IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Clifford Swan Investment Counsel LLC

Q2 2020 Holdings

Filed 2020-08-06 | 309 holdings | $159.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Value ETF(VTV)ETF922908744$5485,4990.0%
S&P Global Inc(SPGI)COM78409V104$5581,6950.0%
Health Care Select Sector Spdr(XLV)ETF81369Y209$5615,6060.0%
U.S. Bancorp(USB)COM902973304$56215,2740.0%
Vanguard Short Term Bond ETF(BSV)ETF921937827$5656,7920.0%
Broadcom Ltd. Ordinary(AVGO)COM11135F101$5661,7920.0%
Paychex Inc(PAYX)COM704326107$5727,5500.0%
Southwest Airlines(LUV)COM844741108$58117,0040.0%
The Charles Schwab Corporation(SCHW)COM808513105$58317,2770.0%
Plains All American Pipeline L(PAA)COM726503105$58666,3360.0%
Royal Dutch Shell PLC-ADR A(RDS/A)COM780259206$59518,2020.0%
Netapp, Inc(NTAP)COM64110D104$59513,4050.0%
Lam Research Corp(LRCXEUR)COM512807108$6101,8850.0%
Dormakaba Holding AGCOMH1956E103$6161,1300.0%
Stanley Black and Decker Corp.(SWK)COM854502101$6364,5650.0%
PS Business Parks IncCOM69360J107$6434,8540.0%
Duke Energy Corp. New(DUK)COM26441C204$6528,1620.0%
Quanta Services, Inc.(PWR)COM74762E102$66717,0000.0%
Booking Holdings Inc.(BKNG)COM09857L108$6784260.0%
Toro Co.(TTC)COM891092108$68010,2550.0%
Comcast Corp. Class A(CMCSA)COM20030N101$68817,6480.0%
Zimmer Biomet Hldgs Inc Com(ZBH)COM98956P102$6935,8020.0%
Mastercard Inc(MA)COM57636Q104$7022,3740.0%
iShares DJ US Housing(ITB)ETF464288752$70315,9300.0%
iShares Core S&P Total US Stoc(ITOT)ETF464287150$71610,3140.0%
Vanguard Small Cap ETF(VB)ETF922908751$7425,0890.0%
Schwab U.S. Tips ETF(SCHP)ETF808524870$78113,0200.0%
Eaton Corp. PLC(ETN)COMG29183103$7899,0150.0%
iShares North American Tech(IGM)ETF464287549$7962,8500.0%
Spdr S&P MidCap 400 ETF(MDY)ETF78467Y107$8032,4760.0%
McCormick & Co(MKC)COM579780206$8074,5000.0%
Kraft Heinz Co Com(KHC)COM500754106$81925,6720.0%
Southern Company(SO)COM842587107$81915,8010.0%
iShares Msci Eafe Index Fund(EFA)ETF464287465$82913,6240.0%
IShares Core High Dividend ETF(HDV)ETF46429B663$85410,5230.0%
Lilly Eli & Co.(LLY)COM532457108$8585,2290.0%
Vanguard World Fds Inf Tech ET(VGT)ETF92204A702$8713,1250.0%
CSX Corporation(CSX)COM126408103$89512,8290.0%
Wec Energy Group Inc(WEC)COM92939U106$90210,2920.0%
Sempra Energy(SRE)COM816851109$9818,3650.0%
Kellogg Co.(KEL)COM487836108$99915,1300.0%
Nucor Corp.(NUE)COM670346105$1.1K26,5220.0%
Baxter International Inc(BAX)COM071813109$1.1K12,9570.0%
Perspecta Inc.(PRSP)COM715347100$1.2K49,8800.0%
iShares Msci Emerging Markets(EEM)ETF464287234$1.2K29,4510.0%
Enterprise Products Partners L(EPD)COM293792107$1.2K65,1540.0%
American Wtr Wks Inc.(AWK)COM030420103$1.2K9,3210.0%
Deere & Co.(DE)COM244199105$1.2K7,6900.0%
Realty Income Corp.(O)COM756109104$1.3K21,3130.0%
Medtronic Plc.(MDT)COMG5960L103$1.3K14,1810.0%
PreviousPage 3 of 7Next