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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 6 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MBB ISHARES TR 8,034.0 $764K 0.19% NEW $95.16 -0.4%
102 C CITIGROUP INC Financial Services 7,057.0 $716K 0.17% NEW $101.50 +24.0%
103 AAPL APPLE INC Technology 2,577.0 $656K 0.16% NEW $254.60 +22.6%
104 VYM VANGUARD WHITEHALL FDS 4,368.0 $616K 0.15% NEW $140.95 +12.9%
105 HZO MARINEMAX INC Consumer Cyclical 22,969.0 $582K 0.14% NEW $25.33 +36.0%
106 ITW ILLINOIS TOOL WKS INC Industrials 2,106.0 $553K 0.14% NEW $262.35 -5.7%
107 SPIB SPDR SERIES TRUST 15,767.0 $534K 0.13% NEW $33.89 -1.0%
108 SCHE SCHWAB STRATEGIC TR 13,199.0 $440K 0.11% NEW $33.37 +8.9%
109 IDV ISHARES TR 10,873.0 $397K 0.10% NEW $36.55 +22.0%
110 USB US BANCORP DEL Financial Services 8,066.0 $394K 0.10% NEW $48.85 +12.3%
111 XOM EXXON MOBIL CORP Energy 3,233.0 $365K 0.09% NEW $112.76 +30.4%
112 V VISA INC Financial Services 1,009.0 $344K 0.08% NEW $341.33 -4.4%
113 VYMI VANGUARD WHITEHALL FDS 4,045.0 $343K 0.08% NEW $84.68 +18.1%
114 TSLA TESLA INC Consumer Cyclical 701.0 $312K 0.08% NEW $444.72 -2.0%
115 PTLC PACER FDS TR 5,054.0 $277K 0.07% NEW $54.76 +7.5%
116 PTNQ PACER FDS TR 3,485.0 $270K 0.07% NEW $77.52 +14.8%
117 AMGN AMGEN INC Healthcare 932.0 $263K 0.06% NEW $282.30 +19.3%
118 VNQ VANGUARD INDEX FDS 2,850.0 $261K 0.06% NEW $91.40 +4.7%
119 IYW ISHARES TR 1,272.0 $249K 0.06% NEW $195.89 +29.1%
120 CMI CUMMINS INC Industrials 546.0 $230K 0.06% NEW $422.12 +53.2%
Page 6 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%