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SWP Investment Management LLCCoreConcentrated trader

CIK: 0002098300 | INDEPENDENCE, OH

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR43$144.8M2026-07-02SEC ↗
Q1 2026
13F-HR46$133.9M2026-07-01SEC ↗
Q4 2025
13F-HR48$137.9M2026-07-01SEC ↗
Q3 2025
13F-HR45$101.7M2026-07-01SEC ↗
Q2 2025
13F-HR42$84.5M2026-07-01SEC ↗
Q1 2025
13F-HR51$80.1M2026-07-01SEC ↗