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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 V VISA INC Financial Services 929.0 $319K 0.07% $343.05 +11.5%
102 PTNQ PACER FDS TR 3,515.0 $312K 0.07% +30.0 +0.9% $88.65 -3.9%
103 PTLC PACER FDS TR 5,107.0 $298K 0.06% +53.0 +1.1% $58.26 +2.2%
104 VNQ VANGUARD INDEX FDS 2,766.0 $267K 0.06% $96.42 +2.8%
105 MLPA GLOBAL X FDS 4,112.0 $218K 0.05% NEW $53.08 +6.2%
106 ESML ISHARES TR 3,850.0 $215K 0.05% NEW $55.92 -1.0%
107 SUSL ISHARES TR 1,600.0 $212K 0.05% NEW $132.75 +3.3%
108 SPLV INVESCO EXCH TRADED FD TR II 2,758.0 $207K 0.04% NEW $74.90 +1.5%
Page 6 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%