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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSCO CISCO SYS INC Technology 3,932.0 $462K 0.29% -6K -62.1% $117.46 -6.4%
42 XMMO INVESCO EXCHANGE TRADED FD T 2,709.0 $461K 0.29% -1K -30.6% $170.15 -10.0%
43 SLV ISHARES SILVER TR Financial Services 7,569.0 $405K 0.26% -10K -57.3% $53.47 +12.2%
44 VO VANGUARD INDEX FDS 4,700.0 $379K 0.24% +3K +116.0% $80.57 +2.4%
45 JPRE J P MORGAN EXCHANGE TRADED F 6,429.0 $335K 0.21% -2K -22.4% $52.18 +1.0%
46 IVV ISHARES TR 443.0 $332K 0.21% +10.0 +2.3% $748.89 +3.2%
47 SCHI SCHWAB STRATEGIC TR 14,065.0 $318K 0.20% $22.64 -1.9%
48 SCHX SCHWAB STRATEGIC TR 10,472.0 $308K 0.19% $29.43 +3.1%
49 PG PROCTER & GAMBLE CO Consumer Defensive 2,081.0 $305K 0.19% -4K -67.7% $146.64 -2.0%
50 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 326.0 $305K 0.19% -423.0 -56.5% $935.47 +1.1%
51 AMD ADVANCED MICRO DEVICES INC Technology 523.0 $304K 0.19% NEW $580.91 -19.9%
52 TCHP T ROWE PRICE EXCHANGE-TRADED 5,850.0 $293K 0.18% -9K -59.8% $50.09 +1.3%
53 RWJ INVESCO EXCH TRADED FD TR II 4,869.0 $290K 0.18% -6K -53.8% $59.50 +2.7%
54 VIGI VANGUARD WHITEHALL FDS 3,056.0 $285K 0.18% -4K -54.4% $93.38 +5.6%
55 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,923.0 $282K 0.18% -1K -5.9% $17.73 -4.6%
56 V VISA INC Financial Services 804.0 $276K 0.17% -221.0 -21.6% $343.09 +11.2%
57 SMLV SPDR SERIES TRUST 1,674.0 $263K 0.17% -851.0 -33.7% $157.38 +1.1%
58 INTC INTEL CORP Technology 1,878.0 $262K 0.17% NEW $139.63 -35.9%
59 TSLA TESLA INC Consumer Cyclical 613.0 $258K 0.16% -827.0 -57.4% $420.60 -17.1%
60 BERKSHIRE HATHAWAY INC DEL 512.0 $256K 0.16% -130.0 -20.2% $500.39
Page 3 of 6  ·  107 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%