Swisher Financial Concepts, Inc.

CIK

1947503

Location

WESTERVILLE, OH

Portfolio Value

Micro $45,861,693

Diversification

Diversified

Filing Date

Global Rank

#7,057 / 8,517 ▼ 1357

Top Industry

Drug Manufacturers - General 28.5%

3Y Alpha vs SPY

+4.0%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–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

+65.6%

SPY

+55.7%

Annualised alpha

+3.0%

Max drawdown

−15.4%

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 11 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

24.5%

+11.6 pts

Top 5

51.9%

+4.9 pts

Top 10

69.5%

+0.8 pts

HHI

901

Diversified+300

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	38.6%	$17,687,524	9
Technology	21.4%	$9,828,397	10
Industrials	7.5%	$3,425,569	10
Energy	6.4%	$2,913,776	1
Unclassified	5.9%	$2,693,068	4
Financial Services	5.7%	$2,619,762	6
Consumer Cyclical	5.7%	$2,592,128	2
Communication Services	5.1%	$2,359,712	1
Consumer Defensive	2.9%	$1,352,883	8
Utilities	0.6%	$280,340	2
Basic Materials	0.2%	$108,534	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
GRC	Gorman Rupp Co	+1,046	5,302	$486,405
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−13,915	11,163	$3,230,125
SLV	iShares Silver Trust	−10,162	7,569	$404,714
MO	Altria Group, Inc.	−10,085	31	$2,230
PM	Philip Morris International Inc.	−8,410	20	$3,618
AMZN	Amazon Com Inc	−8,159	9,794	$2,334,301
ABBV	AbbVie Inc.	−7,211	44,678	$11,242,771
ABT	Abbott Laboratories	−6,694	44,737	$4,059,435
CSCO	Cisco Systems, Inc.	−6,450	3,932	$461,852
XOM	ExxonMobil Holdings Corp	−6,090	21,312	$2,913,776
IAU	Ishares Gold Trust	−5,812	10,071	$760,461
MSFT	Microsoft Corp	−4,468	5,881	$2,193,730
PG	PROCTER & GAMBLE Co	−4,363	2,081	$305,157
MDLZ	Mondelez International, Inc.	−4,330	109	$6,304
BAC	Bank Of America Corp /De/	−3,393	1,385	$78,917
KO	Coca Cola Co	−3,021	671	$54,532
GOOGL	Alphabet Inc.	−3,003	6,631	$2,359,712
NEE	Nextera Energy Inc	−2,968	1,765	$154,914
NVDA	Nvidia Corp	−2,681	4,683	$937,021
WMT	Walmart Inc.	−2,429	4,095	$463,799
VRT	Vertiv Holdings Co	−2,347	1,575	$527,341
MRK	Merck & Co., Inc.	−1,816	714	$91,749
AVGO	Broadcom Inc.	−1,789	3,259	$1,231,087
GLD	Spdr Gold Trust	−1,454	1,289	$474,841
CAH	Cardinal Health Inc	−1,390	566	$134,458
GE	General Electric Co	−1,369	1,483	$554,241
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	523	$303,815
INTC	Intel Corp	1,878	$262,225
AMAT	Applied Materials Inc /De	258	$186,534
STLD	Steel Dynamics Inc	473	$108,534
SWK	Stanley Black & Decker, Inc.	903	$84,990
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	190,255	$14,670,563
CGDV	Capital Group Dividend Value ETF	275,527	$11,720,918
CGDG	Capital Group Dividend Growers ETF	222,399	$7,984,124
CGGR	Capital Group Growth ETF	188,927	$7,592,976
CGIC	Capital Group International Core Equity ETF	135,598	$4,489,649
VIGI	Vanguard International Dividend Appreciation ETF	6,698	$592,505
BIV	Vanguard Intermediate-Term Bond ETF	5,246	$404,886
CGUS	Capital Group Core Equity ETF	8,940	$343,474
VCRM	Vanguard Core Tax-Exempt Bond ETF	3,310	$248,746
LITE	Lumentum Holdings Inc.	311	$218,558
CGCB	Capital Group Core Bond ETF	7,744	$203,357
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $45,861,693 total · filing declares 107 positions · $158,761,162 · as of Jun 30, 2026

