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Portfolio (Quarterly) Guide ↗

Swisher Financial Concepts, Inc.

· CIK 0001947503
13F Portfolio $176M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New
Page 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CEG CONSTELLATION ENERGY CORP Utilities 1,044.0 $369K 0.21% NEW $353.28 -14.6%
62 JPRE J P MORGAN EXCHANGE TRADED F 7,728.0 $361K 0.20% NEW $46.71 +12.6%
63 VOO VANGUARD INDEX FDS 557.0 $349K 0.20% NEW $626.19 +10.2%
64 IBUY AMPLIFY ETF TR 4,340.0 $323K 0.18% NEW $74.44 -11.0%
65 BERKSHIRE HATHAWAY INC DEL 642.0 $323K 0.18% NEW $502.65
66 V VISA INC Financial Services 919.0 $322K 0.18% NEW $350.71 -6.9%
67 MGK VANGUARD WORLD FD 776.0 $320K 0.18% NEW $412.77 -78.3%
68 VPU VANGUARD WORLD FD 1,708.0 $316K 0.18% NEW $184.97 +6.3%
69 SMLV SPDR SERIES TRUST 2,368.0 $310K 0.18% NEW $131.12 +13.7%
70 ITA ISHARES TR 1,440.0 $309K 0.18% NEW $214.70 +6.9%
71 CMI CUMMINS INC Industrials 597.0 $305K 0.17% NEW $510.06 +31.1%
72 GIS GENERAL MLS INC Consumer Defensive 6,475.0 $301K 0.17% NEW $46.50 -28.7%
73 UNH UNITEDHEALTH GROUP INC Healthcare 910.0 $300K 0.17% NEW $330.11 +14.2%
74 VWO VANGUARD INTL EQUITY INDEX F 5,515.0 $296K 0.17% NEW $53.76 +12.0%
75 HBAN HUNTINGTON BANCSHARES INC Financial Services 16,923.0 $294K 0.17% NEW $17.35 -7.4%
76 MCK MCKESSON CORP Healthcare 352.0 $289K 0.16% NEW $820.29 -8.0%
77 BAC BANK AMERICA CORP Financial Services 4,774.0 $263K 0.15% NEW $55.00 -5.1%
78 MRK MERCK & CO INC Healthcare 2,478.0 $261K 0.15% NEW $105.25 +13.8%
79 KO COCA COLA CO Consumer Defensive 3,580.0 $250K 0.14% NEW $69.91 +15.1%
80 VANGUARD MUN BD FDS 3,310.0 $250K 0.14% NEW $75.57
Page 4 of 5  ·  97 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 33.0%
Technology 25.3%
Financial Services 10.4%
Consumer Defensive 7.7%
Consumer Cyclical 7.1%
Energy 5.1%
Communication Services 4.6%
Industrials 4.3%
Utilities 2.5%