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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CLIFFORD SWAN INVESTMENT COUNSEL LLC

Quarter ended Q2 2023 · Filed May 5, 2023 · Accession 0001034642-23-000004

Total Value
$2.4M
Positions
295
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (295)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNITED PARCEL SERVICE INCUPS698,909$135.6M5.67%
2APPLE INCAAPL808,920$133.4M5.58%
3MICROSOFT CORPMSFT337,777$97.4M4.07%
4COSTCO WHSL CORP NEW22160K105128,013$63.6M2.66%
5BERKSHIRE HATHAWAY INC DELBRK-A200,829$62.0M2.59%
6CHEVRON CORP NEWCVX335,421$54.7M2.29%
7ACCENTURE PLC IRELANDACN181,409$51.8M2.17%
8ALPHABET INCGOOG453,941$47.1M1.97%
9LOWES COS INC548661107219,987$44.0M1.84%
10JOHNSON & JOHNSONJNJ258,339$40.0M1.67%
11EXXON MOBIL CORPXOM343,642$37.7M1.58%
12ARISTA NETWORKS INCANET209,533$35.2M1.47%
13TRACTOR SUPPLY COTSCO146,109$34.3M1.44%
14BRISTOL-MYERS SQUIBB COCELG-RI444,867$30.8M1.29%
15ORACLE CORPORCL-PD310,530$28.9M1.21%
16ABBVIE INCABBV178,716$28.5M1.19%
17JPMORGAN CHASE & COVYLD218,537$28.5M1.19%
18EMERSON ELEC COEMR320,541$27.9M1.17%
19INTEL CORPINTC828,276$27.1M1.13%
20QUALCOMM INCQCOM210,431$26.8M1.12%
21STRYKER CORPORATIONSYK94,000$26.8M1.12%
22NIKE INCNKE218,625$26.8M1.12%
23FASTENAL COFAST476,469$25.7M1.08%
24PROCTER AND GAMBLE CO742718109170,589$25.4M1.06%
25MCDONALDS CORPMCD90,564$25.3M1.06%
26WELLS FARGO CO NEW949746101665,867$24.9M1.04%
27ABBOTT LABSABLZF236,624$24.0M1.00%
28HP INCHPQ795,936$23.4M0.98%
29AGILENT TECHNOLOGIES INCA163,723$22.6M0.95%
30DUPONT DE NEMOURS INCDD309,541$22.2M0.93%
31INTUITINTU49,209$21.9M0.92%
32CORTEVA INCCTVA363,586$21.9M0.92%
33CISCO SYS INCCSCO414,021$21.6M0.91%
34ALBEMARLE CORPALB-PA96,525$21.3M0.89%
35PEPSICO INCPEP116,550$21.2M0.89%
36EDWARDS LIFESCIENCES CORPEW255,802$21.2M0.89%
37UNITEDHEALTH GROUP INCUNH40,945$19.4M0.81%
38AMERICAN EXPRESS COAXP117,071$19.3M0.81%
39SCHLUMBERGER LTDSLB388,116$19.1M0.80%
40ALLISON TRANSMISSION HLDGS IALSN408,780$18.5M0.77%
41AMAZON COM INCAMZN178,055$18.4M0.77%
42PAYPAL HLDGS INCPYPL240,079$18.2M0.76%
43NOVO-NORDISK A SNONOF108,470$17.3M0.72%
44ALPHABET INCGOOG165,101$17.2M0.72%
45MCKESSON CORPMCK47,727$17.0M0.71%
46DISNEY WALT CO254687106166,360$16.7M0.70%
47STARBUCKS CORPSBUX159,260$16.6M0.69%
48RAYTHEON TECHNOLOGIES CORPRTX166,832$16.3M0.68%
49PFIZER INCPFE399,495$16.3M0.68%
50COLGATE PALMOLIVE COCL213,341$16.0M0.67%
51FIRST TR EXCHANGE-TRADED FD33739Q200333,065$15.9M0.67%
52HEWLETT PACKARD ENTERPRISE CHPE-PC962,422$15.3M0.64%
53LABORATORY CORP AMER HLDGS50540R40965,628$15.1M0.63%
54KEYSIGHT TECHNOLOGIES INCKEYS90,264$14.6M0.61%
