§ 13F · FUND PROFILE
SWP Investment Management LLC.
AUM · $102M (13F)Positions · 45Turnover · n/a · Q2Filed · Jul 2, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | 21K | $8M | 5.4% | +4% |
| 2 | AAPL | APPLE INC COM | 21K | $6M | 4.2% | +4% |
| 3 | AVGO | BROADCOM INC COM | 16K | $6M | 4.1% | +4% |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | 15K | $5M | 3.8% | −17% |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS COM | 17K | $5M | 3.3% | +4% |
| 6 | META | META PLATFORMS INC CL A | 8K | $5M | 3.2% | +50% |
| 7 | URI | UNITED RENTALS INC COM | 4K | $4M | 2.9% | +4% |
| 8 | PM | PHILIP MORRIS INTL INC COM | 23K | $4M | 2.8% | +4% |
| 9 | ORCL | ORACLE CORP COM | 27K | $4M | 2.8% | +4% |
| 10 | PLD | PROLOGIS INC. COM | 29K | $4M | 2.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SWP SIGNAL
AC read
SWP Investment Management LLC is a institutional fund managing $102 million in assets. The fund runs a portfolio of 45 positions.
Read the full dossier →