0001034642-23-000004.txt : 20230505 0001034642-23-000004.hdr.sgml : 20230505 20230505155531 ACCESSION NUMBER: 0001034642-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230505 DATE AS OF CHANGE: 20230505 EFFECTIVENESS DATE: 20230505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CLIFFORD SWAN INVESTMENT COUNSEL LLC CENTRAL INDEX KEY: 0001034642 IRS NUMBER: 954749812 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06208 FILM NUMBER: 23893600 BUSINESS ADDRESS: STREET 1: 177 E. COLORADO BLVD STREET 2: SUITE 550 CITY: PASADENA STATE: CA ZIP: 91105 BUSINESS PHONE: 6267922228 MAIL ADDRESS: STREET 1: 177 E. COLORADO BLVD STREET 2: SUITE 550 CITY: PASADENA STATE: CA ZIP: 91105 FORMER COMPANY: FORMER CONFORMED NAME: CLIFFORD ASSOCIATES LLC DATE OF NAME CHANGE: 19991223 FORMER COMPANY: FORMER CONFORMED NAME: CLIFFORD ASSOCIATES INC/CA DATE OF NAME CHANGE: 19990326 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001034642 XXXXXXXX 03-31-2023 03-31-2023 CLIFFORD SWAN INVESTMENT COUNSEL LLC

177 E. COLORADO BLVD SUITE 550 PASADENA CA 91105

13F HOLDINGS REPORT 028-06208 N Peter J. Boyle 626-792-2228 Peter J. 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7448591 44971 SH SOLE 0 36769 0 8202 TESLA INC COM 88160R101 921330 4441 SH SOLE 0 3868 0 573 TEXAS INSTRS INC COM 882508104 8131159 43714 SH SOLE 0 34140 0 9574 THERMO FISHER SCIENTIFIC INC COM 883556102 416304 722 SH SOLE 0 469 0 253 TJX COS INC NEW COM 872540109 2537845 32387 SH SOLE 0 22609 0 9778 TRACTOR SUPPLY CO COM 892356106 34341376 146109 SH SOLE 0 122366 0 23743 TRANE TECHNOLOGIES PLC SHS G8994E103 2485202 13508 SH SOLE 0 10534 0 2974 TREDEGAR CORP COM 894650100 146080 16000 SH SOLE 0 16000 0 0 UNILEVER PLC SPON ADR NEW 904767704 417933 8048 SH SOLE 0 5485 0 2563 UNION PAC CORP COM 907818108 12014438 59696 SH SOLE 0 53009 0 6687 UNITED PARCEL SERVICE INC CL B 911312106 135581444 698909 SH SOLE 0 603648 0 95262 UNITED RENTALS INC COM 911363109 427025 1079 SH SOLE 0 1000 0 79 UNITEDHEALTH GROUP INC COM 91324P102 19350296 40945 SH SOLE 0 32237 0 8709 US BANCORP DEL COM NEW 902973304 351451 9749 SH SOLE 0 8249 0 1500 VANECK ETF TRUST GOLD MINERS ETF 92189F106 983505 30402 SH 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32649 0 776 VANGUARD WORLD FDS INF TECH ETF 92204A702 1294408 3358 SH SOLE 0 3125 0 233 VERIZON COMMUNICATIONS INC COM 92343V104 6481396 166660 SH SOLE 0 139931 0 26729 VIATRIS INC COM 92556V106 395527 41111 SH SOLE 0 34003 0 7108 VISA INC COM CL A 92826C839 1057174 4689 SH SOLE 0 3724 0 964 VMWARE INC CL A COM 928563402 8895188 71247 SH SOLE 0 53308 0 17939 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 2875445 260457 SH SOLE 0 239610 0 20847 WALGREENS BOOTS ALLIANCE INC COM 931427108 8772707 253693 SH SOLE 0 201748 0 51945 WALMART INC COM 931142103 9313526 63164 SH SOLE 0 52013 0 11151 WARNER BROS DISCOVERY INC COM SER A 934423104 5694437 377115 SH SOLE 0 317925 0 59190 WASTE MGMT INC DEL COM 94106L109 273962 1679 SH SOLE 0 1537 0 142 WEC ENERGY GROUP INC COM 92939U106 676990 7142 SH SOLE 0 280 0 6862 WELLS FARGO CO NEW COM 949746101 24890125 665867 SH SOLE 0 586267 0 79600 WESTERN ASSET INVESTMENT GRA COM 95766T100 814021 68176 SH SOLE 0 51076 0 17100 WEYERHAEUSER CO MTN BE COM NEW 962166104 3724158 123603 SH SOLE 0 123120 0 483 YUM BRANDS INC COM 988498101 229005 1734 SH SOLE 0 1360 0 374 ZIMMER BIOMET HOLDINGS INC COM 98956P102 641171 4963 SH SOLE 0 4202 0 761