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Portfolio (Quarterly) Guide ↗

BSW Wealth Partners

· CIK 0001512601
13F Portfolio $833M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 322 New
Page 11 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,969.0 $400K 0.05% NEW $203.19 +66.1%
202 AVXC AMERICAN CENTY ETF TR 6,218.0 $397K 0.05% NEW $63.77 +26.7%
203 KB KB FINL GROUP INC Financial Services 4,570.0 $393K 0.05% NEW $86.04 +22.0%
204 EBAY EBAY INC. Consumer Cyclical 4,490.0 $391K 0.05% NEW $87.10 +34.5%
205 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,523.0 $390K 0.05% NEW $256.03 -7.6%
206 SPG SIMON PPTY GROUP INC NEW Real Estate 2,094.0 $388K 0.05% NEW $185.09 +10.3%
207 EMXC ISHARES INC 5,295.0 $385K 0.05% NEW $72.68 +31.5%
208 MCD MCDONALDS CORP Consumer Cyclical 1,250.0 $382K 0.05% NEW $305.74 -7.1%
209 AIG AMERICAN INTL GROUP INC Financial Services 4,357.0 $373K 0.04% NEW $85.55 -8.1%
210 ITW ILLINOIS TOOL WKS INC Industrials 1,483.0 $365K 0.04% NEW $246.33 +1.5%
211 TIP ISHARES TR 3,318.0 $365K 0.04% NEW $109.91 +0.4%
212 FERG FERGUSON ENTERPRISES INC Industrials 1,627.0 $362K 0.04% NEW $222.66 +0.5%
213 BP BP PLC Energy 10,113.0 $351K 0.04% NEW $34.73 +29.2%
214 VDE VANGUARD WORLD FD 2,789.0 $351K 0.04% NEW $125.92 +32.8%
215 DHR DANAHER CORPORATION Healthcare 1,531.0 $350K 0.04% NEW $228.93 -24.3%
216 IGIB ISHARES TR 6,500.0 $350K 0.04% NEW $53.88 -1.9%
217 HMC HONDA MOTOR LTD Consumer Cyclical 11,802.0 $348K 0.04% NEW $29.48 -10.9%
218 RSPT INVESCO EXCHANGE TRADED FD T 7,615.0 $347K 0.04% NEW $45.51 +30.4%
219 FNB F N B CORP Financial Services 20,166.0 $345K 0.04% NEW $17.10 +2.2%
220 HUBB HUBBELL INC Industrials 769.0 $341K 0.04% NEW $443.96 +3.8%
Page 11 of 17  ·  322 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 35.7%
Financial Services 27.1%
Communication Services 9.2%
Healthcare 8.2%
Industrials 5.7%
Consumer Cyclical 4.9%
Consumer Defensive 4.7%
Real Estate 1.3%
Energy 1.2%
Basic Materials 1.2%