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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 2024 · Filed August 7, 2024 · Accession 0001034642-24-000003

Total Value
$2.67B
Positions
321
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (321)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL720,902$151.7M5.67%
2MICROSOFT CORPMSFT309,895$138.5M5.18%
3UNITED PARCEL SERVICE INCUPS863,770$118.2M4.42%
4COSTCO WHSL CORP NEW22160K105113,381$96.4M3.60%
5ALPHABET INCGOOG429,362$78.2M2.93%
6BERKSHIRE HATHAWAY INC DELBRK-A186,079$75.7M2.83%
7ARISTA NETWORKS INCANET164,101$57.5M2.15%
8ACCENTURE PLC IRELANDACN172,817$52.4M1.96%
9CHEVRON CORP NEWCVX328,652$51.4M1.92%
10LOWES COS INC548661107212,211$46.8M1.75%
11JPMORGAN CHASE & COVYLD207,959$42.1M1.57%
12ORACLE CORPORCL-PD274,428$38.7M1.45%
13TRACTOR SUPPLY COTSCO137,543$37.1M1.39%
14EXXON MOBIL CORPXOM320,947$37.0M1.38%
15QUALCOMM INCQCOM184,306$36.7M1.37%
16JOHNSON & JOHNSONJNJ249,420$36.5M1.36%
17WELLS FARGO CO NEW949746101600,560$35.7M1.33%
18AMAZON COM INCAMZN177,543$34.3M1.28%
19EMERSON ELEC COEMR296,912$32.7M1.22%
20INTUITINTU45,046$29.6M1.11%
21ALPHABET INCGOOG161,049$29.5M1.10%
22ALLISON TRANSMISSION HLDGS IALSN383,146$29.1M1.09%
23STRYKER CORPORATIONSYK85,140$29.0M1.08%
24ABBVIE INCABBV163,143$28.0M1.05%
25FASTENAL COFAST443,425$27.9M1.04%
26NOVO-NORDISK A SNONOF195,118$27.9M1.04%
27HP INCHPQ788,401$27.6M1.03%
28AMERICAN EXPRESS COAXP115,816$26.8M1.00%
29PROCTER AND GAMBLE CO742718109156,392$25.8M0.96%
30UNITEDHEALTH GROUP INCUNH50,204$25.6M0.96%
31CORTEVA INCCTVA467,534$25.2M0.94%
32MCKESSON CORPMCK43,007$25.1M0.94%
33DUPONT DE NEMOURS INCDD286,611$23.1M0.86%
34ABBOTT LABSABLZF221,516$23.0M0.86%
35MCDONALDS CORPMCD89,640$22.8M0.85%
36RTX CORPORATIONRTX220,387$22.1M0.83%
37EDWARDS LIFESCIENCES CORPEW239,391$22.1M0.83%
38INTEL CORPINTC678,492$21.0M0.79%
39JOHNSON CTLS INTL PLCG51502105310,030$20.6M0.77%
40INTERNATIONAL FLAVORS&FRAGRA459506101212,876$20.3M0.76%
41CISCO SYS INCCSCO408,624$19.4M0.73%
42AGILENT TECHNOLOGIES INCA146,318$19.0M0.71%
43SPDR GOLD TRGLD87,517$18.8M0.70%
44BOOKING HOLDINGS INCBKNG4,693$18.6M0.70%
45SCHLUMBERGER LTDSLB386,005$18.2M0.68%
46META PLATFORMS INCMETA36,092$18.2M0.68%
47COLGATE PALMOLIVE COCL186,952$18.1M0.68%
48PEPSICO INCPEP109,704$18.1M0.68%
49HEWLETT PACKARD ENTERPRISE CHPE-PC847,483$17.9M0.67%
