Clifford Swan Investment Counsel LLC Reduced Holdings in Q2 2025

Clifford Swan Investment Counsel LLC

  • $2.71 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.75K
- 0.98%
$172.42 - $223.89 $1.16M - $1.51M
682K $140M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.18K
- 1.82%
$483.48 - $539.8 $1.54M - $1.72M
171K $83.1M
CVX
Chevron Corp

Energy
-4.01K
- 1.24%
$133.73 - $168.51 $536K - $675K
320K $45.8M
BMY
Bristol Myers Squibb CO

Healthcare
-52.8K
- 13.17%
$44.12 - $59.6 $2.33M - $3.15M
348K $16.1M
XOM
Exxon Mobil Corp

Energy
-8.4K
- 2.7%
$99.93 - $119.04 $839K - $999K
303K $32.7M
DD
Du Pont De Nemours, Inc.

Basic Materials
-37.3K
- 14.63%
$55.13 - $75.25 $2.06M - $2.81M
218K $14.9M
JNJ
Johnson & Johnson

Healthcare
-7.27K
- 3.19%
$146.36 - $159.82 $1.06M - $1.16M
221K $33.7M
ABBV
Abb Vie Inc.

Healthcare
-1.58K
- 1.03%
$170.16 - $206.27 $270K - $327K
152K $28.3M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.41K
- 1.17%
$210.83 - $235.28 $507K - $566K
204K $45.2M
HPQ
Hp Inc

Technology
-8.76K
- 1.17%
$21.88 - $29.32 $192K - $257K
743K $18.2M
KMX
Carmax Inc

Consumer Cyclical
-1.34K
- 0.61%
$62.27 - $82.77 $83.6K - $111K
219K $14.7M
CAG
Conagra Brands Inc.

Consumer Defensive
-48.4K
- 20.79%
$20.4 - $26.78 $988K - $1.3M
185K $3.78M
VZ
Verizon Communications Inc

Communication Services
-39.8K
- 18.77%
$41.67 - $45.62 $1.66M - $1.82M
172K $7.46M
GILD
Gilead Sciences, Inc.

Healthcare
-18K
- 34.02%
$96.91 - $113.0 $1.74M - $2.03M
34.9K $3.87M
IFF
International Flavors & Fragrances Inc

Basic Materials
-16.6K
- 8.31%
$66.85 - $79.33 $1.11M - $1.32M
183K $13.5M
PG
Procter & Gamble CO

Consumer Defensive
-1.93K
- 1.27%
$157.66 - $172.39 $305K - $333K
150K $23.8M
T
At&T Inc.

Communication Services
-72.5K
- 26.6%
$26.33 - $28.94 $1.91M - $2.1M
200K $5.79M
MCD
Mcdonalds Corp

Consumer Cyclical
-338
- 0.42%
$285.55 - $321.23 $96.5K - $109K
80.7K $23.6M
SBUX
Starbucks Corp

Consumer Cyclical
-6.2K
- 3.44%
$79.69 - $99.41 $494K - $616K
174K $15.9M
BP
Bp PLC

Energy
-31.5K
- 15.61%
$26.11 - $33.81 $822K - $1.06M
170K $5.09M
ALB
Albemarle Corp

Basic Materials
-7.63K
- 6.0%
$50.76 - $72.25 $387K - $551K
119K $7.49M
TSCO
Tractor Supply CO

Consumer Cyclical
-684
- 0.1%
$47.86 - $55.77 $32.7K - $38.1K
669K $35.3M
LLY
Eli Lilly & CO

Healthcare
-1.48K
- 28.91%
$713.71 - $898.95 $1.05M - $1.33M
3.63K $2.83M
AMGN
Amgen Inc

Healthcare
-391
- 1.01%
$262.28 - $309.85 $103K - $121K
38.2K $10.7M
PFE
Pfizer Inc

Healthcare
-27.6K
- 4.62%
$21.59 - $24.84 $595K - $685K
569K $13.8M
MRK
Merck & Co., Inc.

Healthcare
-2.87K
- 3.52%
$73.47 - $87.12 $211K - $250K
78.8K $6.24M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-118K
- 30.37%
$7.69 - $11.46 $905K - $1.35M
270K $3.09M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-83.9K
- 53.47%
$10.59 - $11.48 $889K - $963K
73K $838K
DOW
Dow Inc.

Basic Materials
-12.6K
- 20.07%
$25.81 - $34.89 $325K - $440K
50.2K $1.33M
BDX
Becton Dickinson & CO

Healthcare
-2.02K
- 24.53%
$165.15 - $226.42 $333K - $456K
6.2K $1.07M
CL
Colgate Palmolive CO

Consumer Defensive
-4.11K
- 2.71%
$87.57 - $96.0 $360K - $394K
148K $13.4M
TPR
Tapestry, Inc.

Consumer Cyclical
-21.6K
- 30.12%
$60.6 - $87.81 $1.31M - $1.9M
50.1K $4.4M
MMM
3 M CO

Industrials
-5.41K
- 11.18%
$126.09 - $154.15 $682K - $833K
43K $6.54M
VOD
Vodafone Group Public LTD CO

Communication Services
-60.6K
- 60.36%
$8.19 - $10.66 $496K - $646K
39.8K $424K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-2.32K
- 0.65%
$84.41 - $106.28 $196K - $246K
357K $33.9M
CLX
Clorox CO

Consumer Defensive
-100
- 0.83%
$118.01 - $148.69 $11.8K - $14.9K
12K $1.44M
GLD
Spdr Gold Trust

ETFs
-5.45K
- 6.66%
$273.71 - $316.29 $1.49M - $1.72M
76.5K $23.3M
NOC
Northrop Grumman Corp

Industrials
-5
- 0.03%
$456.3 - $540.39 $2.28K - $2.7K
19.3K $9.67M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-142
- 1.86%
$212.1 - $244.27 $30.1K - $34.7K
7.5K $1.64M
OTIS
Otis Worldwide Corp

Industrials
-261
- 0.59%
$90.88 - $104.3 $23.7K - $27.2K
43.9K $4.34M
MO
Altria Group, Inc.

Consumer Defensive
-1.63K
- 2.18%
$55.56 - $60.91 $90.6K - $99.3K
73.1K $4.29M
CVBF
Cvb Financial Corp

Financial Services
-13.1K
- 22.85%
$16.41 - $20.0 $215K - $262K
44.3K $876K
DXC
Dxc Technology CO

Technology
-64
- 0.06%
$14.03 - $17.63 $898 - $1.13K
101K $1.54M
PSA
Public Storage

Real Estate
-1
- -0.0%
$266.31 - $309.77 $266 - $310
26.3K $7.72M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
-14.5K
- 49.15%
$8.41 - $9.25 $122K - $134K
15K $138K
HD
Home Depot, Inc.

Consumer Cyclical
-342
- 0.86%
$335.24 - $380.78 $115K - $130K
39.4K $14.4M
QCOM
Qualcomm Inc

Technology
-6.87K
- 3.95%
$124.66 - $159.48 $856K - $1.1M
167K $26.6M
KHC
Kraft Heinz CO

Consumer Defensive
-500
- 2.31%
$25.61 - $30.81 $12.8K - $15.4K
21.1K $545K
AJG
Arthur J. Gallagher & Co.

Financial Services
-99
- 3.27%
$310.86 - $348.77 $30.8K - $34.5K
2.93K $936K
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