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, COST, UPS, BRK.B, and represent 20.70% of Clifford Swan Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: BRK.A (+$6.4M), FERG, UNH, PEP, SLB, EXPD, SYY, UPS, MDLZ, MSFT.
- Started 11 new stock positions in VGSH, VLO, UBER, PWZ, CI, IBIT, EXC, SCHD, FCAL, CVS. BAX.
- Reduced shares in these 10 stocks: INTC, WFC, ANET, COST, JNJ, KD, HPE, BMY, GLD, PYPL.
- Sold out of its positions in DHR, TOL, VOOG, BSV, VCIT, VTRS, NBR.
- Clifford Swan Investment Counsel was a net seller of stock by $-3.0M.
- Clifford Swan Investment Counsel has $2.7B in assets under management (AUM), dropping by -2.73%.
- Central Index Key (CIK): 0001034642
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Portfolio Holdings for Clifford Swan Investment Counsel
Clifford Swan Investment Counsel holds 309 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $153M | 689k | 221.90 |
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| Microsoft Corporation (MSFT) | 4.3 | $115M | 307k | 375.43 |
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| Costco Wholesale Corporation (COST) | 3.7 | $100M | -2% | 106k | 945.78 |
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| United Parcel Service CL B (UPS) | 3.7 | $99M | +2% | 903k | 109.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.4 | $93M | 174k | 532.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $66M | 428k | 154.64 |
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| Chevron Corporation (CVX) | 2.0 | $54M | 324k | 167.30 |
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| Accenture Plc Ireland Shs Class A (ACN) | 2.0 | $53M | 171k | 311.99 |
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| Lowe's Companies (LOW) | 1.8 | $48M | 206k | 233.09 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $47M | -2% | 193k | 245.30 |
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| Arista Networks Com Shs (ANET) | 1.7 | $45M | -5% | 582k | 77.48 |
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| Johnson & Johnson (JNJ) | 1.4 | $38M | -4% | 228k | 165.84 |
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| Oracle Corporation (ORCL) | 1.4 | $38M | 270k | 139.81 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $37M | 312k | 118.95 |
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| Tractor Supply Company (TSCO) | 1.4 | $37M | 670k | 55.10 |
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| Fastenal Company (FAST) | 1.3 | $35M | +3% | 453k | 77.55 |
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| Wells Fargo & Company (WFC) | 1.3 | $35M | -7% | 487k | 71.79 |
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| Allison Transmission Hldngs I (ALSN) | 1.3 | $34M | 359k | 95.67 |
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| Amazon (AMZN) | 1.3 | $34M | 179k | 190.26 |
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| Corteva (CTVA) | 1.2 | $32M | 515k | 62.93 |
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| Abbvie (ABBV) | 1.2 | $32M | 154k | 209.52 |
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| American Express Company (AXP) | 1.1 | $31M | 116k | 269.05 |
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| Stryker Corporation (SYK) | 1.1 | $31M | 82k | 372.25 |
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| UnitedHealth (UNH) | 1.1 | $30M | +14% | 58k | 523.75 |
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| Raytheon Technologies Corp (RTX) | 1.1 | $29M | 219k | 132.46 |
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| Emerson Electric (EMR) | 1.1 | $29M | 260k | 109.64 |
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| Abbott Laboratories (ABT) | 1.0 | $28M | 212k | 132.65 |
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| McKesson Corporation (MCK) | 1.0 | $28M | 41k | 672.99 |
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| Intuit (INTU) | 1.0 | $27M | 44k | 614.00 |
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| Qualcomm (QCOM) | 1.0 | $27M | -2% | 174k | 153.61 |
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| Procter & Gamble Company (PG) | 1.0 | $26M | 152k | 170.42 |
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| McDonald's Corporation (MCD) | 0.9 | $25M | 81k | 312.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $25M | 160k | 156.23 |
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| Johnson Ctls Intl SHS (JCI) | 0.9 | $25M | 311k | 80.11 |
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| Bristol Myers Squibb (BMY) | 0.9 | $24M | -6% | 401k | 60.99 |
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| Labcorp Holdings Com Shs (LH) | 0.9 | $24M | +3% | 102k | 232.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $24M | -6% | 82k | 288.14 |
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| Cisco Systems (CSCO) | 0.9 | $24M | -4% | 382k | 61.71 |
