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
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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 |
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| Microsoft Corporation (MSFT) | 4.6 | $127M | 302k | 421.50 |
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| United Parcel Service CL B (UPS) | 4.0 | $111M | 880k | 126.10 |
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| Costco Wholesale Corporation (COST) | 3.6 | $99M | 108k | 916.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $81M | 425k | 189.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $79M | -2% | 175k | 453.30 |
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| Arista Networks Com Shs (ANET) | 2.4 | $68M | NEW | 614k | 110.53 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.2 | $61M | 172k | 351.79 |
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| Lowe's Companies (LOW) | 1.9 | $52M | 210k | 246.80 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $47M | -2% | 198k | 239.71 |
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| Chevron Corporation (CVX) | 1.7 | $47M | 327k | 144.84 |
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| Oracle Corporation (ORCL) | 1.6 | $45M | 270k | 166.64 |
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| Amazon (AMZN) | 1.4 | $39M | 180k | 219.39 |
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| Allison Transmission Hldngs I (ALSN) | 1.4 | $39M | -5% | 360k | 108.06 |
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| Wells Fargo & Company (WFC) | 1.3 | $37M | -5% | 525k | 70.24 |
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| Tractor Supply Company (TSCO) | 1.3 | $36M | +392% | 674k | 53.06 |
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| Johnson & Johnson (JNJ) | 1.2 | $35M | 240k | 144.62 |
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| American Express Company (AXP) | 1.2 | $34M | 115k | 296.79 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $34M | 315k | 107.57 |
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| Emerson Electric (EMR) | 1.2 | $33M | -2% | 263k | 123.93 |
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| Fastenal Company (FAST) | 1.1 | $32M | 439k | 71.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $30M | 160k | 190.44 |
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| Stryker Corporation (SYK) | 1.1 | $30M | 83k | 360.05 |
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| Corteva (CTVA) | 1.1 | $29M | 513k | 56.96 |
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| Abbvie (ABBV) | 1.0 | $28M | 157k | 177.70 |
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| Intuit (INTU) | 1.0 | $28M | 44k | 628.51 |
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| Qualcomm (QCOM) | 1.0 | $27M | 178k | 153.62 |
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| Procter & Gamble Company (PG) | 0.9 | $26M | -2% | 152k | 167.65 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $25M | 219k | 115.72 |
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| UnitedHealth (UNH) | 0.9 | $25M | -3% | 50k | 505.86 |
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| Hp (HPQ) | 0.9 | $25M | 755k | 32.63 |
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| Johnson Ctls Intl SHS (JCI) | 0.9 | $25M | 312k | 78.93 |
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| Abbott Laboratories (ABT) | 0.9 | $24M | 214k | 113.11 |
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| Bristol Myers Squibb (BMY) | 0.9 | $24M | -6% | 427k | 56.56 |
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| McKesson Corporation (MCK) | 0.9 | $24M | -2% | 42k | 569.91 |
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| Cisco Systems (CSCO) | 0.8 | $24M | 398k | 59.20 |
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| McDonald's Corporation (MCD) | 0.8 | $24M | -5% | 81k | 289.89 |
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| Labcorp Holdings Com Shs (LH) | 0.8 | $23M | 98k | 229.32 |
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| Booking Holdings (BKNG) | 0.8 | $22M | -4% | 4.5k | 4968.67 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $21M | 87k | 242.13 |
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| Dupont De Nemours (DD) | 0.7 | $20M | -2% | 263k | 76.25 |
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| Agilent Technologies Inc C ommon (A) | 0.7 | $19M | 145k | 134.34 |
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| Edwards Lifesciences (EW) | 0.7 | $19M | 254k | 74.03 |
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| Paypal Holdings (PYPL) | 0.7 | $18M | -3% | 216k | 85.35 |
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| Meta Platforms Cl A (META) | 0.7 | $18M | 31k | 585.51 |
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| CarMax (KMX) | 0.6 | $18M | +2% | 220k | 81.76 |
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| Schlumberger Com Stk (SLB) | 0.6 | $18M | +3% | 456k | 38.34 |
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| Pepsi (PEP) | 0.6 | $17M | +4% | 114k | 152.06 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $17M | 27k | 636.03 |
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| International Flavors & Fragrances (IFF) | 0.6 | $17M | -4% | 201k | 84.55 |
