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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 28 of 28  ·  554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TRINSEO PLC 250.0 $26.0 $0.10
542 SIX FLAGS ENTERTAINMENT CORP 1.0 $18.0 $18.00
543 BAX BAXTER INTL INC Healthcare 1.0 $17.0 $17.00 +13.9%
544 MOMO HELLO GROUP INC Communication Services 3.0 $17.0 $5.67 +4.5%
545 PAYSAFE LIMITED 2.0 $14.0 $7.00
546 BLOX TIDAL TRUST II 1.0 $13.0 NEW $13.00 +32.9%
547 NOK NOKIA CORP Technology 1.0 $8.0 $8.00 +105.2%
548 AUTONOMIX MED INC 10.0 $4.0 $0.40
549 LX LEXINFINTECH HLDGS LTD Financial Services 1.0 $2.0 $2.00 +13.3%
550 AIOS AIOS TECHNOLOGY INC Financial Services 2.0 $1.0 $0.50 +3182.0%
551 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 $1.00
552 CALAMOS ETF TR NEW
553 OPENDOOR TECHNOLOGIES INC 1.0
554 OPENDOOR TECHNOLOGIES INC 1.0
Page 28 of 28  ·  554 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%