1y return+20.0%S&P 500 +20.9%
3y return+61.3%S&P 500 +68.5%
5y return+34.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2020: $261 against $290 in the S&P 500.2
SWS PartnersS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $40.7M | 8.8% | −9.6% |
| SCHRSchwab Strategic Tr | $18.2M | 3.9% | +2.4% |
| NVDANvidia Corporation | $16.7M | 3.6% | +13.7% |
| IJHIshares Tr | $16.3M | 3.5% | −9.3% |
| IDUBEtf Ser Solutions | $14.7M | 3.2% | −1.9% |
| MUMicron Technology Inc | $12.1M | 2.6% | +2.7% |
| PCTPurecycle Technologies Inc | $11.6M | 2.5% | +39.3% |
| Ambarella IncCUSIP G037AX101 | $11.3M | 2.4% | +44.4% |
| GHGuardant Health Inc | $11.2M | 2.4% | −6.2% |
| GOOGLAlphabet Inc | $10.1M | 2.2% | −21.1% |
| SPYDSpdr Series Trust | $9.9M | 2.1% | −14.3% |
| OSCVEtf Ser Solutions | $9.8M | 2.1% | |
| MRVLMarvell Technology Inc | $8.7M | 1.9% | −47.8% |
| VMBSVanguard Scottsdale Fds | $8.5M | 1.8% | |
| OKTAOkta Inc | $8.2M | 1.8% | −16.7% |
| NTRANatera Inc | $8.2M | 1.8% | +2.7% |
| SCHXSchwab Strategic Tr | $8.2M | 1.8% | |
| SNOWSnowflake Inc | $7.2M | 1.6% | +2.9% |
| XYZBlock Inc | $6.8M | 1.5% | +2.6% |
| CIENCiena Corp | $6.7M | 1.4% | −9.2% |
| LLYEli Lilly & Co | $6.3M | 1.4% | +127.8% |
| TERTeradyne Inc | $6.2M | 1.3% | +2.7% |
| VWOVanguard Intl Equity Index F | $6.1M | 1.3% | −1.2% |
| GLWCorning Inc | $5.5M | 1.2% | −49.0% |
| DRSKEtf Ser Solutions | $5.5M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CIENCiena Corp | March 31, 2023 | +834.0% | $6.7M |
| GLWCorning Inc | September 30, 2020 | +688.1% | $5.5M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $16.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $10.1M |
| TERTeradyne Inc | September 30, 2025 | +251.5% | $6.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $4.6M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $3.6M |
| NTRANatera Inc | December 31, 2020 | +172.8% | $8.2M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $5.0M |
| NETCloudflare Inc | June 30, 2021 | +131.7% | $4.3M |
Sold off last quarter
- NOWServicenow Inc was $3.0M
- Accenture PLC IrelandCUSIP G1151C101 was $2.5M
- Capri Holdings LimitedCUSIP G1890L107 was $2.3M
- AMTAmerican Tower Corp was $1.7M
- VRTXVertex Pharmaceuticals Inc was $1.1M
- XYLXylem Inc was $867K
- Exxon Mobil CorpCUSIP 30231G102 was $511K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.0% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +11.8% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +11.6% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +7.0% | +7.1% |
| September 30, 2022 | −2.7% | −5.3% |
| June 30, 2022 | −20.8% | −16.5% |
| March 31, 2022 | −12.2% | −4.9% |
| December 31, 2021 | +5.4% | +10.7% |
| September 30, 2021 | −1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SWS Partners Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1731731&type=13F-HR&dateb=&owner=include&count=40CIK 1731731
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1731731/000173173126000004/Filed August 3, 2026 · accession 0001731731-26-000004