SWS Partners

CIK

1731731

Location

COLUMBUS, OH

Portfolio Value

Small $245,364,105

Diversification

Diversified

Filing Date

Global Rank

#3,474 / 8,232 ▼ 110

Top Industry

Drug Manufacturers - General 13.7%

3Y Alpha vs SPY

+6.1%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+104.3%

SPY

+76.3%

Annualised alpha

+6.1%

Max drawdown

−24.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

73 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.9%

+1.7 pts

Top 5

25.7%

−2.7 pts

Top 10

37.2%

−3.6 pts

HHI

283

Diversified+1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$83,323,314	21
Healthcare	23.4%	$57,351,607	12
Consumer Cyclical	8.2%	$20,142,662	9
Communication Services	8.0%	$19,572,505	4
Financial Services	7.7%	$18,893,001	9
Industrials	6.3%	$15,555,637	7
Consumer Defensive	4.3%	$10,557,789	3
Energy	3.1%	$7,553,466	3
Utilities	1.9%	$4,683,880	2
Basic Materials	1.7%	$4,201,805	1
Real Estate	1.4%	$3,528,439	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABBV	AbbVie Inc.	+111,185	123,002	$26,751,704
PINS	Pinterest, Inc.	+43,837	192,672	$3,533,604
PCT	PureCycle Technologies, Inc.	+41,416	1,029,879	$5,345,072
OKTA	Okta, Inc.	+29,654	72,189	$5,681,996
NVDA	Nvidia Corp	+20,044	73,550	$12,827,120
XYZ	Block, Inc.	+13,421	87,668	$5,275,860
NOW	ServiceNow, Inc.	+12,357	28,362	$2,965,247
PFE	Pfizer Inc	+10,072	77,309	$2,170,836
SW	Smurfit Westrock plc	+7,386	69,198	$2,757,540
SNOW	Snowflake Inc.	+6,224	27,512	$4,149,359
CPRI	Capri Holdings Ltd	+3,438	129,768	$2,286,512
ORCL	Oracle Corp	+3,070	16,942	$2,492,337
MP	MP Materials Corp. / DE	+2,986	87,066	$4,201,805
GH	Guardant Health, Inc.	+2,272	79,481	$7,341,659
AMBA	Ambarella Inc	+2,246	91,437	$4,707,176
DXCM	Dexcom Inc	+2,103	57,663	$3,621,236
META	Meta Platforms, Inc.	+2,096	6,664	$3,812,674
ABT	Abbott Laboratories	+1,846	20,427	$2,097,240
MPC	Marathon Petroleum Corp	+1,281	14,558	$3,554,772
CELH	Celsius Holdings, Inc.	+1,250	62,000	$2,199,760
UNH	Unitedhealth Group Inc	+1,135	5,672	$1,534,786
HZO	Marinemax Inc	+825	29,217	$790,612
BRK-B	Berkshire Hathaway Inc	+817	3,991	$1,912,487
ANET	Arista Networks, Inc.	+757	22,698	$2,786,860
DUK	Duke Energy CORP	+708	18,018	$2,359,276
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
FNF	Fidelity National Financial, Inc.	−434,783	48,862	$2,266,219
DIS	Walt Disney Co	−167,364	20,459	$1,971,838
MRVL	Marvell Technology, Inc.	−15,679	55,788	$5,525,801
GOOGL	Alphabet Inc.	−7,215	35,660	$10,254,389
MU	Micron Technology Inc	−6,160	10,168	$3,435,157
WFC	Wells Fargo & Company/Mn	−4,093	44,813	$3,567,562
TER	Teradyne, Inc	−3,120	12,570	$3,726,502
GLW	Corning Inc /Ny	−2,124	42,553	$5,785,931
CIEN	Ciena Corp	−2,109	14,966	$5,810,250
ED	Consolidated Edison Inc	−1,349	20,539	$2,324,604
LAMR	Lamar Advertising Co/New	−1,155	14,491	$1,835,430
AMZN	Amazon Com Inc	−611	13,445	$2,800,190
JPM	Jpmorgan Chase & Co	−557	14,216	$4,181,778
PSX	Phillips 66	−397	19,146	$3,488,018
XOM	Exxon Mobil Corp	−250	3,010	$510,676
CSCO	Cisco Systems, Inc.	−238	27,485	$2,132,561
WMT	Walmart Inc.	−188	29,047	$3,609,961
XYL	Xylem Inc.	−146	7,256	$867,092
ETN	Eaton Corp plc	−93	8,789	$3,143,561
GD	General Dynamics Corp	−44	8,401	$2,883,391
AAPL	Apple Inc.	−42	2,630	$667,467
MSFT	Microsoft Corp	−25	2,625	$971,696
AMGN	Amgen Inc	−11	922	$324,405
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
STZ	Constellation Brands, Inc.	76,923	$10,612,297
INTU	Intuit Inc.	3,769	$2,496,660
MNDY	monday.com Ltd.	16,215	$2,392,685
GDDY	GoDaddy Inc.	13,624	$1,690,465
KMB	Kimberly Clark Corp	9,653	$973,891
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

