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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 Q1 2024 · Filed April 17, 2024 · Accession 0001034642-24-000002

Total Value
$2.69B
Positions
325
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (325)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT312,138$131.3M4.88%
2UNITED PARCEL SERVICE INCUPS864,933$128.6M4.78%
3APPLE INCAAPL728,561$125.0M4.64%
4COSTCO WHSL CORP NEW22160K105116,486$85.3M3.17%
5BERKSHIRE HATHAWAY INC DELBRK-A187,118$78.7M2.92%
6ALPHABET INCGOOG430,160$64.9M2.41%
7ACCENTURE PLC IRELANDACN170,333$59.0M2.19%
8LOWES COS INC548661107212,392$54.1M2.01%
9CHEVRON CORP NEWCVX329,304$51.9M1.93%
10ARISTA NETWORKS INCANET175,365$50.9M1.89%
11JPMORGAN CHASE & COVYLD210,579$42.2M1.57%
12JOHNSON & JOHNSONJNJ250,517$39.6M1.47%
13EXXON MOBIL CORPXOM320,886$37.3M1.39%
14TRACTOR SUPPLY COTSCO137,610$36.0M1.34%
15WELLS FARGO CO NEW949746101609,053$35.3M1.31%
16ORACLE CORPORCL-PD275,123$34.5M1.28%
17EMERSON ELEC COEMR303,465$34.4M1.28%
18FASTENAL COFAST443,886$34.2M1.27%
19QUALCOMM INCQCOM194,577$32.9M1.22%
20AMAZON COM INCAMZN176,460$31.8M1.18%
21ALLISON TRANSMISSION HLDGS IALSN384,132$31.2M1.16%
22STRYKER CORPORATIONSYK85,989$30.8M1.14%
23INTEL CORPINTC684,108$30.2M1.12%
24ABBVIE INCABBV163,461$29.8M1.11%
25INTUITINTU45,275$29.4M1.09%
26AMERICAN EXPRESS COAXP117,482$26.7M0.99%
27CORTEVA INCCTVA459,488$26.5M0.98%
28PROCTER AND GAMBLE CO742718109157,936$25.6M0.95%
29NOVO-NORDISK A SNONOF199,370$25.6M0.95%
30ABBOTT LABSABLZF223,195$25.4M0.94%
31MCDONALDS CORPMCD89,844$25.3M0.94%
32ALPHABET INCGOOG160,569$24.4M0.91%
33HP INCHPQ789,101$23.8M0.89%
34UNITEDHEALTH GROUP INCUNH47,876$23.7M0.88%
35MCKESSON CORPMCK43,621$23.4M0.87%
36EDWARDS LIFESCIENCES CORPEW240,002$22.9M0.85%
37BRISTOL-MYERS SQUIBB COCELG-RI420,858$22.8M0.85%
38DUPONT DE NEMOURS INCDD292,064$22.4M0.83%
39AGILENT TECHNOLOGIES INCA151,918$22.1M0.82%
40RTX CORPORATIONRTX224,281$21.9M0.81%
41DISNEY WALT CO254687106165,556$20.3M0.75%
42SCHLUMBERGER LTDSLB366,933$20.1M0.75%
43JOHNSON CTLS INTL PLCG51502105307,080$20.1M0.75%
44CISCO SYS INCCSCO401,327$20.0M0.74%
45NIKE INCNKE207,677$19.5M0.73%
46PEPSICO INCPEP110,164$19.3M0.72%
47INTERNATIONAL FLAVORS&FRAGRA459506101215,958$18.6M0.69%
48CARMAX INCKMX207,898$18.1M0.67%
49LABORATORY CORP AMER HLDGS50540R40982,435$18.0M0.67%
50SPDR GOLD TRGLD87,214$17.9M0.67%
