Sws Partners Portfolio Holdings
Sws Partners
- $402 Million
- Q3 2025
Sws Partners has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $402 Million distributed in 121 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 $38.4M, American Tower Corp with a value of $16.7M, Schwab Intermediate Term Us Tr with a value of $15.7M, Ishares Core S&P Mid Cap ETF with a value of $14.9M, and Spdr Portfolio S&P 500 High Di with a value of $10.7M.
Examining the 13F form we can see an increase of $50.2M in the current position value, from $352M to 402M.
Below you can find more details about Sws Partners portfolio as well as his latest detailed transactions.
Portfolio value
$402 Million
ETFs: $163 Million
Technology: $82 Million
Healthcare: $30.7 Million
Consumer Cyclical: $21.9 Million
Industrials: $20.7 Million
Communication Services: $20.5 Million
Real Estate: $18.4 Million
Financial Services: $16.5 Million
Other: $28.5 Million