Swisher Financial Concepts, Inc.

Q3 2026 13F-HR Holdings

Location
Westerville, OH
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$148,800
Net value change ($000)
-9,961 (-6.3%)
New positions
7
Sold out positions
43
Turnover %
12.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PYLD 6,735 1318.0%
NEAR 4,286 NEW
XOM 2,700 NEW
IALT 1,408 NEW
VTI 1,373 7.7%
MSFT 804 36.6%
VXUS 746 4.6%
HGER 675 NEW
CGGR 595 7.0%
AAPL 476 14.7%
Top Reduces (Value $000, Stocks/ETFs)
BND -7,242 -89.8%
ABBV -7,129 -63.4%
CGCP -6,020 -86.8%
XOM -2,914 -100.0%
ABT -2,484 -61.2%
IAU -473 -62.2%
VOOG -440 -49.1%
GEV -279 -22.6%
GLW -227 -100.0%
SOXX -223 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type