Clifford Swan Investment Counsel LLC Portfolio Holdings
Clifford Swan Investment Counsel LLC
- $2.67 Billion
- Q4 2024
Clifford Swan Investment Counsel LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.67 Billion distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $174M, Microsoft Corp with a value of $127M, United Parcel Service Inc with a value of $111M, Costco Wholesale Corp with a value of $98.8M, and Alphabet Inc. with a value of $80.5M.
Examining the 13F form we can see an decrease of $110M in the current position value, from $2.78B to 2.67B.
Below you can find more details about Clifford Swan Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.67 Billion
Technology: $612 Million
Industrials: $388 Million
Consumer Cyclical: $305 Million
Healthcare: $302 Million
Financial Services: $264 Million
Consumer Defensive: $259 Million
Communication Services: $169 Million
Energy: $129 Million
Other: $239 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 306
- Current Value $2.67 Billion
- Prior Value $2.78 Billion
- Filing
- Period Q4 2024
- Filing Date February 05, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 5 stocks
- Additional Purchases 40 stocks
- Sold out of 0 stocks
- Reduced holdings in 165 stocks