SWS Partners

13F filer · CIK 0001731731

Reported Aug 3, 2026

Net seller this quarter

13F portfolio value$463MU.S. long equity reported on 13F

Positions691 new · 7 closed

Net flow last quarter-$41.5MBuys minus sells

Top 10 positions weight22.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 202669 positions
NVDANvidia Corp	$16.7M	3.61%	0.00%	+13.7%	Q4 2017
MUMicron Technology Inc	$12.1M	2.60%	0.00%	+2.7%	Q3 2024
PCTPureCycle Technologies, Inc.	$11.6M	2.51%	0.71%	+39.3%	Q2 2021
AMBAAmbarella Inc	$11.3M	2.45%	0.30%	+44.4%	Q2 2019
GHGuardant Health, Inc.	$11.2M	2.42%	0.06%	-6.2%	Q1 2022
GOOGLAlphabet Inc.	$10.1M	2.17%	0.00%	-21.1%	Q4 2017
MRVLMarvell Technology, Inc.	$8.68M	1.87%	0.00%	-47.8%	Q4 2020
OKTAOkta, Inc.	$8.21M	1.77%	Not reported	-16.7%	Q3 2023
NTRANatera, Inc.	$8.2M	1.77%	0.02%	+2.7%	Q4 2020
SNOWSnowflake Inc.	$7.21M	1.56%	0.01%	+2.9%	Q1 2021
XYZBlock, Inc.	$6.84M	1.48%	Not reported	+2.6%	Q4 2017
CIENCiena Corp	$6.67M	1.44%	0.01%	-9.2%	Q1 2023
LLYELI LILLY & Co	$6.29M	1.36%	0.00%	+127.8%	Q2 2024
TERTeradyne, Inc	$6.25M	1.35%	0.01%	+2.7%	Q3 2025
GLWCorning Inc	$5.54M	1.20%	0.00%	-49.0%	Q3 2020
PMPhilip Morris International Inc.	$5.08M	1.10%	0.00%	-2.9%	Q4 2017
METAMeta Platforms, Inc.	$5.03M	1.09%	Not reported	+34.1%	Q4 2017
MPMP Materials Corp. / DE	$5.01M	1.08%	0.05%	+2.7%	Q2 2022
JPMJPMorgan Chase & Co	$4.59M	0.99%	0.00%	-1.3%	Q4 2017
NETCloudflare, Inc.	$4.26M	0.92%	Not reported	+2.8%	Q2 2021
MELIMercadolibre Inc	$3.96M	0.86%	0.00%	+3.0%	Q1 2024
ANETArista Networks, Inc.	$3.96M	0.86%	0.00%	+2.7%	Q4 2017