50LABORATORY CORP AMER HLDGS50540R40985,998$17.5M0.65%
51BRISTOL-MYERS SQUIBB COCELG-RI405,309$16.8M0.63%
52DISNEY WALT CO254687106164,218$16.3M0.61%
53NIKE INCNKE200,260$15.1M0.56%
54STARBUCKS CORPSBUX192,756$15.0M0.56%
55CARMAX INCKMX202,682$14.9M0.56%
56PFIZER INCPFE519,790$14.5M0.54%
57PARKER-HANNIFIN CORPPH26,691$13.5M0.50%
58CATERPILLAR INCCAT40,152$13.4M0.50%
59MONDELEZ INTL INC609207105202,516$13.3M0.50%
60UNION PAC CORPUNP56,611$12.8M0.48%
61HOME DEPOT INCHD36,378$12.5M0.47%
62AMGEN INCAMGN39,683$12.4M0.46%
63SYSCO CORPSYY169,927$12.1M0.45%
64PAYPAL HLDGS INCPYPL207,403$12.0M0.45%
65ALBEMARLE CORPALB-PA123,436$11.8M0.44%
66HONEYWELL INTL INC43851610654,943$11.7M0.44%
67ENTEGRIS INCENTG86,235$11.7M0.44%
68AUTOMATIC DATA PROCESSING INADP48,571$11.6M0.43%
69WALMART INCWMT169,292$11.5M0.43%
70CONOCOPHILLIPSCOP99,413$11.4M0.43%
71KEYSIGHT TECHNOLOGIES INCKEYS82,757$11.3M0.42%
72FIRST TR EXCHANGE-TRADED FD33739Q200233,059$11.2M0.42%
73PHILIP MORRIS INTL INC718172109109,198$11.1M0.41%
74EBAY INC.EBAY196,808$10.6M0.40%
75MERCK & CO INCMRK79,937$9.9M0.37%
76VERIZON COMMUNICATIONS INCVZ229,128$9.4M0.35%
77NOVARTIS AGNVSEF87,987$9.4M0.35%
78SPDR S&P 500 ETF TRSPY16,859$9.2M0.34%
79BOEING COBA-PA48,168$8.8M0.33%
80VANGUARD INDEX FDS92290836316,878$8.4M0.32%
81NORTHROP GRUMMAN CORPNOC19,321$8.4M0.32%
82BP PLCBPPFF228,155$8.2M0.31%
83ISHARES TR46428780477,218$8.2M0.31%
84JACOBS SOLUTIONS INCJ58,847$8.2M0.31%
85SELECT SECTOR SPDR TR81369Y80336,127$8.2M0.31%
86ILLINOIS TOOL WKS INC45230810934,041$8.1M0.30%
87BANK NEW YORK MELLON CORP064058100128,285$7.7M0.29%
88PUBLIC STORAGEPSA-PS26,666$7.7M0.29%
89NVIDIA CORPORATIONNVDA61,528$7.6M0.28%
90INTERNATIONAL BUSINESS MACHSINTR43,510$7.5M0.28%
913M COMMM71,127$7.3M0.27%
92TEXAS INSTRS INC88250810436,581$7.1M0.27%
93CONAGRA BRANDS INCCAG246,102$7.0M0.26%
94TARGET CORPTGT45,950$6.8M0.25%
95GOLDMAN SACHS GROUP INCGSCE14,136$6.4M0.24%
96CARRIER GLOBAL CORPORATIONCARR96,068$6.1M0.23%
97ENERGIZER HLDGS INC NEWENR203,006$6.0M0.22%
98LOCKHEED MARTIN CORPLMT12,748$6.0M0.22%
99EDGEWELL PERS CARE CO28035Q102147,137$5.9M0.22%
100OCCIDENTAL PETE CORP67459910593,260$5.9M0.22%
101GENERAL MLS INC37033410491,639$5.8M0.22%
102KYNDRYL HLDGS INCKD211,585$5.6M0.21%
103GENERAL ELECTRIC CO36960430134,866$5.5M0.21%
104BERKSHIRE HATHAWAY INC DELBRK-A9$5.5M0.21%
105AT&T INCT-PC284,115$5.4M0.20%
