$2.31 Billion is the total value of CLIFFORD SWAN INVESTMENT COUNSEL LLC's 317 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 4.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $128,602,000 | -19.7% | 704,515 | -5.6% | 5.57% | -6.1% |
| AAPL | Sell | APPLE INC | $120,107,000 | -21.9% | 878,490 | -0.2% | 5.20% | -8.7% |
| MSFT | Buy | MICROSOFT CORP | $87,754,000 | -16.4% | 341,681 | +0.3% | 3.80% | -2.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $68,081,000 | -17.5% | 142,048 | -0.9% | 2.95% | -3.7% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $58,091,000 | -23.2% | 212,772 | -0.7% | 2.52% | -10.3% |
| ACN | Sell | ACCENTURE PLC IRELAND | $52,711,000 | -18.6% | 189,846 | -1.1% | 2.28% | -4.9% |
| CVX | Sell | CHEVRON CORP NEW | $50,956,000 | -11.7% | 351,957 | -0.7% | 2.21% | +3.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $50,034,000 | -20.5% | 22,959 | +1.5% | 2.17% | -7.1% |
| JNJ | Sell | JOHNSON & JOHNSON | $48,626,000 | -0.5% | 273,935 | -0.6% | 2.10% | +16.2% |
| LOW | Sell | LOWES COS INC | $40,529,000 | -13.8% | 232,032 | -0.2% | 1.76% | +0.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $38,109,000 | +3.3% | 494,923 | -2.0% | 1.65% | +20.7% |
| XOM | Sell | EXXON MOBIL CORP | $32,643,000 | +3.3% | 381,161 | -0.4% | 1.41% | +20.7% |
| TSCO | Sell | TRACTOR SUPPLY CO | $31,590,000 | -17.2% | 162,962 | -0.3% | 1.37% | -3.3% |
| ABBV | Buy | ABBVIE INC | $31,192,000 | -5.5% | 203,656 | +0.0% | 1.35% | +10.4% |
| ABT | Sell | ABBOTT LABS | $27,640,000 | -8.7% | 254,395 | -0.5% | 1.20% | +6.7% |
| WFC | Buy | WELLS FARGO CO NEW | $27,089,000 | -18.8% | 691,566 | +0.5% | 1.17% | -5.1% |
| QCOM | Buy | QUALCOMM INC | $27,048,000 | -13.1% | 211,742 | +4.0% | 1.17% | +1.6% |
| INTC | Buy | INTEL CORP | $26,793,000 | -24.5% | 716,188 | +0.0% | 1.16% | -11.8% |
| HPQ | Sell | HP INC | $26,128,000 | -11.9% | 797,061 | -2.5% | 1.13% | +2.8% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $26,079,000 | -6.9% | 539,928 | -5.6% | 1.13% | +8.8% |
| EMR | Sell | EMERSON ELEC CO | $25,996,000 | -18.9% | 326,829 | -0.1% | 1.12% | -5.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $25,767,000 | -8.8% | 179,200 | -3.0% | 1.12% | +6.6% |
| EW | Sell | EDWARDS LIFESCIENCES CORP | $25,332,000 | -19.5% | 266,400 | -0.4% | 1.10% | -6.0% |
| FAST | Sell | FASTENAL CO | $24,873,000 | -16.5% | 498,248 | -0.7% | 1.08% | -2.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $24,793,000 | -19.5% | 220,163 | -2.6% | 1.07% | -6.0% |
| ORCL | Sell | ORACLE CORP | $24,028,000 | -16.1% | 343,902 | -0.6% | 1.04% | -2.0% |
| NKE | Buy | NIKE INCcl b | $23,155,000 | -23.9% | 226,563 | +0.2% | 1.00% | -11.2% |
| MCD | Sell | MCDONALDS CORP | $22,957,000 | -0.4% | 92,989 | -0.3% | 0.99% | +16.4% |
| CTVA | Sell | CORTEVA INC | $22,842,000 | -6.5% | 421,907 | -0.8% | 0.99% | +9.2% |
| SYK | Sell | STRYKER CORPORATION | $22,095,000 | -30.7% | 111,071 | -6.9% | 0.96% | -19.0% |
| ALB | Sell | ALBEMARLE CORP | $21,730,000 | -6.6% | 103,982 | -1.1% | 0.94% | +9.2% |
| PFE | Sell | PFIZER INC | $21,638,000 | -0.5% | 412,701 | -1.8% | 0.94% | +16.3% |
| ANET | Sell | ARISTA NETWORKS INC | $21,019,000 | -33.0% | 224,230 | -0.7% | 0.91% | -21.8% |
| PEP | Sell | PEPSICO INC | $20,546,000 | -0.7% | 123,281 | -0.3% | 0.89% | +16.0% |
| A | Buy | AGILENT TECHNOLOGIES INC | $19,701,000 | -10.2% | 165,876 | +0.0% | 0.85% | +4.9% |
| AMZN | Buy | AMAZON COM INC | $19,084,000 | -25.2% | 179,678 | +2196.5% | 0.83% | -12.6% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $19,037,000 | +5.1% | 37,064 | +4.4% | 0.82% | +22.8% |
| CL | Sell | COLGATE PALMOLIVE CO | $18,449,000 | +5.1% | 230,212 | -0.5% | 0.80% | +22.9% |
| CSCO | Buy | CISCO SYS INC | $18,111,000 | -23.4% | 424,733 | +0.1% | 0.78% | -10.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $17,878,000 | -20.6% | 8,173 | +1.3% | 0.77% | -7.3% |
