Clifford Swan Investment Counsel LLC Top Holdings and 13F Report (2025) About Clifford Swan Investment Counsel LLCInvestment ActivityClifford Swan Investment Counsel LLC has $2.83 billion in total holdings as of June 30, 2025.Clifford Swan Investment Counsel LLC owns shares of 313 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 2.86% of the portfolio was purchased this quarter.About 2.07% of the portfolio was sold this quarter.This quarter, Clifford Swan Investment Counsel LLC has purchased 309 new stocks and bought additional shares in 94 stocks.Clifford Swan Investment Counsel LLC sold shares of 141 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $152,542,877Apple $139,972,087Costco Wholesale $102,734,893United Parcel Service $96,339,780Berkshire Hathaway $83,055,177 Largest New Holdings this Quarter 368736104 - Generac $2,006,372 Holding219948106 - CORPAY INC $1,328,275 Holding14040H105 - Capital One Financial $514,028 Holding464288414 - iShares National Muni Bond ETF $363,695 Holding22788C105 - CrowdStrike $260,767 Holding Largest Purchases this Quarter Fastenal 418,527 shares (about $17.58M)UnitedHealth Group 49,494 shares (about $15.44M)Novo Nordisk A/S 84,043 shares (about $5.80M)Entegris 64,903 shares (about $5.23M)United Parcel Service 51,332 shares (about $5.18M) Largest Sales this Quarter DuPont de Nemours 37,321 shares (about $2.56M)Bristol Myers Squibb 52,795 shares (about $2.44M)Intel 100,912 shares (about $2.26M)AT&T 72,484 shares (about $2.10M)Gilead Sciences 17,982 shares (about $1.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClifford Swan Investment Counsel LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$152,542,877$70,632 ▲0.0%306,6745.4%Computer and TechnologyAAPLApple$139,972,087$1,383,871 ▼-1.0%682,2254.9%Computer and TechnologyCOSTCostco Wholesale$102,734,893$1,743,283 ▼-1.7%103,7793.6%Retail/WholesaleUPSUnited Parcel Service$96,339,780$5,181,453 ▲5.7%954,4263.4%TransportationBRK.BBerkshire Hathaway$83,055,177$1,543,780 ▼-1.8%170,9762.9%FinanceGOOGLAlphabet$76,021,597$631,609 ▲0.8%431,3772.7%Computer and TechnologyARISTA NETWORKS INC$58,959,694$538,253 ▼-0.9%576,2852.1%COM SHSORCLOracle$58,401,595$627,250 ▼-1.1%267,1252.1%Computer and TechnologyJPMJPMorgan Chase & Co.$54,425,645$1,367,505 ▼-2.5%187,7331.9%FinanceACNAccenture$52,200,469$1,048,206 ▲2.0%174,6481.8%Computer and TechnologyCVXChevron$45,811,858$573,477 ▼-1.2%319,9371.6%EnergyLOWLowe's Companies$45,191,998$533,819 ▼-1.2%203,6871.6%Retail/WholesaleAMZNAmazon.com$39,888,336$654,878 ▲1.7%181,8151.4%Retail/WholesaleCTVACorteva$38,414,731$69,462 ▲0.2%515,4261.4%Consumer StaplesAXPAmerican Express$38,275,149$1,425,206 ▲3.9%119,9921.4%FinanceWFCWells Fargo & Company$37,742,396$1,301,070 ▼-3.3%471,0731.3%FinanceFASTFastenal$36,584,821$17,578,137 ▲92.5%871,0671.3%Retail/WholesaleTSCOTractor