Clifford Swan Investment Counsel LLC Incresed Positions 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
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
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
AMD
Advanced Micro Devices Inc

Technology
1
+ 0.02%
$78.21 - $143.81 $78.2 - $144
6.42K $910K
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
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
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
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8
+ 0.08%
$22.92 - $28.05 $183 - $224
9.45K $265K
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
Track This Portfolio

Track Clifford Swan Investment Counsel LLC Portfolio

Follow Clifford Swan Investment Counsel LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clifford Swan Investment Counsel LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clifford Swan Investment Counsel LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email