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| Walt Disney Company (DIS) | 0.6 | $17M | -3% | 151k | 111.35 |
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| Starbucks Corporation (SBUX) | 0.6 | $17M | -2% | 182k | 91.25 |
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| SYSCO Corporation (SYY) | 0.6 | $17M | +11% | 215k | 76.46 |
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| Intel Corporation (INTC) | 0.6 | $16M | 820k | 20.05 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $16M | 191k | 86.02 |
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| Pfizer (PFE) | 0.6 | $16M | +8% | 602k | 26.53 |
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| Mondelez Intl Cl A (MDLZ) | 0.6 | $16M | +6% | 260k | 59.73 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.6 | $15M | -2% | 317k | 48.67 |
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| Hewlett Packard Enterprise (HPE) | 0.6 | $15M | -4% | 722k | 21.35 |
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| Home Depot (HD) | 0.5 | $15M | 39k | 388.99 |
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| Nike CL B (NKE) | 0.5 | $15M | 195k | 75.67 |
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| Wal-Mart Stores (WMT) | 0.5 | $15M | -4% | 161k | 90.35 |
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| Colgate-Palmolive Company (CL) | 0.5 | $14M | -2% | 154k | 90.91 |
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| Automatic Data Processing (ADP) | 0.5 | $14M | 47k | 292.73 |
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| Caterpillar (CAT) | 0.5 | $14M | -6% | 37k | 362.76 |
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| Keysight Technologies (KEYS) | 0.5 | $13M | 83k | 160.63 |
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| Philip Morris International (PM) | 0.5 | $13M | -2% | 105k | 120.35 |
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| Union Pacific Corporation (UNP) | 0.5 | $13M | 55k | 228.04 |
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| Honeywell International (HON) | 0.4 | $13M | 55k | 225.89 |
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| eBay (EBAY) | 0.4 | $12M | 193k | 61.95 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $11M | +17% | 20k | 586.07 |
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| Albemarle Corporation (ALB) | 0.4 | $11M | 126k | 86.08 |
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| Entegris (ENTG) | 0.4 | $11M | +24% | 108k | 99.06 |
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| Amgen (AMGN) | 0.4 | $10M | 39k | 260.64 |
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| ConocoPhillips (COP) | 0.3 | $9.7M | 98k | 99.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $9.6M | +2% | 83k | 115.22 |
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| Verizon Communications (VZ) | 0.3 | $9.2M | 231k | 39.99 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $9.1M | 19k | 469.29 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $9.0M | 17k | 538.81 |
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| International Business Machines (IBM) | 0.3 | $8.9M | -4% | 40k | 219.83 |
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| NVIDIA Corporation (NVDA) | 0.3 | $8.6M | 64k | 134.29 |
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| Illinois Tool Works (ITW) | 0.3 | $8.6M | 34k | 253.56 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $8.4M | 36k | 232.52 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $8.3M | -3% | 108k | 76.83 |
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| Boeing Company (BA) | 0.3 | $8.2M | -2% | 47k | 177.00 |
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| Merck & Co (MRK) | 0.3 | $8.2M | 82k | 99.48 |
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| Goldman Sachs (GS) | 0.3 | $8.0M | 14k | 572.62 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $7.9M | 82k | 97.31 |
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| Public Storage (PSA) | 0.3 | $7.9M | 26k | 299.44 |
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| Jacobs Engineering Group (J) | 0.3 | $7.6M | -2% | 57k | 133.62 |
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| 3M Company (MMM) | 0.3 | $7.4M | -15% | 57k | 129.09 |
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| Energizer Holdings (ENR) | 0.3 | $7.1M | 203k | 34.89 |
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| Broadcom (AVGO) | 0.2 | $6.7M | 29k | 231.84 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $6.7M | 36k | 187.51 |
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| Cummins (CMI) | 0.2 | $6.6M | 19k | 348.60 |
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| At&t (T) | 0.2 | $6.3M | 275k | 22.77 |
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| Carrier Global Corporation (CARR) | 0.2 | $6.2M | 91k | 68.26 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $6.1M | 9.00 | 680920.00 |
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| BP Sponsored Adr (BP) | 0.2 | $6.1M | -8% | 205k | 29.56 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $6.1M | 13k | 485.94 |
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| ConAgra Foods (CAG) | 0.2 | $6.0M | +8% | 215k | 27.75 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $5.8M | +111% | 34k | 173.59 |
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| General Mills (GIS) | 0.2 | $5.8M | 91k | 63.77 |
