Swisher Financial Concepts, Inc.

CIK

1947503

Location

WESTERVILLE, OH

Portfolio Value

Micro $63,313,330

Diversification

Diversified

Filing Date

Global Rank

#6,162 / 8,232 ▲ 228

Top Industry

Drug Manufacturers - General 22.0%

3Y Alpha vs SPY

-11.2%

Period ended 2 months ago

Filed Apr 16, 2026 · 58d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+21.8%

SPY

+52.9%

Annualised alpha

-11.2%

Max drawdown

−14.6%

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

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

Top Position

17.8%

−0.5 pts

Top 5

49.6%

−2.6 pts

Top 10

65.1%

−2.1 pts

HHI

678

Diversified−46

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	31.2%	$19,744,665	9
Technology	23.9%	$15,126,367	8
Consumer Defensive	8.4%	$5,326,907	8
Industrials	7.6%	$4,799,244	9
Unclassified	7.4%	$4,663,147	4
Energy	7.3%	$4,649,023	1
Consumer Cyclical	6.8%	$4,274,391	2
Financial Services	3.6%	$2,302,957	6
Communication Services	2.7%	$1,687,114	1
Utilities	1.2%	$739,515	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
IAU	Ishares Gold Trust	+1,815	15,883	$1,400,245
AMZN	Amazon Com Inc	+819	17,953	$3,739,071
CSCO	Cisco Systems, Inc.	+648	10,382	$805,539
MSFT	Microsoft Corp	+500	10,349	$3,830,889
AAPL	Apple Inc.	+172	25,078	$6,364,545
SLV	iShares Silver Trust	+148	17,731	$1,208,190
MCK	Mckesson Corp	+120	472	$408,449
KO	Coca Cola Co	+112	3,692	$280,776
V	Visa Inc.	+106	1,025	$309,796
GOOGL	Alphabet Inc.	+106	5,867	$1,687,114
MO	Altria Group, Inc.	+91	10,116	$667,554
XOM	Exxon Mobil Corp	+69	27,402	$4,649,023
NEE	Nextera Energy Inc	+63	4,733	$439,601
PM	Philip Morris International Inc.	+59	8,430	$1,393,816
ABT	Abbott Laboratories	+58	51,431	$5,280,420
PG	PROCTER & GAMBLE Co	+56	6,444	$930,771
MRK	Merck & Co., Inc.	+52	2,530	$304,333
UNH	Unitedhealth Group Inc	+50	960	$259,766
GEV	GE Vernova Inc.	+47	1,353	$1,181,033
VRT	Vertiv Holdings Co	+31	3,922	$982,774
CEG	Constellation Energy Corp	+30	1,074	$299,914
WMT	Walmart Inc.	+29	6,524	$810,802
JPM	Jpmorgan Chase & Co	+28	2,632	$774,229
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+26	2,517	$850,620
ABBV	AbbVie Inc.	+23	51,889	$11,285,338
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−248	7,364	$1,284,281
QQQ	Invesco Qqq Trust, Series 1	−125	1,515	$874,427
GLD	Spdr Gold Trust	−65	2,743	$1,180,285
AVGO	Broadcom Inc.	−62	5,048	$1,562,406
TSLA	Tesla, Inc.	−60	1,440	$535,320
COST	Costco Wholesale Corp /New	−2	749	$746,326
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
FDX	Fedex Corp	670	$238,640
LITE	Lumentum Holdings Inc.	311	$218,558
JNJ	Johnson & Johnson	858	$209,729
GLW	Corning Inc /Ny	1,541	$209,529
R	Ryder System Inc	981	$200,820
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AGL	agilon health, inc.	32,550	$560,673
IBIT	iShares Bitcoin Trust ETF	4,525	$224,666
ACN	Accenture plc	762	$204,444
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 positions · $63,313,330 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ABBV	AbbVie Inc. Healthcare	Added	51,889	+23	$11,285,338	−4.8%	17.82%
AAPL	Apple Inc. Technology	Added	25,078	+172	$6,364,545	−6.0%	10.05%
ABT	Abbott Laboratories Healthcare	Added	51,431	+58	$5,280,420	−18.0%	8.34%
XOM	Exxon Mobil Corp Energy	Added	27,402	+69	$4,649,023	+41.3%	7.34%