55MONDELEZ INTL INC609207105206,943$14.4M0.60%
56SYSCO CORPSYY181,486$14.0M0.59%
57BOOKING HOLDINGS INCBKNG5,226$13.9M0.58%
58SPDR GOLD TRGLD74,110$13.6M0.57%
59INTERNATIONAL FLAVORS&FRAGRA459506101137,168$12.6M0.53%
60META PLATFORMS INCMETA58,707$12.4M0.52%
61CARMAX INCKMX191,213$12.3M0.51%
62BOEING COBA-PA57,074$12.1M0.51%
63UNION PAC CORPUNP59,696$12.0M0.50%
64CONAGRA BRANDS INCCAG317,557$11.9M0.50%
65AUTOMATIC DATA PROCESSING INADP53,139$11.8M0.49%
66HONEYWELL INTL INC43851610660,736$11.6M0.49%
67PHILIP MORRIS INTL INC718172109118,170$11.5M0.48%
68HOME DEPOT INCHD37,711$11.1M0.47%
69CONOCOPHILLIPSCOP111,171$11.0M0.46%
70JOHNSON CTLS INTL PLCG51502105175,652$10.6M0.44%
71CATERPILLAR INCCAT43,986$10.1M0.42%
72AMGEN INCAMGN41,149$9.9M0.42%
73NORTHROP GRUMMAN CORPNOC21,221$9.8M0.41%
74ILLINOIS TOOL WKS INC45230810938,264$9.3M0.39%
75WALMART INCWMT63,164$9.3M0.39%
76NOVARTIS AGNVSEF98,092$9.0M0.38%
77MERCK & CO INCMRK84,501$9.0M0.38%
78PARKER-HANNIFIN CORPPH26,691$9.0M0.38%
79BP PLCBPPFF235,855$8.9M0.37%
80VMWARE INC92856340271,247$8.9M0.37%
81WALGREENS BOOTS ALLIANCE INC931427108253,693$8.8M0.37%
82CARRIER GLOBAL CORPORATIONCARR186,792$8.5M0.36%
83EBAY INC.EBAY186,870$8.3M0.35%
84TEXAS INSTRS INC88250810443,714$8.1M0.34%
85PUBLIC STORAGEPSA-PS26,721$8.1M0.34%
863M COMMM75,254$7.9M0.33%
87GENERAL MLS INC37033410491,439$7.8M0.33%
88JACOBS SOLUTIONS INCJ66,327$7.8M0.33%
89AT&T INCT-PC404,821$7.8M0.33%
90TARGET CORPTGT44,971$7.4M0.31%
91BANK NEW YORK MELLON CORP064058100155,622$7.1M0.30%
92ENERGIZER HLDGS INC NEWENR203,306$7.1M0.30%
93LOCKHEED MARTIN CORPLMT14,624$6.9M0.29%
94INTERNATIONAL BUSINESS MACHSINTR51,896$6.8M0.28%
95VERIZON COMMUNICATIONS INCVZ166,660$6.5M0.27%
96GILEAD SCIENCES INCGILD77,464$6.4M0.27%
97SPDR S&P 500 ETF TRSPY15,673$6.4M0.27%
98ENTEGRIS INCENTG77,964$6.4M0.27%
99VANGUARD INDEX FDS92290836316,665$6.3M0.26%
100EDGEWELL PERS CARE CO28035Q102147,137$6.2M0.26%
101ISHARES TR46428780463,642$6.2M0.26%
102OCCIDENTAL PETE CORP67459910593,074$5.8M0.24%
103VANGUARD SCOTTSDALE FDS92206C40975,637$5.8M0.24%
104WARNER BROS DISCOVERY INCWBD377,115$5.7M0.24%
105SELECT SECTOR SPDR TR81369Y80337,060$5.6M0.23%
106COCA COLA COKO89,404$5.5M0.23%
107ALTRIA GROUP INCMO118,668$5.3M0.22%
108GENERAL ELECTRIC CO36960430153,343$5.1M0.21%
109GOLDMAN SACHS GROUP INCGSCE15,408$5.0M0.21%
110AKAMAI TECHNOLOGIES INCAKAM59,519$4.7M0.19%
111CUMMINS INCCMI19,371$4.6M0.19%
112TAPESTRY INCTPR106,700$4.6M0.19%
113KYNDRYL HLDGS INCKD300,741$4.4M0.19%
114BERKSHIRE HATHAWAY INC DELBRK-A9$4.2M0.18%
115OTIS WORLDWIDE CORPOTIS48,969$4.1M0.17%
116NUCOR CORPNUE25,419$3.9M0.16%