106AKAMAI TECHNOLOGIES INCAKAM60,229$5.4M0.20%
107CUMMINS INCCMI18,917$5.2M0.20%
108COCA COLA COKO81,557$5.2M0.19%
109VANGUARD SCOTTSDALE FDS92206C40965,594$5.1M0.19%
110BROADCOM INCAVGO2,858$4.6M0.17%
111ELI LILLY & COLLY5,001$4.5M0.17%
112GILEAD SCIENCES INCGILD65,932$4.5M0.17%
113OTIS WORLDWIDE CORPOTIS45,539$4.4M0.16%
114EXPEDITORS INTL WASH INC30213010933,149$4.1M0.15%
115TRANE TECHNOLOGIES PLCTT12,063$4.0M0.15%
116TAPESTRY INCTPR92,494$4.0M0.15%
117NEWMARKET CORPNEU7,500$3.9M0.14%
118ONEOK INC NEWOKE45,896$3.7M0.14%
119ALTRIA GROUP INCMO78,699$3.6M0.13%
120WEYERHAEUSER CO MTN BEWY123,120$3.5M0.13%
121ISHARES TR4642872006,291$3.4M0.13%
122TJX COS INC NEW87254010931,007$3.4M0.13%
123NUCOR CORPNUE20,937$3.3M0.12%
124POST HLDGS INCPOST31,586$3.3M0.12%
125WARNER BROS DISCOVERY INCWBD414,452$3.1M0.12%
126ISHARES TR46428772120,000$3.0M0.11%
127S&P GLOBAL INCSPGI6,461$2.9M0.11%
128NEXTERA ENERGY INCNEE-PW39,506$2.8M0.10%
129GLOBAL X FDS37954Y88941,030$2.7M0.10%
130CASEYS GEN STORES INC1475281036,790$2.6M0.10%
131ALLEGION PLCALLE21,634$2.6M0.10%
132EATON CORP PLCETN8,122$2.5M0.10%
133BELLRING BRANDS INCBRBR43,973$2.5M0.09%
134VANGUARD INDEX FDS9229087699,335$2.5M0.09%
135PHILLIPS 66PSX16,904$2.4M0.09%
136DEERE & CODE6,018$2.2M0.08%
137ESSEX PPTY TR INC2971781058,010$2.2M0.08%
138ISHARES TR46428750737,065$2.2M0.08%
139BANK AMERICA CORP06050510452,188$2.1M0.08%
140BECTON DICKINSON & COBDX8,771$2.0M0.08%
141WALGREENS BOOTS ALLIANCE INC931427108166,711$2.0M0.08%
142DXC TECHNOLOGY CODXC101,470$1.9M0.07%
143VANGUARD WORLD FD92204A7023,358$1.9M0.07%
144CONSOLIDATED EDISON INCED20,750$1.9M0.07%
145ECOLAB INCECL7,721$1.8M0.07%
146ISHARES TR46428723442,785$1.8M0.07%
147LAM RESEARCH CORPLRCX1,685$1.8M0.07%
148DOW INCDOW33,117$1.8M0.07%
149VANGUARD TAX-MANAGED FDS92194385832,894$1.6M0.06%
150CLOROX CO DELCLX11,888$1.6M0.06%
151MARSH & MCLENNAN COS INC5717481027,674$1.6M0.06%
152SPROTT PHYSICAL GOLD TRSII89,029$1.6M0.06%
153NORFOLK SOUTHN CORP6558441087,281$1.6M0.06%
154SCHWAB CHARLES CORPSCHW-PJ20,624$1.5M0.06%
155ISHARES TR46428754915,000$1.4M0.05%
156CSX CORPCSX40,807$1.4M0.05%
157SOUTHERN COSOMN16,852$1.3M0.05%
158VODAFONE GROUP PLC NEW92857W308147,232$1.3M0.05%
159GE VERNOVA LLCGEV7,583$1.3M0.05%
160VISA INCV4,814$1.3M0.05%
161SSGA ACTIVE ETF TR78467V84831,675$1.3M0.05%
162VANGUARD INDEX FDS9229087515,753$1.3M0.05%