WFCWells Fargo & Company	$3.61M	0.78%	0.00%	-2.6%	Q4 2017
MPCMarathon Petroleum Corp	$3.56M	0.77%	0.00%	-4.4%	Q4 2017
ETNEaton Corp plc	$3.47M	0.75%	0.00%	-7.3%	Q4 2017
UBERUber Technologies, Inc	$3.37M	0.73%	0.00%	+2.5%	Q2 2020
ABBVAbbVie Inc.	$3.36M	0.73%	0.00%	-89.1%	Q4 2017
AMZNAmazon Com Inc	$3.29M	0.71%	0.00%	+2.7%	Q4 2017
PSXPhillips 66	$3.27M	0.71%	0.00%	+1.1%	Q4 2017
WMTWalmart Inc.	$3.23M	0.70%	0.00%	-1.8%	Q4 2017
UNHUnitedhealth Group Inc	$3.21M	0.69%	0.00%	+36.0%	Q4 2017
GDGeneral Dynamics Corp	$3.16M	0.68%	0.00%	+6.2%	Q2 2024
METMetlife Inc	$3.15M	0.68%	0.01%	-1.2%	Q2 2018
SWSmurfit Westrock plc	$3.14M	0.68%	0.01%	-1.8%	Q3 2024
CSCOCisco Systems, Inc.	$3.13M	0.68%	0.00%	-3.1%	Q4 2017
EDConsolidated Edison Inc	$3.06M	0.66%	0.01%	+34.7%	Q3 2023
DUKDuke Energy CORP	$3.05M	0.66%	0.00%	+33.9%	Q2 2019
RHRH	$2.98M	0.64%	0.10%	-22.3%	Q1 2022
APHAmphenol Corp	$2.98M	0.64%	0.00%	-31.4%	Q2 2019
PINSPinterest, Inc.	$2.97M	0.64%	0.11%	-26.7%	Q3 2022
DXCMDexcom Inc	$2.9M	0.63%	0.01%	-25.4%	Q2 2025
BRK.BBerkshire Hathaway Inc	$2.74M	0.59%	Not reported	+37.3%	Q4 2017
BLKBlackRock, Inc.	$2.67M	0.58%	0.00%	-5.1%	Q4 2017
MRKMerck & Co., Inc.	$2.65M	0.57%	0.00%	+5.3%	Q4 2017
ARGXArgenx SE	$2.63M	0.57%	0.00%	+2.8%	Q2 2025
SMHMarket Vectors ETF Trust	$2.58M	0.56%	Not reported	-0.4%	Q3 2022
CVXChevron Corp	$2.42M	0.52%	0.00%	Not reported	Q4 2017
ORCLOracle Corp	$2.31M	0.50%	0.00%	-6.8%	Q4 2017
GGGGraco Inc	$2.31M	0.50%	0.02%	+4.9%	Q2 2019
FNFFidelity National Financial, Inc.	$2.31M	0.50%	0.02%	+0.2%	Q2 2019

