Skip to Main Content

SWP Investment Management LLC - Portfolio Stock Holdings

SWP Investment Management LLC disclosed 50 stock positions in a recent SEC 13F filing. $144,783,918 of stock holdings were filed, with the largest holdings including MSFT, AAPL, and AVGO. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

50

Est. Stock Holding Value:

$144,783,918

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - SWP Investment Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...