Clifford-Swan-Investment-Counsel

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
309
Total Value
2656938840
Accession Number
0001034642-25-000002
Form Type
13F-HR
Manager Name
Clifford-Swan-Investment-Counsel
Data Enrichment
91% identified
281 identified28 unidentified

Holdings

309 positions • $2.7B total value
Manager:
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Page 12 of 16
UNILEVER PLC
Shares:7.6K
Value:$455.5K
% of Portfolio:0.0% ($455.5K/$2.7B)
NetApp, Inc.
Shares:5.2K
Value:$454.6K
% of Portfolio:0.0% ($454.6K/$2.7B)
CINTAS CORP
Shares:2.1K
Value:$437.4K
% of Portfolio:0.0% ($437.4K/$2.7B)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:1.0K
Value:$431.3K
% of Portfolio:0.0% ($431.3K/$2.7B)
464287655
Shares:2.2K
Value:$429.1K
% of Portfolio:0.0% ($429.1K/$2.7B)
MOODYS CORP /DE/
Shares:903
Value:$420.5K
% of Portfolio:0.0% ($420.5K/$2.7B)
CME GROUP INC.
Shares:1.6K
Value:$420.2K
% of Portfolio:0.0% ($420.2K/$2.7B)
GE HealthCare Technologies Inc.
Shares:5.1K
Value:$412.3K
% of Portfolio:0.0% ($412.3K/$2.7B)
921908844
Shares:2.1K
Value:$407.0K
% of Portfolio:0.0% ($407.0K/$2.7B)
MARRIOTT INTERNATIONAL INC /MD/
Shares:1.7K
Value:$405.4K
% of Portfolio:0.0% ($405.4K/$2.7B)
922042858
Shares:9.0K
Value:$405.3K
% of Portfolio:0.0% ($405.3K/$2.7B)
ANSYS INC
Shares:1.3K
Value:$403.6K
% of Portfolio:0.0% ($403.6K/$2.7B)
25861R105
Shares:8.6K
Value:$397.1K
% of Portfolio:0.0% ($397.1K/$2.7B)
81369Y886
Shares:5.0K
Value:$395.5K
% of Portfolio:0.0% ($395.5K/$2.7B)
72201R833
Shares:3.8K
Value:$384.9K
% of Portfolio:0.0% ($384.9K/$2.7B)
EQUITY RESIDENTIAL
Shares:5.3K
Value:$381.8K
% of Portfolio:0.0% ($381.8K/$2.7B)
US BANCORP \DE\
Shares:8.8K
Value:$373.6K
% of Portfolio:0.0% ($373.6K/$2.7B)
WELLTOWER INC.
Shares:2.4K
Value:$368.6K
% of Portfolio:0.0% ($368.6K/$2.7B)
25434V880
Shares:13.5K
Value:$354.4K
% of Portfolio:0.0% ($354.4K/$2.7B)
464287580
Shares:4.0K
Value:$353.3K
% of Portfolio:0.0% ($353.3K/$2.7B)