Q1 2026Reported Apr 21, 202675 positions
NVDANvidia Corp	$12.8M	3.16%	0.00%	+37.5%	Q4 2017
GOOGLAlphabet Inc.	$10.3M	2.53%	0.00%	-16.8%	Q4 2017
GHGuardant Health, Inc.	$7.34M	1.81%	0.06%	+2.9%	Q1 2022
NTRANatera, Inc.	$5.88M	1.45%	0.02%	+1.5%	Q4 2020
CIENCiena Corp	$5.81M	1.43%	0.01%	-12.4%	Q1 2023
GLWCorning Inc	$5.79M	1.43%	0.01%	-4.8%	Q3 2020
OKTAOkta, Inc.	$5.68M	1.40%	Not reported	+69.7%	Q3 2023
MRVLMarvell Technology, Inc.	$5.53M	1.36%	0.01%	-21.9%	Q4 2020
PCTPureCycle Technologies, Inc.	$5.35M	1.32%	0.57%	+4.2%	Q2 2021
XYZBlock, Inc.	$5.28M	1.30%	Not reported	+18.1%	Q4 2017
PMPhilip Morris International Inc.	$4.79M	1.18%	0.00%	+0.5%	Q4 2017
AMBAAmbarella Inc	$4.71M	1.16%	0.21%	+2.5%	Q2 2019
MPMP Materials Corp. / DE	$4.2M	1.04%	0.05%	+3.6%	Q2 2022
JPMJPMorgan Chase & Co	$4.18M	1.03%	0.00%	-3.8%	Q4 2017
SNOWSnowflake Inc.	$4.15M	1.02%	0.01%	+29.2%	Q1 2021
MELIMercadolibre Inc	$3.92M	0.97%	0.00%	+3.2%	Q1 2024
METAMeta Platforms, Inc.	$3.81M	0.94%	Not reported	+45.9%	Q4 2017
TERTeradyne, Inc	$3.73M	0.92%	0.01%	-19.9%	Q3 2025
DXCMDexcom Inc	$3.62M	0.89%	0.01%	+3.8%	Q2 2025
WMTWalmart Inc.	$3.62M	0.89%	0.00%	-0.6%	Q4 2017
WFCWells Fargo & Company	$3.57M	0.88%	0.00%	-8.4%	Q4 2017
MPCMarathon Petroleum Corp	$3.55M	0.88%	0.00%	+9.7%	Q4 2017
PINSPinterest, Inc.	$3.53M	0.87%	0.15%	+29.5%	Q3 2022
PSXPhillips 66	$3.49M	0.86%	0.00%	-2.0%	Q4 2017
NETCloudflare, Inc.	$3.49M	0.86%	Not reported	+1.6%	Q2 2021
MUMicron Technology Inc	$3.44M	0.85%	0.00%	-37.7%	Q3 2024
UBERUber Technologies, Inc	$3.28M	0.81%	0.00%	+0.8%	Q2 2020
RHRH	$3.25M	0.80%	0.12%	+2.9%	Q1 2022
ETNEaton Corp plc	$3.14M	0.78%	0.00%	-1.1%	Q4 2017
APHAmphenol Corp	$3.11M	0.77%	0.00%	+1.6%	Q2 2019
NOWServiceNow, Inc.	$2.97M	0.73%	0.00%	+77.2%	Q2 2018
GDGeneral Dynamics Corp	$2.88M	0.71%	0.00%	-0.5%	Q2 2024
BLKBlackRock, Inc.	$2.81M	0.69%	0.00%	+1.3%	Q4 2017
AMZNAmazon Com Inc	$2.8M	0.69%	0.00%	-4.4%	Q4 2017
ANETArista Networks, Inc.	$2.79M	0.69%	0.00%	+3.5%	Q4 2017
SWSmurfit Westrock plc	$2.76M	0.68%	0.01%	+12.0%	Q3 2024
ABBVAbbVie Inc.	$2.68M	0.66%	0.01%	+940.9%	Q4 2017
METMetlife Inc	$2.66M	0.66%	0.01%	+0.8%	Q2 2018
ORCLOracle Corp	$2.49M	0.61%	0.00%	+22.1%	Q4 2017
ACNAccenture plc	$2.48M	0.61%	0.00%	+5.8%	Q4 2017
GGGGraco Inc	$2.47M	0.61%	0.02%	+0.8%	Q2 2019
MRKMerck & Co., Inc.	$2.36M	0.58%	0.00%	+0.9%	Q4 2017
DUKDuke Energy CORP	$2.36M	0.58%	0.00%	+4.1%	Q2 2019
EDConsolidated Edison Inc	$2.32M	0.57%	0.01%	-6.2%	Q3 2023
CPRICapri Holdings Ltd	$2.29M	0.56%	0.11%	+2.7%	Q4 2024
FNFFidelity National Financial, Inc.	$2.27M	0.56%	0.02%	-89.9%	Q2 2019
CELHCelsius Holdings, Inc.	$2.2M	0.54%	0.02%	+2.1%	Q2 2025
PFEPfizer Inc	$2.17M	0.54%	0.00%	+15.0%	Q4 2017
CSCOCisco Systems, Inc.	$2.13M	0.53%	0.00%	-0.9%	Q4 2017
LLYELI LILLY & Co	$2.12M	0.52%	0.00%	+3.6%	Q2 2024

