StockDriftsStockDriftsTop 43 SWP Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 5.42% | 21.0K | $7.8M | +3.85%(+780) | $415.19(+21.09%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 4.2% | 21.0K | $6.1M | +3.85%(+780) | $231.64(+32.39%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 4.11% | 15.8K | $6.0M | +3.82%(+580) | $220.28(+90.83%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.77% | 15.3K | $5.5M | -17.02%(-3.13K) | $180.88(+94.31%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 3.33% | 17.1K | $4.8M | +3.88%(+640) | $265.67(-11.06%) | 2026-06-30 | |
| META | META PLATFORMS INC CL A | 3.16% | 8.1K | $4.6M | +49.72%(+2.70K) | $647.28(-7.80%) | 2026-06-30 | |
| URI | UNITED RENTALS INC COM | 2.93% | 3.7K | $4.2M | +3.89%(+140) | $763.72(+51.85%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC COM | 2.84% | 22.8K | $4.1M | +3.93%(+860) | $148.75(+25.04%) | 2026-06-30 | |
| ORCL | ORACLE CORP COM | 2.76% | 27.3K | $4.0M | +3.89%(+1.02K) | $197.66(-25.39%) | 2026-06-30 | |
| PLD | PROLOGIS INC. COM | 2.74% | 29.2K | $4.0M | +3.91%(+1.10K) | $115.00(+20.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.82% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.58% |
SWP Investment Management LLC reports $144.78M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (5.4%), AAPL (4.2%) and AVGO (4.1%). The top 20 holdings account for 58.94% of reported assets. Its disclosed equity book has returned +24.82% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SWP Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2098300). View SWP Investment Management LLC’s 13F filings on SEC