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
UBER
Uber Technologies, Inc

Technology
4
+ 0.14%
$64.62 - $93.3 $258 - $373
2.87K $267K
BX
Blackstone Inc.

Financial Services
3
+ 0.06%
$120.07 - $151.11 $360 - $453
5.01K $749K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
148
+ 1.65%
$39.89 - $49.46 $5.9K - $7.32K
9.1K $450K
AKAM
Akamai Technologies Inc

Technology
419
+ 0.67%
N/A
62.8K $5.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.31K
+ 0.78%
$63.54 - $68.5 $147K - $158K
299K $20.2M
MCO
Moodys Corp

Financial Services
1
+ 0.11%
$396.7 - $501.59 $397 - $502
904 $453K
USB
Us Bancorp \De\

Financial Services
6
+ 0.07%
$36.4 - $45.76 $218 - $275
8.86K $400K
VIG
Vanguard Dividend Appreciation

ETFs
123
+ 5.86%
N/A
2.22K $404K
MNST
Monster Beverage Corp

Consumer Defensive
2
+ 0.04%
$55.01 - $64.24 $110 - $128
5.02K $314K
F
Ford Motor CO

Consumer Cyclical
827
+ 6.22%
$8.69 - $10.85 $7.19K - $8.97K
14.1K $153K
CME
Cme Group Inc.

Financial Services
2
+ 0.13%
$252.37 - $290.71 $505 - $581
1.59K $437K
KR
Kroger CO

Consumer Defensive
2
+ 0.05%
$64.62 - $74.0 $129 - $148
3.71K $266K
TROW
Price T Rowe Group Inc

Financial Services
2
+ 0.07%
$80.27 - $98.06 $161 - $196
2.98K $287K
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.03%
$91.66 - $115.04 $91.7 - $115
3.12K $354K
FCAL
First Tr Iii Calif Mun High In

ETFs
420
+ 3.84%
$47.18 - $49.3 $19.8K - $20.7K
11.3K $544K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.08%
$149.76 - $186.42 $150 - $186
1.19K $222K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1
+ 0.01%
$35.35 - $42.68 $35.4 - $42.7
7.03K $299K
WMB
Williams Companies, Inc.

Energy
4
+ 0.1%
$54.33 - $62.87 $217 - $251
4.17K $261K
AME
Ametek Inc

Industrials
1
+ 0.07%
$151.41 - $182.75 $151 - $183
1.5K $271K
ES
Eversource Energy

Utilities
5
+ 0.12%
$54.25 - $65.89 $271 - $329
4.26K $270K
RSG
Republic Services, Inc.

Industrials
1
+ 0.08%
$227.2 - $258.07 $227 - $258
1.26K $310K
CVS
Cvs Health Corp

Healthcare
8
+ 0.23%
$60.04 - $70.18 $480 - $561
3.47K $239K
CRM
Salesforce, Inc.

Technology
1
+ 0.1%
$236.26 - $291.15 $236 - $291
1.03K $279K
VLO
Valero Energy Corp

Energy
2
+ 0.13%
$104.69 - $141.77 $209 - $284
1.54K $207K
ADBE
Adobe Inc.

Technology
1
+ 0.11%
$340.0 - $420.68 $340 - $421
946 $365K
WELL
Welltower Inc.

Real Estate
2
+ 0.08%
$136.49 - $155.22 $273 - $310
2.41K $370K
MET
Metlife Inc

Financial Services
1
+ 0.03%
$68.42 - $82.49 $68.4 - $82.5
3.81K $306K
Ishares Bitcoin Trust ETF
1.65K
+ 24.52%
N/A
8.39K $0
Corpay Inc
4K
New
N/A
4K $0
Ge Vernova Inc
1
+ 0.02%
N/A
5.78K $0
Ferguson Enterprises Inc
14.1K
+ 24.07%
N/A
72.7K $0
Labcorp Holdings Inc
2.3K
+ 2.26%
N/A
104K $0
EXR
Extra Space Storage Inc.

Real Estate
2
+ 0.1%
$126.61 - $152.99 $253 - $306
2.03K $299K
FE
Firstenergy Corp

Utilities
6
+ 0.1%
$38.31 - $43.17 $230 - $259
6.04K $243K
WM
Waste Management Inc

Industrials
1
+ 0.08%
$216.47 - $242.1 $216 - $242
1.27K $290K
O
Realty Income Corp

Real Estate
5
+ 0.04%
$52.27 - $58.52 $261 - $293
14.3K $821K
PCAR
Paccar Inc

Industrials
2
+ 0.06%
$86.4 - $99.09 $173 - $198
3.35K $317K
EXC
Exelon Corp

Utilities
10
+ 0.21%
$42.2 - $47.37 $422 - $474
4.74K $205K
AEE
Ameren Corp

Utilities
1
+ 0.04%
$94.23 - $101.68 $94.2 - $102
2.75K $264K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.07%
$138.36 - $161.45 $138 - $161
1.51K $224K
AEP
American Electric Power CO Inc

Utilities
3
+ 0.1%
$98.59 - $109.11 $296 - $327
2.9K $301K
CMCSA
Comcast Corp

Communication Services
144
+ 0.74%
$32.84 - $36.72 $4.73K - $5.29K
19.5K $697K
K
Kellogg CO

Consumer Defensive
3
+ 0.04%
$77.85 - $82.88 $234 - $249
6.95K $552K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.01%
$102.24 - $109.76 $102 - $110
7.56K $787K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.01%
$126.84 - $145.22 $127 - $145
7.37K $950K
TGT
Target Corp

Consumer Defensive
880
+ 2.19%
$88.76 - $105.77 $78.1K - $93.1K
41.1K $4.05M
ED
Consolidated Edison Inc

Utilities
3
+ 0.01%
$98.05 - $113.3 $294 - $340
20.1K $2.01M
OXY
Occidental Petroleum Corp

Energy
4.12K
+ 4.49%
$36.11 - $49.33 $149K - $203K
95.9K $4.03M
PEP
Pepsico Inc

Consumer Defensive
15.2K
+ 10.8%
$128.02 - $151.37 $1.94M - $2.3M
156K $20.5M
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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