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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
Page 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VXUS VANGUARD STAR FDS 188,279.0 $16.1M 10.14% -2K -1.0% $85.49 +2.4%
2 CGDV CAPITAL GROUP DIVIDEND VALUE 251,460.0 $12.4M 7.80% -24K -8.7% $49.28 +2.2%
3 ABBV ABBVIE INC Healthcare 44,678.0 $11.2M 7.08% -7K -13.9% $251.64 +1.5%
4 CGGR CAPITAL GROUP GROWTH ETF 180,904.0 $8.5M 5.38% -8K -4.2% $47.20 -0.4%
5 CGDG CAPITAL GROUP DIVIDEND GROWE 220,758.0 $8.3M 5.22% -2K -0.7% $37.51 +3.1%
6 CGMS CAPITAL GRP FIXED INCM ETF T 268,461.0 $7.3M 4.62% -9K -3.2% $27.33 -0.6%
7 CGCP CAPITAL GRP FIXED INCM ETF T 310,986.0 $6.9M 4.37% -11K -3.4% $22.29 -1.2%
8 ABT ABBOTT LABORATORIES Healthcare 44,737.0 $4.1M 2.56% -7K -13.0% $90.74 +23.9%
9 AAPL APPLE INC Technology 11,163.0 $3.2M 2.04% -14K -55.5% $289.36 +10.5%
10 XOM EXXON MOBIL CORP Energy 21,312.0 $2.9M 1.83% -6K -22.2% $136.72 +14.6%
11 AMZN AMAZON COM INC Consumer Cyclical 9,794.0 $2.3M 1.47% -8K -45.5% $238.34 +11.8%
12 MSFT MICROSOFT CORP Technology 5,881.0 $2.2M 1.38% -4K -43.2% $373.03 +37.7%
13 COWZ PACER FDS TR 25,921.0 $1.6M 1.02% -17K -39.8% $62.20 +16.4%
14 CGXU CAPITAL GROUP INTL FOCUS EQT 46,460.0 $1.6M 1.01% -36K -43.7% $34.62 +1.1%
15 GOOGL ALPHABET INC Communication Services 4,154.0 $1.5M 0.94% -2K -29.2% $357.33 -3.0%
16 GEV GE VERNOVA INC Utilities 1,052.0 $1.2M 0.78% -301.0 -22.2% $1174.87 -22.4%
17 AVGO BROADCOM INC Technology 3,259.0 $1.2M 0.78% -2K -35.4% $377.71 -2.4%
18 QQQ INVESCO QQQ TR Financial Services 1,430.0 $1.1M 0.66% -85.0 -5.6% $736.44 -2.7%
19 NVDA NVIDIA CORPORATION Technology 4,683.0 $937K 0.59% -3K -36.4% $200.10 +8.7%
20 LLY ELI LILLY & CO Healthcare 777.0 $932K 0.59% -426.0 -35.4% $1199.43 -2.2%
Page 1 of 5  ·  84 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 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%