117NEXTERA ENERGY INCNEE-PW50,342$3.9M0.16%
118WEYERHAEUSER CO MTN BEWY123,603$3.7M0.16%
119NEWMARKET CORPNEU8,000$2.9M0.12%
120VODAFONE GROUP PLC NEW92857W308260,457$2.9M0.12%
121POST HLDGS INCPOST31,586$2.8M0.12%
122EXPEDITORS INTL WASH INC30213010925,572$2.8M0.12%
123DXC TECHNOLOGY CODXC102,108$2.6M0.11%
124TJX COS INC NEW87254010932,387$2.5M0.11%
125BECTON DICKINSON & COBDX10,058$2.5M0.10%
126TRANE TECHNOLOGIES PLCTT13,508$2.5M0.10%
127ISHARES TR4642872005,911$2.4M0.10%
128DEERE & CODE5,881$2.4M0.10%
129SIMPSON MFG INC82907310521,716$2.4M0.10%
130ALLEGION PLCALLE22,158$2.4M0.10%
131ONEOK INC NEWOKE34,982$2.2M0.09%
132GLOBAL X FDS37954Y88941,645$2.1M0.09%
133VANGUARD INDEX FDS92290876910,204$2.1M0.09%
134SSGA ACTIVE ETF TR78467V84848,875$2.0M0.08%
135NVIDIA CORPORATIONNVDA7,195$2.0M0.08%
136CLOROX CO DELCLX12,408$2.0M0.08%
137ESSEX PPTY TR INC2971781059,339$2.0M0.08%
138CONSOLIDATED EDISON INCED20,250$1.9M0.08%
139ISHARES TR46428772120,000$1.9M0.08%
140PHILLIPS 66PSX17,828$1.8M0.08%
141DOW INCDOW32,273$1.8M0.07%
142ISHARES TR4642875077,029$1.8M0.07%
143ISHARES TR46428723442,785$1.7M0.07%
144PIMCO ETF TR72201R83316,383$1.6M0.07%
145LILLY ELI & COLLY4,729$1.6M0.07%
146MARSH & MCLENNAN COS INC5717481029,709$1.6M0.07%
147CASEYS GEN STORES INC1475281037,336$1.6M0.07%
148NORFOLK SOUTHN CORP6558441087,356$1.6M0.07%
149VANGUARD TAX-MANAGED FDS92194385833,425$1.5M0.06%
150BELLRING BRANDS INCBRBR43,973$1.5M0.06%
151EATON CORP PLCETN8,664$1.5M0.06%
152MAGELLAN MIDSTREAM PRTNRS LP55908010626,744$1.5M0.06%
153GE HEALTHCARE TECHNOLOGIES IGEHC17,234$1.4M0.06%
154ECOLAB INCECL8,431$1.4M0.06%
155SPROTT PHYSICAL GOLD TRSII89,029$1.4M0.06%
156BANK AMERICA CORP06050510447,165$1.3M0.06%
157VANGUARD WORLD FDS92204A7023,358$1.3M0.05%
158REALTY INCOME CORPO19,414$1.2M0.05%
159SEMPRASREA8,102$1.2M0.05%
160CSX CORPCSX40,807$1.2M0.05%
161SOUTHERN COSOMN16,852$1.2M0.05%
162NORDSTROM INC65566410071,377$1.2M0.05%
163ISHARES TR46429B66310,855$1.1M0.05%
164VANGUARD INDEX FDS92290855313,287$1.1M0.05%
165SCHWAB CHARLES CORPSCHW-PJ20,720$1.1M0.05%
166KIMBERLY-CLARK CORPKMB8,058$1.1M0.05%
167VISA INCV4,689$1.1M0.04%
168VANGUARD INDEX FDS9229087515,535$1.0M0.04%
169APA CORPORATIONAPA27,720$999,5710.04%
170VANECK ETF TRUST92189F10630,402$983,5050.04%
171ISHARES TR4642875492,850$967,0620.04%
172KRAFT HEINZ COKHC24,998$966,6710.04%
173SHELL PLCRYDAF16,574$953,6680.04%
174GRAINGER W W INC3848021041,362$938,1590.04%
175SPDR S&P MIDCAP 400 ETF TRMDY2,012$922,3210.04%
176TESLA INCTSLA4,441$921,3300.04%
177MASTERCARD INCORPORATEDMA2,521$916,0790.04%
178LAM RESEARCH CORPLRCX1,694$898,0230.04%
179OCCIDENTAL PETE CORP67459916220,941$858,5810.04%
