SWP Investment Management LLC
All 13F Filings
- Location
- Independence, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 133,874
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.9 K | 100.0% | 0 | 4.018 K | -4.018 K |
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Fund Snapshot
Q1 2026
Latest filed
7/1/2026
Total value ($000)
133,874
Holdings
46
QoQ value change ($000)
-4,022
(-2.9%)
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.