SWF LLC

CIK

2065728

Location

OMAHA, NE

Portfolio Value

Small $346,192,299

Diversification

Highly concentrated

Filing Date

Global Rank

#3,187 / 8,604 ▲ 3 · as of Mar 2026

Top Industry

Insurance - Diversified 99.8%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed May 14, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+52.8%

SPY

+76.5%

Annualised alpha

-5.7%

Max drawdown

−15.0%

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

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

Top Position

80.9%

−1.0 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

6,898

Highly concentrated−120

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	80.9%	$279,896,886	1
Unclassified	19.0%	$65,798,519	1
Technology	0.1%	$496,894	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	+9,000	114,000	$65,798,519
NVDA	Nvidia Corp	+100	1,506	$262,646
AAPL	Apple Inc.	+28	923	$234,248
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
MSFT	Microsoft Corp	428	$206,989
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $346,192,299 total · as of Mar 31, 2026

All sectors Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Held	584,092	0	$279,896,886	−4.7%	80.85%
QQQ	Invesco Qqq Trust, Series 1	Added	114,000	+9,000	$65,798,519	+2.0%	19.01%
NVDA	Nvidia Corp Technology	Added	1,506	+100	$262,646	+0.2%	0.08%
AAPL	Apple Inc. Technology	Added	923	+28	$234,248	−3.7%	0.07%