Swisher Financial Concepts, Inc.
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 · 59d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Healthcare | 31.2% | $19,744,665 |
| Technology | 23.9% | $15,126,367 |
| Consumer Defensive | 8.4% | $5,326,907 |
| Industrials | 7.6% | $4,799,244 |
| Unclassified | 7.4% | $4,663,147 |
| Energy | 7.3% | $4,649,023 |
| Consumer Cyclical | 6.8% | $4,274,391 |
| Financial Services | 3.6% | $2,302,957 |
| Communication Services | 2.7% | $1,687,114 |
| Utilities | 1.2% | $739,515 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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
8 positions ·
$15,126,367 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 25,078 | $6,364,545 | 42.08% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,349 | $3,830,889 | 25.33% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 5,048 | $1,562,406 | 10.33% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,364 | $1,284,281 | 8.49% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 2,517 | $850,620 | 5.62% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 10,382 | $805,539 | 5.33% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 311 | $218,558 | 1.44% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,541 | $209,529 | 1.39% |