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| Schlumberger Com Stk (SLB) | 0.8 | $22M | +16% | 532k | 41.80 |
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| Pepsi (PEP) | 0.8 | $21M | +22% | 140k | 149.94 |
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| Hp (HPQ) | 0.8 | $21M | 751k | 27.69 |
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| Booking Holdings (BKNG) | 0.8 | $21M | 4.5k | 4606.91 |
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| Mondelez Intl Cl A (MDLZ) | 0.7 | $20M | +14% | 297k | 67.85 |
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| Dupont De Nemours (DD) | 0.7 | $19M | -3% | 255k | 74.68 |
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| SYSCO Corporation (SYY) | 0.7 | $19M | +16% | 250k | 75.04 |
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| Edwards Lifesciences (EW) | 0.7 | $18M | 253k | 72.48 |
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| Meta Platforms Cl A (META) | 0.7 | $18M | 31k | 576.36 |
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| Starbucks Corporation (SBUX) | 0.7 | $18M | 180k | 98.09 |
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| CarMax (KMX) | 0.6 | $17M | 220k | 77.92 |
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| Agilent Technologies Inc C ommon (A) | 0.6 | $17M | 144k | 116.98 |
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| Philip Morris International (PM) | 0.6 | $17M | 104k | 158.73 |
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| Parker-Hannifin Corporation (PH) | 0.6 | $16M | 27k | 607.85 |
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| International Flavors & Fragrances (IFF) | 0.6 | $16M | 200k | 77.61 |
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| Intel Corporation (INTC) | 0.6 | $15M | -17% | 678k | 22.71 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.6 | $15M | -2% | 309k | 49.16 |
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| Pfizer (PFE) | 0.6 | $15M | 597k | 25.34 |
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| Walt Disney Company (DIS) | 0.5 | $15M | 148k | 98.70 |
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| Home Depot (HD) | 0.5 | $15M | 40k | 366.49 |
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| Automatic Data Processing (ADP) | 0.5 | $14M | 47k | 305.53 |
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| Colgate-Palmolive Company (CL) | 0.5 | $14M | 152k | 93.70 |
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| Wal-Mart Stores (WMT) | 0.5 | $14M | 160k | 87.79 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $14M | +88% | 17.00 | 798441.59 |
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| Union Pacific Corporation (UNP) | 0.5 | $13M | +3% | 57k | 236.24 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $13M | 190k | 69.44 |
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| Nike CL B (NKE) | 0.5 | $13M | +2% | 199k | 63.48 |
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| Paypal Holdings (PYPL) | 0.5 | $13M | -10% | 192k | 65.25 |
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| Keysight Technologies (KEYS) | 0.5 | $12M | 83k | 149.77 |
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| eBay (EBAY) | 0.5 | $12M | -5% | 183k | 67.73 |
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| Caterpillar (CAT) | 0.5 | $12M | 37k | 329.80 |
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| Amgen (AMGN) | 0.4 | $12M | 39k | 311.55 |
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| Honeywell International (HON) | 0.4 | $12M | 55k | 211.75 |
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| Entegris (ENTG) | 0.4 | $10M | +6% | 115k | 87.48 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $9.9M | 19k | 512.01 |
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| Verizon Communications (VZ) | 0.4 | $9.6M | -8% | 212k | 45.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $9.4M | -13% | 17k | 559.40 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $9.4M | +74% | 59k | 160.23 |
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| Hewlett Packard Enterprise (HPE) | 0.3 | $9.3M | -16% | 604k | 15.43 |
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| ConocoPhillips (COP) | 0.3 | $9.3M | -9% | 88k | 105.02 |
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| International Business Machines (IBM) | 0.3 | $9.3M | -7% | 37k | 248.66 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $9.2M | +6% | 18k | 513.91 |
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| Albemarle Corporation (ALB) | 0.3 | $9.2M | 127k | 72.02 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $9.0M | +3% | 86k | 104.57 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $8.8M | -3% | 105k | 83.87 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $8.8M | -3% | 79k | 111.48 |
