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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
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MPC MARATHON PETE CORP Energy 13,277.0 $2.2M 0.52% -1K -7.9% $162.63 +53.0%
22 CSCO CISCO SYS INC Technology 27,723.0 $2.1M 0.52% -1K -3.9% $77.03 +53.0%
23 MRK MERCK & CO INC Healthcare 19,305.0 $2.0M 0.49% -2K -7.7% $106.11 +12.0%
24 AMT AMERICAN TOWER CORP NEW Real Estate 9,530.0 $1.7M 0.41% -77K -89.0% $177.27 +5.2%
25 PFE PFIZER INC Healthcare 67,237.0 $1.7M 0.40% -12K -15.0% $24.90 +4.7%
26 SMH VANECK ETF TRUST 4,053.0 $1.5M 0.35% -395.0 -8.9% $360.09 +69.0%
27 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,653.0 $988K 0.24% -1K -11.1% $102.30 -2.8%
28 IXUS ISHARES TR 10,789.0 $913K 0.22% -197.0 -1.8% $84.64 +14.5%
29 C CITIGROUP INC Financial Services 6,960.0 $812K 0.20% -97.0 -1.4% $116.69 +6.8%
30 VYM VANGUARD WHITEHALL FDS 4,254.0 $611K 0.15% -114.0 -2.6% $143.52 +10.9%
31 SPIB SPDR SERIES TRUST 15,010.0 $507K 0.12% -757.0 -4.8% $33.81 -0.8%
32 SCHE SCHWAB STRATEGIC TR 12,981.0 $425K 0.10% -218.0 -1.6% $32.75 +11.5%
33 IDV ISHARES TR 10,705.0 $422K 0.10% -168.0 -1.6% $39.45 +13.1%
34 V VISA INC Financial Services 925.0 $325K 0.08% -84.0 -8.3% $350.90 -6.3%
35 VYMI VANGUARD WHITEHALL FDS 3,426.0 $308K 0.07% -619.0 -15.3% $90.00 +11.2%
36 VNQ VANGUARD INDEX FDS 2,754.0 $244K 0.06% -96.0 -3.4% $88.49 +8.4%
Page 2 of 2  ·  36 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 35.8%
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%