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
201
BXBLACKSTONE INC
44$6.5M0.00%
202
UPWHEELS UP EXPERIENCE INC
6,010$6.4M0.00%
203
ASMLASML HOLDING N V
8$6.4M0.00%
204
AMDYTIDAL TR II
624$6.4M0.00%
205
NFLYTIDAL TR II
327$6.3M0.00%
206
MPLXMPLX LP
122$6.3M0.00%
207
BUTIDAL TR II
283$6.3M0.00%
208
NVDYTIDAL TR II
371$6.2M0.00%
209
YMAXTIDAL TR II
450$6.2M0.00%
210
ITWILLINOIS TOOL WKS INC
25$6.2M0.00%
211
RTXRTX CORPORATION
42$6.1M0.00%
212
OKEONEOK INC NEW
75$6.1M0.00%
213
COFCAPITAL ONE FINL CORP
28$6.0M0.00%
214
BUTIDAL TR II
728$5.9M0.00%
215
PSAPUBLIC STORAGE OPER CO
20$5.9M0.00%
216
GMGENERAL MTRS CO
119$5.9M0.00%
217
PRAPROASSURANCE CORP
256$5.8M0.00%
218
ULUNILEVER PLC
94$5.8M0.00%
219
SYKSTRYKER CORPORATION
14$5.6M0.00%
220
CARRCARRIER GLOBAL CORPORATION
77$5.6M0.00%
221
ABBVABBVIE INC
30$5.6M0.00%
222
XLESELECT SECTOR SPDR TR
65$5.5M0.00%
223
TRYBARINGS BDC INC
603$5.5M0.00%
224
SITESITEONE LANDSCAPE SUPPLY INC
45$5.4M0.00%
225
JEPQJ P MORGAN EXCHANGE TRADED F
100$5.4M0.00%
226
ACHRARCHER AVIATION INC
500$5.4M0.00%
227
BEPCBROOKFIELD RENEWABLE CORP
165$5.4M0.00%
228
MDLZMONDELEZ INTL INC
80$5.4M0.00%
229
NFLXNETFLIX INC
4$5.4M0.00%
230
VVISA INC
15$5.3M0.00%
231
KHCKRAFT HEINZ CO
206$5.3M0.00%
232
AGIALAMOS GOLD INC NEW
200$5.3M0.00%
233
FTNTFORTINET INC
50$5.3M0.00%
234
BSTZBLACKROCK SCIENCE & TECHNOLO
250$5.2M0.00%
235
LINLINDE PLC
11$5.2M0.00%
236
SNPSSYNOPSYS INC
10$5.1M0.00%
237
BPBP PLC
170$5.1M0.00%
238
XLISELECT SECTOR SPDR TR
34$5.0M0.00%
239
EPDENTERPRISE PRODS PARTNERS L
161$5.0M0.00%
240
FNVFRANCO NEV CORP
30$4.9M0.00%
241
TTENTOTALENERGIES SE
80$4.9M0.00%
242
SONYSONY GROUP CORP
188$4.9M0.00%
243
AMGNAMGEN INC
17$4.7M0.00%
244
DOCHEALTHPEAK PROPERTIES INC
265$4.6M0.00%
245
BTCGRAYSCALE BITCOIN MINI TR ET
97$4.6M0.00%
246
HTGCHERCULES CAPITAL INC
253$4.6M0.00%
247
DIVOAMPLIFY ETF TR
108$4.6M0.00%
248
AYS1SANDSTORM GOLD LTD
480$4.5M0.00%
249
FCXFREEPORT-MCMORAN INC
103$4.5M0.00%
250
PSXPHILLIPS 66
37$4.4M0.00%
251
DHID R HORTON INC
34$4.4M0.00%
252
PBRPETROLEO BRASILEIRO SA PETRO
350$4.4M0.00%
253
DEODIAGEO PLC
43$4.3M0.00%
254
NVONOVO-NORDISK A S
60$4.1M0.00%
255
DYT1DYNEX CAP INC
337$4.1M0.00%
256
GDGENERAL DYNAMICS CORP
14$4.1M0.00%
257
PSLV/USPROTT PHYSICAL SILVER TR
333$4.1M0.00%
258
QSQUANTUMSCAPE CORP
600$4.0M0.00%
259
FRTFEDERAL RLTY INVT TR NEW
42$4.0M0.00%
260
SUNSUNOCO LP/SUNOCO FIN CORP
74$4.0M0.00%
261
BCEBCE INC
178$3.9M0.00%
262
ETNEATON CORP PLC
11$3.9M0.00%
263
CRWVCOREWEAVE INC
24$3.9M0.00%
264
FPXFIRST TR EXCHANGE-TRADED FD
27$3.9M0.00%
265
VSTVISTRA CORP
20$3.9M0.00%
266
PGPROCTER AND GAMBLE CO
24$3.8M0.00%
267
ISRGINTUITIVE SURGICAL INC
7$3.8M0.00%
268
ATLXATLAS LITHIUM CORP
1,000$3.8M0.00%
269
PLDPROLOGIS INC.
36$3.7M0.00%
270
CCAPCRESCENT CAP BDC INC
264$3.7M0.00%
271
DEDEERE & CO
7$3.6M0.00%
272
SCHWSCHWAB CHARLES CORP
39$3.6M0.00%
273
QDTEROUNDHILL ETF TRUST
100$3.5M0.00%
274
OXYOCCIDENTAL PETE CORP
84$3.5M0.00%
275
FQIDIGITAL RLTY TR INC
20$3.5M0.00%
276
LUMNLUMEN TECHNOLOGIES INC
785$3.4M0.00%
277
CRDOCREDO TECHNOLOGY GROUP HOLDI
37$3.4M0.00%
278
IRINGERSOLL RAND INC
41$3.4M0.00%
279
UBSUBS GROUP AG
96$3.2M0.00%
280
CRCCANADIAN NAT RES LTD
102$3.2M0.00%
281
WPRTWESTPORT FUEL SYSTEMS INC
1,000$3.1M0.00%
282
INGING GROEP N.V.
143$3.1M0.00%
283
CLSCELESTICA INC
20$3.1M0.00%
284
HSYHERSHEY CO
19$3.1M0.00%
285
EWEDWARDS LIFESCIENCES CORP
39$3.1M0.00%
286
SPOTSPOTIFY TECHNOLOGY S A
4$3.1M0.00%
287
GQ9SPDR GOLD TR
10$3.0M0.00%
288
NMAXNEWSMAX INC
200$3.0M0.00%
289
URIUNITED RENTALS INC
4$3.0M0.00%
290
PZZAPAPA JOHNS INTL INC
60$2.9M0.00%
291
NEMNEWMONT CORP
50$2.9M0.00%
292
BWXTBWX TECHNOLOGIES INC
20$2.9M0.00%
293
ALBALBEMARLE CORP
45$2.8M0.00%
294
CSXCSX CORP
85$2.8M0.00%
295
TMTOYOTA MOTOR CORP
16$2.8M0.00%
296
AUANGLOGOLD ASHANTI PLC
60$2.7M0.00%
297
IJRISHARES TR
25$2.7M0.00%
298
FMCFMC CORP
65$2.7M0.00%
299
BCSBARCLAYS PLC
146$2.7M0.00%
300
NSPINSPERITY INC
45$2.7M0.00%
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