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Portfolio (Quarterly) Guide ↗

SWAN Capital LLC

· CIK 0001952722
13F Portfolio $272M AUM 554 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 111 New 84 Added 87 Reduced 69 Exited
Page 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 URA GLOBAL X FDS 70 $3K 0.00% SOLD
22 AMDY TIDAL TRUST II 72 $3K 0.00% SOLD
23 PSA PUBLIC STORAGE OPER CO Real Estate 10 $3K 0.00% SOLD
24 NEW GOLD INC CDA 275 $2K 0.00% SOLD
25 MSM MSC INDL DIRECT INC Industrials 28 $2K 0.00% SOLD
26 YMAG TIDAL TRUST II 134 $2K 0.00% SOLD
27 FLGT FULGENT GENETICS INC Healthcare 66 $2K 0.00% SOLD
28 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 30 $2K 0.00% SOLD
29 AMZY TIDAL TRUST II 125 $2K 0.00% SOLD
30 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 22 $2K 0.00% SOLD
31 CIFR CIPHER MINING INC Financial Services 100 $1K 0.00% SOLD
32 MARA MARA HOLDINGS INC Financial Services 160 $1K 0.00% SOLD
33 EL LAUDER ESTEE COS INC Consumer Defensive 12 $1K SOLD
34 UMAC UNUSUAL MACHS INC Financial Services 100 $1K SOLD
35 ATRO ASTRONICS CORP Industrials 20 $1K SOLD
36 BTU PEABODY ENERGY CORP Energy 36 $1K SOLD
37 CALM CAL MAINE FOODS INC Consumer Defensive 13 $1K SOLD
38 DPRO DRAGANFLY INC. Industrials 150 $1K SOLD
39 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 20 $1K SOLD
40 PPTA PERPETUA RESOURCES CORP Basic Materials 40 $968.0 SOLD
Page 2 of 4  ·  69 positions
Sector Allocation
Technology 37.9%
Utilities 12.3%
Financial Services 11.6%
Consumer Cyclical 9.8%
Energy 7.7%
Communication Services 5.8%
Healthcare 5.7%
Industrials 4.2%
Consumer Defensive 3.6%
Basic Materials 0.9%