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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 26 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SOFI SOFI TECHNOLOGIES INC Financial Services 2.0 $52.0 NEW $26.00 -38.7%
502 MOMO HELLO GROUP INC Communication Services 3.0 $20.0 NEW $6.67 -10.8%
503 BAX BAXTER INTL INC Healthcare 1.0 $19.0 NEW $19.00 +2.4%
504 PAYSAFE LIMITED 2.0 $16.0 NEW $8.00
505 SIX FLAGS ENTERTAINMENT CORP 1.0 $15.0 NEW $15.00
506 NOK NOKIA CORP Technology 1.0 $6.0 NEW $6.00 +173.3%
507 AUTONOMIX MED INC 10.0 $6.0 NEW $0.60
508 LX LEXINFINTECH HLDGS LTD Financial Services 1.0 $3.0 NEW $3.00 -23.8%
509 AIOS NISUN INTL ENT DVPMT GP CO L Financial Services 2.0 $2.0 NEW $1.00 +1575.0%
510 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 NEW $1.00
511 OPENDOOR TECHNOLOGIES INC 1.0 $1.0 NEW $1.00
512 CTRE CARETRUST REIT INC Real Estate NEW
513 OPENDOOR TECHNOLOGIES INC 1.0 NEW
Page 26 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%