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Portfolio (Quarterly) Guide ↗

SWS Partners

· CIK 0001731731
13F Portfolio $414M AUM 115 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 59 Added 36 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LLY ELI LILLY & CO Healthcare 2,223.0 $2.4M 0.58% NEW $1074.67 +4.9%

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 35.8%
Healthcare 15.3%
Communication Services 9.9%
Consumer Cyclical 9.1%
Financial Services 8.6%
Industrials 8.1%
Consumer Defensive 5.6%
Energy 2.2%
Utilities 1.9%
Basic Materials 1.9%