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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 2024 · Filed November 14, 2024 · Accession 0001034642-24-000012

Total Value
$2.82B
Positions
338
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (338)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL703,597$163.9M5.81%
2MICROSOFT CORPMSFT307,143$132.2M4.69%
3UNITED PARCEL SERVICE INCUPS868,125$118.4M4.20%
4COSTCO WHSL CORP NEW22160K105109,857$97.4M3.45%
5BERKSHIRE HATHAWAY INC DELBRK-A178,799$82.3M2.92%
6ALPHABET INCGOOG431,977$71.6M2.54%
7ACCENTURE PLC IRELANDACN171,817$60.7M2.15%
8ARISTA NETWORKS INCANET157,583$60.5M2.14%
9LOWES COS INC548661107210,873$57.1M2.02%
10CHEVRON CORP NEWCVX329,346$48.5M1.72%
11ORACLE CORPORCL-PD270,919$46.2M1.64%
12JPMORGAN CHASE & CO.VYLD203,444$42.9M1.52%
13TRACTOR SUPPLY COTSCO136,970$39.8M1.41%
14JOHNSON & JOHNSONJNJ242,792$39.3M1.39%
15EXXON MOBIL CORPXOM318,377$37.3M1.32%
16ALLISON TRANSMISSION HLDGS IALSN379,687$36.5M1.29%
17AMAZON COM INCAMZN179,339$33.4M1.18%
18FASTENAL COFAST442,569$31.6M1.12%
19WELLS FARGO CO NEW949746101553,999$31.3M1.11%
20AMERICAN EXPRESS COAXP114,924$31.2M1.10%
21ABBVIE INCABBV156,872$31.0M1.10%
22QUALCOMM INCQCOM180,704$30.7M1.09%
23UNITEDHEALTH GROUP INCUNH51,998$30.4M1.08%
24STRYKER CORPORATIONSYK83,959$30.3M1.08%
25CORTEVA INCCTVA512,322$30.1M1.07%
26EMERSON ELEC COEMR268,286$29.3M1.04%
27INTUITINTU44,449$27.6M0.98%
28HP INCHPQ767,498$27.5M0.98%
29PROCTER AND GAMBLE CO742718109155,394$26.9M0.95%
30ALPHABET INCGOOG160,482$26.8M0.95%
31RTX CORPORATIONRTX219,725$26.6M0.94%
32MCDONALDS CORPMCD85,978$26.2M0.93%
33ABBOTT LABSABLZF217,768$24.8M0.88%
34JOHNSON CTLS INTL PLCG51502105311,458$24.2M0.86%
35DUPONT DE NEMOURS INCDD270,641$24.1M0.85%
36BRISTOL-MYERS SQUIBB COCELG-RI456,846$23.6M0.84%
37NOVO-NORDISK A SNONOF193,763$23.1M0.82%
38INTERNATIONAL FLAVORS&FRAGRA459506101210,672$22.1M0.78%
39AGILENT TECHNOLOGIES INCA145,653$21.6M0.77%
40LABCORP HOLDINGS INCLH96,307$21.5M0.76%
41SPDR GOLD TRGLD88,467$21.5M0.76%
42CISCO SYS INCCSCO403,798$21.5M0.76%
43MCKESSON CORPMCK42,798$21.2M0.75%
44BOOKING HOLDINGS INCBKNG4,675$19.7M0.70%
45INTEL CORPINTC804,318$18.9M0.67%
46PEPSICO INCPEP109,103$18.6M0.66%
47SCHLUMBERGER LTDSLB439,390$18.4M0.65%
48STARBUCKS CORPSBUX185,819$18.1M0.64%
49MONDELEZ INTL INC609207105243,306$17.9M0.64%
50META PLATFORMS INCMETA30,960$17.7M0.63%
51PAYPAL HLDGS INCPYPL223,640$17.5M0.62%
52NIKE INCNKE196,291$17.4M0.62%