51META PLATFORMS INCMETA35,877$17.4M0.65%
52BOOKING HOLDINGS INCBKNG4,790$17.4M0.65%
53COLGATE PALMOLIVE COCL191,751$17.3M0.64%
54HEWLETT PACKARD ENTERPRISE CHPE-PC958,473$17.0M0.63%
55PAYPAL HLDGS INCPYPL233,749$15.7M0.58%
56ALBEMARLE CORPALB-PA114,254$15.1M0.56%
57PARKER-HANNIFIN CORPPH26,691$14.8M0.55%
58STARBUCKS CORPSBUX161,414$14.8M0.55%
59CATERPILLAR INCCAT40,166$14.7M0.55%
60PFIZER INCPFE516,855$14.3M0.53%
61MONDELEZ INTL INC609207105202,146$14.2M0.53%
62HOME DEPOT INCHD36,442$14.0M0.52%
63UNION PAC CORPUNP56,447$13.9M0.52%
64SYSCO CORPSYY170,355$13.8M0.51%
65KEYSIGHT TECHNOLOGIES INCKEYS86,057$13.5M0.50%
66ENTEGRIS INCENTG94,105$13.2M0.49%
67CONOCOPHILLIPSCOP99,720$12.7M0.47%
68FIRST TR EXCHANGE-TRADED FD33739Q200256,309$12.4M0.46%
69AUTOMATIC DATA PROCESSING INADP49,136$12.3M0.46%
70HONEYWELL INTL INC43851610656,543$11.6M0.43%
71AMGEN INCAMGN39,722$11.3M0.42%
72MERCK & CO INCMRK79,499$10.5M0.39%
73EBAY INC.EBAY197,181$10.4M0.39%
74WALMART INCWMT170,428$10.3M0.38%
75PHILIP MORRIS INTL INC718172109110,550$10.1M0.38%
76VERIZON COMMUNICATIONS INCVZ233,442$9.8M0.36%
77NORTHROP GRUMMAN CORPNOC19,821$9.5M0.35%
78ILLINOIS TOOL WKS INC45230810935,184$9.4M0.35%
79BOEING COBA-PA48,575$9.4M0.35%
80JACOBS SOLUTIONS INCJ59,427$9.1M0.34%
81SPDR S&P 500 ETF TRSPY16,806$8.8M0.33%
82BP PLCBPPFF230,509$8.7M0.32%
83NOVARTIS AGNVSEF88,402$8.6M0.32%
84CONAGRA BRANDS INCCAG285,592$8.5M0.31%
85INTERNATIONAL BUSINESS MACHSINTR43,766$8.4M0.31%
86TARGET CORPTGT46,123$8.2M0.30%
873M COMMM76,049$8.1M0.30%
88ISHARES TR46428780472,699$8.0M0.30%
89VANGUARD INDEX FDS92290836316,684$8.0M0.30%
90PUBLIC STORAGEPSA-PS26,666$7.7M0.29%
91BANK NEW YORK MELLON CORP064058100133,239$7.7M0.29%
92SELECT SECTOR SPDR TR81369Y80336,635$7.6M0.28%
93TEXAS INSTRS INC88250810437,526$6.5M0.24%
94GENERAL MLS INC37033410491,439$6.4M0.24%
95GENERAL ELECTRIC CO36960430135,592$6.2M0.23%
96AKAMAI TECHNOLOGIES INCAKAM57,431$6.2M0.23%
97LOCKHEED MARTIN CORPLMT13,252$6.0M0.22%
98OCCIDENTAL PETE CORP67459910592,520$6.0M0.22%
99ENERGIZER HLDGS INC NEWENR203,006$6.0M0.22%
100GOLDMAN SACHS GROUP INCGSCE14,164$5.9M0.22%
101BERKSHIRE HATHAWAY INC DELBRK-A9$5.7M0.21%
102EDGEWELL PERS CARE CO28035Q102147,137$5.7M0.21%
103CARRIER GLOBAL CORPORATIONCARR96,962$5.6M0.21%
104CUMMINS INCCMI18,943$5.6M0.21%
105NVIDIA CORPORATIONNVDA6,043$5.5M0.20%
106VANGUARD SCOTTSDALE FDS92206C40967,337$5.2M0.19%
