SWS Partners

CIK

1731731

Location

COLUMBUS, OH

Portfolio Value

Small $268,170,674

Diversification

Diversified

Filing Date

Global Rank

#3,931 / 8,633 ▲ 273

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

+25.9%

Period ended 51 days ago

Filed Aug 3, 2026 · 17d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+212.9%

SPY

+76.2%

Annualised alpha

+25.5%

Max drawdown

−24.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.2%

+0.4 pts

Top 5

23.5%

+4.2 pts

Top 10

39.3%

+7.3 pts

HHI

250

Diversified+43

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.1%	$110,283,305	19
Healthcare	16.8%	$45,072,737	11
Industrials	8.0%	$21,551,948	6
Financial Services	7.8%	$20,842,433	9
Communication Services	7.4%	$19,821,431	4
Consumer Cyclical	6.7%	$17,895,922	8
Consumer Defensive	3.8%	$10,141,901	3
Energy	3.4%	$9,249,085	3
Utilities	2.3%	$6,114,352	2
Basic Materials	1.9%	$5,006,509	1
Real Estate	0.8%	$2,191,051	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PCT	PureCycle Technologies, Inc.	+405,045	1,434,924	$11,637,233
AMBA	Ambarella Inc	+40,613	132,050	$11,329,890
PFE	Pfizer Inc	+14,932	92,241	$2,221,163
NVDA	Nvidia Corp	+10,094	83,644	$16,736,327
ED	Consolidated Edison Inc	+7,124	27,663	$3,060,357
DUK	Duke Energy CORP	+6,109	24,127	$3,053,995
LLY	ELI LILLY & Co	+2,944	5,247	$6,293,409
ABT	Abbott Laboratories	+2,703	23,130	$2,098,816
MP	MP Materials Corp. / DE	+2,320	89,386	$5,006,509
XYZ	Block, Inc.	+2,290	89,958	$6,836,808
META	Meta Platforms, Inc.	+2,274	8,938	$5,034,686
UNH	Unitedhealth Group Inc	+2,042	7,714	$3,206,169
CELH	Celsius Holdings, Inc.	+1,777	63,777	$1,867,390
BRK-B	Berkshire Hathaway Inc	+1,488	5,479	$2,741,636
GGG	Graco Inc	+1,433	30,567	$2,311,170
UBER	Uber Technologies, Inc	+1,119	46,749	$3,373,407
MRK	Merck & Co., Inc.	+1,027	20,508	$2,635,278
NKE	NIKE, Inc.	+915	36,814	$1,511,214
SNOW	Snowflake Inc.	+804	28,316	$7,206,422
NTRA	Natera, Inc.	+795	30,215	$8,201,861
HZO	Marinemax Inc	+740	29,957	$1,097,025
ANET	Arista Networks, Inc.	+616	23,314	$3,960,582
GD	General Dynamics Corp	+518	8,919	$3,159,466
NET	Cloudflare, Inc.	+467	17,357	$4,257,324
SHOP	Shopify Inc.	+442	17,511	$1,999,405
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABBV	AbbVie Inc.	−109,638	13,364	$3,362,916
PINS	Pinterest, Inc.	−51,342	141,330	$2,972,169
MRVL	Marvell Technology, Inc.	−26,659	29,129	$8,677,237
GLW	Corning Inc /Ny	−20,861	21,692	$5,540,787
DXCM	Dexcom Inc	−14,658	43,005	$2,896,386
OKTA	Okta, Inc.	−12,028	60,161	$8,208,968
APH	Amphenol Corp /De/	−7,718	16,868	$0
GOOGL	Alphabet Inc.	−7,516	28,144	$10,057,821
RH	Rh	−5,185	18,086	$2,979,306
GH	Guardant Health, Inc.	−4,899	74,582	$11,189,537
DIS	Walt Disney Co	−2,207	18,252	$1,756,755
CIEN	Ciena Corp	−1,376	13,590	$6,666,710
SW	Smurfit Westrock plc	−1,264	67,934	$3,142,626
WFC	Wells Fargo & Company/Mn	−1,168	43,645	$3,606,822
ORCL	Oracle Corp	−1,149	15,793	$2,314,464
CSCO	Cisco Systems, Inc.	−851	26,634	$3,128,429
PM	Philip Morris International Inc.	−837	27,880	$5,043,770
DPZ	Dominos Pizza Inc	−782	4,821	$1,427,208
MPC	Marathon Petroleum Corp	−646	13,912	$3,556,881
ETN	Eaton Corp plc	−641	8,148	$3,472,025
WMT	Walmart Inc.	−522	28,525	$3,230,741
MET	Metlife Inc	−465	37,176	$3,145,461
LAMR	Lamar Advertising Co/New	−444	14,047	$2,191,051
JPM	Jpmorgan Chase & Co	−190	14,026	$4,591,130
BLK	BlackRock, Inc.	−150	2,776	$2,669,290
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CVX	Chevron Corp	14,607	$2,421,256
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	28,362	$2,965,247
ACN	Accenture plc	12,525	$2,483,582
CPRI	Capri Holdings Ltd	129,768	$2,286,512
AMT	American Tower Corp /Ma/	9,810	$1,693,009
VRTX	Vertex Pharmaceuticals Inc / Ma	2,573	$1,148,947
XYL	Xylem Inc.	7,256	$867,092
XOM	ExxonMobil Holdings Corp	3,010	$510,676
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $268,170,674 total · filing declares 108 positions · $463,021,088 · as of Jun 30, 2026

