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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EPD ENTERPRISE PRODS PARTNERS L Energy 18,327.0 $694K 0.09% -2K -10.1% $37.84 +4.7%
62 SPGI S&P GLOBAL INC Financial Services 1,590.0 $676K 0.08% -340.0 -17.6% $425.37 -2.4%
63 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,225.0 $655K 0.08% -498.0 -13.4% $203.17 +7.8%
64 BX BLACKSTONE INC Financial Services 5,248.0 $604K 0.07% -770.0 -12.8% $115.00 +1.5%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,225.0 $602K 0.07% -307.0 -20.0% $491.54 -9.2%
66 VIG VANGUARD SPECIALIZED FUNDS 2,797.0 $601K 0.07% -142.0 -4.8% $215.02 +7.1%
67 ANET ARISTA NETWORKS INC Technology 4,893.0 $601K 0.07% -105.0 -2.1% $122.79 +14.6%
68 UBER UBER TECHNOLOGIES INC Technology 8,226.0 $592K 0.07% -2K -18.1% $71.93 +4.0%
69 A AGILENT TECHNOLOGIES INC Healthcare 5,120.0 $584K 0.07% -500.0 -8.9% $113.97 -2.2%
70 GSK GSK PLC Healthcare 10,446.0 $577K 0.07% -613.0 -5.5% $55.19 -7.7%
71 VIV TELEFONICA BRASIL SA Communication Services 36,070.0 $574K 0.07% -734.0 -2.0% $15.91 -10.8%
72 GWW WW GRAINGER INC Industrials 510.0 $557K 0.07% -65.0 -11.3% $1091.19 +14.5%
73 LMT LOCKHEED MARTIN CORP Industrials 899.0 $543K 0.07% -11.0 -1.2% $604.39 -14.2%
74 ISRG INTUITIVE SURGICAL INC Healthcare 1,140.0 $526K 0.06% -509.0 -30.9% $461.14 -3.2%
75 IJR ISHARES TR 4,228.0 $526K 0.06% -282.0 -6.2% $124.32 +8.8%
76 COF CAPITAL ONE FINL CORP Financial Services 2,804.0 $512K 0.06% -1K -29.9% $182.45 +1.8%
77 JCI JOHNSON CONTROLS INTERNATION Industrials 3,897.0 $510K 0.06% -2K -30.3% $130.96 +5.5%
78 BSX BOSTON SCIENTIFIC CORP Healthcare 7,871.0 $494K 0.06% -129.0 -1.6% $62.75 -10.1%
79 SDY SPDR SERIES TRUST 3,273.0 $478K 0.06% -167.0 -4.8% $145.96 +1.4%
80 WIT WIPRO LTD Technology 224,599.0 $476K 0.06% -20K -8.0% $2.12 -8.0%
Page 4 of 6  ·  120 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%