107GILEAD SCIENCES INCGILD69,864$5.1M0.19%
108NEWMARKET CORPNEU8,000$5.1M0.19%
109COCA COLA COKO82,829$5.1M0.19%
110AT&T INCT-PC286,505$5.0M0.19%
111KYNDRYL HLDGS INCKD222,883$4.8M0.18%
112OTIS WORLDWIDE CORPOTIS46,927$4.7M0.17%
113TAPESTRY INCTPR93,157$4.4M0.16%
114WEYERHAEUSER CO MTN BEWY123,120$4.4M0.16%
115ALTRIA GROUP INCMO100,949$4.4M0.16%
116NUCOR CORPNUE21,187$4.2M0.16%
117BROADCOM INCAVGO3,019$4.0M0.15%
118ELI LILLY & COLLY5,033$3.9M0.15%
119EXPEDITORS INTL WASH INC30213010931,215$3.8M0.14%
120ONEOK INC NEWOKE45,896$3.7M0.14%
121TRANE TECHNOLOGIES PLCTT12,088$3.6M0.13%
122WALGREENS BOOTS ALLIANCE INC931427108164,892$3.6M0.13%
123POST HLDGS INCPOST31,586$3.4M0.12%
124ISHARES TR4642872006,291$3.3M0.12%
125WARNER BROS DISCOVERY INCWBD365,510$3.2M0.12%
126TJX COS INC NEW87254010931,017$3.1M0.12%
127NEXTERA ENERGY INCNEE-PW47,040$3.0M0.11%
128ALLEGION PLCALLE21,634$2.9M0.11%
129PHILLIPS 66PSX16,958$2.8M0.10%
130S&P GLOBAL INCSPGI6,486$2.8M0.10%
131ISHARES TR46428772120,000$2.7M0.10%
132GLOBAL X FDS37954Y88941,195$2.6M0.10%
133BELLRING BRANDS INCBRBR43,973$2.6M0.10%
134VANGUARD INDEX FDS9229087699,685$2.5M0.09%
135DEERE & CODE5,901$2.4M0.09%
136EATON CORP PLCETN7,722$2.4M0.09%
137CASEYS GEN STORES INC1475281037,101$2.3M0.08%
138ISHARES TR46428750737,065$2.3M0.08%
139BECTON DICKINSON & COBDX9,037$2.2M0.08%
140DXC TECHNOLOGY CODXC101,478$2.2M0.08%
141ESSEX PPTY TR INC2971781058,251$2.0M0.08%
142VODAFONE GROUP PLC NEW92857W308221,324$2.0M0.07%
143DOW INCDOW33,358$1.9M0.07%
144BANK AMERICA CORP06050510450,741$1.9M0.07%
145CONSOLIDATED EDISON INCED20,750$1.9M0.07%
146MARSH & MCLENNAN COS INC5717481028,974$1.8M0.07%
147CLOROX CO DELCLX11,988$1.8M0.07%
148NORFOLK SOUTHN CORP6558441087,185$1.8M0.07%
149ECOLAB INCECL7,721$1.8M0.07%
150VANGUARD WORLD FD92204A7023,358$1.8M0.07%
151ISHARES TR46428723442,785$1.8M0.07%
152LAM RESEARCH CORPLRCX1,700$1.7M0.06%
153VANGUARD TAX-MANAGED FDS92194385832,894$1.7M0.06%
154SPROTT PHYSICAL GOLD TRSII89,029$1.5M0.06%
155CSX CORPCSX40,807$1.5M0.06%
156SCHWAB CHARLES CORPSCHW-PJ20,624$1.5M0.06%
157APA CORPORATIONAPA40,372$1.4M0.05%
158VISA INCV4,800$1.3M0.05%
159GRAINGER W W INC3848021041,312$1.3M0.05%
160VANGUARD INDEX FDS9229087515,753$1.3M0.05%
161ISHARES TR46428754915,000$1.3M0.05%
162SSGA ACTIVE ETF TR78467V84831,675$1.3M0.05%
163MASTERCARD INCORPORATEDMA2,601$1.3M0.05%
164SOUTHERN COSOMN16,852$1.2M0.04%