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| Akamai Technologies (AKAM) | 0.2 | $5.7M | 60k | 95.65 |
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| Tapestry (TPR) | 0.2 | $5.7M | -2% | 88k | 65.33 |
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| Gilead Sciences (GILD) | 0.2 | $5.6M | -7% | 60k | 92.37 |
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| Target Corporation (TGT) | 0.2 | $5.5M | -2% | 41k | 135.18 |
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| Coca-Cola Company (KO) | 0.2 | $5.3M | 85k | 62.26 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.1M | 65k | 78.01 |
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| Edgewell Pers Care (EPC) | 0.2 | $4.9M | 146k | 33.60 |
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| Aon Shs Cl A (AON) | 0.2 | $4.9M | +18% | 14k | 359.16 |
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| Ge Aerospace Com New (GE) | 0.2 | $4.7M | 28k | 166.79 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $4.6M | 93k | 49.41 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $4.5M | -9% | 429k | 10.57 |
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| Oneok (OKE) | 0.2 | $4.4M | 44k | 100.40 |
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| Expeditors International of Washington (EXPD) | 0.2 | $4.2M | +8% | 38k | 110.77 |
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| Trane Technologies SHS (TT) | 0.2 | $4.2M | -3% | 11k | 369.35 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $4.1M | 44k | 92.61 |
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| NewMarket Corporation (NEU) | 0.1 | $4.0M | 7.5k | 528.35 |
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| Eli Lilly & Co. (LLY) | 0.1 | $3.9M | -3% | 5.1k | 772.00 |
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| Altria (MO) | 0.1 | $3.9M | -2% | 75k | 52.29 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.7M | 6.4k | 588.68 |
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| TJX Companies (TJX) | 0.1 | $3.7M | 31k | 120.81 |
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| Post Holdings Inc Common (POST) | 0.1 | $3.6M | 32k | 114.46 |
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| Kyndryl Hldgs Common Stock (KD) | 0.1 | $3.5M | -34% | 101k | 34.60 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $3.5M | 123k | 28.15 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $3.2M | 20k | 159.52 |
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| S&p Global (SPGI) | 0.1 | $3.0M | -5% | 6.0k | 498.03 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $2.9M | 41k | 70.84 |
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| Bellring Brands Common Stock (BRBR) | 0.1 | $2.8M | -14% | 38k | 75.34 |
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| Nextera Energy (NEE) | 0.1 | $2.8M | 39k | 71.69 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.7M | 8.2k | 331.87 |
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| Casey's General Stores (CASY) | 0.1 | $2.7M | 6.8k | 396.23 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.7M | 9.2k | 289.81 |
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| Deere & Company (DE) | 0.1 | $2.5M | 6.0k | 423.70 |
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| Dow (DOW) | 0.1 | $2.4M | +15% | 59k | 40.13 |
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| Nucor Corporation (NUE) | 0.1 | $2.4M | 20k | 116.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.3M | 37k | 62.31 |
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| Bank of America Corporation (BAC) | 0.1 | $2.2M | -2% | 50k | 43.95 |
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| Allegion Ord Shs (ALLE) | 0.1 | $2.2M | -23% | 17k | 130.68 |
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| Essex Property Trust (ESS) | 0.1 | $2.2M | 7.6k | 285.44 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.1M | 3.4k | 621.80 |
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| Dxc Technology (DXC) | 0.1 | $2.0M | 101k | 19.98 |
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| Phillips 66 (PSX) | 0.1 | $2.0M | 18k | 113.93 |
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| Clorox Company (CLX) | 0.1 | $2.0M | 12k | 162.41 |
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| Ge Vernova (GEV) | 0.1 | $1.9M | -4% | 5.9k | 328.93 |
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| Becton, Dickinson and (BDX) | 0.1 | $1.9M | 8.3k | 226.87 |
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| Consolidated Edison (ED) | 0.1 | $1.8M | 20k | 89.23 |
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| Ecolab (ECL) | 0.1 | $1.8M | 7.7k | 234.32 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.8M | 43k | 41.82 |
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| Norfolk Southern (NSC) | 0.1 | $1.7M | 7.3k | 234.70 |
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| Tesla Motors (TSLA) | 0.1 | $1.6M | 4.1k | 403.88 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $1.6M | 7.6k | 212.41 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.6M | 33k | 47.82 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.5M | 15k | 102.09 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.5M | 21k | 74.01 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $1.5M | -17% | 160k | 9.33 |