MSFT	Microsoft Corp Technology	Added	10,349	+500	$3,830,889	−19.6%	6.05%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,953	+819	$3,739,071	−5.5%	5.91%
GOOGL	Alphabet Inc. Communication Services	Added	5,867	+106	$1,687,114	−6.4%	2.66%
AVGO	Broadcom Inc. Technology	Reduced	5,048	-62	$1,562,406	−11.7%	2.47%
IAU	Ishares Gold Trust	Added	15,883	+1,815	$1,400,245	+22.6%	2.21%
PM	Philip Morris International Inc. Consumer Defensive	Added	8,430	+59	$1,393,816	+3.8%	2.20%
NVDA	Nvidia Corp Technology	Reduced	7,364	-248	$1,284,281	−9.5%	2.03%
SLV	iShares Silver Trust	Added	17,731	+148	$1,208,190	+6.7%	1.91%
GEV	GE Vernova Inc. Industrials	Added	1,353	+47	$1,181,033	+38.4%	1.87%
GLD	Spdr Gold Trust	Reduced	2,743	-65	$1,180,285	+6.1%	1.86%
LLY	ELI LILLY & Co Healthcare	Added	1,203	+4	$1,106,483	−14.1%	1.75%
VRT	Vertiv Holdings Co Industrials	Added	3,922	+31	$982,774	+55.9%	1.55%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,444	+56	$930,771	+1.7%	1.47%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,515	-125	$874,427	−13.2%	1.38%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,517	+26	$850,620	+12.4%	1.34%
WMT	Walmart Inc. Consumer Defensive	Added	6,524	+29	$810,802	+12.1%	1.28%
GE	General Electric Co Industrials	Added	2,852	+12	$809,312	−7.5%	1.28%
CSCO	Cisco Systems, Inc. Technology	Added	10,382	+648	$805,539	+7.4%	1.27%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,632	+28	$774,229	−7.7%	1.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	749	-2	$746,326	+15.2%	1.18%
MO	Altria Group, Inc. Consumer Defensive	Added	10,116	+91	$667,554	+15.5%	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,440	-60	$535,320	−20.6%	0.85%
URI	United Rentals, Inc. Industrials	Held	729	0	$531,120	−10.0%	0.84%
CNC	Centene Corp Healthcare	Held	14,564	0	$476,825	−20.4%	0.75%
NEE	Nextera Energy Inc Utilities	Added	4,733	+63	$439,601	+17.3%	0.69%
CINF	Cincinnati Financial Corp Financial Services	Added	2,628	+6	$413,515	−3.4%	0.65%
CAH	Cardinal Health Inc Healthcare	Held	1,956	0	$413,322	+2.8%	0.65%
MCK	Mckesson Corp Healthcare	Added	472	+120	$408,449	+41.5%	0.65%
CMI	Cummins Inc Industrials	Held	597	0	$321,197	+5.4%	0.51%
V	Visa Inc. Financial Services	Added	1,025	+106	$309,796	−3.9%	0.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	642	0	$307,646	−4.7%	0.49%
MRK	Merck & Co., Inc. Healthcare	Added	2,530	+52	$304,333	+16.7%	0.48%
CEG	Constellation Energy Corp Utilities	Added	1,074	+30	$299,914	−18.7%	0.47%
KO	Coca Cola Co Consumer Defensive	Added	3,692	+112	$280,776	+12.2%	0.44%
CAT	Caterpillar Inc Industrials	Added	381	+3	$269,923	+24.7%	0.43%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Held	16,923	0	$264,844	−9.8%	0.42%
GRC	Gorman Rupp Co Industrials	Held	4,256	0	$264,425	+30.1%	0.42%
UNH	Unitedhealth Group Inc Healthcare	Added	960	+50	$259,766	−13.5%	0.41%
MDLZ	Mondelez International, Inc. Consumer Defensive	Held	4,439	0	$255,863	+7.1%	0.40%
GIS	General Mills Inc Consumer Defensive	Held	6,475	0	$240,999	−20.0%	0.38%
FDX	Fedex Corp Industrials	NEW	670	NEW	$238,640	NEW	0.38%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,778	+4	$232,927	−11.3%	0.37%
LITE	Lumentum Holdings Inc. Technology	NEW	311	NEW	$218,558	NEW	0.35%
JNJ	Johnson & Johnson Healthcare	NEW	858	NEW	$209,729	NEW	0.33%
GLW	Corning Inc /Ny Technology	NEW	1,541	NEW	$209,529	NEW	0.33%
R	Ryder System Inc Industrials	NEW	981	NEW	$200,820	NEW	0.32%