Swp Investment Management LLC
Long-term investor · OH · @swpinvestmentmanagementl
+19.3%
All time
S&P +36.9%
Long-term investor
Swp Investment Management LLC @swpinvestmentmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002098300).
Record
- Tracked since 2025-06-30 (576 days), 192 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +8.2% · 1 year +7.8% · all +19.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 5.4% · long · since 2025-06-30
- AAPL · 4.2% · long · since 2025-06-30
- AVGO · 4.1% · long · since 2025-06-30
- 02079K305 · 3.8% · long · since 2025-06-30
- IBM · 3.3% · long · since 2025-06-30
- META · 3.2% · long · since 2025-12-31
- URI · 2.9% · long · since 2025-12-31
- PM · 2.8% · long · since 2025-06-30
- ORCL · 2.8% · long · since 2025-06-30
- PLD · 2.7% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- C · 2.5% · long · since 2025-06-30