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Portfolio (Quarterly) Guide ↗

SWAN Capital LLC

· CIK 0001952722
13F Portfolio $272M AUM 554 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 84 Added 87 Reduced 69 Exited
Page 1 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NFLX NETFLIX INC. Communication Services 458.0 $44K 0.02% NEW $96.15 -8.8%
2 VPL VANGUARD INTL EQUITY INDEX F 317.0 $31K 0.01% NEW $97.73 +18.2%
3 AVDV AMERICAN CENTY ETF TR 309.0 $31K 0.01% NEW $99.86 +10.6%
4 SCHD SCHWAB STRATEGIC TR 978.0 $30K 0.01% NEW $30.68 +6.5%
5 RSP INVESCO EXCHANGE TRADED FD T 131.0 $25K 0.01% NEW $191.92 +8.2%
6 DRKY TIDAL TRUST III 1,197.0 $23K 0.01% NEW $19.30 +2.8%
7 DYLG GLOBAL X FDS 881.0 $22K 0.01% NEW $25.48 +6.6%
8 OMAH TIDAL TRUST III 1,241.0 $22K 0.01% NEW $18.02 +4.4%
9 TSPY ETF OPPORTUNITIES TRUST 958.0 $22K 0.01% NEW $23.15 +12.3%
10 UNM UNUM GROUP Financial Services 300.0 $22K 0.01% NEW $73.03 +15.6%
11 KQQQ KURV ETF TR 838.0 $20K 0.01% NEW $24.16 +30.2%
12 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 63.0 $17K 0.01% NEW $275.17 -2.7%
13 IGLD FIRST TR EXCHANGE-TRADED FD 654.0 $17K 0.01% NEW $25.53 -6.7%
14 SMA SMARTSTOP SELF STORAG REIT I Real Estate 501.0 $15K 0.01% NEW $30.28 +2.5%
15 SIL GLOBAL X FDS 168.0 $15K 0.01% NEW $90.08 +1.4%
16 WTPI WISDOMTREE TR 466.0 $15K 0.01% NEW $31.91 +3.8%
17 WDC WESTERN DIGITAL CORP Technology 52.0 $14K 0.01% NEW $270.48 +79.0%
18 GDX VANECK ETF TRUST 145.0 $13K 0.01% NEW $91.77 -3.6%
19 EFAS GLOBAL X FDS 585.0 $12K 0.01% NEW $21.18 +3.7%
20 TOL TOLL BROTHERS INC Consumer Cyclical 90.0 $12K 0.01% NEW $136.47 +1.0%
Page 1 of 6  ·  111 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
Technology 37.9%
Utilities 12.3%
Financial Services 11.6%
Consumer Cyclical 9.8%
Energy 7.7%
Communication Services 5.8%
Healthcare 5.7%
Industrials 4.2%
Consumer Defensive 3.6%
Basic Materials 0.9%