account_balance
Investment manager · 13F filer · SEC CIK 2098300
SWP Investment Management LLC
Reported value$145Mas of Jun 30, 2026
Positions43 4 new, 7 sold out
Top 10 weight35.3%MSFT alone is 5%
FiledJul 22 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.4%Added +4%
AAPLApple Inc.
4.2%Added +4%
AVGOBroadcom Inc.
4.1%Added +4%
GOOGLAlphabet Inc.
3.8%Trimmed −17%
IBMInternational Business Machines Corp
3.3%Added +4%
METAMeta Platforms, Inc.
3.2%Added +50%
URIUnited Rentals, Inc.
2.9%Added +4%
PMPhilip Morris International Inc.
2.8%Added +4%
ORCLOracle Corp
2.8%Added +4%
PLDPrologis, Inc.
2.7%Added +4%
JPMJPMorgan Chase & Co
2.7%Added +4%
CCitigroup Inc
2.5%
MSFTMicrosoft Corp
5.4%+4%
AAPLApple Inc.
4.2%
AVGOBroadcom Inc.
4.1%
GOOGLAlphabet Inc.
3.8%−17%
IBMInternational Business Machines Corp
3.3%+4%
METAMeta Platforms, Inc.
3.2%+50%
URIUnited Rentals, Inc.
2.9%
PMPhilip Morris International Inc.
2.8%
ORCLOracle Corp
2.8%
PLDPrologis, Inc.
2.7%
JPMJPMorgan Chase & Co
2.7%
CCitigroup Inc
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 5.4% Added +4%AAPL Apple Inc. 4.2% Added +4%AVGO Broadcom Inc. 4.1% Added +4%GOOGL Alphabet Inc. 3.8% Trimmed −17%IBM International Business Machines Corp 3.3% Added +4%META Meta Platforms, Inc. 3.2% Added +50%URI United Rentals, Inc. 2.9% Added +4%PM Philip Morris International Inc. 2.8% Added +4%ORCL Oracle Corp 2.8% Added +4%PLD Prologis, Inc. 2.7% Added +4%JPM JPMorgan Chase & Co 2.7% Added +4%C Citigroup Inc 2.5% Added +4%
What changed
Biggest moves since Mar 31, 2026
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