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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 13 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SNA SNAP ON INC Industrials 807.0 $325K 0.04% -63.0 -7.2% $402.40 -1.7%
242 RSG REPUBLIC SVCS INC Industrials 1,517.0 $323K 0.04% +266.0 +21.3% $213.11 +1.8%
243 NTES NETEASE COM INC Technology 2,512.0 $322K 0.04% +365.0 +17.0% $128.14 -2.6%
244 SJM SMUCKER J M CO Consumer Defensive 2,859.0 $322K 0.04% -458.0 -13.8% $112.50 +5.3%
245 CL COLGATE PALMOLIVE CO Consumer Defensive 3,479.0 $319K 0.04% -196.0 -5.3% $91.69 -0.2%
246 CBOE CBOE GLOBAL MKTS INC Financial Services 1,313.0 $319K 0.04% +179.0 +15.8% $242.70 +19.9%
247 HAL HALLIBURTON CO Energy 9,260.0 $314K 0.04% -225.0 -2.4% $33.95 +2.1%
248 URI UNITED RENTALS INC Industrials 277.0 $314K 0.04% -16.0 -5.5% $1132.89 -1.5%
249 NEE NEXTERA ENERGY INC Utilities 3,553.0 $312K 0.04% -35.0 -1.0% $87.76 -1.8%
250 ACN ACCENTURE PLC IRELAND Technology 2,447.0 $305K 0.03% +173.0 +7.6% $124.44 +39.0%
251 MPLX MPLX LP Energy 5,376.0 $303K 0.03% $56.33 +5.4%
252 EIX EDISON INTL Utilities 4,062.0 $302K 0.03% NEW $74.45 -1.0%
253 FITB FIFTH THIRD BANCORP Financial Services 5,338.0 $301K 0.03% NEW $56.38 +1.6%
254 MSI MOTOROLA SOLUTIONS INC Technology 724.0 $301K 0.03% -8.0 -1.1% $415.30 +13.1%
255 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 18,552.0 $297K 0.03% +3K +17.2% $16.03 +12.6%
256 NXPI NXP SEMICONDUCTORS N V Technology 1,058.0 $297K 0.03% NEW $281.03 -18.7%
257 HONEYWELL INTL INC 1,305.0 $292K 0.03% NEW $223.98
258 XLF SELECT SECTOR SPDR TR 5,445.0 $292K 0.03% $53.61 +7.9%
259 TMUS T-MOBILE US INC Communication Services 1,739.0 $292K 0.03% -49.0 -2.7% $167.76 +8.9%
260 FORTINET INC 1,883.0 $289K 0.03% NEW $153.58
Page 13 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%