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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 Q3 2023 · Filed August 4, 2023 · Accession 0001034642-23-000005

Total Value
$2.48B
Positions
300
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (300)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL790,581$153.3M6.19%
2UNITED PARCEL SERVICE INCUPS689,828$123.7M4.99%
3MICROSOFT CORPMSFT331,902$113.0M4.56%
4COSTCO WHSL CORP NEW22160K105126,440$68.1M2.75%
5BERKSHIRE HATHAWAY INC DELBRK-A198,814$67.8M2.74%
6ACCENTURE PLC IRELANDACN179,966$55.5M2.24%
7ALPHABET INCGOOG446,713$53.5M2.16%
8CHEVRON CORP NEWCVX333,410$52.5M2.12%
9LOWES COS INC548661107217,823$49.2M1.98%
10JOHNSON & JOHNSONJNJ257,778$42.7M1.72%
11EXXON MOBIL CORPXOM342,748$36.8M1.48%
12ORACLE CORPORCL-PD302,426$36.0M1.45%
13ARISTA NETWORKS INCANET206,553$33.5M1.35%
14TRACTOR SUPPLY COTSCO143,949$31.8M1.28%
15JPMORGAN CHASE & COVYLD218,200$31.7M1.28%
16EMERSON ELEC COEMR318,075$28.8M1.16%
17STRYKER CORPORATIONSYK92,769$28.3M1.14%
18BRISTOL-MYERS SQUIBB COCELG-RI440,998$28.2M1.14%
19WELLS FARGO CO NEW949746101653,501$27.9M1.13%
20FASTENAL COFAST472,762$27.9M1.13%
21INTEL CORPINTC826,659$27.6M1.12%
22MCDONALDS CORPMCD91,221$27.2M1.10%
23PROCTER AND GAMBLE CO742718109170,072$25.8M1.04%
24ABBOTT LABSABLZF234,993$25.6M1.03%
25QUALCOMM INCQCOM208,998$24.9M1.00%
26HP INCHPQ795,332$24.4M0.99%
27EDWARDS LIFESCIENCES CORPEW255,540$24.1M0.97%
28NIKE INCNKE217,400$24.0M0.97%
29ABBVIE INCABBV177,189$23.9M0.96%
30AMAZON COM INCAMZN177,860$23.2M0.94%
31ALLISON TRANSMISSION HLDGS IALSN403,426$22.8M0.92%
32ALBEMARLE CORPALB-PA101,270$22.6M0.91%
33INTUITINTU49,240$22.6M0.91%
34DUPONT DE NEMOURS INCDD310,931$22.2M0.90%
35CISCO SYS INCCSCO408,460$21.1M0.85%
36PEPSICO INCPEP114,080$21.1M0.85%
37CORTEVA INCCTVA362,193$20.8M0.84%
38AMERICAN EXPRESS COAXP118,676$20.7M0.83%
39UNITEDHEALTH GROUP INCUNH42,766$20.6M0.83%
40MCKESSON CORPMCK46,622$19.9M0.80%
41SCHLUMBERGER LTDSLB396,368$19.5M0.79%
42ALPHABET INCGOOG160,621$19.4M0.78%
43AGILENT TECHNOLOGIES INCA152,850$18.4M0.74%
44CARMAX INCKMX210,036$17.6M0.71%
45NOVO-NORDISK A SNONOF106,875$17.3M0.70%
46PAYPAL HLDGS INCPYPL257,305$17.2M0.69%
47LABORATORY CORP AMER HLDGS50540R40969,916$16.9M0.68%
48RAYTHEON TECHNOLOGIES CORPRTX166,867$16.3M0.66%
49HEWLETT PACKARD ENTERPRISE CHPE-PC961,118$16.1M0.65%
50COLGATE PALMOLIVE COCL208,421$16.1M0.65%
51META PLATFORMS INCMETA54,049$15.5M0.63%
52FIRST TR EXCHANGE-TRADED FD33739Q200322,398$15.4M0.62%
53STARBUCKS CORPSBUX154,547$15.3M0.62%
54MONDELEZ INTL INC609207105205,659$15.0M0.61%
55DISNEY WALT CO254687106167,633$15.0M0.60%
56PFIZER INCPFE397,477$14.6M0.59%
