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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,821.0 $1.4M 0.31% -477.0 -9.0% $296.02 +18.1%
82 SCHP SCHWAB STRATEGIC TR 53,146.0 $1.4M 0.30% +7K +14.6% $26.50 -1.6%
83 HZO MARINEMAX INC Consumer Cyclical 29,957.0 $1.1M 0.24% +2K +5.5% $36.62 +42.4%
84 IXUS ISHARES TR 10,376.0 $990K 0.21% -413.0 -3.8% $95.44 +3.0%
85 MSFT MICROSOFT CORP Technology 2,630.0 $981K 0.21% -20.0 -0.8% $373.01 +31.4%
86 C CITIGROUP INC Financial Services 6,960.0 $974K 0.21% $139.96 -4.8%
87 SCHD SCHWAB STRATEGIC TR 30,315.0 $961K 0.21% $31.71 +10.8%
88 VGIT VANGUARD SCOTTSDALE FDS 15,976.0 $942K 0.20% +1K +7.7% $58.98 -0.7%
89 MBB ISHARES TR 8,470.0 $801K 0.17% +432.0 +5.4% $94.52 -0.8%
90 AAPL APPLE INC Technology 2,631.0 $761K 0.16% -41.0 -1.5% $289.40 +6.7%
91 VYM VANGUARD WHITEHALL FDS 4,280.0 $676K 0.15% +26.0 +0.6% $158.01 +4.4%
92 ITW ILLINOIS TOOL WKS INC Industrials 2,141.0 $583K 0.13% +23.0 +1.1% $272.11 +3.4%
93 SPIB SPDR SERIES TRUST 16,140.0 $540K 0.12% +1K +7.5% $33.46 -0.8%
94 USB US BANCORP Financial Services 8,066.0 $491K 0.11% $60.92 +2.4%
95 TSLA TESLA INC Consumer Cyclical 1,151.0 $484K 0.10% $420.60 -16.4%
96 SCHE SCHWAB STRATEGIC TR 12,531.0 $454K 0.10% -450.0 -3.5% $36.26 +2.2%
97 IDV ISHARES TR 10,794.0 $447K 0.10% +89.0 +0.8% $41.43 +9.1%
98 CMI CUMMINS INC Industrials 551.0 $393K 0.09% +5.0 +0.9% $713.70 -19.6%
99 VYMI VANGUARD WHITEHALL FDS 3,435.0 $337K 0.07% $98.21 +7.8%
100 AMGN AMGEN INC Healthcare 928.0 $336K 0.07% -5.0 -0.5% $361.97 +22.4%
Page 5 of 6  ·  108 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%