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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 6 of 28  ·  554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 511.0 $27K 0.01% $52.76 +11.5%
102 UPS UNITED PARCEL SVCS INC Industrials 274.0 $27K 0.01% -176.0 -39.1% $98.39 +3.7%
103 SU SUNCOR ENERGY INC NEW Energy 400.0 $26K 0.01% $66.11 -0.6%
104 QQQM INVESCO EXCH TRADED FD TR II 111.0 $26K 0.01% $237.62 +26.4%
105 UBER UBER TECHNOLOGIES INC Technology 365.0 $26K 0.01% $71.93 -2.5%
106 ITA ISHARES TR 117.0 $26K 0.01% +10.0 +9.3% $219.37 +4.6%
107 RSP INVESCO EXCHANGE TRADED FD T 131.0 $25K 0.01% NEW $191.92 +8.2%
108 AGNC AGNC INVT CORP Real Estate 2,500.0 $25K 0.01% $10.03 +3.8%
109 ADBE ADOBE INC Technology 103.0 $25K 0.01% $243.08 -0.5%
110 SCHG SCHWAB STRATEGIC TR 853.0 $25K 0.01% -999.0 -53.9% $29.12 +18.5%
111 ETN EATON CORP PLC Industrials 68.0 $24K 0.01% +48.0 +240.0% $357.68 +13.1%
112 IBM INTERNATIONAL BUSINESS MACHS Technology 100.0 $24K 0.01% $242.39 +3.3%
113 ARCC ARES CAPITAL CORP Financial Services 1,330.0 $24K 0.01% $18.02 +4.3%
114 DRKY TIDAL TRUST III 1,197.0 $23K 0.01% NEW $19.30 +2.8%
115 EPD ENTERPRISE PRODS PARTNERS L Energy 606.0 $23K 0.01% +439.0 +262.9% $37.85 +1.8%
116 UIS UNISYS CORP Technology 11,000.0 $23K 0.01% $2.07 +52.9%
117 DYLG GLOBAL X FDS 881.0 $22K 0.01% NEW $25.48 +6.9%
118 OMAH TIDAL TRUST III 1,241.0 $22K 0.01% NEW $18.02 +4.4%
119 CALY CALLAWAY GOLF CO Consumer Cyclical 1,608.0 $22K 0.01% $13.88 +12.1%
120 TSPY ETF OPPORTUNITIES TRUST 958.0 $22K 0.01% NEW $23.15 +12.2%
Page 6 of 28  ·  554 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%