Q4 2025Reported Jan 16, 202680 positions
GOOGLAlphabet Inc.	$13.4M	3.24%	0.00%	+23.5%	Q4 2017
NVDANvidia Corp	$9.98M	2.41%	0.00%	-0.1%	Q4 2017
PCTPureCycle Technologies, Inc.	$8.49M	2.05%	0.55%	+31.9%	Q2 2021
GHGuardant Health, Inc.	$7.89M	1.90%	0.06%	-18.4%	Q1 2022
NTRANatera, Inc.	$6.64M	1.60%	0.02%	-38.4%	Q4 2020
AMBAAmbarella Inc	$6.32M	1.53%	0.21%	+16.7%	Q2 2019
MRVLMarvell Technology, Inc.	$6.07M	1.47%	0.01%	-0.2%	Q4 2020
XYZBlock, Inc.	$4.83M	1.17%	Not reported	+69.8%	Q4 2017
JPMJPMorgan Chase & Co	$4.76M	1.15%	0.00%	+4.9%	Q4 2017
SNOWSnowflake Inc.	$4.67M	1.13%	0.01%	+16.6%	Q1 2021
MUMicron Technology Inc	$4.66M	1.13%	0.00%	-31.0%	Q3 2024
PMPhilip Morris International Inc.	$4.62M	1.12%	0.00%	+29.5%	Q4 2017
WFCWells Fargo & Company	$4.56M	1.10%	0.00%	+8.5%	Q4 2017
MELIMercadolibre Inc	$4.42M	1.07%	0.00%	-0.5%	Q1 2024
MPMP Materials Corp. / DE	$4.25M	1.03%	0.05%	-6.0%	Q2 2022
RHRH	$4.05M	0.98%	0.12%	+23.3%	Q1 2022
CIENCiena Corp	$3.99M	0.96%	0.01%	-14.0%	Q1 2023
GLWCorning Inc	$3.91M	0.94%	0.01%	-19.9%	Q3 2020
PINSPinterest, Inc.	$3.85M	0.93%	0.12%	+19.4%	Q3 2022
UBERUber Technologies, Inc	$3.7M	0.89%	0.00%	-0.3%	Q2 2020
DXCMDexcom Inc	$3.69M	0.89%	0.01%	+45.8%	Q2 2025
OKTAOkta, Inc.	$3.68M	0.89%	Not reported	+14.7%	Q3 2023
NETCloudflare, Inc.	$3.28M	0.79%	Not reported	-0.5%	Q2 2021
APHAmphenol Corp	$3.28M	0.79%	0.00%	-9.3%	Q2 2019
WMTWalmart Inc.	$3.26M	0.79%	0.00%	+1.1%	Q4 2017
AMZNAmazon Com Inc	$3.24M	0.78%	0.00%	-3.2%	Q4 2017
ACNAccenture plc	$3.18M	0.77%	0.00%	+13.2%	Q4 2017
BLKBlackRock, Inc.	$3.09M	0.75%	0.00%	-6.5%	Q4 2017
CPRICapri Holdings Ltd	$3.08M	0.74%	0.11%	0.0%	Q4 2024
TERTeradyne, Inc	$3.04M	0.73%	0.01%	-1.1%	Q3 2025
METAMeta Platforms, Inc.	$3.02M	0.73%	Not reported	+1.1%	Q4 2017
METMetlife Inc	$2.95M	0.71%	0.01%	+11.4%	Q2 2018
ANETArista Networks, Inc.	$2.87M	0.69%	0.00%	-0.2%	Q4 2017
GDGeneral Dynamics Corp	$2.84M	0.69%	0.00%	-6.5%	Q2 2024
ETNEaton Corp plc	$2.83M	0.68%	0.00%	-7.4%	Q4 2017
CELHCelsius Holdings, Inc.	$2.78M	0.67%	0.02%	+61.8%	Q2 2025
ORCLOracle Corp	$2.7M	0.65%	0.00%	-20.5%	Q4 2017
ABBVAbbVie Inc.	$2.7M	0.65%	0.00%	-9.1%	Q4 2017
SHOPShopify Inc.	$2.68M	0.65%	0.00%	-0.7%	Q2 2020
FNFFidelity National Financial, Inc.	$2.64M	0.64%	0.18%	+900.0%	Q2 2019
PSXPhillips 66	$2.52M	0.61%	0.00%	-0.3%	Q4 2017
INTUIntuit Inc.	$2.5M	0.60%	0.00%	+27.1%	Q1 2018
NOWServiceNow, Inc.	$2.45M	0.59%	0.00%	-0.2%	Q2 2018
MNDYmonday.com Ltd.	$2.39M	0.58%	0.03%	+162.7%	Q3 2025
SWSmurfit Westrock plc	$2.39M	0.58%	0.01%	-7.7%	Q3 2024
LLYELI LILLY & Co	$2.39M	0.58%	0.00%	Not reported	Q2 2024
GGGGraco Inc	$2.37M	0.57%	0.02%	+7.4%	Q2 2019
ABTAbbott Laboratories	$2.33M	0.56%	0.00%	-9.0%	Q4 2017
NKENIKE, Inc.	$2.29M	0.55%	0.00%	-2.0%	Q4 2017
ARGXArgenx SE	$2.27M	0.55%	0.00%	-18.8%	Q2 2025