57KEYSIGHT TECHNOLOGIES INCKEYS86,264$14.4M0.58%
58BOOKING HOLDINGS INCBKNG5,210$14.1M0.57%
59SYSCO CORPSYY180,534$13.4M0.54%
60SPDR GOLD TRGLD74,831$13.3M0.54%
61INTERNATIONAL FLAVORS&FRAGRA459506101166,832$13.3M0.54%
62JOHNSON CTLS INTL PLCG51502105175,336$11.9M0.48%
63BOEING COBA-PA56,430$11.9M0.48%
64UNION PAC CORPUNP58,021$11.9M0.48%
65HONEYWELL INTL INC43851610656,716$11.8M0.48%
66HOME DEPOT INCHD37,636$11.7M0.47%
67AUTOMATIC DATA PROCESSING INADP52,759$11.6M0.47%
68PHILIP MORRIS INTL INC718172109115,570$11.3M0.46%
69CONOCOPHILLIPSCOP107,417$11.1M0.45%
70CATERPILLAR INCCAT43,444$10.7M0.43%
71CONAGRA BRANDS INCCAG315,837$10.7M0.43%
72ENTEGRIS INCENTG94,371$10.5M0.42%
73PARKER-HANNIFIN CORPPH26,691$10.4M0.42%
74VMWARE INC92856340270,197$10.1M0.41%
75NOVARTIS AGNVSEF97,788$9.9M0.40%
76MERCK & CO INCMRK83,951$9.7M0.39%
77WALMART INCWMT61,309$9.6M0.39%
78ILLINOIS TOOL WKS INC45230810937,649$9.4M0.38%
79CARRIER GLOBAL CORPORATIONCARR186,123$9.3M0.37%
80AMGEN INCAMGN40,956$9.1M0.37%
81NORTHROP GRUMMAN CORPNOC19,721$9.0M0.36%
82BP PLCBPPFF236,855$8.4M0.34%
83EBAY INC.EBAY184,796$8.3M0.33%
84PUBLIC STORAGEPSA-PS26,721$7.8M0.31%
85TEXAS INSTRS INC88250810442,929$7.7M0.31%
86VERIZON COMMUNICATIONS INCVZ206,345$7.7M0.31%
87JACOBS SOLUTIONS INCJ64,401$7.7M0.31%
88WALGREENS BOOTS ALLIANCE INC931427108248,564$7.1M0.29%
893M COMMM70,608$7.1M0.29%
90SPDR S&P 500 ETF TRSPY15,938$7.1M0.29%
91GENERAL MLS INC37033410491,439$7.0M0.28%
92ENERGIZER HLDGS INC NEWENR203,306$6.8M0.28%
93INTERNATIONAL BUSINESS MACHSINTR50,009$6.7M0.27%
94BANK NEW YORK MELLON CORP064058100149,223$6.6M0.27%
95VANGUARD INDEX FDS92290836316,265$6.6M0.27%
96ISHARES TR46428780464,858$6.5M0.26%
97SELECT SECTOR SPDR TR81369Y80337,060$6.4M0.26%
98EDGEWELL PERS CARE CO28035Q102147,137$6.1M0.25%
99LOCKHEED MARTIN CORPLMT13,024$6.0M0.24%
100GILEAD SCIENCES INCGILD75,680$5.8M0.24%
101TARGET CORPTGT44,188$5.8M0.24%
102OCCIDENTAL PETE CORP67459910592,833$5.5M0.22%
103VANGUARD SCOTTSDALE FDS92206C40971,860$5.4M0.22%
104COCA COLA COKO90,268$5.4M0.22%
105AT&T INCT-PC336,770$5.4M0.22%
106AKAMAI TECHNOLOGIES INCAKAM59,745$5.4M0.22%
107GOLDMAN SACHS GROUP INCGSCE15,408$5.0M0.20%
108GENERAL ELECTRIC CO36960430144,644$4.9M0.20%
109ALTRIA GROUP INCMO106,244$4.8M0.19%
110CUMMINS INCCMI19,371$4.7M0.19%
111BERKSHIRE HATHAWAY INC DELBRK-A9$4.7M0.19%
112TAPESTRY INCTPR105,800$4.5M0.18%
113WARNER BROS DISCOVERY INCWBD348,529$4.4M0.18%
114OTIS WORLDWIDE CORPOTIS48,588$4.3M0.17%
115NUCOR CORPNUE25,419$4.2M0.17%
116WEYERHAEUSER CO MTN BEWY123,603$4.1M0.17%
117KYNDRYL HLDGS INCKD309,703$4.1M0.17%
118NEXTERA ENERGY INCNEE-PW48,742$3.6M0.15%
119EXPEDITORS INTL WASH INC30213010929,136$3.5M0.14%
