Black Swift Group, LLC

CIK: 0001704212Latest portfolio: $599.9M · Q4 2025

Holdings

118

Total Value

$599.9M

New Positions

29

Closed Positions

23

#StockSharesValue% PortfolioChangeType
1
SPYGSPDR SERIES TRUST
813,751$93.7M15.62%+6K
2
SPYSPDR S&P 500 ETF TR
90,179$54.7M9.12%+429
3
IWFISHARES TR
68,710$32.5M5.42%-370
4
XLKSELECT SECTOR SPDR TR
184,291$26.6M4.43%+94K
5
AMZNAMAZON COM INC
91,915$20.9M3.48%+11K
6
IGVISHARES TR
151,040$16.1M2.69%+2K
7
GOOGLALPHABET INC
43,320$13.6M2.26%+11K
8
SMHVANECK ETF TRUST
37,074$13.4M2.23%+1K
9
SMHXVANECK ETF TRUST
325,166$12.4M2.06%-20,794
10
CRWDCROWDSTRIKE HLDGS INC
26,109$12.2M2.04%+4K
11
XMAGTIDAL TRUST II
516,260$11.7M1.94%NEW
12
EWZISHARES INC
363,495$11.6M1.93%+1K
13
JAAAJANUS DETROIT STR TR
157,625$10.8M1.80%+17K
14
PPLTABRDN PLATINUM ETF TRUST
58,040$10.8M1.80%+5K
15
COPXGLOBAL X FDS
142,466$10.2M1.71%+25K
16
SPYMSPDR SERIES TRUST
127,212$10.2M1.70%+5K
17
BOTZGLOBAL X FDS
271,435$9.8M1.64%+9K
18
XLESELECT SECTOR SPDR TR
210,390$9.4M1.57%+103K
19
GRIDFIRST TR EXCHANGE TRADED FD
61,339$9.4M1.56%+2K
20
EMXCISHARES INC
126,171$9.2M1.53%-8,014
21
EWYISHARES INC
92,276$9.0M1.50%-6,474
22
AIQGLOBAL X FDS
175,670$8.9M1.49%-119,411
23
TERTERADYNE INC
42,750$8.3M1.38%NEW
24
CLOZSERIES PORTFOLIOS TR
394,659$7.8M1.30%-231,496
25
BOXXEA SERIES TRUST
60,025$6.9M1.15%+3K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
VNM317K+204K
XLE210K+103K
PFFA176K+51K
COPX142K+25K
JAAA158K+17K
EWW82K+12K
AMZN92K+11K
GOOGL43K+11K
BOTZ271K+9K
SPYG814K+6K

Decreased Positions

NameSharesChange
CLOZ395K-231496
AIQ176K-119411
VICI15K-69355
GTEK101K-55260
ET30K-47950
ANET10K-43300
TAN47K-36581
SMHX325K-20794
IBTG40K-16575
TKO11K-10000

Sector Breakdown

Financial Services0.0% ($9.368854692325203e+237T)
Technology0.0% ($1.2238108048274675e+72T)
Unknown0.0% ($172116931108921.4T)
Energy0.0% ($18391008.5T)
Communication Services0.0% ($1355967.2T)
Industrials0.0% ($309419.7T)
Real Estate0.0% ($18421.7T)
Consumer Cyclical0.0% ($20.9T)
Consumer Defensive0.0% ($17.7B)
Healthcare0.0% ($1.9B)
Utilities0.0% ($2.1M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$599.9M118
Q3 2025Nov 13, 2025$567.5B110
Q2 2025Aug 6, 2025$495.5B104
Q1 2025May 6, 2025$442.3B115
Q4 2024Feb 6, 2025$471.6B120

Fund Information

CIK0001704212
Most Recent FilingFeb 10, 2026
Number of Filings5

Black Swift Group, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $599.9M across 118 holdings. The largest position is SPDR SERIES TRUST (SPYG), representing 15.6% of the portfolio. Compared to the previous quarter, the fund opened 31 new positions and closed 23 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.