CS

CLIFFORD SWAN INVESTMENT COUNSEL LLC

13F
CLIFFORD SWAN INVESTMENT COUNSEL LLC
Last update 2024-08-07 303 Stocks (1 new)
Value $2.67 Bil Turnover 0 %
Countries:
Top Holdings: AAPL(5.67%)MSFT(5.18%)UPS(4.42%)COST(3.61%)GOOGL(2.93%)
Portfolio Report
Summary Stock Picks Current Portfolio
CLIFFORD SWAN INVESTMENT COUNS... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
720,902
151708.990
-1.05%
5.670
-0.05%
0.000
+3.19%
+17.04%
3389420.991
Hardware
MSFT 		Microsoft Corp
309,935
138525.360
-0.72%
5.180
-0.04%
0.000
+4.17%
+13.11%
3145177.615
Software
UPS 		United Parcel Service Inc
863,980
118235.660
-0.12%
4.420
-0.01%
0.100
+5.56%
-14.29%
111057.514
Transportation
COST 		Costco Wholesale Corp
113,401
96389.860
-2.67%
3.610
-0.08%
0.030
+8.11%
+42.08%
413112.904
Retail - Defensive
GOOGL 		Alphabet Inc
429,597
78251.160
-0.19%
2.930
0%
0.000
+12.06%
+30.34%
2232618.220
Interactive Media
BRK.B 		Berkshire Hathaway Inc
186,134
75719.450
-0.56%
2.830
-0.02%
0.010
+8.34%
+30.74%
1006211.610
Insurance
ANET 		Arista Networks Inc
164,101
57514.120
-6.42%
2.150
-0.12%
0.050
+16.91%
+67.95%
124574.471
Hardware
ACN 		Accenture PLC
172,862
52448.060
+1.46%
1.960
+0.03%
0.030
+15.33%
+4.42%
225329.195
Software
CVX 		Chevron Corp
328,652
51407.720
-0.20%
1.920
0%
0.020
+8.28%
+7.50%
276870.163
Oil & Gas
LOW 		Lowe's Companies Inc
212,286
46800.530
-0.09%
1.750
0%
0.040
+17.30%
+23.58%
153112.696
Retail - Cyclical

CLIFFORD SWAN INVESTMENT COUNSEL LLC's Historical Top Holdings Breakdowns

CLIFFORD SWAN INVESTMENT COUNSEL LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ANET 		Arista Networks Inc2024-06-30Reduce
-0.12%
●
245.47 ($297.4) 350.48
$395.55
33.00%
Reduce -6.42%
164,101
-11,264
SBUX 		Starbucks Corp2024-06-30Add
+0.09%
●
72.5 ($81.44) 91.53
$98.80
21.32%
Add 19.46%
193,021
31,442
COST 		Costco Wholesale Corp2024-06-30Reduce
-0.08%
●
704.88 ($780.33) 870.75
$932.38
19.49%
Reduce -2.67%
113,401
-3,105
HPE 		Hewlett Packard Enterprise Co2024-06-30Reduce
-0.07%
●
16.44 ($18.43) 21.84
$21.73
17.91%
Reduce -11.58%
847,483
-110,990
PYPL 		PayPal Holdings Inc2024-06-30Reduce
-0.07%
●
58.03 ($63.61) 67.92
$86.40
35.83%
Reduce -11.27%
207,403
-26,346
QCOM 		Qualcomm Inc2024-06-30Reduce
-0.06%
●
157.63 ($188.89) 227.09
$163.41
-13.49%
Reduce -5.28%
184,306
-10,271
AAPL 		Apple Inc2024-06-30Reduce
-0.05%
●
165 ($186.49) 216.67
$224.23
20.24%
Reduce -1.05%
720,902
-7,659
MO 		Altria Group Inc2024-06-30Reduce
-0.04%
●
40.75 ($44.37) 46.83
$54.44
22.70%
Reduce -22.04%
78,699
-22,250
CAG 		Conagra Brands Inc2024-06-30Reduce
-0.04%
●
28.34 ($30.06) 31.57
$27.68
-7.92%
Reduce -13.83%
246,102
-39,490
ENTG 		Entegris Inc2024-06-30Reduce
-0.04%
●
122.2 ($132.04) 140.62
$106.33
-19.47%
Reduce -8.36%
86,235
-7,870

CLIFFORD SWAN INVESTMENT COUNSEL LLC Total Holding History ($B)

To

CLIFFORD SWAN INVESTMENT COUNSEL LLC's Asset Allocation

To

CLIFFORD SWAN INVESTMENT COUNSEL LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CLIFFORD SWAN INVESTMENT COUNSEL LLC's Hypothetical Growth since 2024-06-30

CLIFFORD SWAN INVESTMENT COUNSEL LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CLIFFORD SWAN INVESTMENT COUNSEL LLC's Holdings Heat Map

Size field:

CLIFFORD SWAN INVESTMENT COUNSEL LLC's Holdings Bubble Chart

CLIFFORD SWAN INVESTMENT COUNSEL LLC News

  • 1

Discussions on CLIFFORD SWAN INVESTMENT COUNSEL LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.