SWP Investment Management
SWP Investment Management reported 43 stocks worth $145M in its 13F filing for Q2 2026, filed Jul 2, 2026. Its largest holdings are MSFT (5.4%), AAPL (4.2%) and AVGO (4.1%). Compared with Q1 2026, the fund opened new positions in RRR, WMT and PGR, added to MSFT, AAPL and AVGO, trimmed GOOGL and sold out of STM, TOL and UPS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MSFT Microsoft Corp | $7.8M | 5.4% | 21K | +780 (+4%) | 6 of 6 | |
| 2 |  AAPL Apple Inc | $6.1M | 4.2% | 21K | +780 (+4%) | 6 of 6 | |
| 3 |  AVGO Broadcom Inc | $6M | 4.1% | 16K | +580 (+4%) | 6 of 6 | |
| 4 |  GOOGL Alphabet Inc | $5.5M | 3.8% | 15K | −3,130 (−17%) | 6 of 6 | |
| 5 |  IBM Ibm Corp | $4.8M | 3.3% | 17K | +640 (+4%) | 6 of 6 | |
| 6 |  META Meta Platforms Inc | $4.6M | 3.2% | 8,124 | +2,698 (+50%) | 3 of 6 | |
| 7 |  URI United Rentals Inc | $4.2M | 2.9% | 3,742 | +140 (+4%) | 4 of 6 | |
| 8 |  PM Philip Morris Intl Inc | $4.1M | 2.8% | 23K | +860 (+4%) | 6 of 6 | |
| 9 |  ORCL Oracle Corp | $4M | 2.8% | 27K | +1,020 (+4%) | 6 of 6 | |
| 10 |  PLD Prologis Inc. | $4M | 2.7% | 29K | +1,100 (+4%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 STM Stmicroelectronics N V | $3.4M | 99K |
 TOL Toll Brothers Inc | $3.2M | 23K |
 UPS United Parcel Service Inc | $2.5M | 26K |
 TM Toyota Motor Corp | $2.5M | 12K |
 FLS Flowserve Corp | $2.4M | 33K |
🔒 Free account: see all 7.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 2, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →SWP Investment Management 13F FAQ
What does SWP Investment Management own?
SWP Investment Management reported 43 stocks worth $145M in its 13F filing for Q2 2026, filed Jul 2, 2026. Its largest holdings are MSFT (5.4%), AAPL (4.2%) and AVGO (4.1%). The table above lists every position in the filing (the top 10 without an account).
What did SWP Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 38 added to, 1 trimmed and 7 sold out. New positions include RRR, WMT and PGR. It sold all of STM, TOL and UPS.
When will SWP Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is SWP Investment Management's portfolio worth?
The Q2 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.