165NORDSTROM INC65566410059,187$1.2M0.04%
166SEMPRASREA16,204$1.2M0.04%
167ISHARES TR46429B66310,523$1.2M0.04%
168ADVANCED MICRO DEVICES INCAMD6,387$1.2M0.04%
169GE HEALTHCARE TECHNOLOGIES IGEHC12,009$1.1M0.04%
170SPDR S&P MIDCAP 400 ETF TRMDY1,959$1.1M0.04%
171SHELL PLCRYDAF16,114$1.1M0.04%
172BROOKFIELD CORP11271J10725,355$1.1M0.04%
173VANECK ETF TRUST92189F10632,741$1.0M0.04%
174INGERSOLL RAND INCIR10,834$1.0M0.04%
175CVB FINL CORP12660010557,420$1.0M0.04%
176KIMBERLY-CLARK CORPKMB7,736$1.0M0.04%
177REALTY INCOME CORPO17,946$970,9010.04%
178ISHARES TR4642887528,224$952,0920.04%
179OCCIDENTAL PETE CORP67459916220,881$899,9710.03%
180ISHARES TR4642871507,683$885,8500.03%
181KRAFT HEINZ COKHC22,908$845,3030.03%
182PAYCHEX INCPAYX6,749$828,7770.03%
183COMCAST CORP NEWCCZ18,134$786,1280.03%
184UNITED RENTALS INCURI1,079$778,0780.03%
185DIMENSIONAL ETF TRUST25434V40113,637$777,0360.03%
186GALLAGHER ARTHUR J & CO3635761093,084$771,1230.03%
187TESLA INCTSLA4,225$742,7760.03%
188BLACKSTONE INCBX5,601$735,8030.03%
189INVESCO QQQ TRIVZ1,621$719,5330.03%
190WESTERN ASSET INVESTMENT GRA95766T10058,576$714,0410.03%
191MCCORMICK & CO INCMKC-V9,200$706,6520.03%
192RELIANCE INCRS2,053$686,0720.03%
193DIMENSIONAL ETF TRUST25434V70821,311$680,8860.03%
194SCHWAB STRATEGIC TR8085243007,328$679,4830.03%
195ISHARES TR4642876222,338$673,4140.03%
196VANGUARD INDEX FDS9229085537,672$663,4500.02%
197TAIWAN SEMICONDUCTOR MFG LTD8740391004,732$643,7890.02%
198STERICYCLE INC85891210811,936$629,6240.02%
199FORTREA HLDGS INCFTRE15,681$629,4350.02%
200ISHARES TR4642874657,845$626,5020.02%
201GENUINE PARTS COGPC4,000$619,7200.02%
202ENTERPRISE PRODS PARTNERS L29379210721,218$619,1410.02%
203VANGUARD INTL EQUITY INDEX F92204285814,653$612,0560.02%
204ALLSTATE CORPALL-PJ3,516$608,3030.02%
205ZIMMER BIOMET HOLDINGS INCZBH4,524$597,0780.02%
206INVESCO EXCHANGE TRADED FD TIVZ3,479$589,1680.02%
207WEC ENERGY GROUP INCWEC7,142$586,5010.02%
208FRANKLIN RESOURCES INCBEN20,506$576,4240.02%
209DUKE ENERGY CORP NEWDUKB5,890$569,6350.02%
210NETAPP INCNTAP5,334$559,9100.02%
211KELLANOVABEKE9,550$547,1200.02%
212ICON PLCICLR1,620$544,2390.02%
213ISHARES TR4642877054,587$542,5960.02%
214GAP INCGAP19,520$537,7760.02%
215ROCKWELL AUTOMATION INCROK1,811$527,5990.02%
216NABORS INDUSTRIES LTDNBRWF6,000$516,7800.02%
217LINDE PLCLIN1,099$510,2880.02%