53PARKER-HANNIFIN CORPPH26,696$16.9M0.60%
54EDWARDS LIFESCIENCES CORPEW254,425$16.8M0.60%
55CARMAX INCKMX213,564$16.5M0.59%
56COLGATE PALMOLIVE COCL158,179$16.4M0.58%
57PFIZER INCPFE554,345$16.0M0.57%
58FIRST TR EXCHANGE-TRADED FD33739Q200323,782$16.0M0.57%
59HOME DEPOT INCHD38,762$15.7M0.56%
60CATERPILLAR INCCAT39,814$15.6M0.55%
61HEWLETT PACKARD ENTERPRISE CHPE-PC756,658$15.5M0.55%
62DISNEY WALT CO254687106156,883$15.1M0.53%
63SYSCO CORPSYY192,160$15.0M0.53%
64UNION PAC CORPUNP55,266$13.6M0.48%
65WALMART INCWMT168,277$13.6M0.48%
66AUTOMATIC DATA PROCESSING INADP47,771$13.2M0.47%
67KEYSIGHT TECHNOLOGIES INCKEYS82,707$13.1M0.47%
68PHILIP MORRIS INTL INC718172109108,057$13.1M0.47%
69EBAY INC.EBAY195,745$12.7M0.45%
70AMGEN INCAMGN39,150$12.6M0.45%
71ALBEMARLE CORPALB-PA124,418$11.8M0.42%
72HONEYWELL INTL INC43851610655,347$11.4M0.41%
73VERIZON COMMUNICATIONS INCVZ234,480$10.5M0.37%
74CONOCOPHILLIPSCOP98,829$10.4M0.37%
75NORTHROP GRUMMAN CORPNOC19,341$10.2M0.36%
76ENTEGRIS INCENTG86,811$9.8M0.35%
77PUBLIC STORAGE OPER COPSA-PS26,666$9.7M0.34%
78SPDR S&P 500 ETF TRSPY16,657$9.6M0.34%
79MERCK & CO INCMRK83,987$9.5M0.34%
80ISHARES TR46428780480,975$9.5M0.34%
81NOVARTIS AGNVSEF82,041$9.4M0.33%
82INTERNATIONAL BUSINESS MACHSINTR42,501$9.4M0.33%
833M COMMM67,244$9.2M0.33%
84ILLINOIS TOOL WKS INC45230810933,991$8.9M0.32%
85VANGUARD INDEX FDS92290836316,821$8.9M0.31%
86SELECT SECTOR SPDR TR81369Y80336,127$8.2M0.29%
87BANK NEW YORK MELLON CORP064058100112,383$8.1M0.29%
88NVIDIA CORPORATIONNVDA64,848$7.9M0.28%
89JACOBS SOLUTIONS INCJ58,075$7.6M0.27%
90TEXAS INSTRS INC88250810435,877$7.4M0.26%
91CARRIER GLOBAL CORPORATIONCARR91,407$7.4M0.26%
92LOCKHEED MARTIN CORPLMT12,508$7.3M0.26%
93BOEING COBA-PA47,905$7.3M0.26%
94BP PLCBPPFF224,590$7.0M0.25%
95GOLDMAN SACHS GROUP INCGSCE13,986$6.9M0.25%
96GENERAL MLS INC37033410491,939$6.8M0.24%
97TARGET CORPTGT41,601$6.5M0.23%
98CONAGRA BRANDS INCCAG199,092$6.5M0.23%
99ENERGIZER HLDGS INC NEWENR203,006$6.4M0.23%
100BERKSHIRE HATHAWAY INC DELBRK-A9$6.2M0.22%
101AT&T INCT-PC279,940$6.2M0.22%
102CUMMINS INCCMI18,817$6.1M0.22%
103AKAMAI TECHNOLOGIES INCAKAM59,829$6.0M0.21%
104COCA COLA COKO83,611$6.0M0.21%
105GE AEROSPACE36960430128,946$5.5M0.19%
106GILEAD SCIENCES INCGILD64,762$5.4M0.19%
107EDGEWELL PERS CARE CO28035Q102147,137$5.3M0.19%
108VANGUARD SCOTTSDALE FDS92206C40965,336$5.2M0.18%
109BROADCOM INCAVGO29,080$5.0M0.18%
110OCCIDENTAL PETE CORP67459910592,571$4.8M0.17%
111ELI LILLY & COLLY5,260$4.7M0.17%