120NEWMARKET CORPNEU8,000$3.2M0.13%
121SIMPSON MFG INC82907310521,716$3.0M0.12%
122NVIDIA CORPORATIONNVDA6,795$2.9M0.12%
123TJX COS INC NEW87254010932,762$2.8M0.11%
124POST HLDGS INCPOST31,586$2.7M0.11%
125DXC TECHNOLOGY CODXC102,091$2.7M0.11%
126ISHARES TR4642872005,911$2.6M0.11%
127BECTON DICKINSON & COBDX9,940$2.6M0.11%
128ALLEGION PLCALLE21,842$2.6M0.11%
129TRANE TECHNOLOGIES PLCTT13,508$2.6M0.10%
130LILLY ELI & COLLY5,314$2.5M0.10%
131VODAFONE GROUP PLC NEW92857W308260,281$2.5M0.10%
132DEERE & CODE5,881$2.4M0.10%
133GLOBAL X FDS37954Y88941,645$2.3M0.09%
134VANGUARD INDEX FDS92290876910,014$2.2M0.09%
135ISHARES TR46428772120,000$2.2M0.09%
136ONEOK INC NEWOKE34,982$2.2M0.09%
137ESSEX PPTY TR INC2971781059,186$2.2M0.09%
138SSGA ACTIVE ETF TR78467V84848,875$2.0M0.08%
139CLOROX CO DELCLX12,388$2.0M0.08%
140DOW INCDOW35,283$1.9M0.08%
141ISHARES TR4642875077,029$1.8M0.07%
142CONSOLIDATED EDISON INCED20,250$1.8M0.07%
143MARSH & MCLENNAN COS INC5717481029,709$1.8M0.07%
144CASEYS GEN STORES INC1475281037,336$1.8M0.07%
145EATON CORP PLCETN8,749$1.8M0.07%
146PHILLIPS 66PSX17,748$1.7M0.07%
147ISHARES TR46428723442,785$1.7M0.07%
148NORFOLK SOUTHN CORP6558441087,356$1.7M0.07%
149MAGELLAN MIDSTREAM PRTNRS LP55908010626,744$1.7M0.07%
150BELLRING BRANDS INCBRBR43,973$1.6M0.06%
151ECOLAB INCECL8,431$1.6M0.06%
152PIMCO ETF TR72201R83315,708$1.6M0.06%
153VANGUARD TAX-MANAGED FDS92194385833,187$1.5M0.06%
154VANGUARD WORLD FDS92204A7023,358$1.5M0.06%
155NORDSTROM INC65566410068,627$1.4M0.06%
156CSX CORPCSX40,807$1.4M0.06%
157BANK AMERICA CORP06050510447,161$1.4M0.05%
158SPROTT PHYSICAL GOLD TRSII89,029$1.3M0.05%
159GE HEALTHCARE TECHNOLOGIES IGEHC16,115$1.3M0.05%
160VISA INCV4,999$1.2M0.05%
161SOUTHERN COSOMN16,852$1.2M0.05%
162SCHWAB CHARLES CORPSCHW-PJ20,870$1.2M0.05%
163SEMPRASREA8,102$1.2M0.05%
164TESLA INCTSLA4,441$1.2M0.05%
165REALTY INCOME CORPO19,214$1.1M0.05%
166KIMBERLY-CLARK CORPKMB8,058$1.1M0.04%
167VANGUARD INDEX FDS9229087515,535$1.1M0.04%
168ISHARES TR46429B66310,855$1.1M0.04%
169LAM RESEARCH CORPLRCX1,694$1.1M0.04%
170GRAINGER W W INC3848021041,312$1.0M0.04%
171SHELL PLCRYDAF16,557$999,7120.04%
172MASTERCARD INCORPORATEDMA2,521$991,5580.04%
173ISHARES TR4642875492,500$982,1750.04%
174SPDR S&P MIDCAP 400 ETF TRMDY2,012$963,5670.04%
175VANGUARD INDEX FDS92290855311,305$944,6830.04%
176VANECK ETF TRUST92189F10630,470$917,4520.04%
177KRAFT HEINZ COKHC24,765$879,1560.04%
178APA CORPORATIONAPA25,720$878,8410.04%
179NETAPP INCNTAP11,440$874,0160.04%
180INVESCO QQQ TRIVZ2,245$829,1640.03%
181PAYCHEX INCPAYX7,249$810,9460.03%
182ADVANCED MICRO DEVICES INCAMD7,084$806,9380.03%
183MCCORMICK & CO INCMKC-V9,200$802,5160.03%