| MCK | Sell | MCKESSON CORP | $17,761,000 | +3.1% | 54,445 | -3.2% | 0.77% | +20.5% |
| PYPL | Buy | PAYPAL HLDGS INC | $17,253,000 | -38.2% | 247,036 | +2.3% | 0.75% | -27.8% |
| INTU | Sell | INTUIT | $17,180,000 | -20.0% | 44,572 | -0.2% | 0.74% | -6.5% |
| DIS | Buy | DISNEY WALT CO | $17,049,000 | -30.5% | 180,607 | +1.0% | 0.74% | -18.8% |
| DD | Buy | DUPONT DE NEMOURS INC | $16,983,000 | -21.9% | 305,554 | +3.4% | 0.74% | -8.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $16,535,000 | -2.8% | 172,042 | +0.2% | 0.72% | +13.7% |
| ALSN | Buy | ALLISON TRANSMISSION HLDGS I | $15,730,000 | +3.8% | 409,101 | +6.0% | 0.68% | +21.4% |
| SYY | Buy | SYSCO CORP | $15,602,000 | +3.8% | 184,182 | +0.0% | 0.68% | +21.2% |
| SLB | Buy | SCHLUMBERGER LTD | $14,834,000 | -11.1% | 414,835 | +2.7% | 0.64% | +3.9% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $14,571,000 | -5.0% | 62,173 | +6.9% | 0.63% | +11.1% |
| AXP | Buy | AMERICAN EXPRESS CO | $14,486,000 | -24.8% | 104,505 | +1.4% | 0.63% | -12.2% |
| HPE | Sell | HEWLETT PACKARD ENTERPRISE C | $13,595,000 | -20.7% | 1,025,252 | -0.1% | 0.59% | -7.2% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $13,013,000 | -2.3% | 209,586 | -1.2% | 0.56% | +14.0% |
| UNP | Sell | UNION PAC CORP | $12,955,000 | -22.3% | 60,744 | -0.5% | 0.56% | -9.2% |
| COP | Buy | CONOCOPHILLIPS | $12,709,000 | -9.8% | 141,514 | +0.4% | 0.55% | +5.4% |
| NVO | Sell | NOVO-NORDISK A Sadr | $12,703,000 | +0.1% | 114,001 | -0.2% | 0.55% | +17.0% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $12,452,000 | -12.7% | 90,331 | 0.0% | 0.54% | +1.9% | |
| GLD | Buy | SPDR GOLD TR | $12,413,000 | -6.0% | 73,685 | +0.8% | 0.54% | +9.6% |
| SBUX | Buy | STARBUCKS CORP | $12,218,000 | -10.0% | 159,937 | +7.2% | 0.53% | +5.2% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $12,049,000 | -8.2% | 57,363 | -0.6% | 0.52% | +7.2% |
| PM | Sell | PHILIP MORRIS INTL INC | $11,821,000 | +4.3% | 119,717 | -0.7% | 0.51% | +21.9% |
| CAG | Buy | CONAGRA BRANDS INC | $11,544,000 | +3.4% | 337,160 | +1.4% | 0.50% | +20.8% |
| HD | Sell | HOME DEPOT INC | $11,367,000 | -8.7% | 41,445 | -0.3% | 0.49% | +6.7% |
| HON | Buy | HONEYWELL INTL INC | $11,323,000 | -10.5% | 65,146 | +0.2% | 0.49% | +4.5% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $10,885,000 | +7.4% | 22,744 | +0.4% | 0.47% | +25.3% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $10,176,000 | -15.9% | 268,495 | -0.7% | 0.44% | -1.8% |
| AMGN | Buy | AMGEN INC | $10,127,000 | +0.8% | 41,622 | +0.1% | 0.44% | +17.7% |
| CCMP | Sell | CMC MATERIALS INC | $10,052,000 | -6.2% | 57,608 | -0.4% | 0.44% | +9.6% |
| KMX | Buy | CARMAX INC | $9,973,000 | -1.2% | 110,219 | +5.3% | 0.43% | +15.5% |
| T | Buy | AT&T INC | $9,774,000 | +14.7% | 466,297 | +29.3% | 0.42% | +33.9% |
| J | JACOBS ENGR GROUP INC | $9,706,000 | -7.7% | 76,345 | 0.0% | 0.42% | +7.7% | |
| FB | Buy | META PLATFORMS INCcl a | $9,513,000 | -10.6% | 58,994 | +23.2% | 0.41% | +4.6% |
| JCI | Buy | JOHNSON CTLS INTL PLC | $9,392,000 | -26.5% | 196,160 | +0.6% | 0.41% | -14.1% |
| MMM | Sell | 3M CO | $9,182,000 | -15.9% | 70,952 | -3.3% | 0.40% | -1.7% |
| NVS | Sell | NOVARTIS AGsponsored adr | $9,172,000 | -4.0% | 108,500 | -0.3% | 0.40% | +12.1% |
| BK | Sell | BANK NEW YORK MELLON CORP | $9,159,000 | -17.8% | 219,587 | -2.2% | 0.40% | -3.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $9,109,000 | -0.8% | 179,480 | -0.4% | 0.39% | +15.9% |
| VMW | Buy | VMWARE INC | $9,110,000 | +2.8% | 79,930 | +2.7% | 0.39% | +20.1% |
| PSA | Sell | PUBLIC STORAGE | $8,982,000 | -20.4% | 28,726 | -0.6% | 0.39% | -6.9% |
| BA | Sell | BOEING CO | $8,784,000 | -29.5% | 64,246 | -1.2% | 0.38% | -17.6% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $8,423,000 | -1.1% | 59,660 | -8.9% | 0.36% | +15.5% |
