Clifford Swan Investment Counsel LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Bridger Aerospace Group Holdings, Inc.BAER | $30.8K | 0.0% |
| BranchOut Food Inc.BOF | $99.0K | 0.0% |
| TREDEGAR CORPTG | $127.2K | 0.0% |
| Nuveen Preferred & Income Opportunities FundJPC | $142.9K | 0.0% |
| FORD MOTOR CO | $153.5K | 0.0% |
| Extra Space Storage Inc | $200.2K | 0.0% |
| ASTRAZENECA PLC | $203.9K | 0.0% |
| CVS HEALTH Corp | $205.3K | 0.0% |
| Uber Technologies, Inc | $206.3K | 0.0% |
| JABIL INC | $212.5K | 0.0% |
| GLOBAL X FDS | $212.6K | 0.0% |
| GE HealthCare Technologies Inc. | $212.8K | 0.0% |
| SPROTT ASSET MANAGEMENT LP | $212.8K | 0.0% |
| VANGUARD BD INDEX FDS | $214.7K | 0.0% |
| Atmus Filtration Technologies Inc. | $217.7K | 0.0% |
| AMERIPRISE FINANCIAL INC | $219.1K | 0.0% |
| Waters Corp | $221.0K | 0.0% |
| SPROTT ETF TRUST | $221.4K | 0.0% |
| XCEL ENERGY INC | $222.1K | 0.0% |
| GLOBAL X FDS | $225.9K | 0.0% |
| Cigna Group | $226.2K | 0.0% |
| Exelon Corp | $229.2K | 0.0% |
| DTE ENERGY CO | $234.0K | 0.0% |
| Yum! Brands Inc | $235.1K | 0.0% |
| THERMO FISHER SCIENTIFIC INC. | $235.4K | 0.0% |
| ISHARES TR | $237.4K | 0.0% |
| VANGUARD ADMIRAL FDS INC | $238.1K | 0.0% |
| CAPITAL GROUP DIVIDEND VALUE | $238.2K | 0.0% |
| PPG INDUSTRIES INC | $238.6K | 0.0% |
| KLA CORP | $240.0K | 0.0% |
| BROOKFIELD ASSET MANAGMT LTD | $241.4K | 0.0% |
| CAPITAL GROUP GROWTH ETF | $242.0K | 0.0% |
| Medtronic plc | $244.9K | 0.0% |
| CrowdStrike Holdings, Inc. | $246.7K | 0.0% |
| ISHARES TR | $248.6K | 0.0% |
| T Rowe Price Group Inc | $250.0K | 0.0% |
| CARDINAL HEALTH INC | $250.8K | 0.0% |
| Toll Brothers Incorporated | $251.0K | 0.0% |
| ROSS STORES, INC. | $253.0K | 0.0% |
| Seagate Technology Holdings PLC | $253.5K | 0.0% |
| Energy Transfer LPET | $256.0K | 0.0% |
| KROGER CO | $256.4K | 0.0% |
| General Motors Co | $259.9K | 0.0% |
| MetLife Inc | $260.3K | 0.0% |
| INVESCO EXCH TRADED FD TR II | $263.8K | 0.0% |
| ASML HLDG NV | $264.9K | 0.0% |
| Flaherty & Crumrine Preferred & Income Opportunity Fund IncPFO | $266.7K | 0.0% |
| ISHARES TR | $268.8K | 0.0% |
| ISHARES TR | $270.4K | 0.0% |
| FIRST TR EXCHANGE TRADED FD | $273.3K | 0.0% |