SWP FINANCIAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 39K | $10.56M |
 | SRE | 15K | $1.35M |
 | TTEK | 14K | $467.04K |
 | QS | 10K | $104.20K |
 | TRMB | 9K | $698.02K |
 | HALO | 8K | $514.98K |
 | QCOM | 5K | $803.67K |
 | NFLX | 4K | $356.29K |
 | WPC | 3K | $215.74K |
 | WFC | 3K | $250.52K |
 | NVDA | 2K | $325.88K |
 | ORCL | 2K | $319.07K |
 | META | 1K | $953.97K |
 | BRK-B | 1K | $703.33K |
 | GOOGL | 1K | $404.69K |
 | AMZN | 1K | $238.21K |
 | JPM | 1K | $331.81K |
 | UNH | 1K | $338.69K |
 | GD | 909 | $306.02K |
 | GOOG | 878 | $275.52K |
Apple Inc.
AAPL
Shares Held
39K
Value
$10.56M
Sempra
SRE
Shares Held
15K
Value
$1.35M
Tetra Tech, Inc.
TTEK
Shares Held
14K
Value
$467.04K
QuantumScape Corporation
QS
Shares Held
10K
Value
$104.20K
Trimble Inc.
TRMB
Shares Held
9K
Value
$698.02K
Halozyme Therapeutics, Inc.
HALO
Shares Held
8K
Value
$514.98K
QUALCOMM Incorporated
QCOM
Shares Held
5K
Value
$803.67K
Netflix, Inc.
NFLX
Shares Held
4K
Value
$356.29K
W. P. Carey Inc.
WPC
Shares Held
3K
Value
$215.74K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$250.52K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$325.88K
Oracle Corporation
ORCL
Shares Held
2K
Value
$319.07K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$953.97K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$703.33K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$404.69K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$238.21K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$331.81K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$338.69K
General Dynamics Corporation
GD
Shares Held
909
Value
$306.02K
Alphabet Inc.
GOOG
Shares Held
878
Value
$275.52K