13F Insight
DOSSIER · 13F-HR · Q2 2026

SWP Investment Management LLC

SWP Investment's holding co. based in Omaha, NE — $145M in tracked AUM across 43 positions as of Q2 2026.

SI
SWP Investment·Omaha, NE·Holding Co.
CIK 0002098300 · last filed Jun 30, 2026
Total AUM
$145M
▲ 18.9%
vs prior
Holdings
43
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Financials
18% weight
concentration
AI Analysis · Q2 2026 · Q2 2026

SWP Investment Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP COM
$8M21K5.4%
02
AAPL
APPLE INC COM
$6M21K4.2%
03
AVGO
BROADCOM INC COM
$6M16K4.1%
04
GOOGL
ALPHABET INC CAP STK CL A
$5M15K3.8%
05
IBM
INTERNATIONAL BUSINESS MACHS COM
$5M17K3.3%
06
META
META PLATFORMS INC CL A
$5M8K3.2%
07
URI
UNITED RENTALS INC COM
$4M4K2.9%
08
PM
PHILIP MORRIS INTL INC COM
$4M23K2.8%
09
ORCL
ORACLE CORP COM
$4M27K2.8%
10
PLD
PROLOGIS INC. COM
$4M29K2.7%

Filing history

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