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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 16 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DHR DANAHER CORP DEL Healthcare 1,182.0 $225K 0.03% +65.0 +5.8% $190.48 +4.8%
302 AMERICA MOVIL SAB DE CV 8,633.0 $224K 0.03% -1K -11.8% $25.99
303 EMXC ISHARES INC 2,169.0 $222K 0.03% NEW $102.30 -7.3%
304 PSX PHILLIPS 66 Energy 1,304.0 $220K 0.03% -8.0 -0.6% $169.09 +44.0%
305 CSX CSX CORP Industrials 4,606.0 $219K 0.02% NEW $47.53 +5.7%
306 PAYX PAYCHEX INC Industrials 2,223.0 $219K 0.02% -331.0 -13.0% $98.34 +22.0%
307 ITOT ISHARES TR 1,329.0 $218K 0.02% NEW $164.27 +2.5%
308 TEL TE CONNECTIVITY PLC Technology 1,077.0 $217K 0.02% -186.0 -14.7% $201.68 +1.6%
309 LNG CHENIERE ENERGY INC Energy 897.0 $214K 0.02% -68.0 -7.0% $239.12 +14.5%
310 EFG ISHARES TR 1,694.0 $211K 0.02% NEW $124.40 +0.3%
311 ESGE ISHARES INC 3,847.0 $210K 0.02% NEW $54.69 -4.0%
312 CARR CARRIER GLOBAL CORPORATION Industrials 2,867.0 $210K 0.02% -908.0 -24.1% $73.35 -16.3%
313 XLE SELECT SECTOR SPDR TR 3,956.0 $210K 0.02% -869.0 -18.0% $53.11 +19.9%
314 NET CLOUDFLARE INC Technology 855.0 $210K 0.02% NEW $245.28 +22.9%
315 TT TRANE TECHNOLOGIES PLC Industrials 426.0 $209K 0.02% NEW $491.30 -5.7%
316 BCH BANCO DE CHILE Financial Services 5,188.0 $206K 0.02% NEW $39.76 +3.3%
317 AMT AMERICAN TOWER CORP Real Estate 1,259.0 $206K 0.02% NEW $163.57 +5.4%
318 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,557.0 $206K 0.02% NEW $45.11 +23.5%
319 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,087.0 $205K 0.02% NEW $188.34 -23.2%
320 SBUX STARBUCKS CORP Consumer Cyclical 1,996.0 $204K 0.02% NEW $102.19 +3.7%
Page 16 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%