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Portfolio (Quarterly) Guide ↗

Swisher Financial Concepts, Inc.

· CIK 0001947503
13F Portfolio $159M AUM 107 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 8 Added 84 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BND VANGUARD BD INDEX FDS 109,922.0 $8.1M 5.08% +2K +1.8% $73.41 -1.5%
2 CGIC CAPITAL GROUP INTERNATIONAL 136,445.0 $5.0M 3.13% +847.0 +0.6% $36.39 +1.5%
3 VOOG VANGUARD ADMIRAL FDS INC 10,855.0 $897K 0.56% +9K +620.3% $82.62 +1.9%
4 IDEQ LAZARD ACTIVE ETF TR 20,513.0 $719K 0.45% +463.0 +2.3% $35.07 +2.0%
5 GRC GORMAN RUPP CO Industrials 5,302.0 $486K 0.31% +1K +24.6% $91.74 -16.9%
6 VO VANGUARD INDEX FDS 4,700.0 $379K 0.24% +3K +116.0% $80.57 +2.4%
7 IVV ISHARES TR 443.0 $332K 0.21% +10.0 +2.3% $748.89 +3.2%
8 MGK VANGUARD WORLD FD 2,792.0 $245K 0.15% +2K +258.4% $87.91 +2.5%

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
Healthcare 40.2%
Technology 22.3%
Financial Services 9.8%
Energy 6.6%
Consumer Cyclical 5.9%
Industrials 5.0%
Communication Services 3.4%
Utilities 3.4%
Consumer Defensive 3.1%
Basic Materials 0.2%