 19.25 |
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| Target Corporation (TGT) | 0.3 | $7.4M | 45k | 165.63 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $7.1M | -28% | 156k | 45.44 |
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| Energizer Holdings (ENR) | 0.3 | $7.1M | -2% | 203k | 34.70 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $6.9M | 15k | 472.73 |
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| International Business Machines (IBM) | 0.3 | $6.8M | -2% | 52k | 131.09 |
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| Verizon Communications (VZ) | 0.3 | $6.5M | 167k | 38.89 |
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| Gilead Sciences (GILD) | 0.3 | $6.4M | -9% | 78k | 82.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $6.4M | 16k | 409.38 |
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| Entegris (ENTG) | 0.3 | $6.4M | +6% | 78k | 82.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $6.3M | 17k | 376.06 |
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| Edgewell Pers Care (EPC) | 0.3 | $6.2M | 147k | 42.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $6.2M | 64k | 96.70 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $5.8M | 93k | 62.43 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.8M | -7% | 76k | 76.23 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $5.7M | -16% | 377k | 15.10 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $5.6M | 37k | 151.01 |
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| Coca-Cola Company (KO) | 0.2 | $5.5M | 89k | 62.03 |
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| Altria (MO) | 0.2 | $5.3M | 119k | 44.62 |
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| General Electric Com New (GE) | 0.2 | $5.1M | -2% | 53k | 95.60 |
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| Goldman Sachs (GS) | 0.2 | $5.0M | 15k | 327.11 |
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| Akamai Technologies (AKAM) | 0.2 | $4.7M | 60k | 78.30 |
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| Cummins (CMI) | 0.2 | $4.6M | 19k | 238.88 |
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| Tapestry (TPR) | 0.2 | $4.6M | -35% | 107k | 43.11 |
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| Kyndryl Hldgs Common Stock (KD) | 0.2 | $4.4M | -11% | 301k | 14.76 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.2M | 9.00 | 465600.00 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $4.1M | -2% | 49k | 84.40 |
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| Nucor Corporation (NUE) | 0.2 | $3.9M | 25k | 154.47 |
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| Nextera Energy (NEE) | 0.2 | $3.9M | -10% | 50k | 77.08 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $3.7M | 124k | 30.13 |
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| NewMarket Corporation (NEU) | 0.1 | $2.9M | 8.0k | 364.98 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $2.9M | 261k | 11.04 |
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| Post Holdings Inc Common (POST) | 0.1 | $2.8M | 32k | 89.87 |
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| Expeditors International of Washington (EXPD) | 0.1 | $2.8M | -2% | 26k | 110.12 |
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| Dxc Technology (DXC) | 0.1 | $2.6M | 102k | 25.56 |
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| TJX Companies (TJX) | 0.1 | $2.5M | 32k | 78.36 |
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| Becton, Dickinson and (BDX) | 0.1 | $2.5M | 10k | 247.54 |
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| Trane Technologies SHS (TT) | 0.1 | $2.5M | -8% | 14k | 183.98 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.4M | -3% | 5.9k | 411.08 |
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| Deere & Company (DE) | 0.1 | $2.4M | -9% | 5.9k | 412.88 |
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| Simpson Manufacturing (SSD) | 0.1 | $2.4M | 22k | 109.64 |
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| Allegion Ord Shs (ALLE) | 0.1 | $2.4M | +11% | 22k | 106.73 |
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| Oneok (OKE) | 0.1 | $2.2M | 35k | 63.54 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $2.1M | 42k | 50.20 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.1M | 10k | 204.10 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $2.0M | 49k | 41.03 |
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| NVIDIA Corporation (NVDA) | 0.1 | $2.0M | 7.2k | 277.77 |