180PAYCHEX INCPAYX7,249$830,6630.03%
181WESTERN ASSET INVESTMENT GRA95766T10068,176$814,0210.03%
182MCCORMICK & CO INCMKC-V9,200$765,5320.03%
183NETAPP INCNTAP11,490$733,6370.03%
184NABORS INDUSTRIES LTDNBRWF6,000$731,4600.03%
185INGERSOLL RAND INCIR12,174$708,2830.03%
186ISHARES TR4642871507,683$695,6960.03%
187ADVANCED MICRO DEVICES INCAMD7,084$694,3030.03%
188WEC ENERGY GROUP INCWEC7,142$676,9900.03%
189ROCKWELL AUTOMATION INCROK2,289$671,7070.03%
190ENTERPRISE PRODS PARTNERS L29379210725,898$670,7580.03%
191GENUINE PARTS COGPC4,000$669,2400.03%
192COMCAST CORP NEWCCZ17,588$666,7590.03%
193FRANKLIN RESOURCES INCBEN24,709$665,6600.03%
194VANGUARD SCOTTSDALE FDS92206C8708,216$659,0880.03%
195ZIMMER BIOMET HOLDINGS INCZBH4,963$641,1710.03%
196INVESCO QQQ TRIVZ1,994$640,0930.03%
197KELLOGG COBEKE9,550$639,4680.03%
198ISHARES TR4642887528,939$628,3220.03%
199MEDTRONIC PLCMDT7,777$626,9820.03%
200GALLAGHER ARTHUR J & CO3635761093,264$624,4360.03%
201STERICYCLE INC85891210814,136$616,4710.03%
202DIMENSIONAL ETF TRUST25434V40113,637$605,8920.03%
203DUKE ENERGY CORP NEWDUKB6,271$604,9770.03%
204DIMENSIONAL ETF TRUST25434V70821,451$546,5710.02%
205GAP INCGAP53,998$542,1400.02%
206PPG INDS INC6935061074,031$538,4610.02%
207SOUTHWEST AIRLS CO84474110816,254$528,9050.02%
208RELIANCE STEEL & ALUMINUM CORS2,053$527,0870.02%
209INVESCO EXCHANGE TRADED FD TIVZ3,460$500,3510.02%
210ALIBABA GROUP HLDG LTDBBAAY4,865$497,1060.02%
211CAMPBELL SOUP COCPB9,003$494,9710.02%
212ISHARES TR4642876222,186$492,3530.02%
213S&P GLOBAL INCSPGI1,414$487,5050.02%
214TAIWAN SEMICONDUCTOR MFG LTD8740391005,123$476,5410.02%
215SCHWAB STRATEGIC TR8085243007,236$471,5700.02%
216ISHARES TR4642877054,587$471,4060.02%
217VANGUARD BD INDEX FDS9219378276,003$459,1690.02%
218ISHARES TR4642871683,801$445,4490.02%
219ADOBE SYSTEMS INCORPORATEDADBE1,128$434,6970.02%
220UNITED RENTALS INCURI1,079$427,0250.02%
221ANSYS INC03662Q1051,275$424,3200.02%
222CVS HEALTH CORPCVS5,679$422,0060.02%
223EDISON INTL2810201075,935$418,9800.02%
224UNILEVER PLCUNLYF8,048$417,9330.02%
225VANGUARD INTL EQUITY INDEX F9220427757,808$417,5100.02%
226THERMO FISHER SCIENTIFIC INCTMO722$416,3040.02%
227VANGUARD INTL EQUITY INDEX F92204285810,203$412,2010.02%
228ISHARES TR4642876552,301$410,4980.02%
229BAXTER INTL INC0718131099,944$403,3290.02%
230EQUITY RESIDENTIALEQR6,709$402,5400.02%
231BLACKSTONE INCBX4,535$398,3540.02%
232VIATRIS INCVTRS41,111$395,5270.02%
233LINDE PLCLIN1,099$390,6290.02%
234ALLSTATE CORPALL-PJ3,516$389,6080.02%
235VANGUARD SPECIALIZED FUNDS9219088442,450$377,3250.02%
236ISHARES TR4642883566,560$376,6750.02%
