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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 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IAU ISHARES GOLD TR Financial Services 56.0 $5K 0.00% NEW $88.16 -4.0%
42 CWB SPDR SERIES TRUST 51.0 $5K 0.00% NEW $91.53 +16.8%
43 IPAR INTERPARFUMS INC Consumer Defensive 50.0 $5K 0.00% NEW $90.84 +2.3%
44 XFLT XAI OCTAGN FLT RAT & ALT INM Financial Services 246.0 $4K 0.00% NEW $17.18 +9.0%
45 IWMI NEOS ETF TRUST 84.0 $4K 0.00% NEW $47.40 +9.9%
46 GDXY TIDAL TRUST II 282.0 $4K 0.00% NEW $13.98 -11.8%
47 SFM SPROUTS FMRS MKT INC Consumer Defensive 50.0 $4K 0.00% NEW $77.14 +11.0%
48 PDI PIMCO DYNAMIC INCOME FD Financial Services 222.0 $4K 0.00% NEW $17.11 -2.5%
49 EGGY TIDAL TRUST III 124.0 $4K 0.00% NEW $30.49 +36.0%
50 ENTERGY CORP NEW 30.0 $3K 0.00% NEW $112.37
51 EGO ELDORADO GOLD CORP NEW Basic Materials 91.0 $3K 0.00% NEW $34.33 -5.2%
52 LNG CHENIERE ENERGY INC Energy 10.0 $3K 0.00% NEW $283.80 -17.3%
53 NEBIUS GROUP N.V. 25.0 $3K 0.00% NEW $103.76
54 TTAN SERVICETITAN INC Technology 40.0 $3K 0.00% NEW $63.45 +0.9%
55 BLUE OWL CAPITAL CORPORATION 225.0 $2K 0.00% NEW $11.06
56 IAUX I-80 GOLD CORP Basic Materials 1,450.0 $2K 0.00% NEW $1.52 +7.9%
57 ICVT ISHARES TR 21.0 $2K 0.00% NEW $101.81 +18.0%
58 RSPN INVESCO EXCHANGE TRADED FD T 35.0 $2K 0.00% NEW $57.57 +5.6%
59 BIGY TIDAL TRUST II 41.0 $2K 0.00% NEW $48.61 +9.9%
60 GROY GOLD ROYALTY CORP Basic Materials 550.0 $2K 0.00% NEW $3.58 -8.8%
Page 3 of 6  ·  111 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%
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%