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

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABBV	AbbVie Inc. Healthcare	Reduced	44,678	-7,211	$11,242,771	−0.4%	24.51%
ABT	Abbott Laboratories Healthcare	Reduced	44,737	-6,694	$4,059,435	−23.1%	8.85%
AAPL	Apple Inc. Technology	Reduced	11,163	-13,915	$3,230,125	−49.2%	7.04%
XOM	ExxonMobil Holdings Corp Energy	Reduced	21,312	-6,090	$2,913,776	−37.3%	6.35%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,631	-3,003	$2,359,712	−14.7%	5.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,794	-8,159	$2,334,301	−37.6%	5.09%
MSFT	Microsoft Corp Technology	Reduced	5,881	-4,468	$2,193,730	−42.7%	4.78%
GEV	GE Vernova Inc. Industrials	Reduced	1,052	-301	$1,235,952	+4.7%	2.69%
AVGO	Broadcom Inc. Technology	Reduced	3,259	-1,789	$1,231,087	−21.2%	2.68%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,430	-85	$1,053,052	+20.4%	2.30%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	513	-130	$1,005,049	−2.0%	2.19%
NVDA	Nvidia Corp Technology	Reduced	4,683	-2,681	$937,021	−27.0%	2.04%
LLY	ELI LILLY & Co Healthcare	Reduced	777	-426	$931,957	−15.8%	2.03%
CNC	Centene Corp Healthcare	Reduced	14,364	-200	$922,025	+93.4%	2.01%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,664	-853	$794,676	−6.6%	1.73%
IAU	Ishares Gold Trust	Reduced	10,071	-5,812	$760,461	−45.7%	1.66%
GE	General Electric Co Industrials	Reduced	1,483	-1,369	$554,241	−31.5%	1.21%
VRT	Vertiv Holdings Co Industrials	Reduced	1,575	-2,347	$527,341	−46.3%	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,515	-1,117	$495,904	−35.9%	1.08%
GRC	Gorman Rupp Co Industrials	Added	5,302	+1,046	$486,405	+83.9%	1.06%
CINF	Cincinnati Financial Corp Financial Services	Reduced	2,602	-26	$481,734	+16.5%	1.05%
GLD	Spdr Gold Trust	Reduced	1,289	-1,454	$474,841	−59.8%	1.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,095	-2,429	$463,799	−42.8%	1.01%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,932	-6,450	$461,852	−42.7%	1.01%
SLV	iShares Silver Trust	Reduced	7,569	-10,162	$404,714	−66.5%	0.88%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,081	-4,363	$305,157	−67.2%	0.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	326	-423	$304,963	−59.1%	0.66%
AMD	Advanced Micro Devices Inc Technology	NEW	523	NEW	$303,815	NEW	0.66%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	15,923	-1,000	$282,314	+6.6%	0.62%
V	Visa Inc. Financial Services	Reduced	804	-221	$275,844	−11.0%	0.60%
INTC	Intel Corp Technology	NEW	1,878	NEW	$262,225	NEW	0.57%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	613	-827	$257,827	−51.8%	0.56%
GLW	Corning Inc /Ny Technology	Reduced	890	-651	$227,332	+8.5%	0.50%
GIS	General Mills Inc Consumer Defensive	Reduced	6,100	-375	$212,280	−11.9%	0.46%
AMAT	Applied Materials Inc /De Technology	NEW	258	NEW	$186,534	NEW	0.41%
NEE	Nextera Energy Inc Utilities	Reduced	1,765	-2,968	$154,914	−64.8%	0.34%
CMI	Cummins Inc Industrials	Reduced	205	-392	$146,208	−54.5%	0.32%
CAH	Cardinal Health Inc Healthcare	Reduced	566	-1,390	$134,458	−67.5%	0.29%
UNH	Unitedhealth Group Inc Healthcare	Reduced	307	-653	$127,598	−50.9%	0.28%
URI	United Rentals, Inc. Industrials	Reduced	112	-617	$126,883	−76.1%	0.28%
CEG	Constellation Energy Corp Utilities	Reduced	505	-569	$125,426	−58.2%	0.27%
MCK	Mckesson Corp Healthcare	Reduced	160	-312	$120,896	−70.4%	0.26%
CAT	Caterpillar Inc Industrials	Reduced	110	-271	$117,139	−56.6%	0.26%
STLD	Steel Dynamics Inc Basic Materials	NEW	473	NEW	$108,534	NEW	0.24%
R	Ryder System Inc Industrials	Reduced	377	-604	$99,441	−50.5%	0.22%
MRK	Merck & Co., Inc. Healthcare	Reduced	714	-1,816	$91,749	−69.9%	0.20%
SWK	Stanley Black & Decker, Inc. Industrials	NEW	903	NEW	$84,990	NEW	0.19%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	1,385	-3,393	$78,917	−66.1%	0.17%
JNJ	Johnson & Johnson Healthcare	Reduced	223	-635	$56,635	−73.0%	0.12%
KO	Coca Cola Co Consumer Defensive	Reduced	671	-3,021	$54,532	−80.6%	0.12%

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.