163NORDSTROM INC65566410056,897$1.2M0.05%
164APA CORPORATIONAPA40,372$1.2M0.04%
165SEMPRASREA15,604$1.2M0.04%
166GRAINGER W W INC3848021041,312$1.2M0.04%
167SHELL PLCRYDAF16,001$1.2M0.04%
168ISHARES TR46429B66310,523$1.1M0.04%
169MASTERCARD INCORPORATEDMA2,530$1.1M0.04%
170ADVANCED MICRO DEVICES INCAMD6,742$1.1M0.04%
171BROOKFIELD CORP11271J10725,355$1.1M0.04%
172VANECK ETF TRUST92189F10630,983$1.1M0.04%
173KIMBERLY-CLARK CORPKMB7,543$1.0M0.04%
174SPDR S&P MIDCAP 400 ETF TRMDY1,927$1.0M0.04%
175CVB FINL CORP12660010557,420$989,9210.04%
176INGERSOLL RAND INCIR10,776$978,8920.04%
177REALTY INCOME CORPO17,611$930,2350.03%
178GE HEALTHCARE TECHNOLOGIES IGEHC11,767$916,9110.03%
179ISHARES TR4642871507,683$912,5870.03%
180TESLA INCTSLA4,225$836,1140.03%
181TAIWAN SEMICONDUCTOR MFG LTD8740391004,798$833,9400.03%
182ISHARES TR4642887528,227$831,4210.03%
183DIMENSIONAL ETF TRUST25434V40113,637$802,5370.03%
184PAYCHEX INCPAYX6,749$800,1610.03%
185GALLAGHER ARTHUR J & CO3635761093,084$799,7120.03%
186OCCIDENTAL PETE CORP67459916219,245$792,1240.03%
187INVESCO QQQ TRIVZ1,616$774,0220.03%
188SOLVENTUM CORPSOLV14,566$770,2500.03%
189COMCAST CORP NEWCCZ19,077$747,0730.03%
190KRAFT HEINZ COKHC22,923$738,5780.03%
191SCHWAB STRATEGIC TR8085243007,278$733,9470.03%
192WESTERN ASSET INVESTMENT GRA95766T10058,576$707,5980.03%
193ISHARES TR4642876222,338$695,6490.03%
194DIMENSIONAL ETF TRUST25434V70821,311$687,0670.03%
195NETAPP INCNTAP5,334$687,0190.03%
196BLACKSTONE INCBX5,516$682,8810.03%
197VANGUARD INTL EQUITY INDEX F92204285814,653$641,2150.02%
198MCCORMICK & CO INCMKC-V9,000$638,4600.02%
199VANGUARD INDEX FDS9229085537,556$632,8960.02%
200STERICYCLE INC85891210810,836$629,8970.02%
201ENTERPRISE PRODS PARTNERS L29379210721,218$614,8980.02%
202ISHARES TR4642874657,746$606,7440.02%
203DUKE ENERGY CORP NEWDUKB5,890$590,3690.02%
204RELIANCE INCRS2,053$586,3370.02%
205INVESCO EXCHANGE TRADED FD TIVZ3,483$572,2080.02%
206UNITED RENTALS INCURI879$568,4760.02%
207WEC ENERGY GROUP INCWEC7,142$560,3610.02%
208GENUINE PARTS COGPC4,000$553,2800.02%
209ALLSTATE CORPALL-PJ3,416$545,3990.02%
210NETFLIX INCNFLX785$529,7810.02%
211ADOBE INCADBE941$522,7630.02%
212ISHARES TR4642877054,587$520,4410.02%
213MOODYS CORPMCO1,210$509,3250.02%
214ICON PLCICLR1,620$507,8210.02%
215ROCKWELL AUTOMATION INCROK1,801$495,7790.02%
216ZIMMER BIOMET HOLDINGS INCZBH4,472$485,3460.02%