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| Boeing Company (BA) | 0.3 | $8.2M | +3% | 48k | 170.55 |
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| Illinois Tool Works (ITW) | 0.3 | $8.1M | -3% | 33k | 248.01 |
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| Public Storage (PSA) | 0.3 | $7.9M | 26k | 299.29 |
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| At&t (T) | 0.3 | $7.7M | 273k | 28.28 |
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| Goldman Sachs (GS) | 0.3 | $7.6M | 14k | 546.29 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $7.5M | 36k | 206.48 |
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| Merck & Co (MRK) | 0.3 | $7.3M | 82k | 89.76 |
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| Expeditors International of Washington (EXPD) | 0.3 | $7.3M | +58% | 60k | 120.25 |
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| NVIDIA Corporation (NVDA) | 0.3 | $7.1M | +2% | 66k | 108.38 |
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| 3M Company (MMM) | 0.3 | $7.1M | -15% | 48k | 146.86 |
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| BP Sponsored Adr (BP) | 0.3 | $6.8M | 202k | 33.79 |
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| Jacobs Engineering Group (J) | 0.3 | $6.8M | 56k | 120.89 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $6.3M | 35k | 179.70 |
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| ConAgra Foods (CAG) | 0.2 | $6.2M | +8% | 233k | 26.67 |
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| Coca-Cola Company (KO) | 0.2 | $6.1M | 86k | 71.62 |
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| Energizer Holdings (ENR) | 0.2 | $6.1M | 203k | 29.92 |
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| Gilead Sciences (GILD) | 0.2 | $5.9M | -12% | 53k | 112.05 |
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| Cummins (CMI) | 0.2 | $5.9M | 19k | 313.44 |
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| Carrier Global Corporation (CARR) | 0.2 | $5.8M | 92k | 63.40 |
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| Aon Shs Cl A (AON) | 0.2 | $5.7M | +5% | 14k | 399.09 |
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| Ge Aerospace Com New (GE) | 0.2 | $5.6M | 28k | 200.15 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $5.6M | 13k | 446.71 |
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| General Mills (GIS) | 0.2 | $5.4M | 91k | 59.79 |
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| Tapestry (TPR) | 0.2 | $5.1M | -18% | 72k | 70.41 |
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| Akamai Technologies (AKAM) | 0.2 | $5.0M | +3% | 62k | 80.50 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $4.8M | -6% | 61k | 78.94 |
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| Broadcom (AVGO) | 0.2 | $4.8M | 29k | 167.43 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $4.6M | 44k | 103.20 |
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| Edgewell Pers Care (EPC) | 0.2 | $4.5M | 146k | 31.21 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $4.5M | 92k | 49.36 |
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| Altria (MO) | 0.2 | $4.5M | 75k | 60.02 |
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| Oneok (OKE) | 0.2 | $4.3M | 44k | 99.22 |
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| NewMarket Corporation (NEU) | 0.2 | $4.2M | 7.5k | 566.45 |
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| Eli Lilly & Co. (LLY) | 0.2 | $4.2M | 5.1k | 825.97 |
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| Target Corporation (TGT) | 0.2 | $4.2M | 40k | 104.36 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $4.2M | -9% | 387k | 10.73 |
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| Trane Technologies SHS (TT) | 0.1 | $3.8M | 11k | 336.92 |
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| TJX Companies (TJX) | 0.1 | $3.7M | 31k | 121.80 |
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| Post Holdings Inc Common (POST) | 0.1 | $3.7M | 32k | 116.36 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $3.6M | 123k | 29.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.5M | -2% | 6.2k | 561.90 |
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| S&p Global (SPGI) | 0.1 | $3.1M | 6.0k | 508.10 |
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| Casey's General Stores (CASY) | 0.1 | $2.9M | 6.7k | 434.04 |
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| Deere & Company (DE) | 0.1 | $2.8M | 6.0k | 469.34 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.8M | 20k | 140.44 |
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| Bellring Brands Common Stock (BRBR) | 0.1 | $2.8M | 38k | 74.46 |
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| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $2.7M | 41k | 67.54 |
