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Portfolio (Quarterly) Guide ↗

SWS Partners

· CIK 0001731731
13F Portfolio $410M AUM Filed Oct 16, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 121 New
Page 2 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB STRATEGIC TR 207,448.0 $4.8M 1.18% NEW $23.28 +19.3%
22 GLW CORNING INC Technology 55,760.0 $4.6M 1.12% NEW $82.03 +121.0%
23 UBER UBER TECHNOLOGIES INC Technology 45,405.0 $4.4M 1.09% NEW $97.97 -28.1%
24 JPM JPMORGAN CHASE & CO. Financial Services 14,090.0 $4.4M 1.08% NEW $315.44 -5.1%
25 DRSK ETF SER SOLUTIONS 152,595.0 $4.4M 1.07% NEW $28.83 +2.5%
26 SNOW SNOWFLAKE INC Technology 18,263.0 $4.1M 1.00% NEW $225.55 +13.3%
27 PINS PINTEREST INC Communication Services 124,643.0 $4.0M 0.98% NEW $32.17 -37.7%
28 MU MICRON TECHNOLOGY INC Technology 23,645.0 $4.0M 0.97% NEW $167.32 +480.3%
29 HDEF DBX ETF TR 129,282.0 $3.8M 0.93% NEW $29.42 +11.1%
30 WFC WELLS FARGO CO NEW Financial Services 45,077.0 $3.8M 0.92% NEW $83.82 -7.5%
31 RH RH Consumer Cyclical 18,349.0 $3.7M 0.91% NEW $203.16 -26.9%
32 IGIB ISHARES TR 67,120.0 $3.6M 0.89% NEW $54.09 -1.4%
33 USHY ISHARES TR 95,944.0 $3.6M 0.89% NEW $37.78 -1.6%
34 BLK BLACKROCK INC Financial Services 3,087.0 $3.6M 0.88% NEW $1165.94 -10.2%
35 ETN EATON CORP PLC Industrials 9,596.0 $3.6M 0.88% NEW $374.25 +7.0%
36 PM PHILIP MORRIS INTL INC Consumer Defensive 22,049.0 $3.6M 0.88% NEW $162.59 +9.1%
37 NET CLOUDFLARE INC Technology 16,706.0 $3.6M 0.88% NEW $214.59 +12.7%
38 SCHH SCHWAB STRATEGIC TR 161,576.0 $3.5M 0.85% NEW $21.57 +8.7%
39 XLE SELECT SECTOR SPDR TR 38,980.0 $3.5M 0.85% NEW $89.34 -37.0%
40 OKTA OKTA INC Technology 37,100.0 $3.4M 0.83% NEW $91.70 +34.4%
Page 2 of 7  ·  121 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 35.4%
Healthcare 13.7%
Consumer Cyclical 9.8%
Industrials 9.2%
Communication Services 9.1%
Financial Services 8.5%
Consumer Defensive 4.9%
Basic Materials 3.5%
Energy 2.6%
Utilities 1.7%