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Portfolio (Quarterly) Guide ↗

SWAN Capital LLC

· CIK 0001952722
13F Portfolio $257M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 513 New
Page 15 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MPT MEDICAL PPTYS TRUST INC Financial Services 642.0 $3K 0.00% NEW $5.00 +0.9%
282 ASML ASML HOLDING N V Technology 3.0 $3K 0.00% NEW $1070.00 +52.5%
283 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 82.0 $3K 0.00% NEW $38.73 -13.4%
284 ATLX ATLAS LITHIUM CORP Basic Materials 750.0 $3K 0.00% NEW $4.23 -0.7%
285 FIBK FIRST INTST BANCSYSTEM INC Financial Services 91.0 $3K 0.00% NEW $34.60 +4.4%
286 FRT FEDERAL RLTY INVT TR NEW Real Estate 31.0 $3K 0.00% NEW $100.81 +19.2%
287 O REALTY INCOME CORP Real Estate 55.0 $3K 0.00% NEW $56.76 +10.0%
288 QDTE ROUNDHILL ETF TRUST 100.0 $3K 0.00% NEW $30.84 +3.4%
289 URA GLOBAL X FDS 70.0 $3K 0.00% NEW $42.73 +19.0%
290 BIDU BAIDU INC Communication Services 22.0 $3K 0.00% NEW $130.68 -2.9%
291 SBSW SIBANYE STILLWATER LTD Basic Materials 200.0 $3K 0.00% NEW $14.25 -14.7%
292 TTD THE TRADE DESK INC Technology 75.0 $3K 0.00% NEW $37.96 -41.6%
293 MDT MEDTRONIC PLC Healthcare 29.0 $3K 0.00% NEW $96.07 -19.2%
294 AMDY TIDAL TRUST II 72.0 $3K 0.00% NEW $38.06 +50.4%
295 BDX BECTON DICKINSON & CO Healthcare 14.0 $3K 0.00% NEW $194.07 -23.9%
296 AZTA AZENTA INC Healthcare 81.0 $3K 0.00% NEW $33.26 -38.4%
297 FEIM FREQUENCY ELECTRS INC Technology 50.0 $3K 0.00% NEW $53.84 +27.3%
298 SLB SLB LIMITED Energy 70.0 $3K 0.00% NEW $38.39 +51.0%
299 TRIPLE FLAG PRECIOUS METAL 80.0 $3K 0.00% NEW $33.23
300 XOP SPDR SERIES TRUST 21.0 $3K 0.00% NEW $124.90 +33.0%
Page 15 of 26  ·  513 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
Technology 37.9%
Consumer Cyclical 12.6%
Utilities 11.2%
Financial Services 8.1%
Energy 8.1%
Healthcare 6.3%
Communication Services 6.1%
Industrials 4.6%
Consumer Defensive 3.7%
Basic Materials 0.9%