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
IGM
Ishares Expanded Tech Sector E

ETFs
-1.5K
- 10.0%
$79.8 - $112.34 $120K - $169K
13.5K $1.52M
CMI
Cummins Inc

Industrials
-269
- 1.43%
$267.12 - $336.65 $71.9K - $90.6K
18.5K $6.07M
NUE
Nucor Corp

Basic Materials
-22
- 0.11%
$103.22 - $131.43 $2.27K - $2.89K
20.1K $2.61M
LMT
Lockheed Martin Corp

Industrials
-21
- 0.17%
$430.82 - $486.45 $9.05K - $10.2K
12.5K $5.79M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.75K
- 2.04%
$90.56 - $109.49 $159K - $192K
84.1K $9.2M
NFLX
Netflix Inc

Communication Services
-6
- 0.86%
$855.86 - $1339.13 $5.14K - $8.03K
688 $921K
KD
Kyndryl Holdings, Inc.

Technology
-2.99K
- 6.99%
$27.77 - $41.96 $82.9K - $125K
39.8K $1.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.1K
- 6.19%
$456.74 - $568.03 $504K - $627K
16.7K $9.5M
ABT
Abbott Laboratories

Healthcare
-2.76K
- 1.3%
$123.95 - $138.08 $342K - $381K
209K $28.5M
VGT
Vanguard Information Technolog

ETFs
-113
- 3.28%
$470.37 - $663.28 $53.2K - $75K
3.33K $2.21M
BK
Bank Of New York Mellon Corp

Financial Services
-4.15K
- 3.96%
$73.31 - $91.62 $304K - $380K
101K $9.16M
CASY
Caseys General Stores Inc

Consumer Cyclical
-71
- 1.06%
$415.82 - $510.91 $29.5K - $36.3K
6.65K $3.39M
NVS
Novartis Ag

Healthcare
-2.11K
- 2.69%
$101.96 - $121.01 $215K - $255K
76.4K $9.25M
NEU
Newmarket Corp

Basic Materials
-500
- 6.67%
$519.95 - $690.86 $260K - $345K
7K $4.84M
ETN
Eaton Corp PLC

Industrials
-187
- 2.27%
$246.52 - $356.99 $46.1K - $66.8K
8.05K $2.87M
MCK
Mckesson Corp

Healthcare
-2.3K
- 5.58%
$652.83 - $732.78 $1.5M - $1.69M
38.9K $28.5M
EBAY
Ebay Inc

Consumer Cyclical
-5.48K
- 2.99%
$59.52 - $79.36 $326K - $435K
178K $13.2M
CARR
Carrier Global Corp

Industrials
-411
- 0.45%
$55.55 - $75.83 $22.8K - $31.2K
91.5K $6.7M
XLK
Technology Sector Spdr

ETFs
-3.04K
- 8.4%
$179.73 - $253.23 $546K - $769K
33.1K $8.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1
- 0.01%
$496.48 - $617.85 $496 - $618
16.9K $10.4M
NKE
Nike, Inc.

Consumer Cyclical
-7.22K
- 3.63%
$53.27 - $72.04 $385K - $520K
192K $13.6M
WMT
Walmart Inc.

Consumer Defensive
-5.3K
- 3.31%
$81.79 - $99.98 $434K - $530K
155K $15.1M
TT
Trane Technologies PLC

Industrials
-74
- 0.65%
$315.21 - $437.41 $23.3K - $32.4K
11.2K $4.91M
KEYS
Keysight Technologies, Inc.

Technology
-234
- 0.28%
$127.02 - $165.4 $29.7K - $38.7K
82.6K $13.5M
BA
Boeing CO

Industrials
-3.08K
- 6.42%
$136.59 - $217.51 $421K - $670K
44.9K $9.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.56K
- 2.37%
$57.41 - $74.81 $262K - $341K
188K $14M
EW
Edwards Lifesciences Corp

Healthcare
-16
- 0.01%
$67.07 - $78.22 $1.07K - $1.25K
253K $19.8M
IBM
International Business Machines Corp

Technology
-690
- 1.85%
$221.03 - $294.78 $153K - $203K
36.6K $10.8M
SYK
Stryker Corp

Healthcare
-563
- 0.69%
$337.37 - $395.63 $190K - $223K
81.4K $32.2M
PM
Philip Morris International Inc.

Consumer Defensive
-2.27K
- 2.18%
$149.23 - $184.95 $339K - $420K
102K $18.5M
CSCO
Cisco Systems, Inc.

Technology
-6.87K
- 1.8%
$53.19 - $69.38 $365K - $477K
375K $26M
DIS
Walt Disney CO

Communication Services
-8.93K
- 6.03%
$81.72 - $124.01 $730K - $1.11M
139K $17.3M
WFC
Wells Fargo & Company

Financial Services
-16.2K
- 3.33%
$60.98 - $80.12 $990K - $1.3M
471K $37.7M
COST
Costco Wholesale Corp

Consumer Defensive
-1.76K
- 1.67%
$908.13 - $1056.85 $1.6M - $1.86M
104K $103M
META
Meta Platforms, Inc.

Communication Services
-133
- 0.43%
$484.66 - $738.09 $64.5K - $98.2K
31K $22.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 0.04%
$4164.15 - $5789.24 $8.33K - $11.6K
4.47K $25.9M
JPM
Jpmorgan Chase & CO

Financial Services
-4.72K
- 2.45%
$210.28 - $289.91 $992K - $1.37M
188K $54.4M
JCI
Johnson Controls International PLC

Industrials
-5.79K
- 1.86%
$71.14 - $105.62 $412K - $611K
305K $32.2M
INTU
Intuit Inc

Technology
-231
- 0.53%
$544.07 - $787.63 $126K - $182K
43.6K $34.4M
ORCL
Oracle Corp

Technology
-2.87K
- 1.06%
$122.82 - $218.63 $352K - $627K
267K $58.4M
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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