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Portfolio (Quarterly) Guide ↗

Swisher Financial Concepts, Inc.

· CIK 0001947503
13F Portfolio $179M AUM 102 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 37 Added 31 Reduced 4 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 2,632.0 $774K 0.43% +28.0 +1.1% $294.11 +4.3%
22 MO ALTRIA GROUP INC Consumer Defensive 10,116.0 $668K 0.37% +91.0 +0.9% $65.99 +9.7%
23 VOOG VANGUARD ADMIRAL FDS INC 1,507.0 $615K 0.34% +533.0 +54.7% $407.89 -79.6%
24 PYLD PIMCO ETF TR 21,886.0 $573K 0.32% +3K +13.7% $26.20 +0.8%
25 XMMO INVESCO EXCHANGE TRADED FD T 3,901.0 $566K 0.32% +216.0 +5.9% $145.01 +16.8%
26 NEE NEXTERA ENERGY INC Utilities 4,733.0 $440K 0.25% +63.0 +1.4% $92.88 -5.6%
27 MCK MCKESSON CORP Healthcare 472.0 $408K 0.23% +120.0 +34.1% $865.36 -12.8%
28 JPRE J P MORGAN EXCHANGE TRADED F 8,288.0 $398K 0.22% +560.0 +7.2% $48.07 +9.4%
29 VOO VANGUARD INDEX FDS 665.0 $397K 0.22% +108.0 +19.4% $596.98 +15.6%
30 SMLV SPDR SERIES TRUST 2,525.0 $346K 0.19% +157.0 +6.6% $137.10 +8.7%
31 ITA ISHARES TR 1,481.0 $324K 0.18% +41.0 +2.9% $218.76 +4.9%
32 V VISA INC Financial Services 1,025.0 $310K 0.17% +106.0 +11.5% $302.24 +8.0%
33 MRK MERCK & CO INC Healthcare 2,530.0 $304K 0.17% +52.0 +2.1% $120.29 -0.4%
34 CEG CONSTELLATION ENERGY CORP Utilities 1,074.0 $300K 0.17% +30.0 +2.9% $279.29 +8.0%
35 KO COCA COLA CO Consumer Defensive 3,692.0 $281K 0.16% +112.0 +3.1% $76.05 +5.8%
36 CAT CATERPILLAR INC Industrials 381.0 $270K 0.15% +3.0 +0.8% $708.46 +28.2%
37 UNH UNITEDHEALTH GROUP INC Healthcare 960.0 $260K 0.14% +50.0 +5.5% $270.59 +39.3%
Page 2 of 2  ·  37 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
Healthcare 30.8%
Technology 23.6%
Financial Services 10.4%
Consumer Defensive 8.3%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 5.6%
Communication Services 4.3%
Utilities 3.0%