217LINDE PLCLIN1,099$482,2520.02%
218INTUITIVE SURGICAL INCISRG1,050$467,0930.02%
219FRANKLIN RESOURCES INCBEN20,506$458,3090.02%
220SOUTHWEST AIRLS CO84474110815,954$456,4440.02%
221VANGUARD INTL EQUITY INDEX F9220427757,775$455,9260.02%
222PIMCO ETF TR72201R8334,439$446,7850.02%
223EQUITY RESIDENTIALEQR6,409$444,4000.02%
224GAP INCGAP18,420$440,0540.02%
225MANULIFE FINL CORP56501R10616,462$438,2180.02%
226ISHARES TR4642876552,151$436,4160.02%
227KELLANOVABEKE7,550$435,4840.02%
228MARRIOTT INTL INC NEW5719032021,787$432,0430.02%
229ELECTRONIC ARTS INCEA3,086$429,9720.02%
230EDISON INTL2810201075,986$429,8840.02%
231ISHARES GOLD TRIAU9,773$429,3280.02%
232NABORS INDUSTRIES LTDNBRWF6,000$426,9600.02%
233CINTAS CORPCTAS605$423,6570.02%
234UNILEVER PLCUNLYF7,627$419,4090.02%
235ANSYS INC03662Q1051,275$409,9130.02%
236CAMPBELL SOUP COCPB9,003$406,8340.02%
237CONSTELLATION ENERGY CORPCEG2,019$404,3940.02%
238FEDEX CORPFDX1,347$403,8840.02%
239SPDR DOW JONES INDL AVERAGE78467X1091,027$401,7520.02%
240ISHARES TR4642883567,010$398,7290.01%
241PPG INDS INC6935061073,114$392,0210.01%
242DOUBLELINE ETF TRUST25861R1058,600$390,4400.01%
243VANGUARD SPECIALIZED FUNDS9219088442,098$382,9900.01%
244DANAHER CORPORATION2358511021,528$381,7410.01%
245PACCAR INCPCAR3,554$365,8490.01%
246VIATRIS INCVTRS33,639$357,5830.01%
247MINERALS TECHNOLOGIES INCMTX4,297$357,3390.01%
248US BANCORP DELUSB-PS8,833$350,6700.01%
249ISHARES TR4642877625,647$345,9920.01%
250PLAINS ALL AMERN PIPELINE L72650310519,268$344,1260.01%
251DIMENSIONAL ETF TRUST25434V88013,525$343,8060.01%
252PRICE T ROWE GROUP INCTROW2,973$342,8170.01%
253SELECT SECTOR SPDR TR81369Y8865,016$341,7900.01%
254DIMENSIONAL ETF TRUST25434V7248,538$335,2870.01%
255MEDTRONIC PLCMDT4,187$329,5590.01%
256ISHARES TR4642875804,000$325,1200.01%
257CME GROUP INCCME1,638$322,0310.01%
258EXTRA SPACE STORAGE INCEXR2,027$315,0160.01%
259ISHARES TR4642871682,533$306,4910.01%
260ALIBABA GROUP HLDG LTDBBAAY4,252$306,1440.01%
261WASTE MGMT INC DEL94106L1091,415$301,8760.01%
262ISHARES SILVER TRSLV11,361$301,8620.01%
263VANGUARD BD INDEX FDS9219378273,835$294,1450.01%
264SPDR SER TR78468R8536,983$290,0040.01%
265REPUBLIC SVCS INC7607591001,480$287,6230.01%
266SPDR SER TR78464A7632,235$284,2470.01%
267VANGUARD INDEX FDS9229086291,146$277,3460.01%
268AMERICAN ELEC PWR CO INC0255371013,075$269,8010.01%
