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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 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 LHX L3HARRIS TECHNOLOGIES INC Industrials 3 $885.0 SOLD
42 BKH BLACK HILLS CORP Utilities 12 $839.0 SOLD
43 QLYS QUALYS INC Technology 6 $797.0 SOLD
44 GT BIOPHARMA INC 1,000 $785.0 SOLD
45 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 9 $763.0 SOLD
46 HUT 8 CORP 15 $689.0 SOLD
47 CLSK CLEANSPARK INC Technology 58 $587.0 SOLD
48 BTI BRITISH AMERN TOB PLC Consumer Defensive 10 $578.0 SOLD
49 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 65 $553.0 SOLD
50 HAL HALLIBURTON CO Energy 19 $550.0 SOLD
51 OUSTER INC 25 $541.0 SOLD
52 SERV SERVE ROBOTICS INC Industrials 50 $519.0 SOLD
53 BITFARMS LTD 220 $517.0 SOLD
54 CSTM CONSTELLIUM SE Basic Materials 25 $471.0 SOLD
55 NATH NATHANS FAMOUS INC NEW Consumer Cyclical 5 $468.0 SOLD
56 AMTM AMENTUM HOLDINGS INC Industrials 16 $464.0 SOLD
57 GAMESTOP CORP NEW 22 $442.0 SOLD
58 CRWV COREWEAVE INC Technology 6 $430.0 SOLD
59 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5 $381.0 SOLD
60 VOD VODAFONE GROUP PLC NEW Communication Services 25 $330.0 SOLD
Page 3 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%