| GILD | Sell | GILEAD SCIENCES INC | $8,325,000 | +2.1% | 134,694 | -1.8% | 0.36% | +19.2% |
| EBAY | Buy | EBAY INC. | $8,302,000 | -26.4% | 199,236 | +1.1% | 0.36% | -14.1% |
| CAT | Buy | CATERPILLAR INC | $8,031,000 | -19.7% | 44,924 | +0.1% | 0.35% | -6.2% |
| WMT | Sell | WALMART INC | $8,011,000 | -19.3% | 65,893 | -1.1% | 0.35% | -5.7% |
| MRK | Buy | MERCK & CO INC | $7,773,000 | +11.6% | 85,253 | +0.4% | 0.34% | +30.6% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $7,729,000 | -4.0% | 101,349 | -1.6% | 0.34% | +12.4% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $7,010,000 | -12.8% | 38,464 | +0.2% | 0.30% | +1.7% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $6,977,000 | -2.7% | 58,574 | +7.2% | 0.30% | +13.5% |
| BP | Sell | BP PLCsponsored adr | $6,976,000 | -3.6% | 246,051 | -0.0% | 0.30% | +12.7% |
| GIS | Buy | GENERAL MLS INC | $6,899,000 | +11.9% | 91,439 | +0.4% | 0.30% | +30.6% |
| OXY | Sell | OCCIDENTAL PETE CORP | $6,883,000 | -5.0% | 116,895 | -8.5% | 0.30% | +11.2% |
| LMT | Sell | LOCKHEED MARTIN CORP | $6,803,000 | -2.9% | 15,823 | -0.3% | 0.30% | +13.5% |
| TXN | Buy | TEXAS INSTRS INC | $6,758,000 | -16.1% | 43,984 | +0.2% | 0.29% | -2.0% |
| PH | Buy | PARKER-HANNIFIN CORP | $6,567,000 | -13.1% | 26,691 | +0.3% | 0.28% | +1.4% |
| TGT | Sell | TARGET CORP | $6,460,000 | -34.0% | 45,738 | -0.9% | 0.28% | -22.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $6,447,000 | -15.2% | 17,091 | +1.5% | 0.28% | -1.1% |
| New | WARNER BROS DISCOVERY INC | $6,009,000 | – | 447,741 | +100.0% | 0.26% | – | |
| ENR | ENERGIZER HLDGS INC NEW | $5,922,000 | -7.8% | 208,906 | 0.0% | 0.26% | +7.6% | |
| VOO | Buy | VANGUARD INDEX FDS | $5,888,000 | -15.5% | 16,973 | +1.2% | 0.26% | -1.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,881,000 | -13.0% | 63,636 | +1.6% | 0.26% | +2.0% |
| BKNG | Buy | BOOKING HOLDINGS INC | $5,639,000 | -12.2% | 3,224 | +17.8% | 0.24% | +2.5% |
| AKAM | Sell | AKAMAI TECHNOLOGIES INC | $5,580,000 | -23.9% | 61,093 | -0.5% | 0.24% | -11.0% |
| MO | Buy | ALTRIA GROUP INC | $5,414,000 | -19.9% | 129,618 | +0.2% | 0.23% | -6.8% |
| KO | Sell | COCA COLA CO | $5,239,000 | +1.1% | 83,272 | -0.4% | 0.23% | +18.2% |
| EPC | EDGEWELL PERS CARE CO | $5,090,000 | -5.9% | 147,437 | 0.0% | 0.22% | +10.0% | |
| TPR | Sell | TAPESTRY INC | $4,751,000 | -18.4% | 155,669 | -0.6% | 0.21% | -4.6% |
| XLK | SELECT SECTOR SPDR TRtechnology | $4,733,000 | -20.0% | 37,235 | 0.0% | 0.20% | -6.4% | |
| GS | Buy | GOLDMAN SACHS GROUP INC | $4,726,000 | -9.1% | 15,913 | +1.1% | 0.20% | +6.2% |
| NEE | Buy | NEXTERA ENERGY INC | $4,619,000 | +78.1% | 59,626 | +94.8% | 0.20% | +108.3% |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $4,440,000 | -6.4% | 285,011 | -0.1% | 0.19% | +9.1% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $4,298,000 | -6.3% | 120,521 | +20.6% | 0.19% | +9.4% |
| WY | WEYERHAEUSER CO MTN BE | $4,117,000 | -12.6% | 124,313 | 0.0% | 0.18% | +1.7% | |
| CMI | Buy | CUMMINS INC | $3,767,000 | -5.4% | 19,465 | +0.3% | 0.16% | +10.1% |
| Sell | GENERAL ELECTRIC CO | $3,722,000 | -32.7% | 58,463 | -3.2% | 0.16% | -21.5% | |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $3,681,000 | -30.4% | 9 | -10.0% | 0.16% | -18.9% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $3,487,000 | -10.7% | 49,338 | -2.8% | 0.15% | +4.1% |
| DXC | Buy | DXC TECHNOLOGY CO | $3,096,000 | -6.8% | 102,142 | +0.3% | 0.13% | +8.9% |
| NUE | Buy | NUCOR CORP | $2,713,000 | -29.0% | 25,980 | +1.1% | 0.12% | -17.6% |
| BDX | Sell | BECTON DICKINSON & CO | $2,682,000 | -8.0% | 10,878 | -0.8% | 0.12% | +7.4% |
| POST | POST HLDGS INC | $2,601,000 | +18.9% | 31,586 | 0.0% | 0.11% | +39.5% | |
