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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 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FDL FIRST TR EXCHANGE-TRADED FD 583.0 $28K 0.02% -5K -89.1% $48.66 +9.2%
82 MDLZ MONDELEZ INTL INC Consumer Defensive 109.0 $6K 0.00% -4K -97.5% $57.84 +7.8%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 20.0 $4K 0.00% -8K -99.8% $180.90 +6.1%
84 MO ALTRIA GROUP INC Consumer Defensive 31.0 $2K 0.00% -10K -99.7% $71.94 -4.6%
Page 5 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%