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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 15 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ABNB AIRBNB INC Consumer Cyclical 1,769.0 $253K 0.03% +156.0 +9.7% $143.12 +28.0%
282 SHOP SHOPIFY INC Technology 2,208.0 $252K 0.03% +328.0 +17.4% $114.21 +28.3%
283 DGX QUEST DIAGNOSTICS INC Healthcare 1,186.0 $251K 0.03% NEW $211.97 +11.5%
284 BSX BOSTON SCIENTIFIC CORP Healthcare 5,794.0 $247K 0.03% -2K -26.4% $42.68 +18.3%
285 GGB GERDAU SA Basic Materials 61,049.0 $247K 0.03% +7K +12.7% $4.04 +15.6%
286 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,460.0 $246K 0.03% NEW $100.08 +7.4%
287 TXN TEXAS INSTRS INC Technology 825.0 $246K 0.03% NEW $298.22 -8.7%
288 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,841.0 $243K 0.03% +425.0 +12.4% $63.25 +18.4%
289 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,962.0 $242K 0.03% +48.0 +2.5% $123.13 +26.8%
290 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,724.0 $240K 0.03% NEW $139.09 -5.8%
291 GD GENERAL DYNAMICS CORP Industrials 664.0 $235K 0.03% $354.24 +11.1%
292 MET METLIFE INC Financial Services 2,773.0 $235K 0.03% NEW $84.60 +14.3%
293 AOM ISHARES TR 4,696.0 $234K 0.03% NEW $49.89 -0.5%
294 XCEM COLUMBIA ETF TR II 4,379.0 $232K 0.03% -1K -18.8% $52.88 -6.3%
295 HSY HERSHEY CO Consumer Defensive 1,314.0 $231K 0.03% +172.0 +15.1% $175.45 +4.6%
296 DFAI DIMENSIONAL ETF TRUST 5,578.0 $230K 0.03% -196.0 -3.4% $41.25 +4.0%
297 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 722.0 $229K 0.03% -9.0 -1.2% $317.56 -5.5%
298 AER AERCAP HOLDINGS NV Industrials 1,569.0 $229K 0.03% NEW $145.79 +2.6%
299 DOCN DIGITALOCEAN HLDGS INC Technology 1,456.0 $229K 0.03% -12K -89.6% $157.03 -20.2%
300 BAP CREDICORP LTD Financial Services 581.0 $226K 0.03% -34.0 -5.5% $389.58 -5.4%
Page 15 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%