| ESS | Buy | ESSEX PPTY TR INC | $2,530,000 | -24.2% | 9,676 | +0.2% | 0.11% | -11.3% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $2,514,000 | -4.8% | 25,794 | +0.7% | 0.11% | +11.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,392,000 | -19.5% | 6,309 | -3.7% | 0.10% | -5.5% |
| NEU | NEWMARKET CORP | $2,408,000 | -7.2% | 8,000 | 0.0% | 0.10% | +8.3% | |
| SSD | SIMPSON MFG INC | $2,185,000 | -7.7% | 21,716 | 0.0% | 0.10% | +8.0% | |
| Sell | KYNDRYL HLDGS INC | $2,193,000 | -26.0% | 224,187 | -0.8% | 0.10% | -13.6% | |
| EEM | ISHARES TRmsci emg mkt etf | $2,154,000 | -11.2% | 53,720 | 0.0% | 0.09% | +3.3% | |
| TOTL | Sell | SSGA ACTIVE ETF TRspdr tr tactic | $2,130,000 | -21.4% | 50,505 | -16.5% | 0.09% | -8.0% |
| PWR | Buy | QUANTA SVCS INC | $2,135,000 | -4.6% | 17,037 | +0.1% | 0.09% | +10.8% |
| CLX | Sell | CLOROX CO DEL | $2,081,000 | -0.0% | 14,759 | -1.4% | 0.09% | +16.9% |
| VTI | VANGUARD INDEX FDStotal stk mkt | $2,036,000 | -17.1% | 10,794 | 0.0% | 0.09% | -3.3% | |
| TT | Sell | TRANE TECHNOLOGIES PLC | $2,028,000 | -15.1% | 15,614 | -0.2% | 0.09% | -1.1% |
| DOW | Buy | DOW INC | $2,008,000 | -18.8% | 38,910 | +0.3% | 0.09% | -5.4% |
| ALLE | Buy | ALLEGION PLC | $1,997,000 | +61.6% | 20,401 | +81.2% | 0.09% | +87.0% |
| OKE | ONEOK INC NEW | $1,962,000 | -21.4% | 35,359 | 0.0% | 0.08% | -8.6% | |
| DE | Sell | DEERE & CO | $1,935,000 | -28.4% | 6,463 | -0.6% | 0.08% | -16.0% |
| CATH | Sell | GLOBAL X FDSs&p 500 catholic | $1,933,000 | -23.0% | 42,095 | -6.5% | 0.08% | -9.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $1,927,000 | +0.5% | 20,263 | +0.1% | 0.08% | +16.9% |
| TJX | Buy | TJX COS INC NEW | $1,836,000 | -7.1% | 32,875 | +0.8% | 0.08% | +8.2% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $1,812,000 | -5.2% | 18,283 | -4.2% | 0.08% | +9.9% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,697,000 | -20.0% | 7,465 | +0.3% | 0.07% | -7.6% |
| BAC | Buy | BK OF AMERICA CORP | $1,668,000 | -21.9% | 53,584 | +3.4% | 0.07% | -8.9% |
| LLY | Buy | LILLY ELI & CO | $1,670,000 | +14.7% | 5,150 | +1.3% | 0.07% | +33.3% |
| JWN | Sell | NORDSTROM INC | $1,648,000 | -25.7% | 78,004 | -4.6% | 0.07% | -13.4% |
| IYW | Sell | ISHARES TRu.s. tech etf | $1,599,000 | -22.8% | 20,005 | -0.4% | 0.07% | -10.4% |
| IJH | ISHARES TRcore s&p mcp etf | $1,594,000 | -15.7% | 7,044 | 0.0% | 0.07% | -1.4% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,544,000 | -5.9% | 63,362 | -0.3% | 0.07% | +9.8% |
| ECL | Sell | ECOLAB INC | $1,521,000 | -13.3% | 9,893 | -0.4% | 0.07% | +1.5% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,518,000 | -8.8% | 9,775 | +0.1% | 0.07% | +6.5% |
| PSX | PHILLIPS 66 | $1,504,000 | -5.1% | 18,340 | 0.0% | 0.06% | +10.2% | |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $1,427,000 | -23.4% | 34,964 | -9.9% | 0.06% | -10.1% |
| O | Sell | REALTY INCOME CORP | $1,390,000 | -6.3% | 20,368 | -4.8% | 0.06% | +9.1% |
| CASY | CASEYS GEN STORES INC | $1,391,000 | -6.6% | 7,521 | 0.0% | 0.06% | +9.1% | |
| SRE | Buy | SEMPRA | $1,365,000 | -10.4% | 9,082 | +0.2% | 0.06% | +5.4% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $1,367,000 | -11.0% | 9,186 | -1.0% | 0.06% | +3.5% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $1,335,000 | -2.6% | 27,944 | 0.0% | 0.06% | +13.7% | |
| SCHW | Buy | SCHWAB CHARLES CORP | $1,306,000 | -24.1% | 20,675 | +1.3% | 0.06% | -10.9% |
| PHYS | Buy | SPROTT PHYSICAL GOLD TRunit | $1,266,000 | +13.0% | 89,252 | +22.5% | 0.06% | +31.0% |
| SO | Buy | SOUTHERN CO | $1,221,000 | -0.2% | 17,127 | +1.5% | 0.05% | +17.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,223,000 | +2.0% | 13,418 | +21.2% | 0.05% | +20.5% |
| CSX | Buy | CSX CORP | $1,132,000 | -22.0% | 38,940 | +0.5% | 0.05% | -9.3% |
