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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $899M AUM 331 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 92 Added 168 Reduced 15 Exited
Page 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABT ABBOTT LABORATORIES Healthcare 12,467.0 $1.1M 0.13% +479.0 +4.0% $90.74 +24.2%
22 LUMN LUMEN TECHNOLOGIES INC Communication Services 147,078.0 $1.1M 0.13% +11K +8.1% $7.68 -20.2%
23 CSCO CISCO SYS INC Technology 9,060.0 $1.1M 0.12% +161.0 +1.8% $117.45 -5.0%
24 WAB WABTEC Industrials 3,923.0 $1.1M 0.12% +50.0 +1.3% $269.60 +9.3%
25 ICICI BANK LIMITED 33,533.0 $973K 0.11% +2K +5.3% $29.03
26 IEI ISHARES TR 7,620.0 $895K 0.10% +2K +32.8% $117.45 -0.7%
27 KB KB FINL GROUP INC Financial Services 8,265.0 $867K 0.10% +1K +19.7% $104.96 +12.1%
28 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,637.0 $843K 0.09% +1K +9.3% $57.62 +14.6%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 18,828.0 $797K 0.09% +526.0 +2.9% $42.34 +14.6%
30 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,465.0 $796K 0.09% +4K +2155.1% $178.25 +16.8%
31 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,384.0 $758K 0.08% +159.0 +4.9% $223.96 +20.3%
32 SCHX SCHWAB STRATEGIC TR 25,633.0 $754K 0.08% +10K +66.2% $29.43 +2.9%
33 ALL ALLSTATE CORP Financial Services 3,062.0 $728K 0.08% +262.0 +9.4% $237.91 +9.8%
34 CRM SALESFORCE INC Technology 4,555.0 $714K 0.08% +190.0 +4.3% $156.67 +25.2%
35 RKLB ROCKET LAB CORP Industrials 6,980.0 $710K 0.08% +369.0 +5.6% $101.65 -22.1%
36 A AGILENT TECHNOLOGIES INC Healthcare 5,167.0 $686K 0.08% +47.0 +0.9% $132.82 +11.8%
37 JCI JOHNSON CONTROLS INTERNATION Industrials 4,646.0 $679K 0.07% +749.0 +19.2% $146.12 +2.4%
38 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,130.0 $675K 0.07% +110.0 +2.2% $131.58 +3.6%
39 PGR PROGRESSIVE CORP Financial Services 3,070.0 $671K 0.07% +629.0 +25.8% $218.42 -5.1%
40 WF WOORI FINL GROUP INC Financial Services 11,640.0 $668K 0.07% +600.0 +5.4% $57.40 +23.0%
Page 2 of 5  ·  92 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.3%
Financial Services 26.2%
Communication Services 8.7%
Healthcare 7.1%
Industrials 6.2%
Consumer Cyclical 4.5%
Consumer Defensive 4.2%
Real Estate 1.4%
Energy 1.2%
Basic Materials 1.1%