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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IDEQ LAZARD ACTIVE ETF TR 20,050.0 $637K 0.36% NEW $31.75 +11.6%
2 SCHI SCHWAB STRATEGIC TR 14,065.0 $319K 0.18% NEW $22.68 -0.3%
3 IVV ISHARES TR 433.0 $283K 0.16% NEW $653.21 +15.4%
4 SCHX SCHWAB STRATEGIC TR 10,472.0 $269K 0.15% NEW $25.64 +15.2%
5 FDX FEDEX CORP Industrials 670.0 $239K 0.13% NEW $356.18 +12.3%
6 LITE LUMENTUM HLDGS INC Technology 311.0 $219K 0.12% NEW $702.76 +29.6%
7 JNJ JOHNSON & JOHNSON Healthcare 858.0 $210K 0.12% NEW $244.44 -5.8%
8 GLW CORNING INC Technology 1,541.0 $210K 0.12% NEW $135.97 +44.3%
9 R RYDER SYS INC Industrials 981.0 $201K 0.11% NEW $204.85 +21.4%

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%