Holdings

SWP Investment Management LLC

As of Jun 30, 2026, SWP Investment Management LLC reported 41 positions worth US$139M. Largest: Microsoft Corp., Apple Inc and Broadcom Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Microsoft Corp.21,041US$7.85Mfirst reportJun 30, 2026
Apple Inc21,036US$6.09Mfirst reportJun 30, 2026
Broadcom Inc.15,760US$5.95Mfirst reportJun 30, 2026
Alphabet Inc (google) Class C15,255US$5.45Mfirst reportJun 30, 2026
International Business Machines Corporation17,129US$4.82Mfirst reportJun 30, 2026
Meta Platforms, Inc.8,124US$4.58Mfirst reportJun 30, 2026
United Rentals, Inc.3,742US$4.24Mfirst reportJun 30, 2026
Philip Morris International Inc22,755US$4.12Mfirst reportJun 30, 2026
Oracle Corporation27,273US$4Mfirst reportJun 30, 2026
Prologis, Inc.29,236US$3.96Mfirst reportJun 30, 2026