CIK 1731731
SWS Partners
Institutional 13F holdings & portfolio
Holdings
115
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 115
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | 8K | $1M+ | SH |
| ETN | EATON CORP PLC | 9K | $1M+ | SH |
| CELH | CELSIUS HLDGS INC | 61K | $1M+ | SH |
| ORCL | ORACLE CORP | 14K | $1M+ | SH |
| ABBV | ABBVIE INC | 12K | $1M+ | SH |
| SHOP | SHOPIFY INC | 17K | $1M+ | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 484K | $1M+ | SH |
| PSX | PHILLIPS 66 | 20K | $1M+ | SH |
| INTU | INTUIT | 4K | $1M+ | SH |
| NOW | SERVICENOW INC | 16K | $1M+ | SH |
| MNDY | MONDAY COM LTD | 16K | $1M+ | SH |
| SW | SMURFIT WESTROCK PLC | 62K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| GGG | GRACO INC | 29K | $1M+ | SH |
| ABT | ABBOTT LABS | 19K | $1M+ | SH |
| NKE | NIKE INC | 36K | $1M+ | SH |
| ARGX | ARGENX SE | 3K | $1M+ | SH |
| MUB | ISHARES TR | 210K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 75K | $1M+ | SH |
| DPZ | DOMINOS PIZZA INC | 5K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 22K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 13K | $1M+ | SH |
| DIS | DISNEY WALT CO | 188K | $1M+ | SH |
| CSCO | CISCO SYS INC | 28K | $1M+ | SH |
| MRK | MERCK & CO INC | 19K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 71K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 17K | $1M+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 16K | $1M+ | SH |
| IJR | ISHARES TR | 15K | $1M+ | SH |
| GDDY | GODADDY INC | 14K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 10K | $1M+ | SH |
| PFE | PFIZER INC | 67K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 342K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 5K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 4K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| HYG | ISHARES TR | 16K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 46K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 3K | $1M+ | SH |
| STZ | CONSTELLATION BRANDS INC | 77K | $1M+ | SH |
| XYL | XYLEM INC | 7K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 10K | $500K+ | SH |
| IXUS | ISHARES TR | 11K | $500K+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 15K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 30K | $500K+ | SH |
| C | CITIGROUP INC | 7K | $500K+ | SH |
| MBB | ISHARES TR | 8K | $500K+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| HZO | MARINEMAX INC | 28K | $500K+ | SH |