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

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	83,644	+10,094	$16,736,327	+30.5%	6.24%
MU	Micron Technology Inc Technology	Added	10,444	+276	$12,055,404	+250.9%	4.50%
PCT	PureCycle Technologies, Inc. Industrials	Added	1,434,924	+405,045	$11,637,233	+117.7%	4.34%
AMBA	Ambarella Inc Technology	Added	132,050	+40,613	$11,329,890	+140.7%	4.22%
GH	Guardant Health, Inc. Healthcare	Reduced	74,582	-4,899	$11,189,537	+52.4%	4.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,144	-7,516	$10,057,821	−1.9%	3.75%
MRVL	Marvell Technology, Inc. Technology	Reduced	29,129	-26,659	$8,677,237	+57.0%	3.24%
OKTA	Okta, Inc. Technology	Reduced	60,161	-12,028	$8,208,968	+44.5%	3.06%
NTRA	Natera, Inc. Healthcare	Added	30,215	+795	$8,201,861	+39.4%	3.06%
SNOW	Snowflake Inc. Technology	Added	28,316	+804	$7,206,422	+73.7%	2.69%
XYZ	Block, Inc. Technology	Added	89,958	+2,290	$6,836,808	+29.6%	2.55%
CIEN	Ciena Corp Technology	Reduced	13,590	-1,376	$6,666,710	+14.7%	2.49%
LLY	ELI LILLY & Co Healthcare	Added	5,247	+2,944	$6,293,409	+197.1%	2.35%
TER	Teradyne, Inc Technology	Added	12,915	+345	$6,248,793	+67.7%	2.33%
GLW	Corning Inc /Ny Technology	Reduced	21,692	-20,861	$5,540,787	−4.2%	2.07%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	27,880	-837	$5,043,770	+6.2%	1.88%
META	Meta Platforms, Inc. Communication Services	Added	8,938	+2,274	$5,034,686	+32.1%	1.88%
MP	MP Materials Corp. / DE Basic Materials	Added	89,386	+2,320	$5,006,509	+19.2%	1.87%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,026	-190	$4,591,130	+9.8%	1.71%
NET	Cloudflare, Inc. Technology	Added	17,357	+467	$4,257,324	+22.2%	1.59%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,336	+69	$3,965,103	+1.2%	1.48%
ANET	Arista Networks, Inc. Technology	Added	23,314	+616	$3,960,582	+42.1%	1.48%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	43,645	-1,168	$3,606,822	+1.1%	1.34%
MPC	Marathon Petroleum Corp Energy	Reduced	13,912	-646	$3,556,881	+0.1%	1.33%
ETN	Eaton Corp plc Industrials	Reduced	8,148	-641	$3,472,025	+10.4%	1.29%
UBER	Uber Technologies, Inc Technology	Added	46,749	+1,119	$3,373,407	+2.8%	1.26%
ABBV	AbbVie Inc. Healthcare	Reduced	13,364	-109,638	$3,362,916	+25.7%	1.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,801	+356	$3,289,330	+17.5%	1.23%
PSX	Phillips 66 Energy	Added	19,349	+203	$3,270,948	−6.2%	1.22%
WMT	Walmart Inc. Consumer Defensive	Reduced	28,525	-522	$3,230,741	−10.5%	1.20%
UNH	Unitedhealth Group Inc Healthcare	Added	7,714	+2,042	$3,206,169	+108.9%	1.20%
GD	General Dynamics Corp Industrials	Added	8,919	+518	$3,159,466	+9.6%	1.18%
MET	Metlife Inc Financial Services	Reduced	37,176	-465	$3,145,461	+18.2%	1.17%
SW	Smurfit Westrock plc Consumer Cyclical	Reduced	67,934	-1,264	$3,142,626	+14.0%	1.17%
CSCO	Cisco Systems, Inc. Technology	Reduced	26,634	-851	$3,128,429	+46.7%	1.17%
ED	Consolidated Edison Inc Utilities	Added	27,663	+7,124	$3,060,357	+31.7%	1.14%
DUK	Duke Energy CORP Utilities	Added	24,127	+6,109	$3,053,995	+29.4%	1.14%
RH	Rh Consumer Cyclical	Reduced	18,086	-5,185	$2,979,306	−8.4%	1.11%
PINS	Pinterest, Inc. Communication Services	Reduced	141,330	-51,342	$2,972,169	−15.9%	1.11%
DXCM	Dexcom Inc Healthcare	Reduced	43,005	-14,658	$2,896,386	−20.0%	1.08%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,479	+1,488	$2,741,636	+43.4%	1.02%
BLK	BlackRock, Inc. Financial Services	Reduced	2,776	-150	$2,669,290	−5.1%	1.00%
MRK	Merck & Co., Inc. Healthcare	Added	20,508	+1,027	$2,635,278	+12.5%	0.98%
ARGX	Argenx SE Healthcare	Added	2,836	+76	$2,631,155	+30.5%	0.98%
CVX	Chevron Corp Energy	NEW	14,607	NEW	$2,421,256	NEW	0.90%
ORCL	Oracle Corp Technology	Reduced	15,793	-1,149	$2,314,464	−7.1%	0.86%
GGG	Graco Inc Industrials	Added	30,567	+1,433	$2,311,170	−6.3%	0.86%
FNF	Fidelity National Financial, Inc. Financial Services	Added	48,941	+79	$2,308,057	+1.8%	0.86%
PFE	Pfizer Inc Healthcare	Added	92,241	+14,932	$2,221,163	+2.3%	0.83%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	14,047	-444	$2,191,051	+19.4%	0.82%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.