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| Nextera Energy (NEE) | 0.1 | $2.7M | -2% | 38k | 70.89 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.6M | +4% | 9.6k | 274.84 |
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| Allegion Ord Shs (ALLE) | 0.1 | $2.5M | +13% | 19k | 130.46 |
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| Nucor Corporation (NUE) | 0.1 | $2.4M | 20k | 120.34 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.2M | 8.2k | 271.83 |
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| Consolidated Edison (ED) | 0.1 | $2.2M | 20k | 110.59 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.2M | 38k | 58.35 |
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| Dow (DOW) | 0.1 | $2.2M | +5% | 63k | 34.92 |
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| Essex Property Trust (ESS) | 0.1 | $2.2M | -6% | 7.1k | 306.57 |
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| Phillips 66 (PSX) | 0.1 | $2.2M | 18k | 123.48 |
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| Bank of America Corporation (BAC) | 0.1 | $2.1M | 49k | 41.73 |
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| Ecolab (ECL) | 0.1 | $1.9M | 7.6k | 253.52 |
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| Becton, Dickinson and (BDX) | 0.1 | $1.9M | 8.2k | 229.06 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.9M | +2% | 3.4k | 542.38 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $1.9M | 7.6k | 244.03 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.8M | 42k | 43.70 |
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| Clorox Company (CLX) | 0.1 | $1.8M | 12k | 147.25 |
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| Ge Vernova (GEV) | 0.1 | $1.8M | 5.8k | 305.28 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $1.8M | -2% | 157k | 11.17 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.7M | +3% | 34k | 50.83 |
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| Dxc Technology (DXC) | 0.1 | $1.7M | 101k | 17.06 |
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| Norfolk Southern (NSC) | 0.1 | $1.7M | 7.3k | 236.85 |
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| Tesla Motors (TSLA) | 0.1 | $1.7M | +56% | 6.4k | 259.15 |
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| Visa Com Cl A (V) | 0.1 | $1.6M | 4.7k | 350.47 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $1.5M | 63k | 24.06 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.5M | -7% | 19k | 78.28 |
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| Southern Company (SO) | 0.1 | $1.5M | 16k | 91.95 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $1.4M | 15k | 90.67 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $1.4M | 2.5k | 548.20 |
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| Nordstrom (JWN) | 0.0 | $1.3M | 55k | 24.45 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.3M | -57% | 43k | 31.40 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $1.3M | +2% | 11k | 121.12 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.3M | 25k | 52.41 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $1.3M | 5.8k | 221.75 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $1.3M | 32k | 40.29 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $1.3M | 18k | 72.70 |
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| W.W. Grainger (GWW) | 0.0 | $1.3M | 1.3k | 987.83 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $1.2M | -2% | 25k | 45.97 |
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| CSX Corporation (CSX) | 0.0 | $1.1M | 38k | 29.43 |
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| CVB Financial (CVBF) | 0.0 | $1.1M | 57k | 18.46 |
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| Shell Spon Ads (SHEL) | 0.0 | $1.1M | 14k | 73.28 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.0M | 7.4k | 142.22 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.0M | 3.0k | 345.24 |
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| Paychex (PAYX) | 0.0 | $1.0M | 6.7k | 154.28 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $998k | 1.9k | 533.48 |
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| Sempra Energy (SRE) | 0.0 | $990k | -9% | 14k | 71.36 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $959k | 7.9k | 122.01 |
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| Vodafone Group Sponsored Adr (VOD) | 0.0 | $940k | -27% | 100k | 9.36 |
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| Ingersoll Rand (IR) | 0.0 | $862k | 11k | 80.03 |
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| Realty Income (O) | 0.0 | $827k | -6% | 14k | 58.01 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $825k | 14k | 60.48 |