218PIMCO ETF TR72201R8334,979$500,5890.02%
219MOODYS CORPMCO1,235$485,3920.02%
220ADOBE INCADBE946$477,3520.02%
221SOUTHWEST AIRLS CO84474110815,954$465,6970.02%
222NETFLIX INCNFLX765$464,6070.02%
223VANGUARD INTL EQUITY INDEX F9220427757,810$458,0270.02%
224ISHARES TR4642876552,151$452,3550.02%
225PPG INDS INC6935061073,114$451,2190.02%
226MARRIOTT INTL INC NEW5719032021,787$450,8780.02%
227ANSYS INC03662Q1051,275$442,6290.02%
228PACCAR INCPCAR3,554$440,3050.02%
229MANULIFE FINL CORP56501R10617,069$426,5540.02%
230EDISON INTL2810201076,007$424,9040.02%
231INTUITIVE SURGICAL INCISRG1,050$419,0450.02%
232US BANCORP DELUSB-PS9,333$417,1850.02%
233VIATRIS INCVTRS34,899$416,6940.02%
234CINTAS CORPCTAS605$415,6530.02%
235ELECTRONIC ARTS INCEA3,086$409,4200.02%
236SPDR DOW JONES INDL AVERAGE78467X1091,027$408,5580.02%
237ISHARES GOLD TRIAU9,722$408,4210.02%
238CVS HEALTH CORPCVS5,087$405,7390.02%
239EQUITY RESIDENTIALEQR6,409$404,4720.02%
240ISHARES TR4642883567,010$403,3550.01%
241CAMPBELL SOUP COCPB9,003$400,1720.01%
242DOUBLELINE ETF TRUST25861R1058,600$394,5680.01%
243UNILEVER PLCUNLYF7,627$382,7990.01%
244DANAHER CORPORATION2358511021,528$381,4770.01%
245CONSTELLATION ENERGY CORPCEG2,021$373,6270.01%
246PLAINS ALL AMERN PIPELINE L72650310521,238$372,9390.01%
247MEDTRONIC PLCMDT4,187$364,8970.01%
248PRICE T ROWE GROUP INCTROW2,973$362,4680.01%
249CME GROUP INCCME1,655$356,3050.01%
250DIMENSIONAL ETF TRUST25434V7248,538$349,2040.01%
251THERMO FISHER SCIENTIFIC INCTMO600$348,8920.01%
252VANGUARD SPECIALIZED FUNDS9219088441,893$345,6810.01%
253DIMENSIONAL ETF TRUST25434V88013,525$344,0760.01%
254SELECT SECTOR SPDR TR81369Y8865,016$329,3000.01%
255ISHARES TR4642875804,000$327,8800.01%
256WASTE MGMT INC DEL94106L1091,529$325,9060.01%
257MINERALS TECHNOLOGIES INCMTX4,297$323,4780.01%
258ISHARES TR4642871682,533$312,0650.01%
259MONSTER BEVERAGE CORP NEWMNST5,252$311,3390.01%
260ISHARES TR4642877625,000$309,5000.01%
261ALIBABA GROUP HLDG LTDBBAAY4,255$307,8920.01%
262SPDR SER TR78464A7632,335$306,4450.01%
263SALESFORCE INCCRM1,017$306,3000.01%
264FEDEX CORPFDX1,049$303,9370.01%
265SPDR SER TR78468R8536,983$300,5480.01%
266EXTRA SPACE STORAGE INCEXR2,027$297,9690.01%
267BAXTER INTL INC0718131096,952$297,1280.01%
268VANGUARD BD INDEX FDS9219378273,835$294,0290.01%
269VANGUARD INDEX FDS9229086291,146$286,2360.01%
270REPUBLIC SVCS INC7607591001,480$283,3310.01%