| ETN | Buy | EATON CORP PLC | $1,096,000 | -16.5% | 8,697 | +0.6% | 0.05% | -4.1% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,097,000 | -22.6% | 3,358 | -1.3% | 0.05% | -11.3% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,093,000 | -2.1% | 8,086 | -10.7% | 0.05% | +14.6% |
| BELLRING BRANDS INC | $1,094,000 | +7.8% | 43,973 | 0.0% | 0.05% | +23.7% | ||
| HDV | ISHARES TRcore high dv etf | $1,057,000 | -6.0% | 10,523 | 0.0% | 0.05% | +9.5% | |
| NVDA | Buy | NVIDIA CORPORATION | $1,008,000 | -36.4% | 6,648 | +14.4% | 0.04% | -25.4% |
| APA | Buy | APA CORPORATION | $1,020,000 | -14.4% | 29,224 | +1.4% | 0.04% | 0.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $982,000 | -17.2% | 5,578 | -0.0% | 0.04% | -2.3% |
| KHC | Buy | KRAFT HEINZ CO | $972,000 | -2.5% | 25,491 | +0.7% | 0.04% | +13.5% |
| TSLA | Buy | TESLA INC | $964,000 | -27.6% | 1,432 | +15.9% | 0.04% | -14.3% |
| PAI | Sell | WESTERN ASSET INVESTMENT GRA | $938,000 | -18.6% | 77,745 | -8.0% | 0.04% | -4.7% |
| V | Buy | VISA INC | $929,000 | -3.2% | 4,717 | +8.9% | 0.04% | +11.1% |
| PSB | PS BUSINESS PKS INC CALIF | $908,000 | +11.3% | 4,854 | 0.0% | 0.04% | +30.0% | |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $900,000 | -24.9% | 32,882 | +5.2% | 0.04% | -11.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $908,000 | -1.3% | 8,469 | +2.8% | 0.04% | +14.7% |
| Buy | APOLLO GLOBAL MGMT INC | $890,000 | -21.2% | 18,354 | +0.7% | 0.04% | -7.1% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $864,000 | -15.7% | 2,089 | 0.0% | 0.04% | -2.6% | |
| PAYX | Buy | PAYCHEX INC | $845,000 | -16.3% | 7,419 | +0.3% | 0.04% | 0.0% |
| MDT | Sell | MEDTRONIC PLC | $855,000 | -31.2% | 9,527 | -14.9% | 0.04% | -19.6% |
| ITB | ISHARES TRus home cons etf | $826,000 | -11.5% | 15,739 | 0.0% | 0.04% | +2.9% | |
| Sell | SHELL PLCspon ads | $840,000 | -8.2% | 16,070 | -3.6% | 0.04% | +5.9% | |
| IGM | ISHARES TRexpnd tec sc etf | $839,000 | -24.3% | 2,850 | 0.0% | 0.04% | -12.2% | |
| OXYWS | Sell | OCCIDENTAL PETE CORP*w exp 08/03/202 | $822,000 | -3.2% | 22,222 | -7.8% | 0.04% | +16.1% |
| NBR | NABORS INDUSTRIES LTD | $803,000 | -12.3% | 6,000 | 0.0% | 0.04% | +2.9% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $804,000 | -7.3% | 2,549 | +5.1% | 0.04% | +9.4% |
| BEN | Sell | FRANKLIN RESOURCES INC | $815,000 | -18.4% | 34,974 | -2.2% | 0.04% | -5.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $814,000 | -11.0% | 20,747 | +6.2% | 0.04% | +2.9% |
| NTAP | NETAPP INC | $782,000 | -21.4% | 11,990 | 0.0% | 0.03% | -8.1% | |
| TTC | TORO CO | $777,000 | -11.4% | 10,255 | 0.0% | 0.03% | +6.2% | |
| MKC | MCCORMICK & CO INC | $766,000 | -16.6% | 9,200 | 0.0% | 0.03% | -2.9% | |
| LRCX | Buy | LAM RESEARCH CORP | $758,000 | -18.1% | 1,779 | +3.4% | 0.03% | -2.9% |
| SRCL | STERICYCLE INC | $706,000 | -25.6% | 16,110 | 0.0% | 0.03% | -11.4% | |
| WEC | WEC ENERGY GROUP INC | $719,000 | +0.8% | 7,142 | 0.0% | 0.03% | +19.2% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $701,000 | -19.8% | 2,500 | +3.7% | 0.03% | -6.2% |
| K | Buy | KELLOGG CO | $683,000 | +10.9% | 9,576 | +0.3% | 0.03% | +30.4% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $692,000 | +29.3% | 15,556 | +64.5% | 0.03% | +50.0% |
| BAX | Buy | BAXTER INTL INC | $693,000 | -16.2% | 10,785 | +1.1% | 0.03% | -3.2% |
| GWW | Buy | GRAINGER W W INC | $672,000 | -11.1% | 1,479 | +1.0% | 0.03% | +3.6% |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $681,000 | -7.1% | 8,516 | 0.0% | 0.03% | +7.4% | |
| ITOT | ISHARES TRcore s&p ttl stk | $644,000 | -17.0% | 7,683 | 0.0% | 0.03% | -3.4% | |
| MTX | MINERALS TECHNOLOGIES INC | $623,000 | -7.3% | 10,152 | 0.0% | 0.03% | +8.0% | |
| CVS | Buy | CVS HEALTH CORP | $601,000 | -2.8% | 6,482 | +6.1% | 0.03% | +13.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $591,000 | -20.6% | 16,371 | +0.7% | 0.03% | -7.1% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $601,000 | -6.4% | 4,685 | 0.0% | 0.03% | +8.3% | |
