IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Clifford Swan Investment Counsel LLC

Q3 2018 Holdings

Filed 2018-11-14 | 320 holdings | $122.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
CDK Global Inc.(CDK)COM12508E101$4236,7570.0%
Rockwell Automation, Inc.(ROK)COM773903109$4302,2950.0%
Hain Celestial Group Inc.(HAIN)COM405217100$43516,0450.0%
Equity Residential(EQR)COM29476L107$4416,6500.0%
Kayne Anderson MLP Inv Com(KYN)ETF486606106$44124,7000.0%
Farmers and Merchants Bank(FMBL)COM308243104$456530.0%
Broadcom Ltd. Ordinary(AVGO)COM11135F101$4691,9010.0%
Duke Realty Corp(DREUSD)COM264411505$47216,6220.0%
Paychex Inc(PAYX)COM704326107$4746,4350.0%
Vanguard Total Stock Market ET(VTI)ETF922908769$4883,2630.0%
Astrazeneca PLC(AZN)COM046353108$49312,4580.0%
iShares Core S&P Small-Cap ETF(IJR)ETF464287804$5095,8300.0%
Edison International(EIX)COM281020107$5137,5800.0%
Unilever N V(UNUSD)COM904784709$5299,5210.0%
iShares Core S&P Mid-Cap ETF(IJH)ETF464287507$5402,6830.0%
CME Group Inc.(CME)COM12572Q105$5443,1970.0%
Intuitive Surgical Inc.(ISRG)COM46120E602$5469510.0%
Vanguard Short Term Bond ETF(BSV)ETF921937827$5577,1390.0%
Quanta Services, Inc.(PWR)COM74762E102$56717,0000.0%
Lamb Weston Holdings, Inc(LW)COM513272104$5778,6650.0%
McCormick & Co(MKC)COM579780206$5934,5000.0%
Comcast Corp. Class A(CMCSA)COM20030N101$59516,7930.0%
Express Scripts Holding CompanCOM30219G108$5956,2640.0%
iShares North American Tech(IGM)ETF464287549$5972,8500.0%
Toro Co.(TTC)COM891092108$61310,2200.0%
iShares DJ US Housing(ITB)ETF464288752$61317,3400.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$6146,2730.0%
PS Business Parks IncCOM69360J107$6174,8540.0%
Schwab U.S. Mid-Cap ETF(SCHM)ETF808524508$62410,7940.0%
Lincoln National Corp.(LNC)COM534187109$6309,3040.0%
Southern Company(SO)COM842587107$65414,9910.0%
CVB Financial(CVBF)COM126600105$65429,2810.0%
Duke Energy Corp. New(DUK)COM26441C204$6558,1880.0%
PPG Industries, Inc.(PPG)COM693506107$6716,1470.0%
Moody's Corporation(MCO)COM615369105$6854,0950.0%
Visa Inc.(V)COM92826C839$6924,6110.0%
The Charles Schwab Corporation(SCHW)COM808513105$70214,2770.0%
Meredith Corp.COM589433101$70813,8750.0%
iShares S&P U.S. Preferred Sto(PFF)ETF464288687$73019,6680.0%
Schwab U.S. Tips ETF(SCHP)ETF808524870$73213,5610.0%
U.S. Bancorp(USB)COM902973304$73413,8970.0%
Vanguard Ftse Emerging Markets(VWO)ETF922042858$73517,9250.0%
Lilly Eli & Co.(LLY)COM532457108$7356,8450.0%
Minerals Technologies Inc.(MTX)COM603158106$74911,0770.0%
Spdr S&P MidCap 400 ETF(MDY)ETF78467Y107$7622,0730.0%
Wec Energy Group Inc(WEC)COM92939U106$77611,6260.0%
Las Vegas Sands(LVS)COM517834107$79013,3150.0%
DCP Midstream, LPCOM23311P100$80520,3430.0%
Vanguard World Fds Inf Tech ET(VGT)ETF92204A702$8083,9900.0%
iShares Msci Eafe Index Fund(EFA)ETF464287465$82012,0660.0%
PreviousPage 3 of 7Next