112OTIS WORLDWIDE CORPOTIS44,586$4.6M0.16%
113EXPEDITORS INTL WASH INC30213010935,027$4.6M0.16%
114TRANE TECHNOLOGIES PLCTT11,788$4.6M0.16%
115TAPESTRY INCTPR90,220$4.2M0.15%
116WEYERHAEUSER CO MTN BEWY123,120$4.2M0.15%
117NEWMARKET CORPNEU7,500$4.1M0.15%
118ONEOK INC NEWOKE45,096$4.1M0.15%
119ALTRIA GROUP INCMO77,355$3.9M0.14%
120AON PLCAON11,376$3.9M0.14%
121WARNER BROS DISCOVERY INCWBD473,515$3.9M0.14%
122ISHARES TR4642872006,351$3.7M0.13%
123POST HLDGS INCPOST31,586$3.7M0.13%
124TJX COS INC NEW87254010930,817$3.6M0.13%
125KYNDRYL HLDGS INCKD153,216$3.5M0.12%
126NEXTERA ENERGY INCNEE-PW39,548$3.3M0.12%
127S&P GLOBAL INCSPGI6,336$3.3M0.12%
128FERGUSON ENTERPRISES INCFERG15,899$3.2M0.11%
129ALLEGION PLCALLE21,634$3.2M0.11%
130NUCOR CORPNUE20,512$3.1M0.11%
131ISHARES TR46428772120,000$3.0M0.11%
132GLOBAL X FDS37954Y88941,030$2.8M0.10%
133DOW INCDOW51,079$2.8M0.10%
134EATON CORP PLCETN8,233$2.7M0.10%
135BELLRING BRANDS INCBRBR43,973$2.7M0.09%
136VANGUARD INDEX FDS9229087699,335$2.6M0.09%
137CASEYS GEN STORES INC1475281036,750$2.5M0.09%
138DEERE & CODE6,007$2.5M0.09%
139ISHARES TR46428750737,065$2.3M0.08%
140PHILLIPS 66PSX17,452$2.3M0.08%
141ESSEX PPTY TR INC2971781057,711$2.3M0.08%
142CONSOLIDATED EDISON INCED20,250$2.1M0.07%
143DXC TECHNOLOGY CODXC101,470$2.1M0.07%
144BECTON DICKINSON & COBDX8,421$2.0M0.07%
145BANK AMERICA CORP06050510451,071$2.0M0.07%
146ECOLAB INCECL7,721$2.0M0.07%
147VANGUARD WORLD FD92204A7023,358$2.0M0.07%
148CLOROX CO DELCLX12,070$2.0M0.07%
149ISHARES TR46428723442,485$1.9M0.07%
150SPROTT PHYSICAL GOLD TRSII89,029$1.8M0.06%
151NORFOLK SOUTHN CORP6558441087,273$1.8M0.06%
152AMENTUM HOLDINGS INCAMTM55,550$1.8M0.06%
153VANGUARD TAX-MANAGED FDS92194385832,894$1.7M0.06%
154WALGREENS BOOTS ALLIANCE INC931427108193,661$1.7M0.06%
155MARSH & MCLENNAN COS INC5717481027,674$1.7M0.06%
156GE VERNOVA INCGEV6,176$1.6M0.06%
157VODAFONE GROUP PLC NEW92857W308146,905$1.5M0.05%
158SOUTHERN COSOMN16,052$1.4M0.05%
159ISHARES TR46428754915,000$1.4M0.05%
160LAM RESEARCH CORPLRCX1,725$1.4M0.05%
161VANGUARD INDEX FDS9229087515,753$1.4M0.05%
162GRAINGER W W INC3848021041,294$1.3M0.05%
163SCHWAB CHARLES CORPSCHW-PJ20,682$1.3M0.05%
164VISA INCV4,809$1.3M0.05%
165BROOKFIELD CORP11271J10724,805$1.3M0.05%
166CSX CORPCSX38,107$1.3M0.05%
167SSGA ACTIVE ETF TR78467V84831,675$1.3M0.05%
168SEMPRASREA15,374$1.3M0.05%
169NORDSTROM INC65566410056,347$1.3M0.04%
170ISHARES TR46429B66310,523$1.2M0.04%
171MASTERCARD INCORPORATEDMA2,506$1.2M0.04%
