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Manager record

SWP Investment Management LLC

CIK 2098300 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$581.87MReported 13F valueQ2 2026 · as filed
275Holdings listed
1Quarters on record
Jul 02Latest filed
Reported 13F value by quarter, Q2 2026 to Q2 2026Q2 2026: $581.9M$581.9MQ2 2026275 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 02 2026 13F-HR · period Q2 2026

$144.78M · 43 holdings listed · View original SEC filing ↗
Jul 01 2026 13F-HR · period Q2 2026

$137.90M · 48 holdings listed · View original SEC filing ↗
Jul 01 2026 13F-HR · period Q2 2026

$84.53M · 42 holdings listed · View original SEC filing ↗
Jul 01 2026 13F-HR · period Q2 2026

$80.10M · 51 holdings listed · View original SEC filing ↗
Jul 01 2026 13F-HR · period Q2 2026

$687,093 · 45 holdings listed · View original SEC filing ↗
Jul 01 2026 13F-HR · period Q2 2026

$133.87M · 46 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 02, 2026 · Change methodology