0001034642-22-000003.txt : 20220804 0001034642-22-000003.hdr.sgml : 20220804 20220804150503 ACCESSION NUMBER: 0001034642-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220804 DATE AS OF CHANGE: 20220804 EFFECTIVENESS DATE: 20220804 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: 221136164 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 13F-HR LIVE false true false 0001034642 XXXXXXXX 06-30-2022 06-30-2022 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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TR INC COM 85571B105 239 11459 SH SOLE 0 0 0 11459 STERICYCLE INC COM 858912108 706 16110 SH SOLE 0 8810 0 7300 STRYKER CORPORATION COM 863667101 22095 111071 SH SOLE 0 93503 0 17568 SYSCO CORP COM 871829107 15602 184182 SH SOLE 0 137082 0 47100 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 437 5347 SH SOLE 0 959 0 4388 TAPESTRY INC COM 876030107 4751 155669 SH SOLE 0 147983 0 7686 TARGET CORP COM 87612E106 6460 45738 SH SOLE 0 37581 0 8157 TESLA INC COM 88160R101 964 1432 SH SOLE 0 1256 0 176 TEXAS INSTRS INC COM 882508104 6758 43984 SH SOLE 0 34310 0 9674 THERMO FISHER SCIENTIFIC INC COM 883556102 420 772 SH SOLE 0 519 0 253 TJX COS INC NEW COM 872540109 1836 32875 SH SOLE 0 23109 0 9766 TORO CO COM 891092108 777 10255 SH SOLE 0 0 0 10255 TRACTOR SUPPLY CO COM 892356106 31590 162962 SH SOLE 0 133453 0 29509 TRANE TECHNOLOGIES PLC SHS G8994E103 2028 15614 SH SOLE 0 13024 0 2590 TREDEGAR CORP COM 894650100 160 16000 SH SOLE 0 16000 0 0 UNILEVER PLC SPON ADR NEW 904767704 530 11575 SH SOLE 0 8662 0 2913 UNION PAC CORP COM 907818108 12955 60744 SH SOLE 0 54400 0 6344 UNITED PARCEL SERVICE INC CL B 911312106 128602 704515 SH SOLE 0 660693 0 43822 UNITED RENTALS INC COM 911363109 262 1079 SH SOLE 0 1000 0 79 UNITEDHEALTH GROUP INC COM 91324P102 19037 37064 SH SOLE 0 29680 0 7384 US BANCORP DEL COM NEW 902973304 471 10235 SH SOLE 0 8249 0 1986 VANECK ETF TRUST GOLD MINERS ETF 92189F106 900 32882 SH SOLE 0 19634 0 13248 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 463 6033 SH SOLE 0 2395 0 3638 VANGUARD BD INDEX FDS INTERMED TERM 921937819 275 3542 SH SOLE 0 1153 0 2389 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5888 16973 SH SOLE 0 16563 0 410 VANGUARD INDEX FDS SMALL CP ETF 922908751 982 5578 SH SOLE 0 5490 0 88 VANGUARD INDEX FDS MID CAP ETF 922908629 234 1187 SH SOLE 0 1187 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1223 13418 SH SOLE 0 10829 0 2589 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2036 10794 SH SOLE 0 10325 0 469 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 440 10560 SH SOLE 0 10075 0 485 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 390 7808 SH SOLE 0 6408 0 1400 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7729 101349 SH SOLE 0 58362 0 42987 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 681 8516 SH SOLE 0 6005 0 2511 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 346 2413 SH SOLE 0 1893 0 520 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1427 34964 SH SOLE 0 34170 0 794 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 277 2727 SH SOLE 0 2260 0 467 VANGUARD WORLD FDS INF TECH ETF 92204A702 1097 3358 SH SOLE 0 3125 0 233 VERIZON COMMUNICATIONS INC COM 92343V104 9109 179480 SH SOLE 0 145367 0 34113 VIATRIS INC COM 92556V106 477 45582 SH SOLE 0 38264 0 7318 VISA INC COM CL A 92826C839 929 4717 SH SOLE 0 3749 0 967 VMWARE INC CL A COM 928563402 9110 79930 SH SOLE 0 57454 0 22476 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 4440 285011 SH SOLE 0 250183 0 34828 WALGREENS BOOTS ALLIANCE INC COM 931427108 10176 268495 SH SOLE 0 213797 0 54697 WALMART INC COM 931142103 8011 65893 SH SOLE 0 54626 0 11267 WARNER BROS DISCOVERY INC COM SER A 934423104 6009 447741 SH SOLE 0 375192 0 72549 WASTE MGMT INC DEL COM 94106L109 284 1857 SH SOLE 0 1637 0 220 WEC ENERGY GROUP INC COM 92939U106 719 7142 SH SOLE 0 280 0 6862 WELLS FARGO CO NEW COM 949746101 27089 691566 SH SOLE 0 617935 0 73630 WELLTOWER INC COM 95040Q104 202 2450 SH SOLE 0 1656 0 794 WESTERN ASSET INVESTMENT GRA COM 95766T100 938 77745 SH SOLE 0 61325 0 16420 WEYERHAEUSER CO MTN BE COM NEW 962166104 4117 124313 SH SOLE 0 123847 0 466 ZIMMER BIOMET HOLDINGS INC COM 98956P102 602 5726 SH SOLE 0 4955 0 771