172VANECK ETF TRUST92189F10630,827$1.2M0.04%
173ADVANCED MICRO DEVICES INCAMD6,922$1.1M0.04%
174GE HEALTHCARE TECHNOLOGIES IGEHC11,605$1.1M0.04%
175TESLA INCTSLA4,133$1.1M0.04%
176KIMBERLY-CLARK CORPKMB7,543$1.1M0.04%
177ISHARES TR4642887528,427$1.1M0.04%
178SPDR S&P MIDCAP 400 ETF TRMDY1,880$1.1M0.04%
179INGERSOLL RAND INCIR10,776$1.1M0.04%
180CVB FINL CORP12660010557,644$1.0M0.04%
181REALTY INCOME CORPO15,575$987,7930.04%
182APA CORPORATIONAPA40,372$987,4910.04%
183ISHARES TR4642871507,683$965,1380.03%
184SHELL PLCRYDAF14,605$963,2000.03%
185PAYCHEX INCPAYX6,749$905,6480.03%
186GALLAGHER ARTHUR J & CO3635761093,094$870,5590.03%
187TAIWAN SEMICONDUCTOR MFG LTD8740391004,918$854,1090.03%
188DIMENSIONAL ETF TRUST25434V40113,637$848,2210.03%
189COMCAST CORP NEWCCZ19,809$827,4410.03%
190BLACKSTONE INCBX5,317$814,1920.03%
191INVESCO QQQ TRIVZ1,616$788,5020.03%
192KRAFT HEINZ COKHC21,623$759,1820.03%
193SCHWAB STRATEGIC TR8085243007,278$758,2560.03%
194WESTERN ASSET INVESTMENT GRA95766T10057,951$745,2500.03%
195MCCORMICK & CO INCMKC-V9,000$740,7000.03%
196VANGUARD INDEX FDS9229085537,556$736,1130.03%
197ISHARES TR4642876222,338$735,0440.03%
198DIMENSIONAL ETF TRUST25434V70821,311$730,7540.03%
199WEC ENERGY GROUP INCWEC7,554$726,5440.03%
200UNITED RENTALS INCURI879$711,7530.03%
201VANGUARD INTL EQUITY INDEX F92204285814,653$701,1460.02%
202DUKE ENERGY CORP NEWDUKB5,991$690,7780.02%
203STERICYCLE INC85891210810,836$660,9960.02%
204ALLSTATE CORPALL-PJ3,416$647,8440.02%
205NETAPP INCNTAP5,225$645,3400.02%
206INVESCO EXCHANGE TRADED FD TIVZ3,488$624,8240.02%
207ISHARES TR4642874657,446$622,7090.02%
208SOLVENTUM CORPSOLV8,625$601,3350.02%
209KELLANOVABEKE7,450$601,2900.02%
210RELIANCE INCRS2,053$593,7480.02%
211ISHARES TR4642877054,587$567,0450.02%
212OCCIDENTAL PETE CORP67459916218,995$564,5310.02%
213MOODYS CORPMCO1,185$562,3890.02%
214NETFLIX INCNFLX792$561,7420.02%
215ENTERPRISE PRODS PARTNERS L29379210719,218$559,4360.02%
216GENUINE PARTS COGPC4,000$558,7200.02%
217EDISON INTL2810201075,986$521,3560.02%
218CONSTELLATION ENERGY CORPCEG2,003$520,8830.02%
219INTUITIVE SURGICAL INCISRG1,050$515,8340.02%
220UNILEVER PLCUNLYF7,627$495,4500.02%
221VANGUARD INTL EQUITY INDEX F9220427757,775$489,8250.02%
222ADOBE INCADBE941$487,2310.02%
223MANULIFE FINL CORP56501R10616,462$486,4520.02%
224ISHARES GOLD TRIAU9,773$485,7180.02%
225ROCKWELL AUTOMATION INCROK1,801$483,4960.02%
226ZIMMER BIOMET HOLDINGS INCZBH4,472$482,7520.02%
