SWP Investment Management LLC
Top Portfolio Positions
43 positions ·
$144,783,898 total
· as of Jun 30, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
21,041 | $7,848,713 | 5.42% | |
| AAPL |
Apple Inc.
Technology
|
21,036 | $6,086,976 | 4.20% | |
| AVGO |
Broadcom Inc.
Technology
|
15,760 | $5,953,340 | 4.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,255 | $5,451,679 | 3.77% | |
| IBM |
International Business Machines Corp
Technology
|
17,129 | $4,816,846 | 3.33% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,124 | $4,576,167 | 3.16% | |
| URI |
United Rentals, Inc.
Industrials
|
3,742 | $4,239,274 | 2.93% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
22,755 | $4,116,607 | 2.84% | |
| ORCL |
Oracle Corp
Technology
|
27,273 | $3,996,858 | 2.76% | |
| PLD |
Prologis, Inc.
Real Estate
|
29,236 | $3,960,600 | 2.74% |
Portfolio Trend
6 quarters · across all stocks
Holdings in TPB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,173,680 | 25,630 | Shares | Sole | 2026-07-02 | |
| No 13F history on record for this holder in this stock. | ||||||