Fund Holdings — CLIFFORD SWAN INVESTMENT COUNSEL LLC

Total Portfolio Value
$3.00B
Total Bought
$117.68M
Total Sold
$240.71M
Net Transaction
-$123.03M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)682,225677,452-4,773139,972172,4995.74%+32,527
ALPHABET INC(GOOG)431,377430,298-1,07976,022104,6063.48%+28,584
ARISTA NETWORKS INC(ANET)576,285551,229-25,05658,96080,3202.67%+21,360
ORACLE CORP(ORCL)267,125255,667-11,45858,40271,9042.39%+13,502
ALPHABET INC(GOOG)159,864158,403-1,46128,35838,5791.28%+10,221
CORPAY INC(CPAY)4,00331,805+27,8021,3289,1620.30%+7,833
UNITEDHEALTH GROUP INC(UNH)107,012117,731+10,71933,38540,6531.35%+7,268
ABBVIE INC(ABBV)152,336152,175-16128,27735,2351.17%+6,958
MICROSOFT CORP(MSFT)306,674307,852+1,178152,543159,4525.31%+6,909
JOHNSON & JOHNSON(JNJ)220,860218,043-2,81733,73640,4301.35%+6,693
RTX CORPORATION(RTX)219,297225,712+6,41532,02237,7681.26%+5,747
LOWES COS INC(LOW)203,687199,594-4,09345,19250,1601.67%+4,968
FASTENAL CO(FAST)871,067845,066-26,00136,58541,4421.38%+4,857
SPDR GOLD TR(GLD)76,45277,769+1,31723,30527,6450.92%+4,340
JPMORGAN CHASE & CO.(JPM)187,733185,008-2,72554,42658,3571.94%+3,931
CHEVRON CORP NEW(CVX)319,937319,298-63945,81249,5841.65%+3,772
ENTEGRIS INC(ENTG)179,861196,641+16,78014,50618,1810.61%+3,676
ZOETIS INC(ZTS)023,648+23,64803,4600.12%+3,460
CATERPILLAR INC(CAT)37,25637,256014,46317,7770.59%+3,314
LABCORP HOLDINGS INC(LH)104,007106,223+2,21627,30330,4931.01%+3,190
AMERICAN EXPRESS CO(AXP)119,992123,586+3,59438,27541,0501.37%+2,775
GLOBAL X FDS
S&P 500 CATHOLIC
40,53071,846+31,3163,0585,8240.19%+2,766
INTEL CORP(INTC)577,483461,309-116,17412,93615,4770.52%+2,541
HEWLETT PACKARD ENTERPRISE C(HPE)604,258603,758-50012,35714,8280.49%+2,471
SYSCO CORP(SYY)267,822276,196+8,37420,28522,7420.76%+2,457
EBAY INC.(EBAY)177,544170,599-6,94513,22015,5160.52%+2,296
ALBEMARLE CORP(ALB)119,466119,039-4277,4879,6520.32%+2,165
AON PLC(AON)17,95223,896+5,9446,4058,5210.28%+2,116
NORTHROP GRUMMAN CORP(NOC)19,33119,33109,66511,7790.39%+2,114
NVIDIA CORPORATION(NVDA)68,35768,457+10010,80012,7730.43%+1,973
TRACTOR SUPPLY CO(TSCO)669,390655,245-14,14535,32437,2641.24%+1,940
HOME DEPOT INC(HD)39,36340,002+63914,43216,2080.54%+1,777
CUMMINS INC(CMI)18,54818,443-1056,0747,7900.26%+1,715
SPDR S&P 500 ETF TR(SPY)16,87018,203+1,33310,42312,1270.40%+1,704
EXPEDITORS INTL WASH INC(EXPD)71,21380,232+9,0198,1369,8360.33%+1,700
BERKSHIRE HATHAWAY INC DEL170,976168,585-2,39183,05584,7552.82%+1,699
PARKER-HANNIFIN CORP(PH)26,66226,662018,62320,2140.67%+1,591
ALLEGION PLC(ALLE)47,30947,30906,8188,3900.28%+1,572
GE AEROSPACE(GE)27,98928,937+9487,2048,7050.29%+1,501
AGILENT TECHNOLOGIES INC(A)143,963143,870-9316,98918,4660.61%+1,477
ISHARES TR84,14089,636+5,4969,19610,6510.35%+1,456
DUPONT DE NEMOURS INC(DD)217,748210,217-7,53114,93516,3760.55%+1,441
EXXON MOBIL CORP303,115301,894-1,22132,67634,0391.13%+1,363
HP INC(HPQ)742,647715,605-27,04218,16519,4860.65%+1,321
GOLDMAN SACHS GROUP INC(GS)13,90913,970+619,84411,1250.37%+1,281
MCKESSON CORP(MCK)38,93838,586-35228,53329,8090.99%+1,276
TESLA INC(TSLA)10,57310,329-2443,3594,5930.15%+1,235
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
306,127326,769+20,64215,08016,2700.54%+1,190
