SWAN Capital LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$230.2B

Holdings

480

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (480 positions)

#StockSharesValue% PortfolioType
101
WMWASTE MGMT INC DEL
113$25.9M0.01%
102
QQQMINVESCO EXCH TRADED FD TR II
111$25.2M0.01%
103
OXLCLOXFORD LANE CAP CORP
5,878$24.7M0.01%
104
TFCTRUIST FINL CORP
570$24.5M0.01%
105
WBAWALGREENS BOOTS ALLIANCE INC
2,122$24.4M0.01%
106
DOCUDOCUSIGN INC
300$23.4M0.01%
107
AGNCAGNC INVT CORP
2,500$23.0M0.01%
108
CCLCARNIVAL CORP
804$22.6M0.01%
109
ENBENBRIDGE INC
489$22.2M0.01%
110
MUBISHARES TR
206$21.5M0.01%
111
DISDISNEY WALT CO
172$21.3M0.01%
112
TRVCCITIGROUP INC
249$21.2M0.01%
113
CMCSACOMCAST CORP NEW
542$19.3M0.01%
114
BMYBRISTOL-MYERS SQUIBB CO
414$19.2M0.01%
115
GEHCGE HEALTHCARE TECHNOLOGIES I
254$18.8M0.01%
116
FFORD MTR CO
1,731$18.8M0.01%
117
PYPLPAYPAL HLDGS INC
251$18.7M0.01%
118
COPCONOCOPHILLIPS
194$17.4M0.01%
119
DYHTARGET CORP
174$17.2M0.01%
120
WINGWINGSTOP INC
50$16.8M0.01%
121
CVSCVS HEALTH CORP
242$16.7M0.01%
122
ARMARM HOLDINGS PLC
100$16.2M0.01%
123
DTDWISDOMTREE TR
203$16.1M0.01%
124
MBBISHARES TR
169$15.9M0.01%
125
DUKDUKE ENERGY CORP NEW
134$15.8M0.01%
126
SPXLDIREXION SHS ETF TR
91$15.8M0.01%
127
VLOVALERO ENERGY CORP
117$15.7M0.01%
128
ZMZOOM COMMUNICATIONS INC
200$15.6M0.01%
129
PTYPIMCO CORPORATE & INCOME OPP
1,115$15.5M0.01%
130
ETENERGY TRANSFER L P
851$15.4M0.01%
131
ETSYETSY INC
307$15.4M0.01%
132
GSKGSK PLC
399$15.3M0.01%
133
JPXAEROVIRONMENT INC
53$15.1M0.01%
134
NKENIKE INC
212$15.1M0.01%
135
SUSUNCOR ENERGY INC NEW
400$15.0M0.01%
136
WTRGESSENTIAL UTILS INC
401$14.9M0.01%
137
GOOGLALPHABET INC
83$14.6M0.01%
138
CALYTOPGOLF CALLAWAY BRANDS CORP
1,608$12.9M0.01%
139
SPTLSPDR SERIES TRUST
478$12.7M0.01%
140
VTRSVIATRIS INC
1,394$12.4M0.01%
141
RIVNRIVIAN AUTOMOTIVE INC
895$12.3M0.01%
142
CRWDCROWDSTRIKE HLDGS INC
24$12.2M0.01%
143
WFCWELLS FARGO CO NEW
150$12.0M0.01%
144
TJXTJX COS INC NEW
97$12.0M0.01%
145
AVGOBROADCOM INC
43$11.9M0.01%
146
AWRAMER STATES WTR CO
150$11.5M0.00%
147
DVNDEVON ENERGY CORP NEW
358$11.4M0.00%
148
VFCV F CORP
962$11.3M0.00%
149
SBUXSTARBUCKS CORP
120$11.0M0.00%
150
BNDXVANGUARD CHARLOTTE FDS
222$11.0M0.00%
151
LVHDLEGG MASON ETF INVT
274$10.9M0.00%
152
AMTAMERICAN TOWER CORP NEW
48$10.6M0.00%
153
MDBMONGODB INC
50$10.5M0.00%
154
SMRNUSCALE PWR CORP
265$10.5M0.00%
155
BIDUNBAIDU INC
122$10.5M0.00%
156
FVDFIRST TR EXCHANGE-TRADED FD
234$10.5M0.00%
157
AEPAMERICAN ELEC PWR CO INC
100$10.4M0.00%
158
SHELSHELL PLC
147$10.3M0.00%
159
NOWSERVICENOW INC
10$10.3M0.00%
160
MOALTRIA GROUP INC
175$10.3M0.00%
161
AEMAGNICO EAGLE MINES LTD
85$10.1M0.00%
162
8CWCROWN CASTLE INC
97$10.0M0.00%
163
ECCEAGLE POINT CREDIT COMPANY I
1,300$10.0M0.00%
164
KDKYNDRYL HLDGS INC
237$9.9M0.00%
165
CHRDCHORD ENERGY CORPORATION
102$9.9M0.00%
166
ALABASTERA LABS INC
108$9.8M0.00%
167
RIORIO TINTO PLC
167$9.7M0.00%
168
XAWPXABRDN GLOBAL PREMIER PPTYS F
2,456$9.7M0.00%
169
BACBANK AMERICA CORP
202$9.6M0.00%
170
KEYSKEYSIGHT TECHNOLOGIES INC
58$9.5M0.00%
171
FSKFS KKR CAP CORP
457$9.5M0.00%
172
UBERUBER TECHNOLOGIES INC
100$9.3M0.00%
173
POOLPOOL CORP
31$9.0M0.00%
174
WBDWARNER BROS DISCOVERY INC
787$9.0M0.00%
175
BIPBROOKFIELD INFRAST PARTNERS
262$8.8M0.00%
176
GWREGUIDEWIRE SOFTWARE INC
35$8.2M0.00%
177
JPCNUVEEN PFD & INCOME OPPORTUN
995$8.0M0.00%
178
AWMSKYWORKS SOLUTIONS INC
107$8.0M0.00%
179
KGCKINROSS GOLD CORP
500$7.8M0.00%
180
ECLECOLAB INC
29$7.8M0.00%
181
DGDOLLAR GEN CORP NEW
68$7.8M0.00%
182
MRVLMARVELL TECHNOLOGY INC
100$7.7M0.00%
183
KVUEKENVUE INC
369$7.7M0.00%
184
TEMTEMPUS AI INC
121$7.7M0.00%
185
NLYANNALY CAPITAL MANAGEMENT IN
408$7.7M0.00%
186
UGIUGI CORP NEW
209$7.6M0.00%
187
THQABRDN HEALTHCARE OPPORTUNITI
408$7.5M0.00%
188
MDTMEDTRONIC PLC
86$7.5M0.00%
189
ESEVERSOURCE ENERGY
117$7.4M0.00%
190
PFFAETFIS SER TR I
352$7.3M0.00%
191
4I1PHILIP MORRIS INTL INC
40$7.3M0.00%
192
WPMWHEATON PRECIOUS METALS CORP
80$7.2M0.00%
193
CRLCHARLES RIV LABS INTL INC
47$7.1M0.00%
194
INTUINTUIT
9$7.1M0.00%
195
XFLTXAI OCTAGN FLT RAT & ALT INM
1,230$7.0M0.00%
196
BABAALIBABA GROUP HLDG LTD
61$6.9M0.00%
197
DWDMORGAN STANLEY
49$6.9M0.00%
198
JCIJOHNSON CTLS INTL PLC
64$6.8M0.00%
199
SAPSAP SE
22$6.7M0.00%
200
SILASILA REALTY TRUST INC
280$6.6M0.00%
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