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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 13 of 17  ·  322 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TS TENARIS S A Energy 7,924.0 $305K 0.04% NEW $38.45 +57.8%
242 KT KT CORP Communication Services 15,987.0 $303K 0.04% NEW $18.97 -2.0%
243 VMI VALMONT INDS INC Industrials 750.0 $302K 0.04% NEW $402.32 +25.1%
244 CVMC MORGAN STANLEY ETF TRUST 4,678.0 $300K 0.04% NEW $64.13 +9.7%
245 XCEM COLUMBIA ETF TR II 7,780.0 $298K 0.04% NEW $38.36 +28.9%
246 XLF SELECT SECTOR SPDR TR 5,418.0 $297K 0.04% NEW $54.77 -5.5%
247 UNILEVER PLC 4,529.0 $296K 0.04% NEW $65.40
248 O REALTY INCOME CORP Real Estate 5,208.0 $294K 0.04% NEW $56.37 +10.4%
249 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,056.0 $293K 0.04% NEW $142.50 +16.5%
250 ESGG FLEXSHARES TR 1,407.0 $289K 0.04% NEW $205.28 +10.5%
251 TEL TE CONNECTIVITY PLC Technology 1,266.0 $288K 0.04% NEW $227.56 -11.5%
252 HDB HDFC BANK LTD Financial Services 7,866.0 $287K 0.03% NEW $36.54 -32.6%
253 MPLX MPLX LP Energy 5,376.0 $287K 0.03% NEW $53.37 +4.2%
254 SAP SAP SE Technology 1,178.0 $286K 0.03% NEW $242.95 -26.0%
255 MO ALTRIA GROUP INC Consumer Defensive 4,924.0 $284K 0.03% NEW $57.66 +27.8%
256 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 14,528.0 $281K 0.03% NEW $19.33 +18.2%
257 MSI MOTOROLA SOLUTIONS INC Technology 729.0 $279K 0.03% NEW $383.33 +4.4%
258 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,246.0 $278K 0.03% NEW $223.26 -32.8%
259 HAL HALLIBURTON CO Energy 9,805.0 $277K 0.03% NEW $28.26 +48.5%
260 BAC BANK AMERICA CORP Financial Services 5,004.0 $275K 0.03% NEW $55.00 -6.4%
Page 13 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%