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Portfolio (Quarterly) Guide ↗

Swisher Financial Concepts, Inc.

· CIK 0001947503
13F Portfolio $179M AUM 102 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 37 Added 31 Reduced 4 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 47,953.0 $15.4M 8.61% +2K +3.2% $320.82 +15.2%
2 VXUS VANGUARD STAR FDS 190,255.0 $14.7M 8.21% +8K +4.5% $77.11 +11.7%
3 CGDV CAPITAL GROUP DIVIDEND VALUE 275,527.0 $11.7M 6.56% +5K +1.7% $42.54 +13.3%
4 CGDG CAPITAL GROUP DIVIDEND GROWE 222,399.0 $8.0M 4.47% +14K +6.5% $35.90 +4.6%
5 BND VANGUARD BD INDEX FDS 108,009.0 $8.0M 4.45% +12K +12.6% $73.64 -0.6%
6 CGMS CAPITAL GRP FIXED INCM ETF T 277,457.0 $7.6M 4.23% +30K +12.0% $27.23 +1.1%
7 CGCP CAPITAL GRP FIXED INCM ETF T 322,053.0 $7.2M 4.03% +32K +11.0% $22.34 -0.0%
8 AAPL APPLE INC Technology 25,078.0 $6.4M 3.56% +172.0 +0.7% $253.79 +21.5%
9 CGIC CAPITAL GROUP INTERNATIONAL 135,598.0 $4.5M 2.51% +103K +320.7% $33.11 +10.8%
10 MSFT MICROSOFT CORP Technology 10,349.0 $3.8M 2.14% +500.0 +5.1% $370.12 +12.4%
11 AMZN AMAZON COM INC Consumer Cyclical 17,953.0 $3.7M 2.09% +819.0 +4.8% $208.27 +27.4%
12 GOOGL ALPHABET INC Communication Services 5,867.0 $1.7M 0.94% +106.0 +1.8% $287.59 +35.2%
13 IAU ISHARES GOLD TR Financial Services 15,883.0 $1.4M 0.78% +2K +12.9% $88.16 -3.8%
14 PM PHILIP MORRIS INTL INC Consumer Defensive 8,430.0 $1.4M 0.78% +59.0 +0.7% $165.34 +9.8%
15 SLV ISHARES SILVER TR Financial Services 17,731.0 $1.2M 0.68% +148.0 +0.8% $68.14 +2.3%
16 GEV GE VERNOVA INC Utilities 1,353.0 $1.2M 0.66% +47.0 +3.6% $872.90 +22.6%
17 VRT VERTIV HOLDINGS CO Industrials 3,922.0 $983K 0.55% +31.0 +0.8% $250.58 +29.3%
18 PG PROCTER & GAMBLE CO Consumer Defensive 6,444.0 $931K 0.52% +56.0 +0.9% $144.43 -1.0%
19 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,517.0 $851K 0.48% +26.0 +1.0% $337.95 +22.0%
20 CSCO CISCO SYS INC Technology 10,382.0 $806K 0.45% +648.0 +6.7% $77.59 +52.5%
Page 1 of 2  ·  37 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
Healthcare 30.8%
Technology 23.6%
Financial Services 10.4%
Consumer Defensive 8.3%
Energy 7.3%
Consumer Cyclical 6.7%
Industrials 5.6%
Communication Services 4.3%
Utilities 3.0%