Clifford Swan Investment Counsel LLC Portfolio Holdings
Clifford Swan Investment Counsel LLC
- $2.78 Billion
- Q3 2024
Clifford Swan Investment Counsel LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.78 Billion distributed in 338 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $164M, Microsoft Corp with a value of $132M, United Parcel Service Inc with a value of $118M, Costco Wholesale Corp with a value of $97.4M, and Berkshire Hathaway Inc Class B with a value of $82.3M.
Examining the 13F form we can see an increase of $119M in the current position value, from $2.66B to 2.78B.
Below you can find more details about Clifford Swan Investment Counsel LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.78 Billion
Technology: $674 Million
Industrials: $403 Million
Healthcare: $328 Million
Consumer Cyclical: $308 Million
Consumer Defensive: $267 Million
Financial Services: $251 Million
Communication Services: $155 Million
Energy: $137 Million
Other: $256 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 338
- Current Value $2.78 Billion
- Prior Value $2.66 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 13 stocks
- Additional Purchases 69 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks