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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VYM VANGUARD WHITEHALL FDS 4,254.0 $611K 0.15% -114.0 -2.6% $143.52 +10.3%
102 ITW ILLINOIS TOOL WKS INC Industrials 2,118.0 $525K 0.13% +12.0 +0.6% $247.91 +0.7%
103 TSLA TESLA INC Consumer Cyclical 1,151.0 $518K 0.12% +450.0 +64.2% $449.72 -1.7%
104 SPIB SPDR SERIES TRUST 15,010.0 $507K 0.12% -757.0 -4.8% $33.81 -0.9%
105 USB US BANCORP DEL Financial Services 8,066.0 $435K 0.10% $53.88 +1.5%
106 SCHE SCHWAB STRATEGIC TR 12,981.0 $425K 0.10% -218.0 -1.6% $32.75 +11.1%
107 IDV ISHARES TR 10,705.0 $422K 0.10% -168.0 -1.6% $39.45 +13.1%
108 XOM EXXON MOBIL CORP Energy 3,260.0 $392K 0.10% +27.0 +0.8% $120.32 +22.9%
109 V VISA INC Financial Services 925.0 $325K 0.08% -84.0 -8.3% $350.90 -6.6%
110 VYMI VANGUARD WHITEHALL FDS 3,426.0 $308K 0.07% -619.0 -15.3% $90.00 +11.2%
111 AMGN AMGEN INC Healthcare 933.0 $305K 0.07% $327.20 +2.8%
112 PTLC PACER FDS TR 5,054.0 $284K 0.07% $56.17 +4.6%
113 CMI CUMMINS INC Industrials 546.0 $280K 0.07% $512.15 +30.6%
114 PTNQ PACER FDS TR 3,485.0 $276K 0.07% $79.34 +11.8%
115 VNQ VANGUARD INDEX FDS 2,754.0 $244K 0.06% -96.0 -3.4% $88.49 +9.1%
Page 6 of 6  ·  115 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%