271LAMB WESTON HLDGS INCLW2,633$280,4930.01%
272AMETEK INCAME1,516$277,2760.01%
273ENBRIDGE INCENNPF7,531$272,4720.01%
274AMERICAN ELEC PWR CO INC0255371013,075$264,7580.01%
275VALERO ENERGY CORPVLO1,538$262,5210.01%
276L3HARRIS TECHNOLOGIES INCLHX1,199$255,4940.01%
277AMERIPRISE FINL INC03076C106582$255,1720.01%
278EVERSOURCE ENERGYES4,250$254,0230.01%
279ISHARES TR4642886464,930$252,8100.01%
280SCHWAB STRATEGIC TR8085245083,100$252,4300.01%
281FLAHERTY & CRUMRINE PFD INCO33848E10629,500$248,9800.01%
282THE CIGNA GROUP125523100685$248,7850.01%
283MOTOROLA SOLUTIONS INCMSI685$243,1610.01%
284VANGUARD SCOTTSDALE FDS92206C8703,005$241,9330.01%
285BROOKFIELD ASSET MANAGMT LTD1130041055,750$241,6150.01%
286DIMENSIONAL ETF TRUST25434V6094,302$234,1570.01%
287FIRSTENERGY CORPFE6,037$233,1490.01%
288FORD MTR CO DEL34537086017,289$229,6020.01%
289METLIFE INCMET-PF3,087$228,7780.01%
290YUM BRANDS INCYUM1,644$227,9170.01%
291TOLL BROTHERS INCTOL1,750$226,3980.01%
292WELLTOWER INCWELL2,406$224,8170.01%
293SELECT SECTOR SPDR TR81369Y5062,347$221,5580.01%
294ISHARES TR46432F8422,954$219,2460.01%
295EXELON CORPEXC5,773$216,8920.01%
296FRANKLIN ELEC INCFELE2,019$215,6490.01%
297KROGER COKR3,708$211,8330.01%
298ENERGY TRANSFER L PET-PI13,263$208,6270.01%
299FOX CORPFOX6,666$208,4460.01%
300ISHARES SILVER TRSLV9,126$207,6170.01%
301TRIMBLE INCTRMB3,200$205,9520.01%
302AMEREN CORPAEE2,750$203,3900.01%
303DTE ENERGY CODTK1,800$201,8520.01%
304RIO TINTO PLCRTNTF3,150$200,7890.01%
305NUVEEN PFD & INCOME OPPORTUNNU21,424$154,0390.01%
306TREDEGAR CORPTG16,000$104,3200.00%
307BRANCHOUT FOOD INCBOF47,554$89,1640.00%
308ALPHABET INCGOOG235$35,4690.00%
309UNITEDHEALTH GROUP INCUNH64$31,6610.00%
310BERKSHIRE HATHAWAY INC DELBRK-A55$23,1290.00%
311AMERICAN EXPRESS COAXP95$21,6310.00%
312LOWES COS INC54866110775$19,1050.00%
313JOHNSON CTLS INTL PLCG51502105280$18,2900.00%
314BOOKING HOLDINGS INCBKNG5$18,1390.00%
315AMAZON COM INCAMZN100$18,0380.00%
316RTX CORPORATIONRTX175$17,0680.00%
317MICROSOFT CORPMSFT40$16,8290.00%
318CORTEVA INCCTVA285$16,4360.00%
319ACCENTURE PLC IRELANDACN45$15,5970.00%
320STARBUCKS CORPSBUX165$15,0790.00%
321JOHNSON & JOHNSONJNJ95$15,0280.00%
322UNITED PARCEL SERVICE INCUPS100$14,8630.00%
323MONDELEZ INTL INC609207105210$14,7000.00%
324COSTCO WHSL CORP NEW22160K10520$14,6530.00%
325BRISTOL-MYERS SQUIBB COCELG-RI270$14,6420.00%