SWP Investment Management LLC: 13F holdings
CIK 20983002026Q2
| Positions | 43 |
|---|---|
| Reported value | $144.8m |
| Filed | 2026-07-02 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP COM | 21,041 | $7.8m | 5.4% |
| AAPL APPLE INC COM | 21,036 | $6.1m | 4.2% |
| AVGO BROADCOM INC COM | 15,760 | $6.0m | 4.1% |
| GOOGL ALPHABET INC CAP STK CL A | 15,255 | $5.5m | 3.8% |
| IBM INTERNATIONAL BUSINESS MACHS COM | 17,129 | $4.8m | 3.3% |
| META META PLATFORMS INC CL A | 8,124 | $4.6m | 3.2% |
| URI UNITED RENTALS INC COM | 3,742 | $4.2m | 2.9% |
| PM PHILIP MORRIS INTL INC COM | 22,755 | $4.1m | 2.8% |
| ORCL ORACLE CORP COM | 27,273 | $4.0m | 2.8% |
| PLD PROLOGIS INC. COM | 29,236 | $4.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2098300")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.