Sws Partners has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $352 Million distributed in 118 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 $35.3M, Schwab Intermediate Term Us Tr with a value of $14.4M, Ishares Core S&P Mid Cap ETF with a value of $13.8M, Pure Cycle Technologies, Inc. with a value of $10.8M, and Spdr Portfolio S&P 500 High Di with a value of $9.27M.
Examining the 13F form we can see an increase of $62.2M in the current position value, from $290M to 352M.
Below you can find more details about Sws Partners portfolio as well as his latest detailed transactions.
Portfolio value
$352 Million
ETFs: $148 Million
Technology: $72.2 Million
Healthcare: $27.2 Million
Consumer Cyclical: $23.4 Million
Industrials: $20.3 Million
Communication Services: $17.8 Million
Financial Services: $15.1 Million
Consumer Defensive: $10.7 Million
Other: $17.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
