Institutions / Clifford Swan Investment Counsel LLC / Activity
Activity — Clifford Swan Investment Counsel LLC
246 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Edwards Lifesciences Corp Common stock | $-88.3K | -1K -0.44% | 250,452 0.68% of portfolio | low |
| Q1 2026 as of | Trim | 464287200 Common stock | $-81.7K | -125 -2.01% | 6,079 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Intuitive Surgical Inc Common stock | $-81.6K | -177 -18.15% | 798 0.01% of portfolio | low |
| Q1 2026 as of | Add | 464287234 Common stock | $73.8K | +1K +3.27% | 41,100 0.08% of portfolio | low |
| Q1 2026 as of | Add | Coca Cola Co Common stock | $67.2K | +884 +0.75% | 118,662 0.31% of portfolio | low |
| Q1 2026 as of | Trim | Trimble Inc. Common stock | $-57.5K | -882 -17.03% | 4,298 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Akamai Technologies Inc Common stock | $-55.2K | -481 -0.78% | 61,386 0.24% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-55.2K | -60 -1.73% | 3,416 0.11% of portfolio | low |
| Q1 2026 as of | Trim | 11271J107 Common stock | $-52.6K | -1K -3.65% | 34,332 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Ferguson Enterprises Inc. /DE Common stock | $-50.4K | -216 -0.29% | 75,136 0.60% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $50.2K | +323 +0.21% | 153,540 0.81% of portfolio | low |
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $48.1K | +400 +0.53% | 76,120 0.31% of portfolio | low |
| Q1 2026 as of | Add | CrowdStrike Holdings, Inc. Common stock | $46.8K | +120 +23.44% | 632 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | 95766T100 Common stock | $-44.8K | -4K -11.92% | 27,351 0.01% of portfolio | low |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $42.9K | +127 +11.86% | 1,198 0.01% of portfolio | low |
| Q1 2026 as of | Trim | CVS HEALTH Corp Common stock | $-41.3K | -575 -16.74% | 2,859 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Tesla Inc Common stock | $-41.3K | -111 -0.91% | 12,143 0.15% of portfolio | low |
| Q1 2026 as of | Trim | International Business Machines Corp Common stock | $-40.7K | -168 -0.51% | 33,026 0.27% of portfolio | low |
| Q1 2026 as of | Trim | GE HealthCare Technologies Inc. Common stock | $-40.4K | -568 -15.97% | 2,989 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Williams Cos Inc/The Common stock | $40.0K | +550 +13.21% | 4,714 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Illinois Tool Works Inc Common stock | $-39.6K | -152 -0.48% | 31,515 0.28% of portfolio | low |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-39.5K | -425 -1.19% | 35,140 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Agilent Technologies Inc Common stock | $-38.4K | -337 -0.23% | 143,533 0.56% of portfolio | low |
| Q1 2026 as of | Trim | N07059210 Common stock | $-38.2K | -29 -12.61% | 201 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | The Boeing Company Common stock | $-37.8K | -190 -0.48% | 39,665 0.27% of portfolio | low |
| Q1 2026 as of | Trim | AT&T Inc. Common stock | $-37.7K | -1K -0.72% | 178,665 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Jacobs Solutions Inc. Common stock | $-37.5K | -295 -0.55% | 53,499 0.23% of portfolio | low |
| Q1 2026 as of | Add | FedEx Corp Common stock | $35.6K | +100 +6.60% | 1,615 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Electronic Arts Inc. Common stock | $-34.9K | -171 -5.29% | 3,060 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Sysco Corp Common stock | $-33.8K | -474 -0.17% | 273,240 0.66% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $33.7K | +255 +0.29% | 89,572 0.40% of portfolio | low |
| Q1 2026 as of | Trim | CARRIER GLOBAL Corp Common stock | $-32.8K | -583 -0.66% | 87,578 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Generac Holdings Inc. Common stock | $-30.3K | -155 -1.07% | 14,305 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Lam Research Corp Common stock | $-29.3K | -137 -0.82% | 16,540 0.12% of portfolio | low |
| Q1 2026 as of | Add | 922908595 Common stock | $28.7K | +95 +11.66% | 910 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Plains All American Pipeline LP Common stock | $-27.5K | -1K -7.69% | 14,783 0.01% of portfolio | low |
| Q1 2026 as of | Trim | 78464A763 Common stock | $-27.3K | -187 -8.76% | 1,948 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Essex Property Trust, Inc. Common stock | $-24.2K | -100 -1.44% | 6,838 0.06% of portfolio | low |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $23.5K | +147 +0.49% | 30,374 0.17% of portfolio | low |
| Q1 2026 as of | Trim | Kimberly Clark Corp Common stock | $-23.0K | -238 -3.31% | 6,955 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Solstice Advanced Materials Inc. Common stock | $-22.4K | -294 -2.25% | 12,801 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Conagra Brands Inc. Common stock | $-21.6K | -1K -2.17% | 61,873 0.03% of portfolio | low |
| Q1 2026 as of | Add | Valero Energy Corp Common stock | $18.5K | +75 +5.08% | 1,550 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Advanced Micro Devices Inc Common stock | $-17.9K | -88 -1.33% | 6,519 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 85207K107 Common stock | $-17.1K | -700 -7.43% | 8,725 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Nucor Corp Common stock | $16.9K | +100 +0.52% | 19,150 0.11% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $16.4K | +171 +2.27% | 7,703 0.03% of portfolio | low |
| Q1 2026 as of | Add | Eaton Corp plc Common stock | $16.1K | +45 +0.56% | 8,015 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 72201R833 Common stock | $-15.1K | -150 -4.07% | 3,535 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Dte Energy Co Common stock | $-14.6K | -100 -5.88% | 1,600 <0.01% of portfolio | low |