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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 12 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UMC UNITED MICROELECTRONICS CORP Technology 39,277.0 $353K 0.04% -12K -23.8% $8.98 +95.8%
222 HUBB HUBBELL INC Industrials 716.0 $351K 0.04% -53.0 -6.9% $490.74 -6.0%
223 IGIB ISHARES TR 6,500.0 $346K 0.04% $53.22 -0.8%
224 RSPT INVESCO EXCHANGE TRADED FD T 7,619.0 $345K 0.04% $45.26 +29.3%
225 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,130.0 $344K 0.04% +25.0 +2.3% $304.08 +3.7%
226 PNR PENTAIR PLC Industrials 3,881.0 $338K 0.04% +1K +56.0% $87.11 -17.4%
227 FNB F N B CORP Financial Services 20,167.0 $337K 0.04% $16.72 +2.5%
228 NEE NEXTERA ENERGY INC Utilities 3,588.0 $333K 0.04% +275.0 +8.3% $92.87 -3.0%
229 MCD MCDONALDS CORP Consumer Cyclical 1,060.0 $330K 0.04% -190.0 -15.2% $310.93 -9.7%
230 NTRS NORTHERN TR CORP Financial Services 2,354.0 $329K 0.04% NEW $139.55 +18.2%
231 CDNS CADENCE DESIGN SYSTEM INC Technology 1,179.0 $328K 0.04% +96.0 +8.9% $277.87 +26.3%
232 BDX BECTON DICKINSON & CO Healthcare 2,078.0 $327K 0.04% +742.0 +55.5% $157.23 -6.5%
233 MO ALTRIA GROUP INC Consumer Defensive 4,948.0 $327K 0.04% $65.99 +12.1%
234 SJM SMUCKER J M CO Consumer Defensive 3,317.0 $320K 0.04% +615.0 +22.8% $96.44 +6.8%
235 CBOE CBOE GLOBAL MKTS INC Financial Services 1,134.0 $319K 0.04% NEW $281.10 +28.4%
236 SPLV INVESCO EXCH TRADED FD TR II 4,357.0 $319K 0.04% $73.13 +0.6%
237 MSI MOTOROLA SOLUTIONS INC Technology 732.0 $318K 0.04% $433.98 -8.1%
238 RPM RPM INTL INC Basic Materials 3,190.0 $317K 0.04% +975.0 +44.0% $99.40 -4.4%
239 GLW CORNING INC Technology 2,325.0 $316K 0.04% NEW $135.95 +29.3%
240 SNA SNAP ON INC Industrials 870.0 $316K 0.04% +145.0 +20.0% $363.24 -0.9%
Page 12 of 16  ·  312 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%