Latest SWS Partners Stock Portfolio
SWS Partners Performance:
2026 Q1: 7.47%YTD: 7.47%2025: -2.69%
Performance for 2026 Q1 is 7.47%, and YTD is 7.47%, and 2025 is -2.69%.
About SWS Partners and 13F Hedge Fund Stock Holdings
On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, SWS Partners reported an equity portfolio of $405.4 Millions as of 31 Mar, 2026.
The top stock holdings of SWS Partners are IJR, FNDA, IJR. The fund has invested 9.7% of it's portfolio in ISHARES TR and 4.4% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off INTUIT (INTU), MONDAY COM LTD (MNDY) and GODADDY INC (GDDY) stocks. They significantly reduced their stock positions in DBX ETF TR (ACSG), SPDR SERIES TRUST (BIL) and ISHARES TR (AAXJ). SWS Partners opened new stock positions in GLOBAL X FDS (AGNG) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to ABBVIE INC (ABBV), SERVICENOW INC (NOW) and OKTA INC (OKTA).
The top stock holdings of SWS Partners are IJR, FNDA, IJR. The fund has invested 9.7% of it's portfolio in ISHARES TR and 4.4% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off INTUIT (INTU), MONDAY COM LTD (MNDY) and GODADDY INC (GDDY) stocks. They significantly reduced their stock positions in DBX ETF TR (ACSG), SPDR SERIES TRUST (BIL) and ISHARES TR (AAXJ). SWS Partners opened new stock positions in GLOBAL X FDS (AGNG) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to ABBVIE INC (ABBV), SERVICENOW INC (NOW) and OKTA INC (OKTA).
SWS Partners Annual Return Estimates Vs S&P 500
Our best estimate is that SWS Partners made a return of 7.47% in the last quarter. In trailing 12 months, it's portfolio return was 8.99%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| global x fds | 221,513 |
| invesco exch traded fd tr ii | 200,610 |
New stocks bought by SWS Partners
Additions
| Ticker | % Inc. |
|---|---|
| abbvie inc | 940 |
| servicenow inc | 77.21 |
| okta inc | 69.72 |
| meta platforms inc | 45.88 |
| nvidia corporation | 37.46 |
| pinterest inc | 29.45 |
| snowflake inc | 29.24 |
| berkshire hathaway inc del | 25.74 |
Additions to existing portfolio by SWS Partners
Reductions
| Ticker | % Reduced |
|---|---|
| dbx etf tr | -90.2 |
| spdr series trust | -90.19 |
| ishares tr | -89.97 |
| fidelity natl finl inc | -89.9 |
| disney walt co | -89.11 |
| micron technology inc | -37.73 |
| marvell technology inc | -21.94 |
| teradyne inc | -19.89 |
SWS Partners reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| constellation brands inc | -1,061,310 |
| monday com ltd | -2,392,700 |
| godaddy inc | -1,690,430 |
| kimberly-clark corp | -987,511 |
| intuit | -2,496,950 |
SWS Partners got rid off the above stocks
Sector Distribution
SWS Partners has about 47.5% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
- Communication Services
- Consumer Cyclical
- Industrials
- Financial Services
- Consumer Defensive
- Energy
- Utilities
- Basic Materials
| Sector | % |
|---|---|
| Others | 47.5 |
| Technology | 20.3 |
| Healthcare | 7.8 |
| Communication Services | 4.9 |
| Consumer Cyclical | 4.4 |
| Industrials | 3.9 |
| Financial Services | 3.5 |
| Consumer Defensive | 2.7 |
| Energy | 1.9 |
| Utilities | 1.2 |
| Basic Materials | 1.1 |
Market Cap. Distribution
SWS Partners has about 48.4% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- LARGE-CAP
- MEGA-CAP
- MID-CAP
- SMALL-CAP
| Category | % |
|---|---|
| UNALLOCATED | 47.5 |
| LARGE-CAP | 31.8 |
| MEGA-CAP | 16.6 |
| MID-CAP | 2.6 |
| SMALL-CAP | 1.5 |
Stocks belong to which Index?
About 36.3% of the stocks held by SWS Partners either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 63.8 |
| S&P 500 | 31.7 |
| RUSSELL 2000 | 4.6 |
SWS Partners Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SWS Partners
SWS Partners has 111 stocks in it's portfolio. About 35.9% of the portfolio is in top 10 stocks. ABBV proved to be the most loss making stock for the portfolio. ACSG was the most profitable stock for SWS Partners last quarter.
Last Reported on: 21 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.16 | 2,630 | 667,426 | reduced | -1.57 | ||
| AAXJ | ishares tr | 0.88 | 67,185 | 3,575,570 | reduced | -1.01 | ||
| AAXJ | ishares tr | 0.55 | 21,095 | 2,239,180 | reduced | -89.97 | ||
| AAXJ | ishares tr | 0.35 | 17,866 | 1,421,410 | added | 13.72 | ||
| AAXJ | ishares tr | 0.20 | 8,467 | 803,961 | added | 5.34 | ||
| AAXJ | ishares tr | 0.11 | 10,719 | 456,212 | added | 0.13 | ||
| ABBV | abbvie inc | 0.66 | 123,002 | 2,675,110 | added | 940 | ||
| ABT | abbott laboratories | 0.52 | 20,427 | 2,097,280 | added | 9.93 | ||
| ACIO | etf ser solutions | 2.25 | 231,124 | 9,115,520 | reduced | -2.67 | ||
| ACIO | etf ser solutions | 1.29 | 191,133 | 5,223,670 | added | 20.18 | ||
| ACN | accenture plc ireland | 0.61 | 12,525 | 2,483,540 | added | 5.8 | ||
| ACSG | dbx etf tr | 0.98 | 122,872 | 3,982,270 | reduced | -90.2 | ||
| AFK | vaneck etf trust | 0.37 | 3,943 | 1,511,580 | reduced | -2.71 | ||
| AFTY | pacer fds tr | 0.07 | 5,107 | 267,935 | added | 1.05 | ||
| AFTY | pacer fds tr | 0.06 | 3,515 | 256,462 | added | 0.86 | ||
| AGNG | global x fds | 1.43 | 314,551 | 5,787,740 | added | 4.47 | ||
| AGNG | global x fds | 0.06 | 4,112 | 221,513 | new | |||
| AMBA | ambarella inc | 1.16 | 91,437 | 4,706,730 | added | 2.52 | ||
| AMGN | amgen inc | 0.08 | 922 | 324,231 | reduced | -1.18 | ||
| AMT | american tower corp | 0.42 | 9,810 | 1,692,970 | added | 2.94 | ||