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| Clorox Company (CLX) | 0.1 | $2.0M | -8% | 12k | 158.24 |
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| Essex Property Trust (ESS) | 0.1 | $2.0M | 9.3k | 209.14 |
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| Consolidated Edison (ED) | 0.1 | $1.9M | 20k | 95.67 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.9M | 20k | 92.81 |
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| Phillips 66 (PSX) | 0.1 | $1.8M | 18k | 101.38 |
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| Dow (DOW) | 0.1 | $1.8M | +22% | 32k | 54.82 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.8M | 7.0k | 250.16 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.7M | 43k | 39.46 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $1.6M | 16k | 99.25 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.6M | -7% | 4.7k | 343.42 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $1.6M | 9.7k | 166.55 |
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| Casey's General Stores (CASY) | 0.1 | $1.6M | 7.3k | 216.46 |
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| Norfolk Southern (NSC) | 0.1 | $1.6M | 7.4k | 212.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.5M | 33k | 45.17 |
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| Bellring Brands Common Stock (BRBR) | 0.1 | $1.5M | 44k | 34.00 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.5M | 8.7k | 171.34 |
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| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $1.5M | -3% | 27k | 54.26 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $1.4M | NEW | 17k | 82.03 |
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| Ecolab (ECL) | 0.1 | $1.4M | -14% | 8.4k | 165.53 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $1.4M | 89k | 15.46 |
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| Bank of America Corporation (BAC) | 0.1 | $1.3M | 47k | 28.60 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.3M | 3.4k | 385.47 |
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| Realty Income (O) | 0.1 | $1.2M | 19k | 63.32 |
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| Sempra Energy (SRE) | 0.1 | $1.2M | 8.1k | 151.16 |
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| CSX Corporation (CSX) | 0.1 | $1.2M | +5% | 41k | 29.94 |
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| Southern Company (SO) | 0.0 | $1.2M | 17k | 69.58 |
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| Nordstrom (JWN) | 0.0 | $1.2M | -3% | 71k | 16.27 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.1M | +3% | 11k | 101.66 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.1M | 13k | 83.04 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.1M | 21k | 52.38 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.1M | 8.1k | 134.22 |
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| Visa Com Cl A (V) | 0.0 | $1.1M | 4.7k | 225.46 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.0M | 5.5k | 189.55 |
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| Apa Corporation (APA) | 0.0 | $1000k | 28k | 36.06 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $984k | 30k | 32.35 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $967k | 2.9k | 339.32 |
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| Kraft Heinz (KHC) | 0.0 | $967k | 25k | 38.67 |
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| Shell Spon Ads (SHEL) | 0.0 | $954k | +8% | 17k | 57.54 |
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| W.W. Grainger (GWW) | 0.0 | $938k | 1.4k | 688.81 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $922k | -3% | 2.0k | 458.41 |
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| Tesla Motors (TSLA) | 0.0 | $921k | +2% | 4.4k | 207.46 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $916k | 2.5k | 363.38 |
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| Lam Research Corporation (LRCX) | 0.0 | $898k | 1.7k | 530.12 |
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| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $859k | -4% | 21k | 41.00 |
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| Paychex (PAYX) | 0.0 | $831k | -2% | 7.2k | 114.59 |
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| Western Asset Income Fund (PAI) | 0.0 | $814k | -3% | 68k | 11.94 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $766k | 9.2k | 83.21 |