QUALCOMM INC(QCOM)166,909166,882-2726,58227,7620.92%+1,181
SELECT SECTOR SPDR TR
ST STR TECHN ETF
33,12733,602+4758,3899,4710.32%+1,082
GLOBAL X FDS
GLOBAL X SILVER
014,746+14,74601,0560.04%+1,056
WELLS FARGO CO NEW(WFC)471,073462,801-8,27237,74238,7921.29%+1,050
PEPSICO INC(PEP)155,612153,652-1,96020,54721,5790.72%+1,032
ISHARES SILVER TR(SLV)17,19336,879+19,6865641,5630.05%+998
FERGUSON ENTERPRISES INC(FERG)72,69274,900+2,20815,82916,8210.56%+992
NEWMARKET CORP(NEU)7,0007,00004,8365,7970.19%+961
ENERGIZER HLDGS INC NEW(ENR)203,006203,00604,0935,0530.17%+960
JACOBS SOLUTIONS INC(J)54,51054,161-3497,1658,1170.27%+951
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,9708,494+4,5247211,6110.05%+890
KEYSIGHT TECHNOLOGIES INC(KEYS)82,57382,427-14613,53014,4180.48%+888
COCA COLA CO(KO)95,659115,095+19,4366,7687,6330.25%+865
BP PLC(BP)170,228171,131+9035,0955,8970.20%+802
BROADCOM INC(AVGO)28,79326,484-2,3097,9378,7370.29%+801
VANECK ETF TRUST
GOLD MINERS ETF
28,60629,955+1,3491,4892,2890.08%+799
VANGUARD INSTL INDEX FD010,400+10,40007860.03%+786
VANGUARD INDEX FDS16,71716,763+469,49610,2650.34%+770
WALMART INC(WMT)154,710153,733-97715,12715,8440.53%+716
UNION PAC CORP(UNP)65,20966,478+1,26915,00315,7130.52%+710
SPROTT ETF TRUST
GOLD MINERS ETF
011,030+11,03006840.02%+684
LAM RESEARCH CORP(LRCX)16,56016,727+1671,6122,2400.07%+628
TAPESTRY INC(TPR)50,14044,321-5,8194,4035,0180.17%+615
TJX COS INC NEW(TJX)30,52830,226-3023,7704,3690.15%+599
INVESCO QQQ TR1,5662,406+8408641,4440.05%+581
ALTRIA GROUP INC(MO)73,12173,133+124,2874,8310.16%+544
SCHLUMBERGER LTD(SLB)544,104550,398+6,29418,39118,9170.63%+526
OCCIDENTAL PETE CORP(OXY)95,90395,931+284,0294,5330.15%+504
GE VERNOVA INC(GEV)5,7825,784+23,0603,5570.12%+497
ISHARES BITCOIN TRUST ETF(IBIT)8,39015,281+6,8915149930.03%+480
JOHNSON CTLS INTL PLC
SHS
305,160297,419-7,74132,23132,7011.09%+470
ISHARES TR20,00020,033+333,4653,9240.13%+458
NOVARTIS AG(NVS)76,42075,602-8189,2489,6950.32%+448
VANGUARD INDEX FDS13,47113,805+3344,0944,5300.15%+436
BERKSHIRE HATHAWAY INC DEL1717012,39012,8210.43%+432
LOCKHEED MARTIN CORP(LMT)12,50312,463-405,7916,2220.21%+431
MCDONALDS CORP(MCD)80,68478,895-1,78923,57323,9750.80%+402
ISHARES ETHEREUM TR(ETHA)011,766+11,76603710.01%+371
CASEYS GEN STORES INC(CASY)6,6496,634-153,3933,7500.12%+358
GENERAC HLDGS INC(GNRC)14,01014,01002,0062,3450.08%+339
ISHARES TR6,1516,205+543,8194,1530.14%+334
CONOCOPHILLIPS(COP)93,31891,884-1,4348,3748,6910.29%+317
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,0955,215+1201,1541,4560.05%+303
ILLINOIS TOOL WKS INC(ITW)32,50831,967-5418,0388,3360.28%+298
PHILLIPS 66(PSX)17,25417,252-22,0582,3470.08%+288
NORFOLK SOUTHN CORP(NSC)6,4596,458-11,6531,9400.06%+287
ALIBABA GROUP HLDG LTD(BABA)4,2554,25504837600.03%+278
VANGUARD WORLD FD
INF TECH ETF
3,3283,32802,2072,4850.08%+277
ISHARES TR7,8569,151+1,2951,0611,3330.04%+272
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
04,003+4,00302690.01%+269
SPROTT ASSET MANAGEMENT LP(PHYS)63,03563,03501,5981,8670.06%+269
SCHWAB STRATEGIC TR010,426+10,42602430.01%+243
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CLIFFORD SWAN INVESTMENT COUNSEL LLC — 13F Holdings — Q3 2025 | TickerTrail