CLIFFORD SWAN INVESTMENT COUNSEL LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$2.82B
Signature - Title
Peter J. Boyle - CEO
Location
Pasadena, CA
Summary
This page shows a list of all the recent 13F filings made by CLIFFORD SWAN INVESTMENT COUNSEL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CLIFFORD SWAN INVESTMENT COUNSEL LLC reported 312 stock holdings with total value $2.82B as of Q3 2024. Top holdings included AAPL, MSFT, UPS, COST, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 312 $2.82B +$69.6M -$72.5M -$2.88M AAPL, MSFT, UPS, COST, BRKB 13F-HR 11/14/2024, 03:51 PM
Q2 2024 303 $2.67B +$19.9M -$39.6M -$19.7M AAPL, MSFT, UPS, COST, GOOGL 13F-HR 8/6/2024, 05:39 PM
Q1 2024 307 $2.69B +$27.8M -$92.2M -$64.4M MSFT, UPS, AAPL, COST, BRKB 13F-HR 4/16/2024, 05:42 PM
Q4 2023 299 $2.57B +$24.4M -$44.8M -$20.4M AAPL, UPS, MSFT, COST, BRKB 13F-HR 2/6/2024, 01:20 PM
Q3 2023 298 $2.38B +$61.5M -$46.4M +$15.1M UPS, AAPL, MSFT, COST, BRKB 13F-HR 11/9/2023, 06:40 PM
Q2 2023 299 $2.48B +$17.5M -$35.5M -$18M AAPL, UPS, MSFT, COST, BRKB 13F-HR 8/3/2023, 07:10 PM
Q1 2023 294 $2.39B +$19.7M -$47.3M -$27.6M UPS, AAPL, MSFT, COST, BRKB 13F-HR 5/5/2023, 03:55 PM
Q4 2022 303 $2.3B +$19.8M -$63.4M -$43.6M UPS, AAPL, MSFT, BRKB, CVX 13F-HR 2/2/2023, 05:47 PM
Q3 2022 307 $2.13B +$79.8M -$75M +$4.77M AAPL, UPS, MSFT, COST, BRKB 13F-HR 11/4/2022, 06:23 PM
Q2 2022 316 $2.31B +$46.8M -$42.7M +$4.06M UPS, AAPL, MSFT, COST, BRKB 13F-HR 8/4/2022, 03:05 PM
Q1 2022 321 $2.7B +$42.8M -$103M -$60.6M UPS, AAPL, MSFT, COST, BRKB 13F-HR 5/2/2022, 06:29 PM
Q4 2021 337 $2.86B +$51.5M -$37.6M +$13.9M UPS, AAPL, MSFT, COST, ACN 13F-HR 2/10/2022, 06:35 PM
Q3 2021 329 $2.7B +$53M -$45.7M +$7.27M UPS, AAPL, MSFT, COST, ACN 13F-HR 11/2/2021, 03:37 PM
Q2 2021 322 $2.6B +$69.9M -$87.8M -$17.9M UPS, AAPL, MSFT, COST, ACN 13F-HR 8/5/2021, 05:15 PM
Q1 2021 322 $2.43B +$49.7M -$79.2M -$29.6M AAPL, UPS, MSFT, ACN, BRKB 13F-HR 5/6/2021, 07:47 PM
Q4 2020 320 $2.29B +$29.6M -$84.5M -$54.9M AAPL, UPS, MSFT, COST, ACN 13F-HR 2/11/2021, 04:49 PM
Q3 2020 314 $2.09B +$109M -$36.4M +$72.2M AAPL, UPS, MSFT, COST, BRKB 13F-HR 10/30/2020, 03:31 PM
Q2 2020 307 $1.94B +$62M -$55.5M +$6.5M AAPL, MSFT, UPS, COST, ACN 13F-HR 8/6/2020, 10:43 AM
Q1 2020 298 $1.65B +$58.7M -$39.8M +$18.9M AAPL, MSFT, UPS, COST, BRKB 13F-HR 4/9/2020, 12:40 PM