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| NetApp (NTAP) | 0.0 | $734k | 12k | 63.85 |
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| Nabors Industries SHS (NBR) | 0.0 | $732k | 6.0k | 121.91 |
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| Ingersoll Rand (IR) | 0.0 | $708k | -7% | 12k | 58.18 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $696k | 7.7k | 90.55 |
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| Advanced Micro Devices (AMD) | 0.0 | $694k | -4% | 7.1k | 98.01 |
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| Wec Energy Group (WEC) | 0.0 | $677k | 7.1k | 94.79 |
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| Rockwell Automation (ROK) | 0.0 | $672k | 2.3k | 293.45 |
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| Enterprise Products Partners (EPD) | 0.0 | $671k | 26k | 25.90 |
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| Genuine Parts Company (GPC) | 0.0 | $669k | 4.0k | 167.31 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $667k | 18k | 37.91 |
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| Franklin Resources (BEN) | 0.0 | $666k | -26% | 25k | 26.94 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $659k | 8.2k | 80.22 |
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| Zimmer Holdings (ZBH) | 0.0 | $641k | -3% | 5.0k | 129.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $640k | -4% | 2.0k | 321.01 |
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| Kellogg Company (K) | 0.0 | $640k | 9.6k | 66.96 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $628k | 8.9k | 70.29 |
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| Medtronic SHS (MDT) | 0.0 | $627k | 7.8k | 80.62 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $624k | -4% | 3.3k | 191.31 |
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| Stericycle (SRCL) | 0.0 | $617k | 14k | 43.61 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $606k | 14k | 44.43 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $605k | 6.3k | 96.47 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $547k | 22k | 25.48 |
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| Gap (GPS) | 0.0 | $542k | 54k | 10.04 |
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| PPG Industries (PPG) | 0.0 | $539k | -7% | 4.0k | 133.58 |
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| Southwest Airlines (LUV) | 0.0 | $529k | 16k | 32.54 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $527k | 2.1k | 256.74 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $500k | 3.5k | 144.61 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $497k | +5% | 4.9k | 102.18 |
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| Campbell Soup Company (CPB) | 0.0 | $495k | 9.0k | 54.98 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $492k | -17% | 2.2k | 225.23 |
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| S&p Global (SPGI) | 0.0 | $488k | 1.4k | 344.77 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $477k | -2% | 5.1k | 93.02 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $472k | 7.2k | 65.17 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $471k | 4.6k | 102.77 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $459k | 6.0k | 76.49 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $445k | 3.8k | 117.19 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $435k | 1.1k | 385.37 |
|
|
| United Rentals (URI) | 0.0 | $427k | 1.1k | 395.76 |
|
|
| Ansys (ANSS) | 0.0 | $424k | 1.3k | 332.80 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $422k | 5.7k | 74.31 |
|
|
| Edison International (EIX) | 0.0 | $419k | 5.9k | 70.59 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $418k | 8.0k | 51.93 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $418k | 7.8k | 53.47 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $416k | 722.00 | 576.60 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $412k | 10k | 40.40 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $411k | 2.3k | 178.40 |
|
|
| Baxter International (BAX) | 0.0 | $403k | -7% | 9.9k | 40.56 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $403k | 6.7k | 60.00 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $398k | 4.5k | 87.84 |
|
|
| Viatris (VTRS) | 0.0 | $396k | -3% | 41k | 9.62 |
|
| Linde SHS | 0.0 | $391k | NEW | 1.1k | 355.44 |
|
| Allstate Corporation (ALL) | 0.0 | $390k | -4% | 3.5k | 110.81 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $377k | 2.5k | 154.01 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $377k | -3% | 6.6k | 57.42 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $375k | 1.1k | 332.65 |
