StockDriftsStockDriftsTop 50 Sws Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.2% | 49.8K | $38.1M | -8.52%(-4.63K) | $438.95(+76.16%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.14% | 84.3K | $19.3M | +0.80%(+666) | $80.09(+172.12%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 3.95% | 776.0K | $18.4M | +5.38%(+39.64K) | $24.92(-3.72%) | 2026-09-30 | |
| IDUB | ETF SER SOLUTIONS | 3.42% | 582.1K | $15.9M | +8.63%(+46.23K) | $21.85(+22.81%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.05% | 197.0K | $14.2M | -7.02%(-14.87K) | $49.97(+46.54%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.54% | 11.1K | $11.8M | +6.17%(+644) | $183.92(+404.99%) | 2026-09-30 | |
| OSCV | ETF SER SOLUTIONS | 2.22% | 263.8K | $10.3M | +13.61%(+31.60K) | $37.16(+9.61%) | 2026-09-30 | |
| NTRA | NATERA INC | 2.15% | 24.2K | $10.0M | -20.00%(-6.04K) | $90.33(+354.80%) | 2026-09-30 | |
| OKTA | OKTA INC | 2.11% | 46.8K | $9.8M | -22.17%(-13.34K) | $83.23(+171.61%) | 2026-09-30 | |
| AMBA | AMBARELLA INC | 2% | 133.6K | $9.3M | +1.16%(+1.54K) | $71.37(-5.95%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.15% | +82.25% | +6.57% | +37.44% |
| Top 20 Holdings Unweighted | +26.72% | +103.51% | +8.81% | +52.53% |
Sws Partners reports $465.07M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.2%), NVDA (4.1%) and SCHR (4.0%). The top 20 holdings account for 51.43% of reported assets. Its disclosed equity book has returned +82.25% on a three-year cumulative basis. Figures reflect the Q3 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 Sws Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731731). View Sws Partners’s 13F filings on SEC