269METLIFE INCMET-PF3,777$265,1080.01%
270MOTOROLA SOLUTIONS INCMSI685$264,4440.01%
271ENBRIDGE INCENNPF7,408$263,6510.01%
272MONSTER BEVERAGE CORP NEWMNST5,252$262,3370.01%
273SALESFORCE INCCRM1,013$260,4420.01%
274L3HARRIS TECHNOLOGIES INCLHX1,135$254,9830.01%
275AMETEK INCAME1,516$252,7320.01%
276ISHARES TR4642886464,930$252,6130.01%
277FORTREA HLDGS INCFTRE10,768$251,3250.01%
278WELLTOWER INCWELL2,406$250,8260.01%
279FLAHERTY & CRUMRINE PFD INCO33848E10629,500$249,8650.01%
280SCHWAB STRATEGIC TR8085245083,100$241,2700.01%
281VALERO ENERGY CORPVLO1,538$241,0970.01%
282EVERSOURCE ENERGYES4,250$241,0180.01%
283VANGUARD SCOTTSDALE FDS92206C8702,992$239,1510.01%
284THERMO FISHER SCIENTIFIC INCTMO423$233,9190.01%
285AMERIPRISE FINL INC03076C106546$233,2460.01%
286FIRSTENERGY CORPFE6,037$231,0360.01%
287BAXTER INTL INC0718131096,839$228,7650.01%
288SELECT SECTOR SPDR TR81369Y5062,480$226,0310.01%
289CVS HEALTH CORPCVS3,803$224,6050.01%
290THE CIGNA GROUP125523100670$221,4820.01%
291LAMB WESTON HLDGS INCLW2,633$221,3830.01%
292BROOKFIELD ASSET MANAGMT LTD1130041055,750$218,7880.01%
293DIMENSIONAL ETF TRUST25434V6094,204$218,0810.01%
294YUM BRANDS INCYUM1,644$217,7420.01%
295ENERGY TRANSFER L PET-PI13,263$215,1260.01%
296TOLL BROTHERS INCTOL1,839$211,8160.01%
297ISHARES TR46432F8422,889$209,8570.01%
298VANGUARD ADMIRAL FDS INC921932505624$208,0730.01%
299RIO TINTO PLCRTNTF3,150$207,6800.01%
300FORD MTR CO DEL34537086015,489$194,2360.01%
301NUVEEN PFD & INCOME OPPORTUNNU21,424$160,0370.01%
302TREDEGAR CORPTG16,000$76,6400.00%
303ALPHABET INCGOOG235$42,8050.00%
304UNITEDHEALTH GROUP INCUNH64$32,5930.00%
305BRANCHOUT FOOD INCBOF45,000$31,3200.00%
306UNITED PARCEL SERVICE INCUPS210$28,7390.00%
307JOHNSON & JOHNSONJNJ195$28,5010.00%
308BERKSHIRE HATHAWAY INC DELBRK-A55$22,3740.00%
309AMERICAN EXPRESS COAXP95$21,9970.00%
310STARBUCKS CORPSBUX265$20,6300.00%
311BOOKING HOLDINGS INCBKNG5$19,8080.00%
312AMAZON COM INCAMZN100$19,3250.00%
313JOHNSON CTLS INTL PLCG51502105280$18,6120.00%
314MICROSOFT CORPMSFT40$17,8780.00%
315RTX CORPORATIONRTX175$17,5680.00%
316COSTCO WHSL CORP NEW22160K10520$17,0000.00%
317LOWES COS INC54866110775$16,5350.00%
318CORTEVA INCCTVA285$15,3730.00%
319MONDELEZ INTL INC609207105210$13,7420.00%
320ACCENTURE PLC IRELANDACN45$13,6530.00%
321BRISTOL-MYERS SQUIBB COCELG-RI270$11,2130.00%