|
|
| Icon SHS (ICLR) | 0.0 | $373k | -6% | 1.7k | 213.59 |
|
| Electronic Arts (EA) | 0.0 | $372k | 3.1k | 120.45 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $368k | 11k | 32.59 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $352k | -3% | 9.7k | 36.05 |
|
| Eversource Energy (ES) | 0.0 | $343k | 4.4k | 78.26 |
|
|
| Life Storage Inc reit (LSI) | 0.0 | $341k | 2.6k | 131.09 |
|
|
| Cme (CME) | 0.0 | $340k | -5% | 1.8k | 191.52 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $340k | -21% | 5.0k | 67.69 |
|
| T. Rowe Price (TROW) | 0.0 | $336k | 3.0k | 112.90 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $334k | 8.9k | 37.37 |
|
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $326k | 14k | 23.06 |
|
|
| Enbridge (ENB) | 0.0 | $317k | 8.3k | 38.15 |
|
|
| American Electric Power Company (AEP) | 0.0 | $314k | 3.4k | 90.99 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $312k | 1.2k | 255.47 |
|
|
| Netflix (NFLX) | 0.0 | $302k | 873.00 | 345.48 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $301k | 2.4k | 123.71 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $297k | 1.8k | 166.04 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $295k | 637.00 | 462.68 |
|
|
| Dominion Resources (D) | 0.0 | $294k | 5.3k | 55.91 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B | 0.0 | $286k | NEW | 14k | 21.05 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $286k | 8.5k | 33.48 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $284k | +99% | 5.3k | 54.01 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $279k | 13k | 22.12 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $278k | 4.0k | 68.60 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $277k | 22k | 12.47 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $275k | 2.6k | 104.52 |
|
|
| DTE Energy Company (DTE) | 0.0 | $274k | 2.5k | 109.54 |
|
|
| Waste Management (WM) | 0.0 | $274k | 1.7k | 163.17 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $273k | 1.0k | 273.06 |
|
|
| Minerals Technologies (MTX) | 0.0 | $269k | -17% | 4.4k | 60.42 |
|
| Manulife Finl Corp (MFC) | 0.0 | $261k | 14k | 18.36 |
|
|
| Paccar (PCAR) | 0.0 | $260k | +49% | 3.6k | 73.20 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $259k | 4.0k | 64.69 |
|
|
| Danaher Corporation (DHR) | 0.0 | $257k | 1.0k | 251.92 |
|
|
| Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.0 | $252k | 3.0k | 84.03 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $249k | -3% | 4.9k | 50.54 |
|
| Exelon Corporation (EXC) | 0.0 | $248k | 5.9k | 41.89 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $245k | 5.2k | 47.55 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $244k | -3% | 1.8k | 133.84 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $244k | 1.2k | 210.97 |
|
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $243k | 30k | 8.25 |
|
|
| Ameren Corporation (AEE) | 0.0 | $238k | 2.8k | 86.39 |
|
|
| CVB Financial (CVBF) | 0.0 | $236k | NEW | 14k | 16.68 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $233k | 1.3k | 181.18 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $230k | 2.9k | 80.58 |
|
|
| Yum! Brands (YUM) | 0.0 | $229k | 1.7k | 132.07 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $227k | 6.7k | 34.05 |
|
|
| Ametek (AME) | 0.0 | $225k | NEW | 1.6k | 145.33 |
|
| Moody's Corporation (MCO) | 0.0 | $224k | 733.00 | 306.02 |
|
|
| Applied Materials (AMAT) | 0.0 | $209k | NEW | 1.7k | 122.83 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $209k | 3.1k | 67.86 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $207k | -14% | 2.9k | 71.52 |
|
| salesforce (CRM) | 0.0 | $203k | NEW | 1.0k | 199.78 |
|
| Republic Services (RSG) | 0.0 | $200k | NEW | 1.5k | 135.22 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $168k | 14k | 12.47 |
|
|
| Tredegar Corporation (TG) | 0.0 | $146k | 16k | 9.13 |
|
|
| Nuveen Quality Pref. Inc. Fund II (JPS) | 0.0 | $124k | 19k | 6.46 |
|
|
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 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
- Clifford Swan Investment Counsel 2020 Q3 filed Oct. 30, 2020
- Clifford Swan Investment Counsel 2020 Q2 filed Aug. 6, 2020
- Clifford Swan Investment Counsel 2020 Q1 filed April 9, 2020
- Clifford Swan Investment Counsel 2019 Q4 filed Jan. 30, 2020
- Clifford Swan Investment Counsel 2019 Q3 filed Nov. 12, 2019
- Clifford Swan Investment Counsel 2019 Q2 filed Aug. 13, 2019