| ISRG | Buy | INTUITIVE SURGICAL INC | $593,000 | -31.4% | 2,955 | +3.0% | 0.03% | -18.8% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $602,000 | -17.1% | 5,726 | +0.9% | 0.03% | -3.7% |
| SPGI | Buy | S&P GLOBAL INC | $567,000 | -14.1% | 1,682 | +4.6% | 0.02% | +4.2% |
| IWB | Buy | ISHARES TRrus 1000 etf | $583,000 | -8.8% | 2,806 | +9.9% | 0.02% | +4.2% |
| AJG | GALLAGHER ARTHUR J & CO | $554,000 | -6.7% | 3,400 | 0.0% | 0.02% | +9.1% | |
| IR | INGERSOLL RAND INC | $557,000 | -16.5% | 13,247 | 0.0% | 0.02% | -4.0% | |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $560,000 | -27.6% | 7,328 | +3.7% | 0.02% | -17.2% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $540,000 | +7.4% | 4,752 | +2.7% | 0.02% | +21.1% |
| GPC | GENUINE PARTS CO | $532,000 | +5.6% | 4,000 | 0.0% | 0.02% | +21.1% | |
| UL | Buy | UNILEVER PLCspon adr new | $530,000 | +1.9% | 11,575 | +1.5% | 0.02% | +21.1% |
| AVGO | Buy | BROADCOM INC | $539,000 | -17.6% | 1,109 | +6.7% | 0.02% | -4.2% |
| PPG | PPG INDS INC | $498,000 | -12.8% | 4,356 | 0.0% | 0.02% | +4.8% | |
| DHR | Buy | DANAHER CORPORATION | $485,000 | -8.7% | 1,912 | +5.7% | 0.02% | +5.0% |
| EQR | Buy | EQUITY RESIDENTIALsh ben int | $487,000 | -17.9% | 6,737 | +2.1% | 0.02% | -4.5% |
| PFF | ISHARES TRpfd and incm sec | $487,000 | -9.8% | 14,822 | 0.0% | 0.02% | +5.0% | |
| VTRS | Buy | VIATRIS INC | $477,000 | +105.6% | 45,582 | +113.4% | 0.02% | +133.3% |
| ALL | Buy | ALLSTATE CORP | $465,000 | -6.1% | 3,666 | +2.6% | 0.02% | +11.1% |
| ROK | Buy | ROCKWELL AUTOMATION INC | $456,000 | -27.7% | 2,289 | +1.6% | 0.02% | -13.0% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $459,000 | -5.7% | 6,538 | 0.0% | 0.02% | +11.1% | |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $463,000 | -2.9% | 6,033 | -1.5% | 0.02% | +11.1% |
| GPS | Sell | GAP INC | $453,000 | -43.7% | 54,938 | -3.7% | 0.02% | -33.3% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $472,000 | -14.6% | 3,514 | +0.1% | 0.02% | 0.0% |
| USB | Buy | US BANCORP DEL | $471,000 | -12.5% | 10,235 | +1.1% | 0.02% | 0.0% |
| DVY | ISHARES TRselect divid etf | $447,000 | -8.2% | 3,801 | 0.0% | 0.02% | +5.6% | |
| BX | Buy | BLACKSTONE INC | $430,000 | -27.9% | 4,711 | +0.3% | 0.02% | -13.6% |
| CPB | CAMPBELL SOUP CO | $433,000 | +8.0% | 9,003 | 0.0% | 0.02% | +26.7% | |
| D | Buy | DOMINION ENERGY INC | $438,000 | -2.0% | 5,492 | +4.4% | 0.02% | +11.8% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $433,000 | +86.6% | 4,587 | +116.4% | 0.02% | +111.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $437,000 | -16.1% | 5,347 | +7.0% | 0.02% | 0.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $440,000 | -25.8% | 10,560 | -17.9% | 0.02% | -13.6% |
| ICLR | Sell | ICON PLC | $405,000 | -12.9% | 1,870 | -2.1% | 0.02% | +5.9% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $415,000 | -14.1% | 1,135 | +7.2% | 0.02% | 0.0% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $420,000 | -0.2% | 772 | +8.4% | 0.02% | +12.5% |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $421,000 | -22.6% | 7,266 | 0.0% | 0.02% | -10.0% | |
| LSI | LIFE STORAGE INC | $399,000 | -20.5% | 3,575 | 0.0% | 0.02% | -10.5% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $387,000 | -16.8% | 9,495 | 0.0% | 0.02% | 0.0% | |
| CMF | ISHARES TRcalif mun bd etf | $383,000 | -2.8% | 6,780 | 0.0% | 0.02% | +13.3% | |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $390,000 | -13.3% | 7,808 | +0.0% | 0.02% | 0.0% |
| SWK | STANLEY BLACK & DECKER INC | $390,000 | -24.9% | 3,715 | 0.0% | 0.02% | -10.5% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $390,000 | +1.0% | 2,304 | +22.4% | 0.02% | +21.4% |
| EIX | Buy | EDISON INTL | $385,000 | -6.8% | 6,082 | +3.3% | 0.02% | +13.3% |
