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
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.79K
- 0.9%
$48.5 - $49.35 $135K - $138K
306K $15.1M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-60
- 1.34%
$90.21 - $112.66 $5.41K - $6.76K
4.41K $402K
PSX
Phillips 66

Energy
-198
- 1.13%
$92.87 - $125.73 $18.4K - $24.9K
17.3K $2.06M
PAI
Western Asset Investment Grade Income Fund Inc.

Financial Services
-7.4K
- 18.07%
$11.82 - $12.98 $87.5K - $96.1K
33.6K $435K
HDV
Ishares Core High Dividend ETF

ETFs
-300
- 2.77%
$108.41 - $120.51 $32.5K - $36.2K
10.5K $1.23M
PAYX
Paychex Inc

Industrials
-74
- 1.11%
$137.01 - $159.78 $10.1K - $11.8K
6.6K $960K
NSC
Norfolk Southern Corp

Industrials
-799
- 11.01%
$206.34 - $257.46 $165K - $206K
6.46K $1.65M
ITW
Illinois Tool Works Inc

Industrials
-161
- 0.49%
$218.41 - $252.43 $35.2K - $40.6K
32.5K $8.04M
NEE
Nextera Energy Inc

Utilities
-95
- 0.25%
$64.11 - $75.0 $6.09K - $7.13K
37.9K $2.63M
DUK
Duke Energy Corp

Utilities
-330
- 5.66%
$112.46 - $124.05 $37.1K - $40.9K
5.5K $649K
APA
Apa Corp

Energy
-550
- 3.44%
$14.03 - $21.24 $7.72K - $11.7K
15.4K $282K
ESS
Essex Property Trust, Inc.

Real Estate
-198
- 2.77%
N/A
6.94K $1.89M
SHEL
Shell PLC

Energy
-108
- 0.75%
$59.75 - $73.05 $6.45K - $7.89K
14.3K $1M
EIX
Edison International

Utilities
-103
- 1.83%
$48.32 - $59.92 $4.98K - $6.17K
5.54K $285K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-900
- 1.48%
$77.94 - $79.5 $70.1K - $71.6K
59.8K $4.76M
TXN
Texas Instruments Inc

Technology
-186
- 0.53%
N/A
35.1K $6.83M
XLE
Energy Sector Spdr

ETFs
-129
- 4.87%
$76.44 - $94.13 $9.86K - $12.1K
2.52K $213K
PAA
Plains All American Pipeline LP

Energy
-375
- 2.29%
$16.03 - $20.28 $6.01K - $7.61K
16K $293K
DVY
Ishares Tr

ETFs
-200
- 7.9%
$118.37 - $134.86 $23.7K - $27K
2.33K $309K
XLU
Utilities Sector Spdr

ETFs
-500
- 9.97%
$73.09 - $82.77 $36.5K - $41.4K
4.52K $368K
FDX
Fedex Corp

Industrials
-26
- 2.28%
$198.07 - $245.17 $5.15K - $6.37K
1.12K $253K
DTE
Dte Energy CO

Utilities
-100
- 5.56%
$127.39 - $139.49 $12.7K - $13.9K
1.7K $225K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-100
- 4.47%
$121.58 - $136.74 $12.2K - $13.7K
2.14K $289K
MDT
Medtronic PLC

Healthcare
-48
- 1.66%
$80.68 - $88.86 $3.87K - $4.27K
2.84K $247K
MA
Mastercard Inc

Financial Services
-75
- 3.04%
$479.92 - $590.74 $36K - $44.3K
2.39K $1.34M
Arista Networks Inc
-5.26K
- 0.9%
N/A
576K $0
Ge Healthcare Technologies I
-954
- 18.68%
N/A
4.15K $0
Solventum Corp
-2.73K
- 44.22%
N/A
3.44K $0
Lam Research Corp
-890
- 5.1%
N/A
16.6K $0
OXYWS
Occidental Pete Corp Wt Exp 08
-7K
- 39.05%
N/A
10.9K $0
Amentum Holdings Inc
-54
- 0.19%
N/A
28.6K $0
Jacobs Solutions Inc
-1.62K
- 2.89%
N/A
54.5K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-25
- 2.43%
$376.48 - $440.65 $9.41K - $11K
1K $441K
IWM
Ishares Russell 2000 ETF

ETFs
-100
- 4.65%
$174.82 - $215.79 $17.5K - $21.6K
2.05K $442K
ISRG
Intuitive Surgical Inc

Healthcare
-73
- 6.02%
$451.58 - $565.94 $33K - $41.3K
1.14K $618K
V
Visa Inc.

Financial Services
-8
- 0.17%
$308.27 - $373.31 $2.47K - $2.99K
4.67K $1.66M
AMP
Ameriprise Financial Inc

Financial Services
-5
- 0.95%
$422.19 - $533.73 $2.11K - $2.67K
519 $277K
ANSS
Ansys Inc

Technology
-54
- 4.24%
$284.19 - $351.22 $15.3K - $19K
1.22K $428K
LHX
L3 Harris Technologies, Inc.

Industrials
-47
- 4.39%
$200.21 - $256.99 $9.41K - $12.1K
1.02K $256K
SRE
Sempra Energy

Utilities
-350
- 2.52%
$63.78 - $78.91 $22.3K - $27.6K
13.5K $1.02M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-455
- 2.24%
$29.12 - $35.84 $13.2K - $16.3K
19.9K $713K
TJX
Tjx Companies Inc

Consumer Cyclical
-38
- 0.12%
$119.13 - $135.03 $4.53K - $5.13K
30.5K $3.77M
ADP
Automatic Data Processing Inc

Industrials
-180
- 0.39%
$276.76 - $326.81 $49.8K - $58.8K
46.5K $14.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-7
- 0.27%
$272.36 - $339.57 $1.91K - $2.38K
2.57K $871K
A
Agilent Technologies, Inc.

Healthcare
-467
- 0.32%
$99.29 - $120.52 $46.4K - $56.3K
144K $17M
SPGI
S&P Global Inc.

Financial Services
-39
- 0.65%
$438.31 - $527.29 $17.1K - $20.6K
5.97K $3.15M
CSX
Csx Corp

Industrials
-252
- 0.66%
$26.69 - $32.91 $6.73K - $8.29K
37.9K $1.24M
ECL
Ecolab Inc.

Basic Materials
-10
- 0.13%
$225.65 - $270.95 $2.26K - $2.71K
7.62K $2.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8
- 0.51%
$416.06 - $551.64 $3.33K - $4.41K
1.57K $863K
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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