Supply$35,323,701$36,095 ▼-0.1%669,3901.2%Retail/WholesaleEMREmerson Electric$34,772,066$94,531 ▲0.3%260,7971.2%IndustrialsINTUIntuit$34,369,376$181,944 ▼-0.5%43,6361.2%Computer and TechnologyALSNAllison Transmission$33,906,155$220,187 ▼-0.6%356,9441.2%Auto/Tires/TrucksJNJJohnson & Johnson$33,736,296$1,111,101 ▼-3.2%220,8601.2%MedicalUNHUnitedHealth Group$33,384,627$15,440,686 ▲86.0%107,0121.2%MedicalXOMExxon Mobil$32,675,785$905,088 ▼-2.7%303,1151.2%EnergyJCIJohnson Controls International$32,231,051$611,330 ▼-1.9%305,1601.1%ConstructionSYKStryker$32,222,176$222,740 ▼-0.7%81,4451.1%MedicalRTXRTX$32,021,769$88,926 ▲0.3%219,2971.1%AerospaceMCKMcKesson$28,532,670$1,687,574 ▼-5.6%38,9381.0%MedicalABTAbbott Laboratories$28,469,996$375,523 ▼-1.3%209,3231.0%MedicalGOOGAlphabet$28,358,254$24,480 ▲0.1%159,8641.0%Computer and TechnologyABBVAbbVie$28,276,701$294,023 ▼-1.0%152,3361.0%MedicalLABCORP HOLDINGS INC$27,302,765$603,508 ▲2.3%104,0071.0%COM SHSQCOMQUALCOMM$26,581,850$1,093,954 ▼-4.0%166,9090.9%Computer and TechnologyCSCOCisco Systems$26,011,822$476,571 ▼-1.8%374,9180.9%Computer and TechnologyBKNGBooking$25,903,629$11,580 ▼0.0%4,4740.9%Retail/WholesalePGProcter & Gamble$23,841,292$307,806 ▼-1.3%149,6440.8%Consumer StaplesMCDMcDonald's$23,573,444$98,753 ▼-0.4%80,6840.8%Retail/WholesaleGLDSPDR Gold Shares$23,304,863$1,661,933 ▼-6.7%76,4520.8%FinanceMETAMeta Platforms$22,892,817$98,167 ▼-0.4%31,0160.8%Computer and TechnologyPEPPepsiCo$20,547,052$2,003,315 ▲10.8%155,6120.7%Consumer StaplesSYYSysco$20,284,876$1,316,591 ▲6.9%267,8220.7%Consumer StaplesMDLZMondelez International$20,188,310$155,517 ▲0.8%299,3520.7%Consumer StaplesEWEdwards Lifesciences$19,819,744$1,251 ▼0.0%253,4170.7%MedicalNVONovo Nordisk A/S$18,891,790$5,800,642 ▲44.3%273,7150.7%MedicalPHParker-Hannifin$18,622,6070.0%26,6620.7%IndustrialsPMPhilip Morris International$18,538,781$413,616 ▼-2.2%101,7890.7%Consumer StaplesSLBSchlumberger$18,390,719$422,094 ▲2.3%544,1040.6%EnergyHPQHP$18,165,146$214,367 ▼-1.2%742,6470.6%Computer and TechnologyDISWalt Disney$17,274,297$1,107,778 ▼-6.0%139,2980.6%Consumer DiscretionaryAAgilent Technologies$16,989,032$55,111 ▼-0.3%143,9630.6%MedicalBMYBristol Myers Squibb$16,108,904$2,443,878 ▼-13.2%348,0000.6%MedicalSBUXStarbucks$15,944,337$567,647 ▼-3.4%174,0080.6%Retail/WholesaleFERGUSON ENTERPRISES INC$15,828,650$3,070,922 ▲24.1%72,6920.6%COMMON STOCK NEWWMTWalmart$15,127,496$518,623 ▼-3.3%154,7100.5%Retail/WholesaleLMBSFirst Trust Low Duration Opportunities ETF$15,079,812$137,534 ▼-0.9%306,1270.5%ManufacturingUNPUnion Pacific$15,003,363$1,926,470 ▲14.7%65,2090.5%TransportationDDDuPont de Nemours$14,935,363$2,559,852 ▼-14.6%217,7480.5%Basic MaterialsKMXCarMax$14,698,491$90,196 ▼-0.6%218,6950.5%Retail/WholesaleENTGEntegris$14,505,790$5,234,427 ▲56.5%179,8610.5%Computer and