SWS Partners

CIK

1731731

Location

COLUMBUS, OH

Portfolio Value

Micro $4,201,805

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

1 positions · $4,201,805 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
MP	MP Materials Corp. / DE Basic Materials	Added	87,066	+2,986	$4,201,805	−1.1%	100.00%