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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $819M AUM 312 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 114 Added 120 Reduced 36 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EQIX EQUINIX INC Real Estate 492.0 $482K 0.06% NEW $980.34 +6.9%
2 SKM SK TELECOM CO LTD Communication Services 14,609.0 $428K 0.05% NEW $29.29 +26.5%
3 WDC WESTERN DIGITAL CORP Technology 1,466.0 $397K 0.05% NEW $270.50 +71.2%
4 NTRS NORTHERN TR CORP Financial Services 2,354.0 $329K 0.04% NEW $139.55 +17.5%
5 CBOE CBOE GLOBAL MKTS INC Financial Services 1,134.0 $319K 0.04% NEW $281.10 +29.1%
6 GLW CORNING INC Technology 2,325.0 $316K 0.04% NEW $135.95 +33.1%
7 CTVA CORTEVA INC Basic Materials 3,612.0 $302K 0.04% NEW $83.72 -5.6%
8 XLE SELECT SECTOR SPDR TR 4,825.0 $296K 0.04% NEW $61.26 +0.6%
9 RSG REPUBLIC SVCS INC Industrials 1,251.0 $274K 0.03% NEW $219.04 -3.1%
10 LNG CHENIERE ENERGY INC Energy 965.0 $274K 0.03% NEW $283.88 -12.0%
11 CI THE CIGNA GROUP Healthcare 947.0 $253K 0.03% NEW $266.69 +8.9%
12 AMERICA MOVIL SAB DE CV 9,784.0 $249K 0.03% NEW $25.48
13 STT STATE STR CORP Financial Services 1,918.0 $243K 0.03% NEW $126.54 +19.5%
14 NTES NETEASE COM INC Technology 2,147.0 $240K 0.03% NEW $111.94 +2.6%
15 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 611.0 $239K 0.03% NEW $391.84 +92.6%
16 PSX PHILLIPS 66 Energy 1,312.0 $239K 0.03% NEW $182.16 +0.8%
17 IWV ISHARES TR 609.0 $226K 0.03% NEW $370.68 +12.0%
18 CPRT COPART INC Industrials 6,607.0 $219K 0.03% NEW $33.20 -2.3%
19 WM WASTE MGMT INC DEL Industrials 933.0 $214K 0.03% NEW $229.82 -4.1%
20 AFL AFLAC INC Financial Services 1,930.0 $212K 0.03% NEW $109.71 +7.0%
Page 1 of 2  ·  26 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 34.7%
Financial Services 27.0%
Communication Services 8.6%
Healthcare 7.8%
Industrials 5.9%
Consumer Defensive 5.1%
Consumer Cyclical 5.0%
Real Estate 1.7%
Energy 1.7%
Basic Materials 1.5%