13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001034642
Total reported value
$3.1B
$3.1B
307 檔
17.6%
During the Q1 2024 filing period, Clifford Swan Investment Counsel LLC (CIK: 0001034642) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.1B across 307 reported positions.
During Q1 2024, Clifford Swan Investment Counsel LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.88% | -0.20% | -4.39% | |
| 2 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.78% | +0.03% | -0.85% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.64% | +0.25% | -4.27% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.17% | -0.46% | -5.55% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.92% | -0.09% | -4.12% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.54% | -3.06% | |
| 7 | ACN | Accenture plc | Stock-Tech | 2.19% | -0.40% | -3.22% | |
| 8 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.01% | -0.19% | -1.38% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.93% | -0.57% | -1.45% | |
| 10 | ANETEUR | Arista Networks Inc | Stock-Other | 1.89% | — | -7.69% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | +0.05% | -3.38% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.47% | -0.07% | -1.93% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.39% | -0.42% | -2.84% | |
| 14 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.34% | -0.31% | -2.87% | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 1.31% | -0.04% | -2.57% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.28% | -0.11% | -5.55% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 1.28% | +0.02% | -3.15% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 1.27% | -0.06% | -4.85% | |
| 19 | QCOM | Qualcomm Inc | Stock-Tech | 1.22% | +0.19% | -4.44% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | +0.07% | -0.43% | |
| 21 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.16% | -0.17% | -4.05% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.14% | -0.09% | -4.67% | |
| 23 | INTC | Intel CORP | Stock-Tech | 1.12% | +0.97% | -4.74% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | +0.08% | -4.99% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.09% | -0.21% | -1.58% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.99% | +0.05% | -2.94% | |
| 27 | CTVA | Corteva Inc | Stock-Materials | 0.99% | -0.10% | +1.43% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.05% | -4.93% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.95% | +0.08% | -5.19% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.94% | -0.12% | -3.65% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.94% | -0.16% | -1.42% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.18% | -0.27% | |
| 33 | HPQ | Hp Inc | Stock-Tech | 0.89% | +0.03% | -0.64% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.34% | +7.98% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.87% | -0.21% | -3.26% | |
| 36 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.85% | +0.03% | -5.24% | |
| 37 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.85% | -0.08% | -0.64% | |
| 38 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.83% | -0.32% | EXIT | |
| 39 | A | Agilent Technologies Inc | Stock-Healthcare | 0.82% | +0.05% | -0.33% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.16% | +0.65% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | -0.02% | -2.83% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.75% | -0.16% | -1.28% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.02% | +4.79% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.34% | -2.17% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.73% | -0.10% | -2.09% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.72% | -0.15% | -3.32% | |
| 47 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.69% | -0.02% | +0.12% | |
| 48 | KMX | Carmax Inc | Stock-Consumer Disc | 0.67% | +0.06% | +0.00% | |
| 49 | ✓ | Laboratory Corp. of America | Stock-Other | 0.67% | — | +1.34% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.21% | +13.76% |
According to official SEC Form 13F filings, Clifford Swan Investment Counsel LLC reported a total U.S. public equity portfolio value of $3.1B across 307 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, UPS, AAPL) accounted for 17.6% of total reported equity market value during Q1 2024.
During Q1 2024, Clifford Swan Investment Counsel LLC's top holdings by market value included MSFT (4.9%)、UPS (4.8%)、AAPL (4.6%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q1 2024, Clifford Swan Investment Counsel LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.