SWP Investment Management LLC
SWP Investment Management LLC reported 43 positions worth $144.8M as of June 30, 2026 (13F filed July 2, 2026). Largest holding: MSFT (5.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $7.8M | 5.42% | 21,041 | — | — | |
| ▸ 2 | AAPL | SH | $6.1M | 4.20% | 21,036 | — | — | |
| ▸ 3 | AVGO | SH | $6.0M | 4.11% | 15,760 | — | — | |
| ▸ 4 | GOOGL | SH | $5.5M | 3.77% | 15,255 | — | — | |
| ▸ 5 | IBM | SH | $4.8M | 3.33% | 17,129 | — | — | |
| ▸ 6 | META | SH | $4.6M | 3.16% | 8,124 | — | — | |
| ▸ 7 | URI | SH | $4.2M | 2.93% | 3,742 | — | — | |
| ▸ 8 | PM | SH | $4.1M | 2.84% | 22,755 | — | — | |
| ▸ 9 | ORCL | SH | $4.0M | 2.76% | 27,273 | — | — | |
| ▸ 10 | PLD | SH | $4.0M | 2.74% | 29,236 | — | — |
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Frequently Asked Questions
What stocks does SWP Investment Management LLC hold as of Q2 2026?
SWP Investment Management LLC reported 43 positions worth $144.8M in its Q2 2026 13F filing. Largest positions: MSFT (5.4%), AAPL (4.2%), AVGO (4.1%), GOOGL (3.8%) and IBM (3.3%).
What did SWP Investment Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SWP Investment Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.