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SWP Investment Management LLC
Core
Concentrated trader
CIK: 0002098300 | INDEPENDENCE, OH
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Q1 2026 vs Q2 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q2 2026
13F-HR
43
$144.8M
2026-07-02
SEC ↗
Q1 2026
13F-HR
46
$133.9M
2026-07-01
SEC ↗
Q4 2025
13F-HR
48
$137.9M
2026-07-01
SEC ↗
Q3 2025
13F-HR
45
$101.7M
2026-07-01
SEC ↗
Q2 2025
13F-HR
42
$84.5M
2026-07-01
SEC ↗
Q1 2025
13F-HR
51
$80.1M
2026-07-01
SEC ↗