184INGERSOLL RAND INCIR12,139$793,4050.03%
185WESTERN ASSET INVESTMENT GRA95766T10068,176$792,8870.03%
186OCCIDENTAL PETE CORP67459916220,923$780,8460.03%
187ISHARES TR4642887528,939$763,7480.03%
188CVB FINL CORP12660010557,420$762,5380.03%
189ROCKWELL AUTOMATION INCROK2,289$754,1110.03%
190ISHARES TR4642871507,683$751,7050.03%
191S&P GLOBAL INCSPGI1,846$740,0430.03%
192COMCAST CORP NEWCCZ17,585$730,6550.03%
193GALLAGHER ARTHUR J & CO3635761093,264$716,6760.03%
194ZIMMER BIOMET HOLDINGS INCZBH4,863$707,9980.03%
195GENUINE PARTS COGPC4,000$676,9200.03%
196ENTERPRISE PRODS PARTNERS L29379210725,618$675,0340.03%
197DIMENSIONAL ETF TRUST25434V40113,637$656,7580.03%
198KELLOGG COBEKE9,550$643,6700.03%
199FRANKLIN RESOURCES INCBEN23,929$639,1440.03%
200WEC ENERGY GROUP INCWEC7,142$630,2100.03%
201STERICYCLE INC85891210813,536$628,6120.03%
202BROOKFIELD CORP11271J10717,987$605,2630.02%
203MEDTRONIC PLCMDT6,818$600,6660.02%
204SOUTHWEST AIRLS CO84474110816,254$588,5570.02%
205DIMENSIONAL ETF TRUST25434V70821,451$582,3950.02%
206PPG INDS INC6935061073,881$575,5520.02%
207NABORS INDUSTRIES LTDNBRWF6,000$558,1800.02%
208SCHWAB STRATEGIC TR8085243007,440$557,6530.02%
209RELIANCE STEEL & ALUMINUM CORS2,053$557,5740.02%
210DUKE ENERGY CORP NEWDUKB5,940$533,0680.02%
211ISHARES TR4642876222,186$532,8160.02%
212INVESCO EXCHANGE TRADED FD TIVZ3,465$518,4540.02%
213TAIWAN SEMICONDUCTOR MFG LTD8740391005,123$517,0130.02%
214ISHARES TR4642877054,587$491,4050.02%
215UNITED RENTALS INCURI1,079$480,5540.02%
216ADOBE SYSTEMS INCORPORATEDADBE970$474,3200.02%
217GAP INCGAP52,898$472,3790.02%
218DANAHER CORPORATION2358511021,944$466,5060.02%
219VANGUARD BD INDEX FDS9219378275,973$451,3800.02%
220ISHARES TR4642876552,401$449,6350.02%
221EQUITY RESIDENTIALEQR6,709$442,5930.02%
222ICON PLCICLR1,745$436,5990.02%
223CVS HEALTH CORPCVS6,253$432,2700.02%
224ISHARES TR4642871683,801$430,6990.02%
225VANGUARD INTL EQUITY INDEX F9220427757,809$424,8700.02%
226BLACKSTONE INCBX4,535$421,6190.02%
227ANSYS INC03662Q1051,275$421,0940.02%
228UNILEVER PLCUNLYF8,048$419,5420.02%
229LINDE PLCLIN1,099$418,8070.02%
230INTUITIVE SURGICAL INCISRG1,220$417,1670.02%
231VANGUARD INTL EQUITY INDEX F92204285810,203$415,0580.02%
232EDISON INTL2810201075,935$412,2140.02%
233CAMPBELL SOUP COCPB9,003$411,5160.02%
234ALIBABA GROUP HLDG LTDBBAAY4,865$405,4980.02%
235BAXTER INTL INC0718131098,824$402,0210.02%
236ELECTRONIC ARTS INCEA3,086$400,2540.02%
237VIATRIS INCVTRS40,108$400,2110.02%
238ISHARES TR4642883567,010$399,2200.02%
239VANGUARD SPECIALIZED FUNDS9219088442,450$397,9540.02%
240DOUBLELINE ETF TRUST25861R1058,600$397,1480.02%