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| Wec Energy Group (WEC) | 0.0 | $823k | 7.6k | 108.98 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $814k | +2% | 4.9k | 166.00 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $802k | 8.4k | 95.21 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $789k | +10% | 2.6k | 306.74 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $741k | 9.0k | 82.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $738k | 1.6k | 468.79 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $716k | 19k | 36.90 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $712k | -2% | 5.8k | 121.97 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $700k | 5.0k | 139.78 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $684k | 7.6k | 90.54 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $672k | 20k | 32.99 |
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| Advanced Micro Devices (AMD) | 0.0 | $659k | 6.4k | 102.74 |
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| Kraft Heinz (KHC) | 0.0 | $658k | 22k | 30.43 |
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| Allstate Corporation (ALL) | 0.0 | $652k | -5% | 3.1k | 207.07 |
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| Netflix (NFLX) | 0.0 | $647k | -12% | 694.00 | 932.53 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $645k | NEW | 11k | 58.69 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $633k | 25k | 25.04 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $613k | +2% | 7.5k | 81.73 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $609k | 3.5k | 173.23 |
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| Enterprise Products Partners (EPD) | 0.0 | $602k | -8% | 18k | 34.14 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $600k | +2% | 1.2k | 495.27 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $578k | 2.0k | 288.75 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $576k | 9.8k | 58.96 |
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| Kellogg Company (K) | 0.0 | $573k | -5% | 7.0k | 82.49 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $563k | 4.3k | 132.23 |
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| United Rentals (URI) | 0.0 | $552k | 881.00 | 626.70 |
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| Southwest Airlines (LUV) | 0.0 | $536k | 16k | 33.58 |
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| First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL) | 0.0 | $530k | NEW | 11k | 48.54 |
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| Western Asset Income Fund (PAI) | 0.0 | $526k | -26% | 41k | 12.85 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $522k | -2% | 4.4k | 119.73 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $521k | +32% | 9.3k | 56.28 |
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| Amentum Holdings (AMTM) | 0.0 | $521k | -2% | 29k | 18.20 |
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| Manulife Finl Corp (MFC) | 0.0 | $511k | 16k | 31.15 |
|
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| Zimmer Holdings (ZBH) | 0.0 | $506k | 4.5k | 113.18 |
|
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $496k | -3% | 18k | 27.67 |
|
| Genuine Parts Company (GPC) | 0.0 | $477k | 4.0k | 119.14 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $472k | 7.8k | 60.66 |
|
|
| Linde SHS (LIN) | 0.0 | $470k | 1.0k | 465.64 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $469k | -17% | 6.2k | 76.04 |
|
| Electronic Arts (EA) | 0.0 | $467k | 3.2k | 144.52 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $456k | 7.6k | 59.55 |
|
|
| NetApp (NTAP) | 0.0 | $455k | 5.2k | 87.84 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $437k | 2.1k | 205.53 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $431k | 1.0k | 419.96 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $429k | 2.2k | 199.49 |
|
|
| Moody's Corporation (MCO) | 0.0 | $421k | -5% | 903.00 | 465.69 |
|
| Cme (CME) | 0.0 | $420k | 1.6k | 265.29 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $412k | 5.1k | 80.71 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $407k | 2.1k | 193.99 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $405k | 1.7k | 238.20 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $405k | -38% | 9.0k | 45.26 |
|
| Ansys (ANSS) | 0.0 | $404k | 1.3k | 316.56 |
|
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 0.0 | $397k | 8.6k | 46.17 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $396k | 5.0k | 78.85 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $385k | 3.8k | 100.62 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $382k | 5.3k | 71.58 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $374k | 8.9k | 42.22 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $369k | 2.4k | 153.21 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $362k | -3% | 945.00 | 383.53 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $354k | 14k | 26.20 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $353k | 4.0k | 88.33 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $352k | 8.5k | 41.21 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $344k | 5.6k | 60.89 |
