SWP Investment Management LLC

13F Portfolio Filings

Most recent 13F
Q2 2026
Location
Independence, OH
CIK
0002098300
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2026 43 144,783 MSFT, AAPL, AVGO, GOOGL 13F-HR 7/1/2026 000209830026000008
Q1 2026 46 133,874 MSFT, GOOGL, AAPL, AVGO 13F-HR 7/1/2026 000209830026000005
Q4 2025 48 137,895 MSFT, GOOGL, AAPL, AVGO 13F-HR 7/1/2026 000209830026000004
Q3 2025 45 101,731 MSFT, AAPL, AVGO, GOOGL 13F-HR 7/1/2026 000209830026000003
Q2 2025 42 84,527 MSFT, ORCL, AVGO, AAPL 13F-HR 7/1/2026 000209830026000007
Q1 2025 51 80,100 MSFT, AAPL, PM, AVGO 13F-HR 7/1/2026 000209830026000001