241THERMO FISHER SCIENTIFIC INCTMO745$388,8530.02%
242NETFLIX INCNFLX873$384,5480.02%
243ALLSTATE CORPALL-PJ3,516$383,3850.02%
244MOODYS CORPMCO1,078$374,8420.02%
245SPDR DOW JONES INDL AVERAGE78467X1091,027$353,1740.01%
246LIFE STORAGE INC53223X1072,600$345,6960.01%
247PRICE T ROWE GROUP INCTROW2,973$333,0350.01%
248DIMENSIONAL ETF TRUST25434V88014,140$329,6030.01%
249CME GROUP INCCME1,775$328,8900.01%
250MARRIOTT INTL INC NEW5719032021,787$328,2540.01%
251SELECT SECTOR SPDR TR81369Y8865,016$328,2470.01%
252ISHARES GOLD TRIAU8,930$324,9630.01%
253CINTAS CORPCTAS637$316,6400.01%
254PLAINS ALL AMERN PIPELINE L72650310522,178$312,7100.01%
255EVERSOURCE ENERGYES4,381$310,7010.01%
256US BANCORP DELUSB-PS9,249$305,5870.01%
257LAMB WESTON HLDGS INCLW2,633$302,6630.01%
258MONSTER BEVERAGE CORP NEWMNST5,252$301,6750.01%
259PACCAR INCPCAR3,554$297,2920.01%
260DIMENSIONAL ETF TRUST25434V7248,538$294,5610.01%
261AMERICA MOVIL SAB DE CVAMXOF13,608$294,4770.01%
262ENBRIDGE INCENNPF7,891$293,1510.01%
263WASTE MGMT INC DEL94106L1091,679$291,1720.01%
264AMERICAN ELEC PWR CO INC0255371013,445$290,0690.01%
265SPDR SER TR78464A7632,335$286,2240.01%
266ISHARES TR4642875804,000$284,6700.01%
267ISHARES TR4642877621,000$280,2520.01%
268DTE ENERGY CODTK2,504$275,4900.01%
269MANULIFE FINL CORP56501R10614,227$269,0330.01%
270STANLEY BLACK & DECKER INCSWK2,850$267,0740.01%
271FEDEX CORPFDX1,064$263,7660.01%
272RIO TINTO PLCRTNTF4,076$260,1890.01%
273SPDR SER TR78468R8536,689$259,8010.01%
274BROADCOM INCAVGO299$259,3620.01%
275MINERALS TECHNOLOGIES INCMTX4,447$256,5470.01%
276VANGUARD INDEX FDS9229086291,160$255,4450.01%
277VANGUARD SCOTTSDALE FDS92206C8703,216$254,1600.01%
278AMETEK INCAME1,551$251,0760.01%
279ISHARES TR4642886464,930$247,3380.01%
280APPLIED MATLS INC0382221051,705$246,4410.01%
281SPDR SER TR78468R7395,152$242,4020.01%
282EXELON CORPEXC5,922$241,2620.01%
283FLAHERTY & CRUMRINE PFD INCO33848E10629,500$236,2950.01%
284YUM BRANDS INCYUM1,644$227,7530.01%
285REPUBLIC SVCS INC7607591001,480$226,6920.01%
286FOX CORPFOX6,666$226,6440.01%
287AMEREN CORPAEE2,756$225,0830.01%
288SCHWAB STRATEGIC TR8085245083,141$223,0800.01%
289SALESFORCE INCCRM1,017$214,8510.01%
290FRANKLIN ELEC INCFELE2,076$213,6200.01%
291DIAGEO PLCDGEAF1,224$212,3400.01%
292ISHARES TR4642874652,900$210,2500.01%
293ISHARES SILVER TRSLV9,688$202,3820.01%
294AMERIPRISE FINL INC03076C106607$201,6210.01%
295MOTOROLA SOLUTIONS INCMSI685$200,8970.01%
296ENERGY TRANSFER L PET-PI13,263$168,4400.01%
297BRANCHOUT FOOD INCBOF38,795$126,0840.01%
298NUVEEN PFD & INCOME SECS FDNU19,166$122,2790.00%
299TREDEGAR CORPTG16,000$106,7200.00%
300BERKSHIRE HATHAWAY INC DELBRK-A10$3,4100.00%