237SPDR DOW JONES INDL AVERAGE78467X1091,127$374,8980.02%
238ICON PLCICLR1,745$372,7150.02%
239ELECTRONIC ARTS INCEA3,086$371,7090.02%
240BROOKFIELD CORP11271J10711,298$368,2020.02%
241US BANCORP DELUSB-PS9,749$351,4510.01%
242EVERSOURCE ENERGYES4,381$342,8570.01%
243LIFE STORAGE INC53223X1072,600$340,8340.01%
244CME GROUP INCCME1,775$339,9480.01%
245SELECT SECTOR SPDR TR81369Y8865,016$339,5330.01%
246PRICE T ROWE GROUP INCTROW2,973$335,6520.01%
247ISHARES GOLD TRIAU8,930$333,7140.01%
248DIMENSIONAL ETF TRUST25434V88014,140$326,0680.01%
249ENBRIDGE INCENNPF8,312$317,1030.01%
250AMERICAN ELEC PWR CO INC0255371013,445$313,4610.01%
251INTUITIVE SURGICAL INCISRG1,220$311,6730.01%
252NETFLIX INCNFLX873$301,6040.01%
253SPDR SER TR78464A7632,435$301,2340.01%
254MARRIOTT INTL INC NEW5719032021,787$296,7130.01%
255CINTAS CORPCTAS637$294,7270.01%
256DOMINION ENERGY INCD5,259$294,0310.01%
257AMERICA MOVIL SAB DE CVAMXOF13,608$286,4480.01%
258DIMENSIONAL ETF TRUST25434V7248,538$285,8520.01%
259MONSTER BEVERAGE CORP NEWMNST5,252$283,6610.01%
260ISHARES SILVER TRSLV12,632$279,4200.01%
261RIO TINTO PLCRTNTF4,046$277,5620.01%
262PLAINS ALL AMERN PIPELINE L72650310522,178$276,5600.01%
263LAMB WESTON HLDGS INCLW2,633$275,2010.01%
264DTE ENERGY CODTK2,504$274,2880.01%
265WASTE MGMT INC DEL94106L1091,679$273,9620.01%
266ISHARES TR4642877621,000$273,0600.01%
267MINERALS TECHNOLOGIES INCMTX4,447$268,6880.01%
268MANULIFE FINL CORP56501R10614,227$261,2080.01%
269PACCAR INCPCAR3,554$260,1530.01%
270ISHARES TR4642875804,000$258,7600.01%
271DANAHER CORPORATION2358511021,018$256,4520.01%
272SPDR SER TR78464A8133,000$252,0900.01%
273ISHARES TR4642886464,930$249,1620.01%
274EXELON CORPEXC5,922$248,0730.01%
275SPDR SER TR78468R7395,152$244,9780.01%
276CROWN CASTLE INCCCI1,826$244,3920.01%
277VANGUARD INDEX FDS9229086291,157$244,0900.01%
278FLAHERTY & CRUMRINE PFD INCO33848E10629,500$243,3750.01%
279AMEREN CORPAEE2,756$238,0910.01%
280CVB FINL CORP12660010514,120$235,5220.01%
281DIAGEO PLCDGEAF1,285$232,8160.01%
282STANLEY BLACK & DECKER INCSWK2,850$229,6530.01%
283YUM BRANDS INCYUM1,734$229,0050.01%
284FOX CORPFOX6,666$226,9770.01%
285AMETEK INCAME1,551$225,4070.01%
286MOODYS CORPMCO733$224,3130.01%
287APPLIED MATLS INC0382221051,705$209,4250.01%
288SCHWAB STRATEGIC TR8085245083,085$209,3380.01%
289ISHARES TR4642874652,900$207,4080.01%
290SALESFORCE INCCRM1,017$203,1760.01%
291REPUBLIC SVCS INC7607591001,480$200,1260.01%
292ENERGY TRANSFER L PET-PI13,463$167,8840.01%
293TREDEGAR CORPTG16,000$146,0800.01%
294NUVEEN PFD & INCOME SECS FDNU19,166$123,8120.01%
295BERKSHIRE HATHAWAY INC DELBRK-A10$3,0880.00%