Clifford Swan Investment Counsel LLC Purchases in Q2 2025

Clifford Swan Investment Counsel LLC

  • $2.71 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
142
+ 0.05%
$354.56 - $497.45 $50.3K - $70.6K
307K $153M
GOOGL
Alphabet Inc.

Communication Services
3.58K
+ 0.84%
$144.7 - $178.6 $519K - $640K
431K $76M
AXP
American Express CO

Financial Services
4.47K
+ 3.87%
$231.39 - $318.98 $1.03M - $1.43M
120K $38.3M
EMR
Emerson Electric CO

Industrials
709
+ 0.27%
$94.15 - $133.33 $66.8K - $94.5K
261K $34.8M
CTVA
Corteva, Inc.

Basic Materials
932
+ 0.18%
$55.52 - $74.53 $51.7K - $69.5K
515K $38.4M
AMZN
Amazon Com Inc

Consumer Cyclical
2.99K
+ 1.67%
$167.32 - $223.3 $499K - $667K
182K $39.9M
NVO
Novo Nordisk A S

Healthcare
84K
+ 44.31%
$58.08 - $81.05 $4.88M - $6.81M
274K $18.9M
ENTG
Entegris Inc

Technology
64.9K
+ 56.46%
$62.92 - $86.2 $4.08M - $5.59M
180K $14.5M
ALLE
Allegion PLC

Industrials
28.4K
+ 149.86%
$118.52 - $145.64 $3.36M - $4.13M
47.3K $6.82M
NVDA
Nvidia Corp

Technology
2.59K
+ 3.93%
$94.31 - $157.99 $244K - $409K
68.4K $10.8M
UNH
Unitedhealth Group Inc

Healthcare
49.5K
+ 86.05%
$274.35 - $599.47 $13.6M - $29.7M
107K $33.4M
AVGO
Broadcom Inc.

Technology
233
+ 0.82%
$146.29 - $275.65 $34.1K - $64.2K
28.8K $7.94M
RTX
Raytheon Technologies Corp

Industrials
609
+ 0.28%
$113.75 - $148.48 $69.3K - $90.4K
219K $32M
CAT
Caterpillar Inc

Industrials
2
+ 0.01%
$273.94 - $388.21 $548 - $776
37.3K $14.5M
GNRC
Generac Holdings Inc.

Industrials
14K
New
$101.92 - $143.21 $1.43M - $2.01M
14K $2.01M
TSLA
Tesla, Inc.

Consumer Cyclical
4.17K
+ 65.18%
$221.86 - $362.89 $926K - $1.51M
10.6K $3.36M
GE
General Electric CO

Industrials
15
+ 0.05%
$166.81 - $257.39 $2.5K - $3.86K
28K $7.2M
UNP
Union Pacific Corp

Industrials
8.37K
+ 14.73%
$208.27 - $238.46 $1.74M - $2M
65.2K $15M
SYY
Sysco Corp

Consumer Defensive
17.4K
+ 6.94%
$68.0 - $75.91 $1.18M - $1.32M
268K $20.3M
FAST
Fastenal CO

Industrials
419K
+ 92.48%
$40.65 - $83.16 $17M - $34.8M
871K $36.6M
VTI
Vanguard Total Stock Market Et

ETFs
3.89K
+ 40.63%
$243.75 - $303.93 $949K - $1.18M
13.5K $4.09M
HON
Honeywell International Inc

Industrials
1
+ 0.0%
$182.86 - $232.88 $183 - $233
55.2K $12.9M
EXPD
Expeditors International Of Washington Inc

Industrials
10.9K
+ 17.99%
$102.84 - $122.24 $1.12M - $1.33M
71.2K $8.14M
AON
Aon PLC

Financial Services
3.55K
+ 24.62%
$335.85 - $398.81 $1.19M - $1.41M
18K $6.4M
KO
Coca Cola CO

Consumer Defensive
10.1K
+ 11.77%
$68.37 - $73.9 $689K - $744K
95.7K $6.77M
COF
Capital One Financial Corp

Financial Services
2.42K
New
$150.57 - $212.76 $364K - $514K
2.42K $514K
MUB
Ishares National Muni Bond ETF

ETFs
3.48K
New
$102.31 - $105.8 $356K - $368K
3.48K $363K
BAC
Bank Of America Corp

Financial Services
1.6K
+ 3.24%
$34.39 - $47.46 $54.9K - $75.7K
50.8K $2.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
191
+ 3.89%
$141.37 - $228.57 $27K - $43.7K
5.1K $1.15M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.31K
+ 13.09%
$41.45 - $54.46 $137K - $180K
28.6K $1.49M
SLV
I Shares Silver Trust

ETFs
7.47K
+ 76.76%
$27.08 - $33.74 $202K - $252K
17.2K $564K
CRWD
Crowd Strike Holdings, Inc.

Technology
512
New
$321.63 - $509.31 $165K - $261K
512 $260K
AVAV
Aero Vironment Inc

Industrials
910
New
$111.65 - $284.95 $102K - $259K
910 $259K
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.02%
$78.21 - $143.81 $78.2 - $144
6.42K $910K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.87K
New
$114.78 - $133.31 $214K - $249K
1.87K $248K
DE
Deere & CO

Industrials
1
+ 0.02%
$412.99 - $531.48 $413 - $531
6.03K $3.06M
VEA
Vanguard Ftse Developed Market

ETFs
391
+ 1.15%
$45.65 - $57.01 $17.8K - $22.3K
34.4K $1.96M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
579
New
$299.15 - $396.54 $173K - $230K
579 $229K
IXN
Ishares Global Information Tec

ETFs
2.43K
New
$65.81 - $92.34 $160K - $224K
2.43K $224K
IEFA
Ishares Tr

ETFs
2.63K
New
$67.83 - $84.09 $179K - $221K
2.63K $219K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.84K
New
$90.5 - $114.3 $166K - $210K
1.84K $209K
CAH
Cardinal Health Inc

Healthcare
1.23K
New
$125.0 - $168.0 $153K - $206K
1.23K $205K
TRMB
Trimble Inc.

Technology
2.21K
+ 69.0%
$55.12 - $75.98 $122K - $168K
5.41K $410K
CEG
Constellation Energy Corp

Utilities
2
+ 0.13%
$170.96 - $322.76 $342 - $646
1.59K $514K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$51.16 - $62.02 $51.2 - $62
37.6K $2.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
453
+ 12.88%
$152.93 - $181.74 $69.3K - $82.3K
3.97K $721K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.08%
$218.97 - $332.17 $219 - $332
1.25K $413K
VB
Vanguard Small Cap ETF

ETFs
18
+ 0.31%
$193.73 - $237.37 $3.49K - $4.27K
5.77K $1.37M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.08%
$919.93 - $1101.66 $920 - $1.1K
1.27K $1.32M
Activity Summary
Buys All Purchases 106 New Holdings 12 Increased Positions 94 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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