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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  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TFI SPDR SERIES TRUST 33,631.0 $1.5M 0.33% -308K -90.2% $45.80 -2.0%
42 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,821.0 $1.4M 0.31% -477.0 -9.0% $296.02 +18.2%
43 IXUS ISHARES TR 10,376.0 $990K 0.21% -413.0 -3.8% $95.44 +3.1%
44 MSFT MICROSOFT CORP Technology 2,630.0 $981K 0.21% -20.0 -0.8% $373.01 +31.8%
45 AAPL APPLE INC Technology 2,631.0 $761K 0.16% -41.0 -1.5% $289.40 +7.1%
46 SCHE SCHWAB STRATEGIC TR 12,531.0 $454K 0.10% -450.0 -3.5% $36.26 +2.3%
47 AMGN AMGEN INC Healthcare 928.0 $336K 0.07% -5.0 -0.5% $361.97 +22.2%
Page 3 of 3  ·  47 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%