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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 LCID LUCID GROUP INC Consumer Cyclical 31 $328.0 SOLD
62 AKAM AKAMAI TECHNOLOGIES INC Technology 3 $262.0 SOLD
63 WGMI VALKYRIE ETF TRUST II 5 $192.0 SOLD
64 NMM NAVIOS MARITIME PARTNERS L P Industrials 3 $157.0 SOLD
65 WULF TERAWULF INC Financial Services 10 $115.0 SOLD
66 BSV VANGUARD BD INDEX FDS 1 $89.0 SOLD
67 GRAL GRAIL INC Healthcare 1 $86.0 SOLD
68 BTBT BIT DIGITAL INC Financial Services 40 $76.0 SOLD
69 RIOT RIOT PLATFORMS INC Financial Services 5 $63.0 SOLD
Page 4 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%