SWAN Capital LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$257.1B

Holdings

513

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (513 positions)

#StockSharesValue% PortfolioType
101
AFRMAFFIRM HLDGS INC
400$29.0M0.01%
102
IBMINTERNATIONAL BUSINESS MACHS
100$29.0M0.01%
103
TFCTRUIST FINL CORP
570$28.0M0.01%
104
AIC3 AI INC
2,100$28.0M0.01%
105
XLKSELECT SECTOR SPDR TR
201$28.0M0.01%
106
QQQMINVESCO EXCH TRADED FD TR II
111$28.0M0.01%
107
ORCLORACLE CORP
140$27.0M0.01%
108
PSXPHILLIPS 66
208$26.0M0.01%
109
AVGOBROADCOM INC
76$26.0M0.01%
110
PVHPVH CORPORATION
400$26.0M0.01%
111
ARCCARES CAPITAL CORP
1,330$26.0M0.01%
112
AGNCAGNC INVT CORP
2,500$26.0M0.01%
113
XRPBITWISE XRP ETF
1,283$26.0M0.01%
114
WMWASTE MGMT INC DEL
113$24.0M0.01%
115
CCLCARNIVAL CORP
804$24.0M0.01%
116
UNPUNION PAC CORP
107$24.0M0.01%
117
APDAIR PRODS & CHEMS INC
96$23.0M0.01%
118
DUKDUKE ENERGY CORP NEW
200$23.0M0.01%
119
ITA*ISHARES TR
107$23.0M0.01%
120
FFORD MTR CO
1,731$22.0M0.01%
121
CEGCONSTELLATION ENERGY CORP
61$21.0M0.01%
122
DOCUDOCUSIGN INC
315$21.0M0.01%
123
CMGCHIPOTLE MEXICAN GRILL INC
550$20.0M0.01%
124
FISVFISERV INC
300$20.0M0.01%
125
CVSCVS HEALTH CORP
242$19.0M0.01%
126
GEHCGE HEALTHCARE TECHNOLOGIES I
241$19.0M0.01%
127
NVSNNOVARTIS AG
131$18.0M0.01%
128
CALYTOPGOLF CALLAWAY BRANDS CORP
1,608$18.0M0.01%
129
DISDISNEY WALT CO
166$18.0M0.01%
130
AXPAMERICAN EXPRESS CO
51$18.0M0.01%
131
1GSNNOVANTA INC
156$18.0M0.01%
132
OXLCOXFORD LANE CAP CORP
1,232$18.0M0.01%
133
RTXRTX CORPORATION
102$18.0M0.01%
134
SUSUNCOR ENERGY INC NEW
400$17.0M0.01%
135
DTDWISDOMTREE TR
203$17.0M0.01%
136
VTRSVIATRIS INC
1,394$17.0M0.01%
137
ZMZOOM COMMUNICATIONS INC
200$17.0M0.01%
138
ETSYETSY INC
307$17.0M0.01%
139
NKENIKE INC
258$16.0M0.01%
140
ENBENBRIDGE INC
354$16.0M0.01%
141
ROADCONSTRUCTION PARTNERS INC
150$16.0M0.01%
142
ALABASTERA LABS INC
100$16.0M0.01%
143
VLOVALERO ENERGY CORP
100$16.0M0.01%
144
VFCV F CORP
885$16.0M0.01%
145
CMCSACOMCAST CORP NEW
542$16.0M0.01%
146
MUBISHARES TR
154$16.0M0.01%
147
COPCONOCOPHILLIPS
169$15.0M0.01%
148
CARRCARRIER GLOBAL CORPORATION
268$14.0M0.01%
149
NOWSERVICENOW INC
95$14.0M0.01%
150
PEPPEPSICO INC
101$14.0M0.01%
151
GSKGSK PLC
289$14.0M0.01%
152
FSSLFS SPECIALTY LENDING FD
999$14.0M0.01%
153
PYPLPAYPAL HLDGS INC
227$13.0M0.01%
154
DVNDEVON ENERGY CORP NEW
358$13.0M0.01%
155
RIVNRIVIAN AUTOMOTIVE INC
695$13.0M0.01%
156
AEMAGNICO EAGLE MINES LTD
82$13.0M0.01%
157
WFCWELLS FARGO CO NEW
150$13.0M0.01%
158
NEENEXTERA ENERGY INC
161$12.0M0.00%
159
KGCKINROSS GOLD CORP
450$12.0M0.00%
160
BXBLACKSTONE INC
72$11.0M0.00%
161
ABBVABBVIE INC
52$11.0M0.00%
162
AEPAMERICAN ELEC PWR CO INC
100$11.0M0.00%
163
AMSCAMERICAN SUPERCONDUCTOR CORP
400$11.0M0.00%
164
PGPROCTER AND GAMBLE CO
71$10.0M0.00%
165
LVHDLEGG MASON ETF INVT
274$10.0M0.00%
166
AWRAMER STATES WTR CO
150$10.0M0.00%
167
ETENERGY TRANSFER L P
638$10.0M0.00%
168
FVDFIRST TR EXCHANGE-TRADED FD
234$10.0M0.00%
169
WTRGESSENTIAL UTILS INC
262$10.0M0.00%
170
WHRWHIRLPOOL CORP
148$10.0M0.00%
171
ARMARM HOLDINGS PLC
100$10.0M0.00%
172
RGLDROYAL GOLD INC
49$10.0M0.00%
173
WPMWHEATON PRECIOUS METALS CORP
80$9.0M0.00%
174
WMBWILLIAMS COS INC
165$9.0M0.00%
175
SBUXSTARBUCKS CORP
110$9.0M0.00%
176
GMGENERAL MTRS CO
119$9.0M0.00%
177
CRLCHARLES RIV LABS INTL INC
47$9.0M0.00%
178
PANWPALO ALTO NETWORKS INC
50$9.0M0.00%
179
XSDSPDR SERIES TRUST
30$9.0M0.00%
180
DGDOLLAR GEN CORP NEW
68$9.0M0.00%
181
BCCCGLOBAL X FDS
200$9.0M0.00%
182
BMYBRISTOL-MYERS SQUIBB CO
178$9.0M0.00%
183
NLYANNALY CAPITAL MANAGEMENT IN
408$9.0M0.00%
184
CCOCAMECO CORP
100$9.0M0.00%
185
RIORIO TINTO PLC
100$8.0M0.00%
186
MRVLMARVELL TECHNOLOGY INC
100$8.0M0.00%
187
WBDWARNER BROS DISCOVERY INC
288$8.0M0.00%
188
OXYOCCIDENTAL PETE CORP
197$8.0M0.00%
189
JPCNUVEEN PFD & INCOME OPPORTUN
995$8.0M0.00%
190
JHMMJOHN HANCOCK EXCHANGE TRADED
129$8.0M0.00%
191
CHRDCHORD ENERGY CORPORATION
88$8.0M0.00%
192
8CWCROWN CASTLE INC
97$8.0M0.00%
193
UNHUNITEDHEALTH GROUP INC
24$8.0M0.00%
194
LUMNLUMEN TECHNOLOGIES INC
1,000$7.0M0.00%
195
THQABRDN HEALTHCARE OPPORTUNITI
408$7.0M0.00%
196
XYZBLOCK INC
111$7.0M0.00%
197
AGIALAMOS GOLD INC NEW
200$7.0M0.00%
198
PSLV/USPROTT ASSET MANAGEMENT LP
333$7.0M0.00%
199
ECCEAGLE POINT CREDIT COMPANY I
1,300$7.0M0.00%
200
ASTSAST SPACEMOBILE INC
100$7.0M0.00%
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