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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 5 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DIS DISNEY WALT CO Communication Services 13,802.0 $1.3M 0.15% -146.0 -1.1% $96.25 +9.0%
82 WELL WELLTOWER INC Real Estate 5,831.0 $1.3M 0.15% -186.0 -3.1% $226.97 +4.4%
83 PEP PEPSICO INC Consumer Defensive 9,774.0 $1.3M 0.15% -5K -33.4% $135.40 +3.6%
84 BK BANK OF NY MELLON CORP Financial Services 9,066.0 $1.3M 0.15% -98.0 -1.1% $144.61 -1.9%
85 MA MASTERCARD INCORPORATED Financial Services 2,507.0 $1.3M 0.14% -27.0 -1.1% $513.55 +11.9%
86 UNP UNION PAC CORP Industrials 4,719.0 $1.3M 0.14% $272.02 +10.8%
87 CRSR CORSAIR GAMING INC Technology 132,000.0 $1.3M 0.14% NEW $9.67 +26.6%
88 WMT WALMART INC Consumer Defensive 11,263.0 $1.3M 0.14% -293.0 -2.5% $113.26 +2.1%
89 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,340.0 $1.3M 0.14% +61.0 +4.8% $935.48 +3.3%
90 IWD ISHARES TR 5,098.0 $1.2M 0.14% -50.0 -1.0% $242.43 +6.1%
91 TJX TJX COS INC NEW Consumer Cyclical 7,904.0 $1.2M 0.13% -516.0 -6.1% $151.50 -0.1%
92 ORCL ORACLE CORP Technology 8,081.0 $1.2M 0.13% -585.0 -6.8% $146.55 -1.3%
93 NFLX NETFLIX INC. Communication Services 16,382.0 $1.2M 0.13% +188.0 +1.2% $71.40 +10.5%
94 GLD SPDR GOLD TR Financial Services 3,174.0 $1.2M 0.13% +339.0 +12.0% $368.33 +8.7%
95 XOM EXXON MOBIL CORP Energy 8,504.0 $1.2M 0.13% -151.0 -1.7% $136.72 +20.4%
96 ABT ABBOTT LABORATORIES Healthcare 12,467.0 $1.1M 0.13% +479.0 +4.0% $90.74 +24.3%
97 LUMN LUMEN TECHNOLOGIES INC Communication Services 147,078.0 $1.1M 0.13% +11K +8.1% $7.68 -20.6%
98 TSLA TESLA INC Consumer Cyclical 2,683.0 $1.1M 0.12% -80.0 -2.9% $420.55 -19.4%
99 C CITIGROUP INC Financial Services 7,996.0 $1.1M 0.12% $139.97 -2.0%
100 VV VANGUARD INDEX FDS 3,250.0 $1.1M 0.12% $343.91 +3.0%
Page 5 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%