Clifford Swan Investment Counsel LLC Portfolio Holdings
Clifford Swan Investment Counsel LLC
- $2.68 Billion
- Q1 2024
Clifford Swan Investment Counsel LLC has filed its 13F form on April 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.68 Billion distributed in 325 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $131M, United Parcel Service Inc with a value of $129M, Apple Inc. with a value of $125M, Costco Wholesale Corp with a value of $85.4M, and Berkshire Hathaway Inc Class B with a value of $78.7M.
Examining the 13F form we can see an increase of $119M in the current position value, from $2.56B to 2.68B.
Below you can find more details about Clifford Swan Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.68 Billion
Technology: $624 Million
Industrials: $404 Million
Healthcare: $348 Million
Consumer Cyclical: $287 Million
Consumer Defensive: $247 Million
Financial Services: $237 Million
Communication Services: $149 Million
Energy: $148 Million
Other: $234 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 325
- Current Value $2.68 Billion
- Prior Value $2.56 Billion
- Filing
- Period Q1 2024
- Filing Date April 16, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 12 stocks
- Additional Purchases 46 stocks
- Sold out of 0 stocks
- Reduced holdings in 157 stocks