Q3 2025Reported Oct 16, 202584 positions
NVDANvidia Corp	$9.99M	2.44%	0.00%	-3.5%	Q4 2017
PCTPureCycle Technologies, Inc.	$9.86M	2.41%	0.42%	-5.3%	Q2 2021
GOOGLAlphabet Inc.	$8.44M	2.06%	0.00%	+19.2%	Q4 2017
NTRANatera, Inc.	$7.57M	1.85%	0.03%	+11.8%	Q4 2020
AMBAAmbarella Inc	$6.31M	1.54%	0.18%	+1.7%	Q2 2019
MRVLMarvell Technology, Inc.	$6.02M	1.47%	0.01%	+1.7%	Q4 2020
MPMP Materials Corp. / DE	$6M	1.46%	0.05%	-13.0%	Q2 2022
GHGuardant Health, Inc.	$5.91M	1.44%	0.08%	+1.6%	Q1 2022
MELIMercadolibre Inc	$5.16M	1.26%	0.00%	+31.2%	Q1 2024
ORCLOracle Corp	$4.91M	1.20%	0.00%	+1.8%	Q4 2017
GLWCorning Inc	$4.57M	1.12%	0.01%	+1.2%	Q3 2020
UBERUber Technologies, Inc	$4.45M	1.09%	0.00%	+1.8%	Q2 2020
JPMJPMorgan Chase & Co	$4.44M	1.08%	0.00%	+3.9%	Q4 2017
SNOWSnowflake Inc.	$4.12M	1.01%	0.01%	-29.6%	Q1 2021
PINSPinterest, Inc.	$4.01M	0.98%	0.10%	+1.7%	Q3 2022
MUMicron Technology Inc	$3.96M	0.97%	0.00%	-12.9%	Q3 2024
WFCWells Fargo & Company	$3.78M	0.92%	0.00%	+5.7%	Q4 2017
RHRH	$3.73M	0.91%	0.10%	+1.6%	Q1 2022
BLKBlackRock, Inc.	$3.6M	0.88%	0.00%	+3.2%	Q4 2017
ETNEaton Corp plc	$3.59M	0.88%	0.00%	+4.0%	Q4 2017
PMPhilip Morris International Inc.	$3.58M	0.88%	0.00%	+3.1%	Q4 2017
NETCloudflare, Inc.	$3.58M	0.88%	Not reported	-13.3%	Q2 2021
OKTAOkta, Inc.	$3.4M	0.83%	Not reported	+22.7%	Q3 2023
METAMeta Platforms, Inc.	$3.32M	0.81%	Not reported	+0.3%	Q4 2017
APHAmphenol Corp	$3.3M	0.81%	0.00%	+2.8%	Q2 2019
CFLTConfluent, Inc.	$3.26M	0.80%	0.15%	+18.2%	Q3 2024
ANETArista Networks, Inc.	$3.2M	0.78%	0.00%	+1.5%	Q4 2017
AMZNAmazon Com Inc	$3.19M	0.78%	0.00%	-45.9%	Q4 2017
XYZBlock, Inc.	$3.16M	0.77%	Not reported	+1.6%	Q4 2017
GDGeneral Dynamics Corp	$3.08M	0.75%	0.00%	+3.6%	Q2 2024
ABBVAbbVie Inc.	$3.01M	0.73%	0.00%	+3.3%	Q4 2017
WMTWalmart Inc.	$2.98M	0.73%	0.00%	+3.4%	Q4 2017
NOWServiceNow, Inc.	$2.95M	0.72%	0.00%	+17.9%	Q2 2018
FNFFidelity National Financial, Inc.	$2.93M	0.71%	0.02%	+4.2%	Q2 2019
CIENCiena Corp	$2.89M	0.71%	0.01%	-33.3%	Q1 2023
SWSmurfit Westrock plc	$2.85M	0.70%	0.01%	+4.8%	Q3 2024
MPCMarathon Petroleum Corp	$2.78M	0.68%	0.00%	+5.6%	Q4 2017
METMetlife Inc	$2.76M	0.67%	0.01%	+6.4%	Q2 2018
ABTAbbott Laboratories	$2.73M	0.67%	0.00%	+5.4%	Q4 2017
PSXPhillips 66	$2.67M	0.65%	0.00%	+5.4%	Q4 2017
ACNAccenture plc	$2.58M	0.63%	0.00%	+9.2%	Q4 2017
DXCMDexcom Inc	$2.56M	0.63%	0.01%	+100.2%	Q2 2025
NKENIKE, Inc.	$2.56M	0.62%	0.00%	+1.9%	Q4 2017
CPRICapri Holdings Ltd	$2.52M	0.61%	0.11%	+1.4%	Q4 2024
SHOPShopify Inc.	$2.49M	0.61%	0.00%	+1.0%	Q2 2020
ARGXArgenx SE	$2.45M	0.60%	0.01%	+1.5%	Q2 2025
GGGGraco Inc	$2.29M	0.56%	0.02%	+5.9%	Q2 2019
TERTeradyne, Inc	$2.18M	0.53%	0.01%	New	Q3 2025
CELHCelsius Holdings, Inc.	$2.16M	0.53%	0.01%	+1.3%	Q2 2025
DPZDominos Pizza Inc	$2.12M	0.52%	0.01%	+6.1%	Q1 2024

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