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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 11 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ISRG INTUITIVE SURGICAL INC Healthcare 1,038.0 $413K 0.05% -102.0 -8.9% $397.49 -1.6%
202 XYL XYLEM INC Industrials 3,444.0 $407K 0.04% -563.0 -14.1% $118.21 -3.6%
203 NVS NOVARTIS AG Healthcare 2,595.0 $407K 0.04% -177.0 -6.4% $156.71 -1.4%
204 VGT VANGUARD WORLD FD 3,392.0 $405K 0.04% +3K +700.0% $119.52 +0.2%
205 WIT WIPRO LTD Technology 176,683.0 $398K 0.04% -48K -21.3% $2.25 -15.1%
206 CBRE CBRE GROUP INC Real Estate 2,949.0 $397K 0.04% -26.0 -0.9% $134.69 +9.4%
207 SCHE SCHWAB STRATEGIC TR 10,953.0 $397K 0.04% -60.0 -0.5% $36.26 +0.5%
208 LMT LOCKHEED MARTIN CORP Industrials 778.0 $396K 0.04% -121.0 -13.5% $509.46 +19.2%
209 NEBIUS GROUP N.V. 1,427.0 $394K 0.04% NEW $276.17
210 NTRS NORTHERN TR CORP Financial Services 2,266.0 $394K 0.04% -88.0 -3.7% $173.82 +9.6%
211 CTAS CINTAS CORP Industrials 2,292.0 $390K 0.04% -324.0 -12.4% $170.09 +17.3%
212 O REALTY INCOME CORP Real Estate 6,282.0 $389K 0.04% $61.96 +0.4%
213 RTX RTX CORPORATION Industrials 2,042.0 $387K 0.04% +13.0 +0.6% $189.76 +18.8%
214 TS TENARIS S A Energy 6,964.0 $386K 0.04% -939.0 -11.9% $55.49 -4.6%
215 FNB F N B CORP Financial Services 20,165.0 $385K 0.04% $19.08 +0.7%
216 ITW ILLINOIS TOOL WKS INC Industrials 1,418.0 $384K 0.04% -37.0 -2.5% $270.52 +5.2%
217 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 397.0 $383K 0.04% -214.0 -35.0% $965.33 -6.4%
218 DIA STATE STR SPDR DOW JONES IND Financial Services 727.0 $380K 0.04% NEW $522.57 +2.0%
219 REGN REGENERON PHARMACEUTICALS Healthcare 605.0 $377K 0.04% +87.0 +16.8% $623.56 +29.9%
220 CMI CUMMINS INC Industrials 528.0 $377K 0.04% $713.44 -13.0%
Page 11 of 17  ·  331 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%