227LINDE PLCLIN1,010$481,6290.02%
228ICON PLCICLR1,671$480,0950.02%
229ISHARES TR4642876552,151$475,1340.02%
230SOUTHWEST AIRLS CO84474110815,954$472,7170.02%
231ELECTRONIC ARTS INCEA3,257$467,1840.02%
232ALIBABA GROUP HLDG LTDBBAAY4,252$451,2220.02%
233MARRIOTT INTL INC NEW5719032021,787$444,2480.02%
234CAMPBELL SOUP COCPB9,053$442,8600.02%
235CINTAS CORPCTAS2,120$436,4660.02%
236SPDR DOW JONES INDL AVERAGE78467X1091,027$434,6140.02%
237DANAHER CORPORATION2358511021,528$424,8470.02%
238PIMCO ETF TR72201R8334,195$422,3950.01%
239VANGUARD SPECIALIZED FUNDS9219088442,098$415,5300.01%
240PPG INDS INC6935061073,137$415,5270.01%
241ISHARES TR4642883567,010$407,3510.01%
242DOUBLELINE ETF TRUST25861R1058,600$407,2960.01%
243ANSYS INC03662Q1051,275$406,2530.01%
244SELECT SECTOR SPDR TR81369Y8865,016$405,1920.01%
245US BANCORP DELUSB-PS8,833$403,9330.01%
246GAP INCGAP18,300$403,5150.01%
247EQUITY RESIDENTIALEQR5,334$397,1700.01%
248VIATRIS INCVTRS33,426$388,0760.01%
249NABORS INDUSTRIES LTDNBRWF6,000$386,8200.01%
250FRANKLIN RESOURCES INCBEN18,931$381,4600.01%
251ISHARES TR4642877625,647$367,0550.01%
252DIMENSIONAL ETF TRUST25434V88013,525$365,3100.01%
253EXTRA SPACE STORAGE INCEXR2,027$365,2450.01%
254CME GROUP INCCME1,651$364,2930.01%
255FEDEX CORPFDX1,327$363,1730.01%
256DIMENSIONAL ETF TRUST25434V7248,538$355,9490.01%
257MEDTRONIC PLCMDT3,909$351,9270.01%
258ISHARES TR4642875804,000$351,7600.01%
259ISHARES SILVER TRSLV12,105$343,9030.01%
260ISHARES TR4642871682,533$342,1870.01%
261PACCAR INCPCAR3,404$335,9070.01%
262MINERALS TECHNOLOGIES INCMTX4,297$331,8570.01%
263PRICE T ROWE GROUP INCTROW2,973$323,8490.01%
264SPDR SER TR78468R8536,983$317,7960.01%
265SPDR SER TR78464A7632,235$317,4590.01%
266METLIFE INCMET-PF3,809$314,1660.01%
267WELLTOWER INCWELL2,406$308,0400.01%
268MOTOROLA SOLUTIONS INCMSI685$307,9970.01%
269VANGUARD INDEX FDS9229086291,152$303,8470.01%
270VANGUARD BD INDEX FDS9219378273,835$301,7760.01%
271ENBRIDGE INCENNPF7,408$300,8390.01%
272AMERICAN ELEC PWR CO INC0255371012,900$297,5400.01%
273PLAINS ALL AMERN PIPELINE L72650310516,990$295,1160.01%
274WASTE MGMT INC DEL94106L1091,415$293,7540.01%
275EVERSOURCE ENERGYES4,250$289,2130.01%
276TOLL BROTHERS INCTOL1,839$284,1070.01%
277THERMO FISHER SCIENTIFIC INCTMO451$278,9750.01%
278FLAHERTY & CRUMRINE PFD INCO33848E10629,500$277,5950.01%
279SALESFORCE INCCRM1,013$277,2680.01%
280MONSTER BEVERAGE CORP NEWMNST5,252$273,9970.01%
