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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 6 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RS RELIANCE INC Basic Materials 1,489.0 $556K 0.06% -820.0 -35.5% $373.54 +12.8%
102 GLW CORNING INC Technology 2,133.0 $545K 0.06% -192.0 -8.3% $255.39 -37.4%
103 HSBC HSBC HLDGS PLC Financial Services 5,614.0 $534K 0.06% -79.0 -1.4% $95.10 +8.5%
104 COF CAPITAL ONE FINL CORP Financial Services 2,603.0 $522K 0.06% -201.0 -7.2% $200.65 +10.4%
105 CB CHUBB LIMITED Financial Services 1,528.0 $520K 0.06% -792.0 -34.1% $340.63 +1.4%
106 VIG VANGUARD SPECIALIZED FUNDS 2,162.0 $512K 0.06% -635.0 -22.7% $236.62 +3.3%
107 GSK GSK PLC Healthcare 9,689.0 $508K 0.06% -757.0 -7.2% $52.42 -2.4%
108 SONY SONY GROUP CORP Technology 25,030.0 $502K 0.06% -1K -4.4% $20.06 +16.8%
109 EQIX EQUINIX INC Real Estate 478.0 $498K 0.06% -14.0 -2.9% $1042.52 +4.1%
110 GE GE AEROSPACE Industrials 1,318.0 $493K 0.06% -9.0 -0.7% $373.75 +0.4%
111 SYK STRYKER CORPORATION Healthcare 1,350.0 $425K 0.05% -349.0 -20.5% $314.84 +5.3%
112 CDNS CADENCE DESIGN SYSTEM INC Technology 1,128.0 $423K 0.05% -51.0 -4.3% $375.32 -15.7%
113 ISRG INTUITIVE SURGICAL INC Healthcare 1,038.0 $413K 0.05% -102.0 -8.9% $397.49 -1.6%
114 XYL XYLEM INC Industrials 3,444.0 $407K 0.04% -563.0 -14.1% $118.21 -3.6%
115 NVS NOVARTIS AG Healthcare 2,595.0 $407K 0.04% -177.0 -6.4% $156.71 -1.4%
116 WIT WIPRO LTD Technology 176,683.0 $398K 0.04% -48K -21.3% $2.25 -15.1%
117 CBRE CBRE GROUP INC Real Estate 2,949.0 $397K 0.04% -26.0 -0.9% $134.69 +9.4%
118 SCHE SCHWAB STRATEGIC TR 10,953.0 $397K 0.04% -60.0 -0.5% $36.26 +0.5%
119 LMT LOCKHEED MARTIN CORP Industrials 778.0 $396K 0.04% -121.0 -13.5% $509.46 +19.2%
120 NTRS NORTHERN TR CORP Financial Services 2,266.0 $394K 0.04% -88.0 -3.7% $173.82 +9.6%
Page 6 of 9  ·  168 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%