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CIK: 0001034642
Total reported value
$3.1B
$3.1B
303 檔
18.7%
As reported in its official Q2 2024 Form 13F filing, Clifford Swan Investment Counsel LLC's tracked investment portfolio stood at $3.1B with 303 total positions.
During Q2 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 303 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.67% | +0.25% | -1.05% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.18% | -0.20% | -0.72% | |
| 3 | UPS | United Parcel Service-cl B | Stock-Industrials | 4.42% | +0.03% | -0.12% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.61% | -0.46% | -2.67% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.93% | +0.54% | -0.19% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.83% | -0.09% | -0.56% | |
| 7 | ANETEUR | Arista Networks Inc | Stock-Other | 2.15% | — | -6.42% | |
| 8 | ACN | Accenture plc | Stock-Tech | 1.96% | -0.40% | +1.46% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.92% | -0.57% | -0.20% | |
| 10 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.75% | -0.19% | -0.09% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | +0.05% | -1.24% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.45% | -0.11% | -0.25% | |
| 13 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.39% | -0.31% | -0.05% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.38% | -0.42% | +0.02% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.37% | +0.19% | -5.28% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.36% | -0.07% | -0.40% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 1.33% | -0.04% | -1.39% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.07% | +0.61% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.22% | +0.02% | -2.16% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.11% | -0.21% | -0.51% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.10% | +0.18% | +0.30% | |
| 22 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.09% | -0.17% | -0.26% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.08% | -0.09% | -0.99% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.05% | +0.08% | -0.19% | |
| 25 | FAST | Fastenal Co | Stock-Industrials | 1.04% | -0.06% | -0.10% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.04% | +0.08% | -2.13% | |
| 27 | HPQ | Hp Inc | Stock-Tech | 1.03% | +0.03% | -0.09% | |
| 28 | AXP | American Express Co | Stock-Financials | 1.00% | +0.05% | -1.42% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.05% | -0.98% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.34% | +4.86% | |
| 31 | CTVA | Corteva Inc | Stock-Materials | 0.94% | -0.10% | +1.75% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 0.94% | -0.21% | -1.41% | |
| 33 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.86% | -0.32% | EXIT | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.86% | -0.12% | -0.75% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.16% | -0.23% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.83% | -0.16% | -1.73% | |
| 37 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.83% | +0.03% | -0.25% | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.79% | +0.97% | -0.82% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.02% | +0.96% | |
| 40 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.76% | -0.02% | -1.43% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.34% | +1.82% | |
| 42 | A | Agilent Technologies Inc | Stock-Healthcare | 0.71% | +0.05% | -3.69% | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | -0.21% | +0.35% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.70% | +0.18% | -2.02% | |
| 45 | SLB | Slb LTD | Stock-Energy | 0.68% | -0.16% | +5.20% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.06% | +0.60% | |
| 47 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.68% | — | -2.50% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.15% | -0.42% | |
| 49 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.67% | +0.21% | -11.58% | |
| 50 | ✓ | Laboratory Corp. of America | Stock-Other | 0.65% | — | +4.32% |
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 303 disclosed positions in Q2 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 AAPL, MSFT, UPS) accounted for 18.7% of total reported equity market value during Q2 2024.
During Q2 2024, Clifford Swan Investment Counsel LLC's top holdings by market value included AAPL (5.7%)、MSFT (5.2%)、UPS (4.4%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q2 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.
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