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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 14 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ACWV ISHARES INC 2,302.0 $275K 0.03% $119.51 +2.3%
262 RSG REPUBLIC SVCS INC Industrials 1,251.0 $274K 0.03% NEW $219.04 -1.9%
263 LNG CHENIERE ENERGY INC Energy 965.0 $274K 0.03% NEW $283.88 -13.1%
264 ETN EATON CORP PLC Industrials 764.0 $273K 0.03% +105.0 +15.9% $357.71 +4.0%
265 OTIS OTIS WORLDWIDE CORP Industrials 3,503.0 $270K 0.03% $77.09 -8.0%
266 XLF SELECT SECTOR SPDR TR 5,434.0 $268K 0.03% $49.37 +4.6%
267 TEL TE CONNECTIVITY PLC Technology 1,263.0 $264K 0.03% $209.07 -6.2%
268 MCO MOODYS CORP Financial Services 601.0 $262K 0.03% -549.0 -47.7% $435.96 -0.3%
269 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,306.0 $258K 0.03% -217.0 -14.2% $197.50 +20.6%
270 MVIS MICROVISION INC DEL Technology 400,000.0 $256K 0.03% $0.64 -8.0%
271 AIG AMERICAN INTL GROUP INC Financial Services 3,385.0 $255K 0.03% -972.0 -22.3% $75.24 +3.7%
272 CI THE CIGNA GROUP Healthcare 947.0 $253K 0.03% NEW $266.69 +9.2%
273 AMERICA MOVIL SAB DE CV 9,784.0 $249K 0.03% NEW $25.48
274 BAC BANK AMERICA CORP Financial Services 5,092.0 $248K 0.03% +88.0 +1.8% $48.75 +5.1%
275 STT STATE STR CORP Financial Services 1,918.0 $243K 0.03% NEW $126.54 +19.2%
276 EXC EXELON CORP Utilities 4,945.0 $242K 0.03% +140.0 +2.9% $49.02 -9.0%
277 NTES NETEASE COM INC Technology 2,147.0 $240K 0.03% NEW $111.94 +2.3%
278 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 611.0 $239K 0.03% NEW $391.84 +87.2%
279 PSX PHILLIPS 66 Energy 1,312.0 $239K 0.03% NEW $182.16 +0.1%
280 HSY HERSHEY CO Consumer Defensive 1,142.0 $237K 0.03% +10.0 +0.9% $207.92 -7.3%
Page 14 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%