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Portfolio (Quarterly) Guide ↗

SWMG, LLC

· CIK 0001839255
13F Portfolio $360M AUM 120 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New
Page 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLI SELECT SECTOR SPDR TR 1,508.0 $261K 0.07% NEW $173.18 +4.6%
102 PAYX PAYCHEX INC Industrials 2,628.0 $259K 0.07% NEW $98.53 +1.4%
103 IAI ISHARES TR 1,447.0 $258K 0.07% NEW $178.48 -1.5%
104 BC BRUNSWICK CORP Consumer Cyclical 2,902.0 $255K 0.07% NEW $87.88 -0.9%
105 AOA ISHARES TR 2,690.0 $249K 0.07% NEW $92.55 +4.3%
106 T AT&T INC Communication Services 9,040.0 $245K 0.07% NEW $27.13 -16.3%
107 QQQ INVESCO QQQ TR Financial Services 396.0 $242K 0.07% NEW $610.11 +15.8%
108 LKQ LKQ CORP Consumer Cyclical 6,855.0 $237K 0.07% NEW $34.58 -21.8%
109 MCHI ISHARES TR 3,841.0 $237K 0.07% NEW $61.67 -18.1%
110 KEX KIRBY CORP Industrials 1,891.0 $231K 0.06% NEW $122.38 +11.8%
111 INTC INTEL CORP Technology 4,537.0 $230K 0.06% NEW $50.59 +153.6%
112 SCHH SCHWAB STRATEGIC TR 10,212.0 $224K 0.06% NEW $21.97 +10.2%
113 FSTA FIDELITY COVINGTON TRUST 3,967.0 $221K 0.06% NEW $55.78 -4.1%
114 HDV ISHARES TR 1,613.0 $221K 0.06% NEW $137.07 -79.7%
115 DIS DISNEY WALT CO Communication Services 2,004.0 $218K 0.06% NEW $108.70 -9.1%
116 GOOGL ALPHABET INC Communication Services 670.0 $216K 0.06% NEW $322.87 +4.5%
117 WTV WISDOMTREE TR 2,054.0 $206K 0.06% NEW $100.36 +2.0%
118 USMF WISDOMTREE TR 3,933.0 $203K 0.06% NEW $51.73 +2.7%
119 JEPQ J P MORGAN EXCHANGE TRADED F 3,482.0 $202K 0.06% NEW $58.04 +2.4%
120 CION CION INVT CORP Financial Services 19,374.0 $171K 0.05% NEW $8.83 -30.7%
Page 6 of 6  ·  120 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 26.7%
Industrials 20.8%
Financial Services 18.6%
Consumer Cyclical 14.4%
Healthcare 13.7%
Basic Materials 3.3%
Communication Services 2.6%