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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VIGI VANGUARD WHITEHALL FDS 3,056.0 $285K 0.18% -4K -54.4% $93.38 +5.6%
42 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,923.0 $282K 0.18% -1K -5.9% $17.73 -4.6%
43 V VISA INC Financial Services 804.0 $276K 0.17% -221.0 -21.6% $343.09 +11.2%
44 SMLV SPDR SERIES TRUST 1,674.0 $263K 0.17% -851.0 -33.7% $157.38 +1.1%
45 TSLA TESLA INC Consumer Cyclical 613.0 $258K 0.16% -827.0 -57.4% $420.60 -17.1%
46 BERKSHIRE HATHAWAY INC DEL 512.0 $256K 0.16% -130.0 -20.2% $500.39
47 VOO VANGUARD INDEX FDS 362.0 $248K 0.16% -303.0 -45.6% $685.93 +3.1%
48 IVW ISHARES TR 1,738.0 $239K 0.15% -2K -46.4% $137.55 +1.8%
49 GLW CORNING INC Technology 890.0 $227K 0.14% -651.0 -42.2% $255.43 -41.7%
50 SOXX ISHARES TR 348.0 $223K 0.14% -382.0 -52.3% $641.03 -20.7%
51 GIS GENERAL MILLS INC Consumer Defensive 6,100.0 $212K 0.13% -375.0 -5.8% $34.80 +19.4%
52 CGUS CAPITAL GROUP CORE EQUITY ET 4,683.0 $208K 0.13% -4K -47.6% $44.48 +1.9%
53 IYJ ISHARES TR 1,092.0 $182K 0.12% -2K -68.1% $166.65 -2.3%
54 XSVM INVESCO EXCHANGE TRADED FD T 2,598.0 $181K 0.11% -1K -30.7% $69.59 +0.1%
55 EMXC ISHARES INC 1,765.0 $181K 0.11% -7K -80.4% $102.30 -4.1%
56 BLES NORTHERN LTS FD TR IV 3,740.0 $178K 0.11% -900.0 -19.4% $47.69 +4.9%
57 QQQM INVESCO EXCH TRADED FD TR II 523.0 $158K 0.10% -371.0 -41.5% $302.97 -2.6%
58 NEE NEXTERA ENERGY INC Utilities 1,765.0 $155K 0.10% -3K -62.7% $87.77 -6.8%
59 CMI CUMMINS INC Industrials 205.0 $146K 0.09% -392.0 -65.7% $711.63 -20.6%
60 DBEF DBX ETF TR 2,625.0 $143K 0.09% -9K -77.3% $54.63 +2.4%
Page 3 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%