73 positions · $245,364,105 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 73 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABBV	AbbVie Inc. Healthcare	Added	123,002	+111,185	$26,751,704	+890.8%	10.90%
NVDA	Nvidia Corp Technology	Added	73,550	+20,044	$12,827,120	+28.5%	5.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	35,660	-7,215	$10,254,389	−23.6%	4.18%
GH	Guardant Health, Inc. Healthcare	Added	79,481	+2,272	$7,341,659	−6.9%	2.99%
NTRA	Natera, Inc. Healthcare	Added	29,420	+444	$5,883,705	−11.4%	2.40%
CIEN	Ciena Corp Technology	Reduced	14,966	-2,109	$5,810,250	+45.5%	2.37%
GLW	Corning Inc /Ny Technology	Reduced	42,553	-2,124	$5,785,931	+47.9%	2.36%
OKTA	Okta, Inc. Technology	Added	72,189	+29,654	$5,681,996	+54.5%	2.32%
MRVL	Marvell Technology, Inc. Technology	Reduced	55,788	-15,679	$5,525,801	−9.0%	2.25%
PCT	PureCycle Technologies, Inc. Industrials	Added	1,029,879	+41,416	$5,345,072	−37.0%	2.18%
XYZ	Block, Inc. Technology	Added	87,668	+13,421	$5,275,860	+9.2%	2.15%
PM	Philip Morris International Inc. Consumer Defensive	Added	28,717	+154	$4,748,068	+3.6%	1.94%
AMBA	Ambarella Inc Technology	Added	91,437	+2,246	$4,707,176	−25.5%	1.92%
MP	MP Materials Corp. / DE Basic Materials	Added	87,066	+2,986	$4,201,805	−1.1%	1.71%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,216	-557	$4,181,778	−12.2%	1.70%
SNOW	Snowflake Inc. Technology	Added	27,512	+6,224	$4,149,359	−11.1%	1.69%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,267	+70	$3,919,688	−11.4%	1.60%
META	Meta Platforms, Inc. Communication Services	Added	6,664	+2,096	$3,812,674	+26.4%	1.55%
TER	Teradyne, Inc Technology	Reduced	12,570	-3,120	$3,726,502	+22.7%	1.52%
DXCM	Dexcom Inc Healthcare	Added	57,663	+2,103	$3,621,236	−1.8%	1.48%
WMT	Walmart Inc. Consumer Defensive	Reduced	29,047	-188	$3,609,961	+10.8%	1.47%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	44,813	-4,093	$3,567,562	−21.7%	1.45%
MPC	Marathon Petroleum Corp Energy	Added	14,558	+1,281	$3,554,772	+64.6%	1.45%
PINS	Pinterest, Inc. Communication Services	Added	192,672	+43,837	$3,533,604	−8.3%	1.44%
PSX	Phillips 66 Energy	Reduced	19,146	-397	$3,488,018	+38.3%	1.42%
NET	Cloudflare, Inc. Technology	Added	16,890	+259	$3,485,082	+6.3%	1.42%
MU	Micron Technology Inc Technology	Reduced	10,168	-6,160	$3,435,157	−26.3%	1.40%
UBER	Uber Technologies, Inc Technology	Added	45,630	+351	$3,282,165	−11.3%	1.34%
RH	Rh Consumer Cyclical	Added	23,271	+653	$3,253,751	−19.7%	1.33%
ETN	Eaton Corp plc Industrials	Reduced	8,789	-93	$3,143,561	+11.1%	1.28%
APH	Amphenol Corp /De/ Technology	Added	24,586	+393	$3,106,441	−5.0%	1.27%
NOW	ServiceNow, Inc. Technology	Added	28,362	+12,357	$2,965,247	+20.9%	1.21%
GD	General Dynamics Corp Industrials	Reduced	8,401	-44	$2,883,391	+1.4%	1.18%
BLK	BlackRock, Inc. Financial Services	Added	2,926	+38	$2,813,963	−9.0%	1.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,445	-611	$2,800,190	−13.7%	1.14%
ANET	Arista Networks, Inc. Technology	Added	22,698	+757	$2,786,860	−3.1%	1.14%
SW	Smurfit Westrock plc Consumer Cyclical	Added	69,198	+7,386	$2,757,540	+15.4%	1.12%
MET	Metlife Inc Financial Services	Added	37,641	+280	$2,661,971	−9.7%	1.08%
ORCL	Oracle Corp Technology	Added	16,942	+3,070	$2,492,337	−7.8%	1.02%
ACN	Accenture plc Technology	Added	12,525	+687	$2,483,582	−21.8%	1.01%
GGG	Graco Inc Industrials	Added	29,134	+227	$2,466,193	+4.1%	1.01%
DUK	Duke Energy CORP Utilities	Added	18,018	+708	$2,359,276	+16.3%	0.96%
MRK	Merck & Co., Inc. Healthcare	Added	19,481	+176	$2,343,369	+15.3%	0.96%
ED	Consolidated Edison Inc Utilities	Reduced	20,539	-1,349	$2,324,604	+6.9%	0.95%
CPRI	Capri Holdings Ltd Consumer Cyclical	Added	129,768	+3,438	$2,286,512	−25.8%	0.93%
FNF	Fidelity National Financial, Inc. Financial Services	Reduced	48,862	-434,783	$2,266,219	−91.4%	0.92%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	62,000	+1,250	$2,199,760	−20.8%	0.90%
PFE	Pfizer Inc Healthcare	Added	77,309	+10,072	$2,170,836	+29.7%	0.88%
CSCO	Cisco Systems, Inc. Technology	Reduced	27,485	-238	$2,132,561	−0.1%	0.87%
LLY	ELI LILLY & Co Healthcare	Added	2,303	+80	$2,118,230	−11.3%	0.86%