Clifford-Swan-Investment-Counsel
AI_NATIVE detailed information: This accession holds the following tickers:[ "JWN", "GDX", null, "TROW", "ENTG", "AKAM", "CVBF", "ALSN", "ACN", "MMM", "ABT", "ABBV", "ADBE", "A", "BABA", "PAA", "ALL", "GOOGL", "AXP", "T", "ENR", "CAT", "AVGO", "LOW", "KMX", "CMI", "DUK", "ESS", "EBAY", "EXPD", "FERG", "GILD", "GIS", "HON", "HD", "HPQ", "MCD", "INTU", "PFO", "BEN", null, "FE", "UNP", "QCOM", "ISRG", "ITW", "EMR", "BKNG", "META", "IJH", null, null, "TG", null, null, "LHX", "LRCX", null, "LIN", "BOF", "MMC", "MA", "MDT", "APA", "MSFT", "MDLZ", "DXC", "EXC", "GE", "GPC", "NVS", "OXY", "PAI", "ICLR", "PCAR", "BX", "AMP", "FAST", "ANSS", "IJR", "ANET", "KR", "ORCL", "KHC", "NOC", "OKE", "PAYX", null, "EEM", "PYPL", "PEP", "PNC", "VGSH", "IVV", null, null, "DOW", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "HPE", "ENB", "INTC", "GEHC", "PFE", "LMT", "PG", "MRK", "VZ", "KEYS", "MKC", "JPC", "AMGN", "PPG", "ROK", "SPGI", "SLB", "RS", "SRE", "O", "SHEL", "RTX", "GLD", null, null, null, "BP", "RSG", "IBM", "SYK", "SBUX", "CI", "TPR", "TXN", "TGT", "TMO", "TJX", "UBER", "UL", "UPS", "VNQ", "VO", "MET", "SCHW", "MNST", "EPC", null, "VWO", "LPX", null, "VIG", null, "TSCO", "WY", "TSM", "BN.TO", "DD", "EA", "K", "EW", "TT", "AON", "AEE", null, "ALB", "AMD", "ALLE", "SDY", "F", "WEC", "EQR", "AJG", "WM", "IR", "AEP", "ES", "IFF", "NVO", "AMZN", "MSI", "LUV", null, "KD", "AMTM", "MTX", null, "NEU", "VEU", "VGT", "USB", "VLO", "VEA", null, "VB", "VOO", "V", "WBD", "WMT", "WBA", "WFC", "WELL", "WMB", "YUM", "SOLV", "DTE", "POST", "SCHD", "ET", "DVY", "SCHG", null, null, "EIX", "NSC", null, "JCI", "LH", "MFC", "SO", "TRMB", "OTIS", "PSX", "CRM", null, "SYY", "DIA", null, "GEV", "ZBH", "GAP", "MCK", "EXR", "GWW", "NTAP", "PSA", "NUE", null, "FDX", "AME", "KMB", "ADP", "BAC", "BK", "BRK-A", "BRK-B", "BAX", "BDX", "BRBR", "BA", "BMY", "BAM.TO", "CPB", "CARR", "CASY", "CVX", "CTAS", "CSCO", "CLX", "CME", "KO", "CMCSA", "CL", "CAG", "COP", "CEG", "ED", "COST", "CTVA", "CVS", "CSX", "DE", null, null, "DFAX", "DFAC", "DFS", "RSP", "IJJ", "EFA", "J", "MCO", "VOD", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", "MO", "XLK", "ITOT", "URI", "VTI", "JPM" ]
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
- Manager Name
- Clifford-Swan-Investment-Counsel
Data Enrichment
91% identified281 identified28 unidentified
Holdings
309 positions • $2.7B total value
Manager:
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Page 7 of 16
464287721
Shares:20.0K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$2.7B)
37954Y889
Shares:40.5K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$2.7B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
31.6K | All Managers (Combined) | $3.7M | 0.1% ($3.7M/$2.7B) | |||
73.4K | All Managers (Combined) | $3.6M | 0.1% ($3.6M/$2.7B) | |||
WEYERHAEUSER CO(WYcusip962166104) | 123.1K | All Managers (Combined) | $3.6M | 0.1% ($3.6M/$2.7B) | ||
6.2K | QoQ -2.69% (-171)YoY -1.76% (-111) | All Managers (Combined) | $3.5M | 0.1% ($3.5M/$2.7B) | ||
S&P Global Inc.(SPGIcusip78409V104) | 6.0K | QoQ +0.04% (+3)YoY -7.30% (-474) | All Managers (Combined) | $3.1M | 0.1% ($3.1M/$2.7B) | |
6.7K | QoQ -0.44% (-30)YoY -5.36% (-381) | All Managers (Combined) | $2.9M | 0.1% ($2.9M/$2.7B) | ||
DEERE & CO(DEcusip244199105) | 6.0K | QoQ +0.28% (+17)YoY +2.08% (+123) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$2.7B) | |
(cusip464287721)✕ | 20.0K | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$2.7B) | ||
37.5K | QoQ 0.00% (-0) | All Managers (Combined) | $2.8M | 0.1% ($2.8M/$2.7B) | ||
(cusip37954Y889)✕ | 40.5K | QoQ -1.21% (-500)YoY -1.61% (-665) | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.7B) | |
38.0K | All Managers (Combined) | $2.7M | 0.1% ($2.7M/$2.7B) | |||
9.6K | QoQ +4.21% (-387)YoY -1.09% (-106) | All Managers (Combined) | $2.6M | 0.1% ($2.6M/$2.7B) | ||
Allegion plc(ALLEcusipG0176J109) | 18.9K | All Managers (Combined) | $2.5M | 0.1% ($2.5M/$2.7B) | ||
NUCOR CORP(NUEcusip670346105) | 20.2K | All Managers (Combined) | $2.4M | 0.1% ($2.4M/$2.7B) | ||
Eaton Corp plc(ETNcusipG29183103) | 8.2K | QoQ +0.06% (-5)YoY +6.68% (-516) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.7B) | |
20.1K | QoQ -0.98% (-200)YoY -3.37% (-700) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.7B) | ||
37.6K | QoQ +1.42% (-528)YoY +1.42% (-528) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.7B) | ||
62.8K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.7B) | |||
7.1K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.7B) | |||
Phillips 66(PSXcusip718546104) | 17.5K | QoQ 0.00% (+0)YoY +2.91% (-494) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$2.7B) |