|
|
| PPG Industries (PPG) | 0.0 | $341k | 3.1k | 109.35 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $340k | 2.5k | 134.31 |
|
|
| Apa Corporation (APA) | 0.0 | $336k | -58% | 16k | 21.02 |
|
| Campbell Soup Company (CPB) | 0.0 | $334k | 8.4k | 39.92 |
|
|
| Gap (GAP) | 0.0 | $334k | -11% | 16k | 20.61 |
|
| Edison International (EIX) | 0.0 | $332k | -5% | 5.6k | 58.92 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $328k | 16k | 20.00 |
|
|
| Paccar (PCAR) | 0.0 | $326k | 3.3k | 97.37 |
|
|
| Enbridge (ENB) | 0.0 | $322k | 7.3k | 44.31 |
|
|
| Rockwell Automation (ROK) | 0.0 | $321k | -29% | 1.2k | 258.38 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $321k | +59% | 3.5k | 91.73 |
|
| Constellation Energy (CEG) | 0.0 | $321k | -10% | 1.6k | 201.66 |
|
| American Electric Power Company (AEP) | 0.0 | $317k | 2.9k | 109.27 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $315k | NEW | 6.7k | 46.81 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $314k | +5% | 1.2k | 258.58 |
|
| MetLife (MET) | 0.0 | $306k | 3.8k | 80.29 |
|
|
| Republic Services (RSG) | 0.0 | $304k | -4% | 1.3k | 242.16 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $303k | 2.2k | 135.68 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $301k | -18% | 9.7k | 30.99 |
|
| Extra Space Storage (EXR) | 0.0 | $301k | 2.0k | 148.49 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $300k | 685.00 | 437.81 |
|
|
| Waste Management (WM) | 0.0 | $294k | 1.3k | 231.51 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $293k | 5.0k | 58.52 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $286k | 7.0k | 40.76 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $279k | 5.8k | 48.45 |
|
|
| FedEx Corporation (FDX) | 0.0 | $278k | +3% | 1.1k | 243.78 |
|
| Ameren Corporation (AEE) | 0.0 | $276k | 2.8k | 100.40 |
|
|
| Discover Financial Services (DFS) | 0.0 | $276k | 1.6k | 170.70 |
|
|
| salesforce (CRM) | 0.0 | $275k | 1.0k | 268.36 |
|
|
| Minerals Technologies (MTX) | 0.0 | $273k | 4.3k | 63.57 |
|
|
| T. Rowe Price (TROW) | 0.0 | $273k | 3.0k | 91.87 |
|
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $272k | 30k | 9.22 |
|
|
| Icon SHS (ICLR) | 0.0 | $266k | 1.5k | 174.99 |
|
|
| Eversource Energy (ES) | 0.0 | $264k | 4.3k | 62.11 |
|
|
| Medtronic SHS (MDT) | 0.0 | $259k | -26% | 2.9k | 89.86 |
|
| Ametek (AME) | 0.0 | $258k | 1.5k | 172.14 |
|
|
| Franklin Resources (BEN) | 0.0 | $256k | -25% | 13k | 19.25 |
|
| Ameriprise Financial (AMP) | 0.0 | $254k | 524.00 | 484.11 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $253k | +12% | 509.00 | 497.60 |
|
| Kroger (KR) | 0.0 | $251k | 3.7k | 67.69 |
|
|
| DTE Energy Company (DTE) | 0.0 | $249k | 1.8k | 138.27 |
|
|
| Williams Companies (WMB) | 0.0 | $249k | 4.2k | 59.76 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $248k | 2.7k | 93.44 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $247k | 9.4k | 26.20 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $247k | 13k | 18.59 |
|
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $246k | NEW | 10k | 23.85 |
|
| FirstEnergy (FE) | 0.0 | $244k | 6.0k | 40.42 |
|
|
| Yum! Brands (YUM) | 0.0 | $238k | 1.5k | 157.34 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $235k | NEW | 3.5k | 67.75 |
|
| L3harris Technologies (LHX) | 0.0 | $224k | -6% | 1.1k | 209.26 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $219k | NEW | 7.8k | 27.96 |
|
| Exelon Corporation (EXC) | 0.0 | $218k | NEW | 4.7k | 46.08 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $217k | 4.2k | 51.49 |
|
|
| Cigna Corp (CI) | 0.0 | $213k | NEW | 648.00 | 329.00 |
|
| Trimble Navigation (TRMB) | 0.0 | $210k | 3.2k | 65.65 |
|
|
| PNC Financial Services (PNC) | 0.0 | $209k | 1.2k | 175.77 |
|
|
| Uber Technologies (UBER) | 0.0 | $209k | NEW | 2.9k | 72.85 |
|
| Baxter International (BAX) | 0.0 | $205k | NEW | 6.0k | 34.23 |
|
| Valero Energy Corporation (VLO) | 0.0 | $203k | NEW | 1.5k | 132.07 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $201k | 2.2k | 91.98 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $171k | 21k | 7.96 |
|
|
| Ford Motor Company (F) | 0.0 | $133k | 13k | 10.03 |
|
|
| Tredegar Corporation (TG) | 0.0 | $123k | 16k | 7.70 |
|
|
| Branchout Food (BOF) | 0.0 | $74k | 30k | 2.46 |
|
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 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
- Clifford Swan Investment Counsel 2021 Q3 filed Nov. 2, 2021
- Clifford Swan Investment Counsel 2021 Q2 filed Aug. 5, 2021