281BROOKFIELD ASSET MANAGMT LTD1130041055,750$271,9180.01%
282L3HARRIS TECHNOLOGIES INCLHX1,138$270,6330.01%
283FIRSTENERGY CORPFE6,037$267,7410.01%
284REPUBLIC SVCS INC7607591001,311$263,3010.01%
285AMETEK INCAME1,516$260,3120.01%
286SCHWAB STRATEGIC TR8085245083,106$258,0480.01%
287AMERIPRISE FINL INC03076C106546$256,5160.01%
288CVS HEALTH CORPCVS4,078$256,4250.01%
289VANGUARD SCOTTSDALE FDS92206C8703,016$252,5900.01%
290BAXTER INTL INC0718131096,652$252,5760.01%
291AMEREN CORPAEE2,750$240,5150.01%
292THE CIGNA GROUP125523100679$235,2330.01%
293LOUISIANA PAC CORPLPX2,184$234,6930.01%
294DIMENSIONAL ETF TRUST25434V6094,204$233,8900.01%
295SELECT SECTOR SPDR TR81369Y5062,650$232,6490.01%
296EXELON CORPEXC5,723$232,0680.01%
297DTE ENERGY CODTK1,800$231,1380.01%
298DISCOVER FINL SVCS2547091081,615$226,5680.01%
299YUM BRANDS INCYUM1,619$226,1670.01%
300ISHARES TR46432F8422,889$225,4860.01%
301RIO TINTO PLCRTNTF3,150$224,1860.01%
302PNC FINL SVCS GROUP INC6934751051,199$221,6350.01%
303CARDINAL HEALTH INCCAH2,004$221,4820.01%
304VANGUARD ADMIRAL FDS INC921932505624$215,4610.01%
305ENERGY TRANSFER L PET-PI13,263$212,8710.01%
306KROGER COKR3,708$212,4630.01%
307FRANKLIN ELEC INCFELE2,019$211,6320.01%
308VALERO ENERGY CORPVLO1,538$207,6760.01%
309NUVEEN PFD & INCOME OPPORTUNNU21,424$172,8920.01%
310FORD MTR CO34537086013,589$143,5030.01%
311TREDEGAR CORPTG16,000$116,6400.00%
312BRANCHOUT FOOD INCBOF45,000$72,0000.00%
313ALPHABET INCGOOG235$38,9750.00%
314UNITEDHEALTH GROUP INCUNH64$37,4200.00%
315JOHNSON & JOHNSONJNJ195$31,6020.00%
316UNITED PARCEL SERVICE INCUPS210$28,6310.00%
317ACCENTURE PLC IRELANDACN75$26,5110.00%
318STARBUCKS CORPSBUX265$25,8350.00%
319AMERICAN EXPRESS COAXP95$25,7640.00%
320BERKSHIRE HATHAWAY INC DELBRK-A55$25,3140.00%
321JOHNSON CTLS INTL PLCG51502105280$21,7310.00%
322RTX CORPORATIONRTX175$21,2030.00%
323BOOKING HOLDINGS INCBKNG5$21,0610.00%
324LOWES COS INC54866110775$20,3140.00%
325ARISTA NETWORKS INCANET50$19,1910.00%
326AMAZON COM INCAMZN100$18,6330.00%
327COSTCO WHSL CORP NEW22160K10520$17,7300.00%
328APPLE INCAAPL75$17,4750.00%
329AON PLCAON50$17,3000.00%
330UNION PAC CORPUNP70$17,2540.00%
331MICROSOFT CORPMSFT40$17,2120.00%
332SYSCO CORPSYY220$17,1730.00%
333EXPEDITORS INTL WASH INC302130109130$17,0820.00%
334LABCORP HOLDINGS INCLH75$16,7610.00%
335CORTEVA INCCTVA285$16,7550.00%
336FASTENAL COFAST225$16,0700.00%
337MONDELEZ INTL INC609207105210$15,4710.00%
338BRISTOL-MYERS SQUIBB COCELG-RI270$13,9700.00%