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| Visa Com Cl A (V) | 0.1 | $1.5M | 4.7k | 316.04 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $1.4M | 25k | 57.45 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.4M | 5.8k | 240.29 |
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| Nordstrom (JWN) | 0.0 | $1.4M | 56k | 24.15 |
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| Sempra Energy (SRE) | 0.0 | $1.3M | 15k | 87.72 |
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| W.W. Grainger (GWW) | 0.0 | $1.3M | 1.3k | 1054.05 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.3M | 2.5k | 526.58 |
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| Southern Company (SO) | 0.0 | $1.3M | 16k | 82.32 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $1.3M | -29% | 63k | 20.14 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $1.3M | NEW | 18k | 72.23 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $1.2M | 32k | 39.39 |
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| CSX Corporation (CSX) | 0.0 | $1.2M | 38k | 32.27 |
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| CVB Financial (CVBF) | 0.0 | $1.2M | 57k | 21.41 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.2M | 11k | 112.26 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $1.2M | -6% | 138k | 8.49 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.1M | 1.9k | 569.58 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $1.0M | +2% | 7.9k | 128.62 |
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| Ingersoll Rand (IR) | 0.0 | $975k | 11k | 90.46 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $966k | -2% | 7.4k | 131.04 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $946k | -2% | 4.8k | 197.49 |
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| Paychex (PAYX) | 0.0 | $935k | 6.7k | 140.22 |
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| Shell Spon Ads (SHEL) | 0.0 | $900k | 14k | 62.65 |
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| Apa Corporation (APA) | 0.0 | $881k | -5% | 38k | 23.09 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $876k | -16% | 26k | 33.91 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $871k | 8.4k | 103.39 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $870k | -5% | 5.0k | 172.42 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $869k | 14k | 63.75 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $857k | -2% | 3.0k | 283.85 |
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| Realty Income (O) | 0.0 | $818k | 15k | 53.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $806k | -2% | 1.6k | 511.09 |
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| Advanced Micro Devices (AMD) | 0.0 | $774k | -7% | 6.4k | 120.79 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $753k | 2.3k | 322.16 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $728k | -2% | 19k | 37.53 |
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| Wec Energy Group (WEC) | 0.0 | $710k | 7.6k | 94.04 |
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| Netflix (NFLX) | 0.0 | $706k | 792.00 | 891.32 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $704k | +247% | 25k | 27.87 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $704k | -4% | 20k | 34.59 |
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| Western Asset Income Fund (PAI) | 0.0 | $700k | -3% | 56k | 12.51 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $686k | 9.0k | 76.24 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $673k | 7.6k | 89.08 |
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| Kraft Heinz (KHC) | 0.0 | $664k | 22k | 30.71 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $646k | 6.0k | 107.74 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $641k | 15k | 44.04 |
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| Allstate Corporation (ALL) | 0.0 | $640k | -2% | 3.3k | 192.79 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $620k | +13% | 1.2k | 521.96 |
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| United Rentals (URI) | 0.0 | $619k | 879.00 | 704.44 |
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| Amentum Holdings (AMTM) | 0.0 | $619k | -47% | 29k | 21.03 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $612k | 3.5k | 175.21 |
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| Enterprise Products Partners (EPD) | 0.0 | $603k | 19k | 31.36 |
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| NetApp (NTAP) | 0.0 | $601k | 5.2k | 116.08 |
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| Kellogg Company (K) | 0.0 | $595k | 7.4k | 80.97 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $559k | -2% | 4.5k | 124.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $553k | 7.3k | 75.61 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $539k | -2% | 2.0k | 269.26 |
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| Southwest Airlines (LUV) | 0.0 | $536k | 16k | 33.62 |
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| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $513k | 19k | 27.55 |
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| Rockwell Automation (ROK) | 0.0 | $505k | 1.8k | 285.79 |
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| Manulife Finl Corp (MFC) | 0.0 | $504k | 16k | 30.71 |
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| 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