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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 8 of 17  ·  331 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SIVR ABRDN SILVER ETF TRUST Financial Services 12,252.0 $689K 0.08% $56.22 +7.4%
142 GWW WW GRAINGER INC Industrials 506.0 $689K 0.08% -4.0 -0.8% $1360.88 -3.4%
143 A AGILENT TECHNOLOGIES INC Healthcare 5,167.0 $686K 0.08% +47.0 +0.9% $132.82 +11.8%
144 JCI JOHNSON CONTROLS INTERNATION Industrials 4,646.0 $679K 0.07% +749.0 +19.2% $146.12 +2.4%
145 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,130.0 $675K 0.07% +110.0 +2.2% $131.58 +3.6%
146 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 956.0 $672K 0.07% $703.34 +0.1%
147 PGR PROGRESSIVE CORP Financial Services 3,070.0 $671K 0.07% +629.0 +25.8% $218.42 -5.1%
148 WF WOORI FINL GROUP INC Financial Services 11,640.0 $668K 0.07% +600.0 +5.4% $57.40 +23.0%
149 SAP SAP SE Technology 4,246.0 $654K 0.07% -586.0 -12.1% $154.11 +36.6%
150 BX BLACKSTONE INC Financial Services 5,539.0 $652K 0.07% +291.0 +5.5% $117.68 +19.5%
151 SYY SYSCO CORP Consumer Defensive 7,765.0 $649K 0.07% +647.0 +9.1% $83.59 -1.9%
152 T AT&T INC Communication Services 30,614.0 $634K 0.07% -1K -4.3% $20.70 +20.3%
153 LOW LOWES COS INC Consumer Cyclical 2,851.0 $629K 0.07% -951.0 -25.0% $220.52 -2.2%
154 PLD PROLOGIS INC. Real Estate 4,631.0 $627K 0.07% -235.0 -4.8% $135.47 +3.4%
155 VYM VANGUARD WHITEHALL FDS 3,952.0 $625K 0.07% -463.0 -10.5% $158.03 +4.8%
156 SPGI S&P GLOBAL INC Financial Services 1,533.0 $624K 0.07% -57.0 -3.6% $407.29 +2.6%
157 CHT CHUNGHWA TELECOM CO LTD Communication Services 14,085.0 $623K 0.07% +4K +33.3% $44.26 -3.1%
158 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,242.0 $623K 0.07% +17.0 +1.4% $501.38 +17.5%
159 EPD ENTERPRISE PRODS PARTNERS L Energy 16,889.0 $621K 0.07% -1K -7.8% $36.76 +5.1%
160 UBER UBER TECHNOLOGIES INC Technology 8,533.0 $616K 0.07% +307.0 +3.7% $72.16 +3.5%
Page 8 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%