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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 7 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MU MICRON TECHNOLOGY INC Technology 2,801.0 $799K 0.10% NEW $285.36 +167.1%
122 CME CME GROUP INC Financial Services 2,917.0 $797K 0.10% NEW $273.06 +5.9%
123 UNH UNITEDHEALTH GROUP INC Healthcare 2,365.0 $781K 0.09% NEW $330.05 +16.1%
124 VZ VERIZON COMMUNICATIONS INC Communication Services 19,040.0 $775K 0.09% NEW $40.73 +17.4%
125 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 23,327.0 $770K 0.09% NEW $33.02 +4.1%
126 LOW LOWES COS INC Consumer Cyclical 3,171.0 $765K 0.09% NEW $241.18 -9.9%
127 A AGILENT TECHNOLOGIES INC Healthcare 5,620.0 $765K 0.09% NEW $136.07 -15.6%
128 BSX BOSTON SCIENTIFIC CORP Healthcare 8,000.0 $763K 0.09% NEW $95.35 -40.1%
129 SIVR ABRDN SILVER ETF TRUST Financial Services 11,273.0 $763K 0.09% NEW $67.64 +7.9%
130 DOCN DIGITALOCEAN HLDGS INC Technology 15,656.0 $753K 0.09% NEW $48.12 +229.1%
131 PNC PNC FINL SVCS GROUP INC Financial Services 3,562.0 $744K 0.09% NEW $208.74 +3.9%
132 CVX CHEVRON CORP NEW Energy 4,845.0 $738K 0.09% NEW $152.40 +25.3%
133 SPDW SPDR INDEX SHS FDS 16,461.0 $731K 0.09% NEW $44.41 +13.4%
134 NMR NOMURA HLDGS INC Financial Services 85,720.0 $719K 0.09% NEW $8.39 -2.0%
135 PANW PALO ALTO NETWORKS INC Technology 3,894.0 $717K 0.09% NEW $184.20 +37.3%
136 PM PHILIP MORRIS INTL INC Consumer Defensive 4,429.0 $710K 0.09% NEW $160.40 +17.6%
137 KLAC KLA CORP Technology 574.0 $697K 0.08% NEW $1215.15 +51.6%
138 BNL BROADSTONE NET LEASE INC Real Estate 39,942.0 $694K 0.08% NEW $17.37 +17.5%
139 WIT WIPRO LTD Technology 244,156.0 $693K 0.08% NEW $2.84 -30.6%
140 MEAR ISHARES U S ETF TR 13,737.0 $691K 0.08% NEW $50.32 -0.3%
Page 7 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%