| ENB | Sell | ENBRIDGE INC | $393,000 | -9.2% | 9,304 | -1.1% | 0.02% | +6.2% |
| CME | Sell | CME GROUP INC | $404,000 | -14.0% | 1,972 | -0.3% | 0.02% | 0.0% |
| MUB | New | ISHARES TRnational mun etf | $373,000 | – | 3,506 | +100.0% | 0.02% | – |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $380,000 | +4.1% | 8,864 | +2.5% | 0.02% | +14.3% |
| EA | Buy | ELECTRONIC ARTS INC | $378,000 | -2.3% | 3,109 | +1.6% | 0.02% | +14.3% |
| ES | EVERSOURCE ENERGY | $370,000 | -4.1% | 4,381 | 0.0% | 0.02% | +14.3% | |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $349,000 | -4.9% | 2,053 | +2.6% | 0.02% | +7.1% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $346,000 | -11.5% | 2,413 | 0.0% | 0.02% | +7.1% | |
| TROW | Buy | PRICE T ROWE GROUP INC | $341,000 | -24.4% | 3,002 | +0.7% | 0.02% | -11.8% |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $346,000 | -11.3% | 1,125 | 0.0% | 0.02% | +7.1% | |
| LIN | Buy | LINDE PLC | $343,000 | -3.7% | 1,193 | +7.1% | 0.02% | +15.4% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $339,000 | -3.1% | 3,534 | +0.6% | 0.02% | +15.4% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $324,000 | -6.4% | 1,924 | +2.8% | 0.01% | +7.7% |
| ET | ENERGY TRANSFER L P | $312,000 | -10.9% | 31,268 | 0.0% | 0.01% | +7.7% | |
| DTE | DTE ENERGY CO | $325,000 | -4.4% | 2,568 | 0.0% | 0.01% | +7.7% | |
| IAU | ISHARES GOLD TRishares new | $306,000 | -7.0% | 8,930 | 0.0% | 0.01% | +8.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $295,000 | -21.3% | 1,350 | 0.0% | 0.01% | -7.1% | |
| SDY | Sell | SPDR SER TRs&p divid etf | $301,000 | -21.2% | 2,535 | -15.0% | 0.01% | -7.1% |
| ANSS | ANSYS INC | $305,000 | -24.7% | 1,275 | 0.0% | 0.01% | -13.3% | |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $306,000 | -8.9% | 31,211 | 0.0% | 0.01% | +8.3% | |
| WM | Buy | WASTE MGMT INC DEL | $284,000 | -1.4% | 1,857 | +2.3% | 0.01% | +9.1% |
| ORI | OLD REP INTL CORP | $286,000 | -13.6% | 12,781 | 0.0% | 0.01% | 0.0% | |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $270,000 | +1.9% | 1,117 | +4.7% | 0.01% | +20.0% |
| IYH | ISHARES TRus hlthcare etf | $269,000 | -6.9% | 1,000 | 0.0% | 0.01% | +9.1% | |
| F | Buy | FORD MTR CO DEL | $280,000 | -33.2% | 25,188 | +1.8% | 0.01% | -25.0% |
| PFO | FLAHERTY & CRUMRINE PFD INCO | $281,000 | -17.1% | 29,500 | 0.0% | 0.01% | -7.7% | |
| EXC | Buy | EXELON CORP | $281,000 | +1.1% | 6,200 | +6.1% | 0.01% | +20.0% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $275,000 | -9.5% | 3,542 | -4.7% | 0.01% | +9.1% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $277,000 | -15.0% | 2,727 | -6.1% | 0.01% | 0.0% |
| New | DIMENSIONAL ETF TRUSTus mktwide value | $270,000 | – | 8,538 | +100.0% | 0.01% | – | |
| CTAS | Sell | CINTAS CORP | $278,000 | -21.7% | 743 | -11.0% | 0.01% | -7.7% |
| AMX | Buy | AMERICA MOVIL SAB DE CV | $278,000 | -3.5% | 13,624 | +0.1% | 0.01% | +9.1% |
| CB | Buy | CHUBB LIMITED | $278,000 | -2.8% | 1,414 | +5.6% | 0.01% | +9.1% |
| IGSB | ISHARES TR | $249,000 | -2.4% | 4,930 | 0.0% | 0.01% | +22.2% | |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $243,000 | -19.8% | 1,787 | +3.8% | 0.01% | 0.0% |
| MNST | New | MONSTER BEVERAGE CORP NEW | $243,000 | – | 2,626 | +100.0% | 0.01% | – |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $245,000 | +18.4% | 3,424 | +30.3% | 0.01% | +37.5% |
| DCP | DCP MIDSTREAM LP | $248,000 | -12.1% | 8,400 | 0.0% | 0.01% | +10.0% | |
| GLW | CORNING INC | $254,000 | -14.8% | 8,064 | 0.0% | 0.01% | 0.0% | |
| URI | Buy | UNITED RENTALS INC | $262,000 | -26.2% | 1,079 | +7.9% | 0.01% | -15.4% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $243,000 | -29.8% | 5,152 | -29.4% | 0.01% | -15.4% |
| LNC | Sell | LINCOLN NATL CORP IND | $245,000 | -31.0% | 5,238 | -3.7% | 0.01% | -15.4% |
