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Portfolio (Quarterly) Guide ↗

SWS Partners

· CIK 0001731731
13F Portfolio $463M AUM 108 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 48 Added 47 Reduced 12 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MBB ISHARES TR 8,470.0 $801K 0.17% +432.0 +5.4% $94.52 -0.8%
42 VYM VANGUARD WHITEHALL FDS 4,280.0 $676K 0.15% +26.0 +0.6% $158.01 +4.3%
43 ITW ILLINOIS TOOL WKS INC Industrials 2,141.0 $583K 0.13% +23.0 +1.1% $272.11 +3.5%
44 SPIB SPDR SERIES TRUST 16,140.0 $540K 0.12% +1K +7.5% $33.46 -0.7%
45 IDV ISHARES TR 10,794.0 $447K 0.10% +89.0 +0.8% $41.43 +9.0%
46 CMI CUMMINS INC Industrials 551.0 $393K 0.09% +5.0 +0.9% $713.70 -19.8%
47 PTNQ PACER FDS TR 3,515.0 $312K 0.07% +30.0 +0.9% $88.65 -3.3%
48 PTLC PACER FDS TR 5,107.0 $298K 0.06% +53.0 +1.1% $58.26 +2.4%
Page 3 of 3  ·  48 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 41.2%
Healthcare 17.4%
Industrials 8.3%
Communication Services 7.7%
Financial Services 7.0%
Consumer Cyclical 5.7%
Consumer Defensive 3.9%
Energy 3.6%
Utilities 2.4%
Basic Materials 1.9%