SP
| |
SWS Partners13F | |
| SWS Partners | |
| Last update 2026-08-03 | 108 Stocks (3 new) |
| Value $463.00 Mil | Turnover 5 % |
SWS Partners Top Holdings of 2026-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 54,398 | 40,737.8 | -9.59% | 8.800 | -0.93% | 0.000 | +3.90% | +12.72% | 863,756.4 | ||
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 736,384 | 18,159.2 | +2.43% | 3.920 | +0.09% | 0.140 | -1.70% | -1.84% | 13,277.7 | ||
NVDA | NVIDIA Corp | 83,644 | 16,736.3 | +13.72% | 3.610 | +0.44% | 0.000 | +6.67% | +17.32% | 5,271,048.6 | Semiconductors | |
IJH | iShares Core S&P Mid-Cap ETF | 211,840 | 16,335.0 | -9.27% | 3.530 | -0.36% | 0.010 | -1.16% | +13.33% | 123,663.4 | ||
IDUB |
Aptus International Enhanced Yield ETF
Aptus International Enhanced Yield ETF
| 535,902 | 14,729.3 | -1.87% | 3.180 | -0.06% | 2.940 | +3.85% | +18.92% | 522.6 | ||
MU | Micron Technology Inc | 10,444 | 12,055.2 | +2.71% | 2.600 | +0.07% | 0.000 | -2.05% | +241.90% | 1,101,452.0 | Semiconductors | |
PCT | PureCycle Technologies Inc | 1,434,924 | 11,637.2 | +39.33% | 2.510 | +0.71% | 0.710 | -33.31% | -29.98% | 1,208.4 | Industrial Products | |
AMBA | Ambarella Inc | 132,050 | 11,329.9 | +44.42% | 2.450 | +0.75% | 0.300 | +3.21% | -4.14% | 2,997.6 | Semiconductors | |
GH | Guardant Health Inc | 74,582 | 11,189.5 | -6.16% | 2.420 | -0.11% | 0.060 | +20.26% | +54.12% | 21,125.2 | Medical Diagnostics & Research | |
GOOGL | Alphabet Inc | 28,144 | 10,057.7 | -21.08% | 2.170 | -0.53% | 0.000 | -5.33% | +8.36% | 4,122,975.6 | Interactive Media |
SWS Partners's Historical Top Holdings Breakdowns
SWS Partners's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2026-06-30 | Reduce Reduce | -0.93% | 653.21 ($727.01) 763.06 | $767.87 | 5.62% | Reduce -9.59% | 54,398 | -5,768 | |
LLY | Eli Lilly and Co | 2026-06-30 | Add Add | +0.76% | 851.21 ($1020.12) 1229.93 | $1,115.70 | 9.37% | Add 127.83% | 5,247 | 2,944 | |
AMBA | Ambarella Inc | 2026-06-30 | Add Add | +0.75% | 50.54 ($68.54) 93.57 | $67.91 | -0.92% | Add 44.42% | 132,050 | 40,613 | |
NOW | ServiceNow Inc | 2026-06-30 | Sold Out Sold Out | -0.73% | 83 ($99.1) 135.86 | $132.53 | 33.73% | Sold Out | 0 | -28,362 | |
PCT | PureCycle Technologies Inc | 2026-06-30 | Add Add | +0.71% | 5.11 ($8.91) 13.95 | $6.01 | -32.49% | Add 39.33% | 1,434,924 | 405,045 | |
GLW | Corning Inc | 2026-06-30 | Reduce Reduce | -0.70% | 135.97 ($181.21) 255.69 | $166.40 | -8.17% | Reduce -49.02% | 21,692 | -20,861 | |
MRVL | Marvell Technology Inc | 2026-06-30 | Reduce Reduce | -0.65% | 99.05 ($198.9) 316.43 | $236.10 | 18.70% | Reduce -47.79% | 29,129 | -26,659 | |
ACN | Accenture PLC | 2026-06-30 | Sold Out Sold Out | -0.61% | 124.44 ($174) 201.33 | $183.90 | 5.69% | Sold Out | 0 | -12,525 | |
ABBV | AbbVie Inc | 2026-06-30 | Reduce Reduce | -0.59% | 197.38 ($215.18) 254.31 | $257.12 | 19.49% | Reduce -89.14% | 13,364 | -109,638 | |
CPRI | Capri Holdings Ltd | 2026-06-30 | Sold Out Sold Out | -0.56% | 17.1 ($19.17) 21.33 | $13.89 | -27.54% | Sold Out | 0 | -129,768 |
SWS Partners Total Holding History ($B)
SWS Partners's Asset Allocation
SWS Partners Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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SWS Partners's Hypothetical Growth since 2026-06-30
SWS Partners's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
SWS Partners's Holdings Heat Map
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SWS Partners's Holdings Bubble Chart
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