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CIK: 0001034642
Total reported value
$3.1B
$3.1B
305 檔
19.0%
As reported in its official Q4 2024 Form 13F filing, Clifford Swan Investment Counsel LLC's tracked investment portfolio stood at $3.1B with 305 total positions.
In Q4 2024, Clifford Swan Investment Counsel LLC adopted a defensive or profit-taking posture, trimming 121 positions and completely liquidating 12 holdings to manage risk exposure.
Showing top 200 holdings (of 305 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.26% | +0.25% | -1.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.58% | -0.20% | -1.70% | |
| 3 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.99% | +0.03% | +1.29% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.55% | -0.46% | -1.85% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.89% | +0.54% | -1.67% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.86% | -0.09% | -2.01% | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 2.44% | +0.52% | — | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.18% | -0.40% | +0.06% | |
| 9 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.87% | -0.19% | -0.41% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | +0.05% | -2.84% | |
| 11 | CVX | Chevron CORP | Stock-Energy | 1.70% | -0.57% | -0.78% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 1.62% | -0.11% | -0.51% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.07% | +0.03% | |
| 14 | ALSN | Allison Transmission Holding | Stock-Consumer Disc | 1.40% | -0.17% | -5.07% | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 1.33% | -0.04% | -5.25% | |
| 16 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.29% | -0.31% | +392.26% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.07% | -1.38% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.23% | +0.05% | -0.02% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -0.42% | -0.94% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.17% | +0.02% | -2.15% | |
| 21 | FAST | Fastenal Co | Stock-Industrials | 1.14% | -0.06% | -0.89% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | +0.18% | -0.51% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 1.08% | -0.09% | -0.72% | |
| 24 | CTVA | Corteva Inc | Stock-Materials | 1.05% | -0.10% | +0.10% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.08% | -0.24% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 0.99% | -0.21% | -1.35% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.99% | +0.19% | -1.27% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.05% | -2.25% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.16% | -0.32% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.91% | +0.34% | -3.92% | |
| 31 | HPQ | Hp Inc | Stock-Tech | 0.89% | +0.03% | -1.61% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.02% | +0.02% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.87% | -0.12% | -1.87% | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.87% | -0.08% | -6.58% | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.86% | -0.21% | -2.49% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.34% | -1.38% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.16% | -5.68% | |
| 38 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.81% | -0.04% | +1.67% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.80% | +0.18% | -4.74% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.21% | -1.24% | |
| 41 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.72% | -0.32% | EXIT | |
| 42 | A | Agilent Technologies Inc | Stock-Healthcare | 0.70% | +0.05% | -0.81% | |
| 43 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.68% | +0.03% | -0.33% | |
| 44 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.66% | -0.05% | -3.66% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.06% | +0.04% | |
| 46 | KMX | Carmax Inc | Stock-Consumer Disc | 0.65% | +0.06% | +2.83% | |
| 47 | SLB | Slb LTD | Stock-Energy | 0.63% | -0.16% | +3.70% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.15% | +4.84% | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.61% | +0.02% | — | |
| 50 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.61% | -0.02% | -4.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +2.4% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.5% | -1.24% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.67% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.2% | +0.03% | Add |
| 5 | WFC | Wells Fargo & Co | +0.2% | -5.25% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | -2.84% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.51% | Trim |
| 8 | EMR | Emerson Electric Co | +0.1% | -2.15% | Trim |
| 9 | AXP | American Express Co | +0.1% | -0.02% | Trim |
| 10 | MCK | Mckesson CORP | +0.1% | -2.49% | Trim |
| 11 | ALSN | Allison Transmission Holding | +0.1% | -5.07% | Trim |
| 12 | FERG | Ferguson Enterprises Inc | +0.1% | +111.13% | Add |
| 13 | BKNG | Booking Holdings Inc | +0.1% | -4.74% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.1% | -1.85% | Trim |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -1.38% | Trim |
| 16 | EW | Edwards Lifesciences CORP | +0.1% | -0.33% | Trim |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +17.24% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 19 | DIS | Walt Disney Co/the | +0.1% | -3.93% | Trim |
| 20 | TPR | Tapestry Inc | +0.1% | -2.80% | Trim |
| 21 | SYY | Sysco CORP | +0.1% | +11.98% | Add |
| 22 | KMX | Carmax Inc | +0.1% | +2.83% | Add |
| 23 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 24 | LH | Labcorp Holdings Inc | +0.1% | +1.67% | Add |
| 25 | GS | Goldman Sachs Group Inc | 0% | +0.07% | Add |
| 26 | HON | Honeywell International Inc | 0% | -0.12% | Trim |
| 27 | BA | Boeing Co/the | 0% | -2.91% | Trim |
| 28 | WMT | Walmart Inc | 0% | -4.39% | Trim |
| 29 | PYPL | Paypal Holdings Inc | 0% | -3.66% | Trim |
| 30 | AON | Aon plc | 0% | +18.99% | Add |
| 31 | ENTG | Entegris Inc | 0% | +24.22% | Add |
| 32 | NVDA | Nvidia CORP | 0% | -1.15% | Trim |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -6.58% | Trim |
| 34 | JNJ | Johnson & Johnson | 0% | +0.02% | Add |
| 35 | ACN | Accenture plc | 0% | +0.06% | Add |
| 36 | ENR | Energizer Holdings Inc | 0% | — | Unchanged |
| 37 | WBD | Warner Bros Discovery Inc | 0% | -9.45% | Trim |
| 38 | TSLA | Tesla Inc | 0% | -1.23% | Trim |
| 39 | ADP | Automatic Data Processing | 0% | -1.71% | Trim |
| 40 | CMI | Cummins Inc | 0% | — | Unchanged |
| 41 | META | Meta Platforms Inc-class A | 0% | +0.04% | Add |
| 42 | FAST | Fastenal Co | 0% | -0.89% | Trim |
| 43 | GEV | GE Vernova Inc | 0% | -4.66% | Trim |
| 44 | OKE | Oneok Inc | 0% | -1.76% | Trim |
| 45 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 46 | BNY | Bank Of New York Mellon CORP | 0% | -3.65% | Trim |
| 47 | TRMB | Trimble Inc | 0% | NEW | New buy |
| 48 | WMB | Williams Cos Inc | 0% | NEW | New buy |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | NEW | New buy |
| 50 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
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 305 disclosed positions in Q4 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 19.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $67.8M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $60.5M
During Q4 2024, Clifford Swan Investment Counsel LLC's top holdings by market value included AAPL (6.3%)、MSFT (4.6%)、UPS (4.0%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 2024, Clifford Swan Investment Counsel LLC made 168 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 121 holdings, and fully liquidating 12 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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