Sws Partners has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $523 Million distributed in 115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $39.3M, Xtrackers Msci Eafe High Div Y with a value of $38.1M, Fidelity National Financial, Inc. with a value of $28.2M, Ishares National Muni Bond ETF with a value of $22.5M, and Walt Disney CO with a value of $19.9M.
Examining the 13F form we can see an increase of $122M in the current position value, from $402M to 523M.
Below you can find more details about Sws Partners portfolio as well as his latest detailed transactions.
Portfolio value
$523 Million
ETFs: $237 Million
Technology: $94.5 Million
Financial Services: $42.6 Million
Communication Services: $38.4 Million
Healthcare: $32.7 Million
Consumer Defensive: $20.9 Million
Consumer Cyclical: $19.5 Million
Industrials: $19.3 Million
Other: $18.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