| IWD | ISHARES TRrus 1000 val etf | $243,000 | -12.9% | 1,679 | 0.0% | 0.01% | +10.0% | |
| CI | Buy | CIGNA CORP NEW | $256,000 | +26.1% | 970 | +14.4% | 0.01% | +37.5% |
| MFC | Sell | MANULIFE FINL CORP | $255,000 | -19.3% | 14,693 | -0.8% | 0.01% | -8.3% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $256,000 | -24.0% | 4,200 | +0.2% | 0.01% | -8.3% |
| AEE | AMEREN CORP | $258,000 | -3.4% | 2,851 | 0.0% | 0.01% | +10.0% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $255,000 | -5.2% | 4,083 | +11.8% | 0.01% | +10.0% |
| SLV | Buy | ISHARES SILVER TRishares | $252,000 | -15.2% | 13,520 | +4.0% | 0.01% | 0.0% |
| PHK | PIMCO HIGH INCOME FD | $230,000 | -10.5% | 44,500 | 0.0% | 0.01% | 0.0% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $228,000 | -9.2% | 1,444 | +5.9% | 0.01% | +11.1% |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $229,000 | – | 4,660 | +100.0% | 0.01% | – |
| SLY | SPDR SER TRs&p 600 sml cap | $240,000 | -14.6% | 3,000 | 0.0% | 0.01% | 0.0% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $234,000 | -19.0% | 1,187 | -2.2% | 0.01% | -9.1% |
| FDX | Buy | FEDEX CORP | $242,000 | -2.0% | 1,069 | +0.2% | 0.01% | +11.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $231,000 | -14.1% | 2,103 | -5.4% | 0.01% | 0.0% |
| STWD | STARWOOD PPTY TR INC | $239,000 | -13.7% | 11,459 | 0.0% | 0.01% | 0.0% | |
| IYC | ISHARES TRus consum discre | $227,000 | -24.3% | 4,000 | 0.0% | 0.01% | -9.1% | |
| DEO | Buy | DIAGEO PLCspon adr new | $218,000 | -11.0% | 1,250 | +3.7% | 0.01% | 0.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $214,000 | -5.7% | 2,995 | +1.0% | 0.01% | +12.5% |
| LIT | GLOBAL X FDSlithium btry etf | $208,000 | -5.5% | 2,860 | 0.0% | 0.01% | +12.5% | |
| KYN | KAYNE ANDERSON ENERGY INFRST | $207,000 | -9.2% | 24,700 | 0.0% | 0.01% | +12.5% | |
| WELL | Buy | WELLTOWER INC | $202,000 | -12.6% | 2,450 | +1.8% | 0.01% | 0.0% |
| PSK | SPDR SER TRice pfd sec etf | $212,000 | -8.2% | 5,913 | 0.0% | 0.01% | 0.0% | |
| BKCC | BLACKROCK CAP INVT CORP | $208,000 | -13.0% | 56,663 | 0.0% | 0.01% | 0.0% | |
| ALC | Sell | ALCON AG | $205,000 | -19.3% | 2,936 | -8.2% | 0.01% | 0.0% |
| FOXA | Sell | FOX CORP | $219,000 | -18.6% | 6,798 | -0.3% | 0.01% | -10.0% |
| TG | TREDEGAR CORP | $160,000 | -16.7% | 16,000 | 0.0% | 0.01% | 0.0% | |
| JPS | NUVEEN PFD & INCM SECURTIES | $139,000 | -13.7% | 19,166 | 0.0% | 0.01% | 0.0% | |
| MARK | Exit | REMARK HLDGS INC | $0 | – | -11,100 | -100.0% | 0.00% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -595 | -100.0% | -0.01% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -674 | -100.0% | -0.01% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -4,902 | -100.0% | -0.01% | – |
| TRMB | Exit | TRIMBLE INC | $0 | – | -3,200 | -100.0% | -0.01% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -3,101 | -100.0% | -0.01% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -858 | -100.0% | -0.01% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -8,000 | -100.0% | -0.02% | – |
| DISCK | Exit | DISCOVERY INC | $0 | – | -291,656 | -100.0% | -0.27% | – |
| CERN | Exit | CERNER CORP | $0 | – | -91,195 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 42 | Q3 2023 | 5.9% |
| APPLE INC | 42 | Q3 2023 | 6.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.6% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 2.9% |
| COSTCO WHSL CORP NEW | 42 | Q3 2023 | 3.1% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.0% |
| ExxonMobil Corporation | 42 | Q3 2023 | 4.2% |
| ACCENTURE PLC IRELAND | 42 | Q3 2023 | 2.9% |
| WELLS FARGO CO NEW | 42 | Q3 2023 | 2.7% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 2.6% |
View CLIFFORD SWAN INVESTMENT COUNSEL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-11 |
View CLIFFORD SWAN INVESTMENT COUNSEL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.