TechnologyCATCaterpillar$14,463,152$776 ▲0.0%37,2560.5%IndustrialsHDHome Depot$14,431,869$125,389 ▼-0.9%39,3630.5%Retail/WholesaleADPAutomatic Data Processing$14,346,151$55,512 ▼-0.4%46,5180.5%Computer and TechnologyPYPLPayPal$13,952,688$338,602 ▼-2.4%187,7380.5%Business ServicesPFEPfizer$13,796,742$668,346 ▼-4.6%569,1720.5%MedicalNKENIKE$13,622,113$513,121 ▼-3.6%191,7530.5%Consumer DiscretionaryKEYSKeysight Technologies$13,530,412$38,343 ▼-0.3%82,5730.5%Computer and TechnologyIFFInternational Flavors & Fragrances$13,468,934$1,219,975 ▼-8.3%183,1260.5%Basic MaterialsCLColgate-Palmolive$13,412,898$373,416 ▼-2.7%147,5570.5%Consumer StaplesEBAYeBay$13,219,926$407,817 ▼-3.0%177,5440.5%Retail/WholesaleINTCIntel$12,935,620$2,260,429 ▼-14.9%577,4830.5%Computer and TechnologyHONHoneywell International$12,851,017$233 ▲0.0%55,1830.5%Multi-Sector ConglomeratesBRK.ABerkshire Hathaway$12,389,6000.0%170.4%FinanceHPEHewlett Packard Enterprise$12,357,0760.0%604,2580.4%Computer and TechnologyNVDANVIDIA$10,799,678$408,876 ▲3.9%68,3570.4%Computer and TechnologyIBMInternational Business Machines$10,784,625$203,400 ▼-1.9%36,5850.4%Computer and TechnologyAMGNAmgen$10,660,573$109,172 ▼-1.0%38,1810.4%MedicalSPYSPDR S&P 500 ETF Trust$10,423,091$618 ▼0.0%16,8700.4%FinanceGSThe Goldman Sachs Group$9,844,0950.0%13,9090.3%FinanceNOCNorthrop Grumman$9,665,113$2,500 ▼0.0%19,3310.3%AerospaceVOOVanguard S&P 500 ETF$9,495,831$626,542 ▼-6.2%16,7170.3%ETFBABoeing$9,402,220$645,142 ▼-6.4%44,8730.3%AerospaceNVSNovartis$9,247,586$255,210 ▼-2.7%76,4200.3%MedicalIJRiShares Core S&P Small-Cap ETF$9,195,626$191,585 ▼-2.0%84,1400.3%ETFBKBank of New York Mellon$9,164,573$377,924 ▼-4.0%100,5880.3%FinanceXLKTechnology Select Sector SPDR Fund$8,388,750$768,806 ▼-8.4%33,1270.3%ETFCOPConocoPhillips$8,374,334$440,263 ▲5.5%93,3180.3%EnergyEXPDExpeditors International of Washington$8,136,035$1,240,519 ▲18.0%71,2130.3%TransportationITWIllinois Tool Works$8,037,603$39,807 ▼-0.5%32,5080.3%IndustrialsAVGOBroadcom$7,936,822$64,227 ▲0.8%28,7930.3%Computer and TechnologyPSAPublic Storage$7,718,413$293 ▼0.0%26,3050.3%FinanceALBAlbemarle$7,486,934$477,984 ▼-6.0%119,4660.3%Basic MaterialsVZVerizon Communications$7,455,236$1,722,360 ▼-18.8%172,2960.3%Computer and TechnologyTXNTexas Instruments$7,290,485$38,617 ▼-0.5%35,1150.3%Computer and TechnologyGEGE Aerospace$7,203,979$3,861 ▲0.1%27,9890.3%AerospaceJJacobs Solutions$7,165,340$213,212 ▼-2.9%54,5100.3%Business ServicesALLEAllegion$6,818,173$4,089,405 ▲149.9%47,3090.2%IndustrialsKOCocaCola$6,767,850$712,662 ▲11.8%95,6590.2%Consumer StaplesCARRCarrier Global$6,695,384$30,081 ▼-0.4%91,4790.2%ConstructionMMM3M$6,539,299$822,855 ▼-11.2%42,9540.2%Multi-Sector ConglomeratesAONAON$6,404,654$1,265,447 ▲24.6%17,9520.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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