Clifford Swan Investment Counsel LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001034642
- Manager Name
- Clifford Swan Investment Counsel LLC
Data Enrichment
91% identified281 identified28 unidentified
Holdings
309 positions
Manager:
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Page 3 of 16
33739Q200
Shares:
308919(-2.4%)
Value:
$15.2B(-1.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
725.2K | All Managers (Combined) | $20.1M | |||
293.2K | All Managers (Combined) | $19.9M | |||
Pepsico Inc(PEPcusip713448108) | 127.6K | All Managers (Combined) | $19.1M | ||
253.2K | All Managers (Combined) | $18.9M | |||
253.4K | All Managers (Combined) | $18.4M | |||
Sysco Corp(SYYcusip871829107) | 239.6K | All Managers (Combined) | $18.0M | ||
31.1K | All Managers (Combined) | $18.0M | |||
Starbucks Corp(SBUXcusip855244109) | 179.2K | All Managers (Combined) | $17.6M | ||
Carmax Inc(KMXcusip143130102) | 218.1K | All Managers (Combined) | $17.0M | ||
144.2K | All Managers (Combined) | $16.9M | |||
104.1K | All Managers (Combined) | $16.5M | |||
26.7K | QoQ -0.12% (-34)YoY -0.10% (-29) | All Managers (Combined) | $16.2M | ||
198.1K | All Managers (Combined) | $15.4M | |||
(cusip33739Q200)✕ | 308.9K | All Managers (Combined) | $15.2M | ||
Home Depot, Inc.(HDcusip437076102) | 39.6K | All Managers (Combined) | $14.5M | ||
46.7K | All Managers (Combined) | $14.3M | |||
151.7K | All Managers (Combined) | $14.2M | |||
Walt Disney Co(DIScusip254687106) | 142.2K | All Managers (Combined) | $14.0M | ||
Walmart Inc.(WMTcusip931142103) | 159.6K | All Managers (Combined) | $14.0M | ||
17 | QoQ +88.88% (+8)YoY +88.88% (+8) | All Managers (Combined) | $13.6M |