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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 9 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 A AGILENT TECHNOLOGIES INC Healthcare 5,120.0 $584K 0.07% -500.0 -8.9% $113.97 -0.6%
162 ALL ALLSTATE CORP Financial Services 2,800.0 $580K 0.07% +33.0 +1.2% $207.31 +3.6%
163 GSK GSK PLC Healthcare 10,446.0 $577K 0.07% -613.0 -5.5% $55.19 -7.0%
164 VIV TELEFONICA BRASIL SA Communication Services 36,070.0 $574K 0.07% -734.0 -2.0% $15.91 -11.7%
165 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 7,853.0 $569K 0.07% +1K +23.4% $72.46 +18.6%
166 SYK STRYKER CORPORATION Healthcare 1,699.0 $558K 0.07% +84.0 +5.2% $328.62 -4.3%
167 GWW WW GRAINGER INC Industrials 510.0 $557K 0.07% -65.0 -11.3% $1091.19 +12.7%
168 LMT LOCKHEED MARTIN CORP Industrials 899.0 $543K 0.07% -11.0 -1.2% $604.39 -12.6%
169 SONY SONY GROUP CORP Technology 26,178.0 $542K 0.07% +2K +8.0% $20.70 +7.9%
170 ISRG INTUITIVE SURGICAL INC Healthcare 1,140.0 $526K 0.06% -509.0 -30.9% $461.14 -5.0%
171 IJR ISHARES TR 4,228.0 $526K 0.06% -282.0 -6.2% $124.32 +8.5%
172 VO VANGUARD INDEX FDS 1,817.0 $522K 0.06% $287.11 -73.2%
173 COF CAPITAL ONE FINL CORP Financial Services 2,804.0 $512K 0.06% -1K -29.9% $182.45 +0.3%
174 JCI JOHNSON CONTROLS INTERNATION Industrials 3,897.0 $510K 0.06% -2K -30.3% $130.96 +3.5%
175 SYY SYSCO CORP Consumer Defensive 7,118.0 $508K 0.06% +1K +16.8% $71.33 +6.7%
176 VXF VANGUARD INDEX FDS 2,410.0 $496K 0.06% $205.80 +10.0%
177 BSX BOSTON SCIENTIFIC CORP Healthcare 7,871.0 $494K 0.06% -129.0 -1.6% $62.75 -10.0%
178 VUG VANGUARD INDEX FDS 1,128.0 $493K 0.06% $436.84 -80.1%
179 PGR PROGRESSIVE CORP Financial Services 2,441.0 $484K 0.06% +361.0 +17.4% $198.20 +1.7%
180 VDE VANGUARD WORLD FD 2,789.0 $483K 0.06% $173.04 -2.4%
Page 9 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%