SWP FINANCIAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 36K | $9.01M |
 | SRE | 15K | $1.49M |
 | TTEK | 14K | $416.71K |
 | QS | 10K | $63.80K |
 | TRMB | 9K | $581.13K |
 | HALO | 8K | $494.55K |
 | QCOM | 4K | $569.86K |
 | NFLX | 4K | $365.37K |
 | WFC | 3K | $213.99K |
 | BRK-B | 2K | $795.75K |
 | ORCL | 2K | $240.82K |
 | NVDA | 2K | $283.81K |
 | META | 1K | $826.85K |
 | XOM | 1K | $211.01K |
 | GOOGL | 1K | $356.32K |
 | UNH | 1K | $277.63K |
 | JPM | 995 | $292.83K |
 | GD | 893 | $306.50K |
 | GOOG | 878 | $251.86K |
 | MSFT | 772 | $285.80K |
Apple Inc.
AAPL
Shares Held
36K
Value
$9.01M
Sempra
SRE
Shares Held
15K
Value
$1.49M
Tetra Tech, Inc.
TTEK
Shares Held
14K
Value
$416.71K
QuantumScape Corporation
QS
Shares Held
10K
Value
$63.80K
Trimble Inc.
TRMB
Shares Held
9K
Value
$581.13K
Halozyme Therapeutics, Inc.
HALO
Shares Held
8K
Value
$494.55K
QUALCOMM Incorporated
QCOM
Shares Held
4K
Value
$569.86K
Netflix, Inc.
NFLX
Shares Held
4K
Value
$365.37K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$213.99K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$795.75K
Oracle Corporation
ORCL
Shares Held
2K
Value
$240.82K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$283.81K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$826.85K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$211.01K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$356.32K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$277.63K
JPMorgan Chase & Co.
JPM
Shares Held
995
Value
$292.83K
General Dynamics Corporation
GD
Shares Held
893
Value
$306.50K
Alphabet Inc.
GOOG
Shares Held
878
Value
$251.86K
Microsoft Corporation
MSFT
Shares Held
772
Value
$285.80K