Q4 2019 319 $2.07B +$44.6M -$36.6M +$8.03M AAPL, MSFT, UPS, BRKB, COST 13F-HR 1/30/2020, 03:08 PM
Q3 2019 313 $1.93B +$33.4M -$36.9M -$3.54M AAPL, UPS, MSFT, COST, BRKB 13F-HR 11/12/2019, 02:35 PM
Q2 2019 317 $1.9B +$64.9M -$50.8M +$14.1M AAPL, UPS, MSFT, BRKB, COST 13F-HR 8/13/2019, 01:41 PM
Q1 2019 307 $1.86B +$45.8M -$39.4M +$6.37M AAPL, UPS, MSFT, BRKB, COST 13F-HR 5/14/2019, 02:04 PM
Q4 2018 296 $1.65B +$37.6M -$44.4M -$6.79M AAPL, UPS, BRKB, MSFT, JNJ 13F-HR 2/13/2019, 11:04 AM
Q3 2018 319 $1.92B +$24.1M -$32.2M -$8.1M AAPL, UPS, BRKB, MSFT, COST 13F-HR 11/13/2018, 05:55 PM
Q2 2018 313 $1.79B +$26.6M -$46.7M -$20.1M AAPL, UPS, WFC, BRKB, XOM 13F-HR 8/13/2018, 02:57 PM
Q1 2018 312 $1.77B +$27.7M -$41.3M -$13.6M AAPL, UPS, BRKB, WFC, MSFT 13F-HR 5/8/2018, 06:01 PM
Q4 2017 316 $1.83B +$148M -$62.7M +$84.9M AAPL, UPS, WFC, BRKB, XOM 13F-HR 2/9/2018, 02:01 PM
Q3 2017 315 $1.65B +$45.6M -$50.8M -$5.24M UPS, AAPL, BRKB, XOM, WFC 13F-HR 11/13/2017, 02:42 PM
Q2 2017 322 $1.6B +$50.9M -$32.1M +$18.8M UPS, AAPL, BRKB, JNJ, XOM 13F-HR 8/11/2017, 03:27 PM
Q1 2017 298 $1.56B +$41.9M -$33.4M +$8.45M AAPL, UPS, BRKB, XOM, JNJ 13F-HR 5/9/2017, 01:13 PM
Q4 2016 280 $1.49B +$25.5M -$46.8M -$21.3M UPS, XOM, AAPL, BRKB, WFC 13F-HR 2/6/2017, 01:25 PM
Q3 2016 280 $1.48B +$66.1M -$55.1M +$11.1M UPS, XOM, AAPL, JNJ, BRKB 13F-HR 11/10/2016, 01:52 PM
Q2 2016 261 $1.45B +$21.8M -$89.4M -$67.6M UPS, XOM, JNJ, GE, BRKB 13F-HR 8/10/2016, 11:50 AM
Q1 2016 268 $1.47B +$58M -$84.5M -$26.5M UPS, XOM, AAPL, GE, JNJ 13F-HR 5/16/2016, 12:07 PM
Q4 2015 270 $1.46B +$66.9M -$61.3M +$5.6M UPS, XOM, GE, JNJ, AAPL 13F-HR 2/9/2016, 05:24 PM
Q3 2015 257 $1.4B +$95M -$78.4M +$16.6M UPS, XOM, AAPL, JNJ, WFC 13F-HR 11/9/2015, 05:54 PM
Q2 2015 260 $1.49B +$35.1M -$40.8M -$5.75M UPS, XOM, AAPL, WFC, JNJ 13F-HR 8/11/2015, 01:25 PM
Q1 2015 260 $1.52B +$55.5M -$34.6M +$21M XOM, UPS, AAPL, JNJ, COST 13F-HR 5/15/2015, 01:26 PM
Q4 2014 254 $1.52B +$45.3M -$45.6M -$266K UPS, XOM, JNJ, BRKB, AAPL 13F-HR 2/11/2015, 06:01 PM
Q3 2014 250 $1.46B +$18.8M -$37M -$18.2M XOM, UPS, JNJ, BRKB, WFC 13F-HR 11/10/2014, 06:13 PM
Q2 2014 253 $1.48B +$67.2M -$37.2M +$30M XOM, UPS, SLB, JNJ, WFC 13F-HR 8/7/2014, 10:37 AM
Q1 2014 249 $1.43B +$68.1M -$28.3M +$39.8M XOM, UPS, JNJ, GE, WFC 13F-HR 5/6/2014, 12:27 PM
Q4 2013 235 $1.38B $0 $0 XOM, UPS, GE, JNJ, WFC 13F-HR 2/12/2014, 12:02 PM