SWP Investment Management LLC
All 13F Filings
- Location
- Independence, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 144,784
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/1/2026 | 43 | 144,784 | 13F-HR | SWP Investment Management LLC |
| Q1 2026 | 7/1/2026 | 46 | 133,874 | 13F-HR | SWP Investment Management LLC |
| Q4 2025 | 7/1/2026 | 48 | 137,896 | 13F-HR | SWP Investment Management LLC |
| Q3 2025 | 7/1/2026 | 45 | 101,731 | 13F-HR | SWP Investment Management LLC |
| Q2 2025 | 7/1/2026 | 42 | 84,527 | 13F-HR | SWP Investment Management LLC |
| Q1 2025 | 7/1/2026 | 51 | 80,100 | 13F-HR | SWP Investment Management LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144.8 K | 100.0% | 10.91 K | 0 | 10.91 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/1/2026
Total value ($000)
144,784
Holdings
43
QoQ value change ($000)
10,910
(8.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.