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
201
PFFAETFIS SER TR I
352$7.0M0.00%
202
POOLPOOL CORP
31$7.0M0.00%
203
GWREGUIDEWIRE SOFTWARE INC
35$7.0M0.00%
204
PRAPROASSURANCE CORP
256$6.0M0.00%
205
AMTAMERICAN TOWER CORP NEW
36$6.0M0.00%
206
DPZDOMINOS PIZZA INC
15$6.0M0.00%
207
FNVFRANCO NEV CORP
30$6.0M0.00%
208
KVUEKENVUE INC
369$6.0M0.00%
209
4I1PHILIP MORRIS INTL INC
40$6.0M0.00%
210
ITWILLINOIS TOOL WKS INC
25$6.0M0.00%
211
SILASILA REALTY TRUST INC
280$6.0M0.00%
212
TEMTEMPUS AI INC
102$6.0M0.00%
213
IYWISHARES TR
35$6.0M0.00%
214
QSQUANTUMSCAPE CORP
600$6.0M0.00%
215
ETNEATON CORP PLC
20$6.0M0.00%
216
TRYBARINGS BDC INC
603$5.0M0.00%
217
SITESITEONE LANDSCAPE SUPPLY INC
45$5.0M0.00%
218
XAWPXABRDN GLOBAL PREMIER PPTYS F
1,400$5.0M0.00%
219
ECLECOLAB INC
21$5.0M0.00%
220
AMDYTIDAL TRUST II
145$5.0M0.00%
221
MDLZMONDELEZ INTL INC
111$5.0M0.00%
222
HSYHERSHEY CO
29$5.0M0.00%
223
TPLTEXAS PACIFIC LAND CORPORATI
18$5.0M0.00%
224
BACBANK AMERICA CORP
109$5.0M0.00%
225
NVDYTIDAL TRUST II
371$5.0M0.00%
226
BSTZBLACKROCK SCIENCE & TECHNOLO
250$5.0M0.00%
227
AUANGLOGOLD ASHANTI PLC
60$5.0M0.00%
228
6RJ0ROCKET LAB CORP
82$5.0M0.00%
229
XFLTXAI OCTAGN FLT RAT & ALT INM
1,230$5.0M0.00%
230
BABAALIBABA GROUP HLDG LTD
36$5.0M0.00%
231
XLISELECT SECTOR SPDR TR
34$5.0M0.00%
232
EPDENTERPRISE PRODS PARTNERS L
167$5.0M0.00%
233
CLSCELESTICA INC
20$5.0M0.00%
234
AWMSKYWORKS SOLUTIONS INC
80$5.0M0.00%
235
CRDOCREDO TECHNOLOGY GROUP HOLDI
37$5.0M0.00%
236
NEMNEWMONT CORP
50$5.0M0.00%
237
XLGINVESCO EXCHANGE TRADED FD T
85$5.0M0.00%
238
DIVOAMPLIFY ETF TR
108$4.0M0.00%
239
KHCKRAFT HEINZ CO
206$4.0M0.00%
240
GDGENERAL DYNAMICS CORP
12$4.0M0.00%
241
MAINMAIN STR CAP CORP
73$4.0M0.00%
242
PLDPROLOGIS INC.
36$4.0M0.00%
243
PBRPETROLEO BRASILEIRO SA PETRO
350$4.0M0.00%
244
MOALTRIA GROUP INC
75$4.0M0.00%
245
DOCHEALTHPEAK PROPERTIES INC
265$4.0M0.00%
246
FANGDIAMONDBACK ENERGY INC
30$4.0M0.00%
247
FPXFIRST TR EXCHANGE-TRADED FD
27$4.0M0.00%
248
XLESELECT SECTOR SPDR TR
96$4.0M0.00%
249
FTNTFORTINET INC
62$4.0M0.00%
250
XYZYTIDAL TRUST II
124$4.0M0.00%
251
DYT1DYNEX CAP INC
337$4.0M0.00%
252
YMAXTIDAL TRUST II
450$4.0M0.00%
253
NVONOVO-NORDISK A S
95$4.0M0.00%
254
BCEBCE INC
178$4.0M0.00%
255
LULULULULEMON ATHLETICA INC
23$4.0M0.00%
256
TXNTEXAS INSTRS INC
23$3.0M0.00%
257
DEODIAGEO PLC
43$3.0M0.00%
258
ALBALBEMARLE CORP
28$3.0M0.00%
259
IDRIDAHO STRATEGIC RESOURCES
85$3.0M0.00%
260
HTGCHERCULES CAPITAL INC
189$3.0M0.00%
261
KNSLKINSALE CAP GROUP INC
9$3.0M0.00%
262
OREALTY INCOME CORP
55$3.0M0.00%
263
FIBKFIRST INTST BANCSYSTEM INC
91$3.0M0.00%
264
HBANHUNTINGTON BANCSHARES INC
216$3.0M0.00%
265
BPBP PLC
106$3.0M0.00%
266
FCXFREEPORT-MCMORAN INC
66$3.0M0.00%
267
ATLXATLAS LITHIUM CORP
750$3.0M0.00%
268
PAASPAN AMERN SILVER CORP
70$3.0M0.00%
269
QQQINEOS ETF TRUST
74$3.0M0.00%
270
QDTEROUNDHILL ETF TRUST
100$3.0M0.00%
271
FDUSFIDUS INVT CORP
173$3.0M0.00%
272
TTETOTALENERGIES SE
59$3.0M0.00%
273
URIUNITED RENTALS INC
4$3.0M0.00%
274
LMTLOCKHEED MARTIN CORP
8$3.0M0.00%
275
DALDELTA AIR LINES INC DEL
50$3.0M0.00%
276
NFLYTIDAL TRUST II
327$3.0M0.00%
277
GQ9SPDR GOLD TR
10$3.0M0.00%
278
BTCGRAYSCALE BITCOIN MINI TR ET
82$3.0M0.00%
279
FRTFEDERAL RLTY INVT TR NEW
31$3.0M0.00%
280
MPMP MATERIALS CORP
79$3.0M0.00%
281
IJRISHARES TR
33$3.0M0.00%
282
CCAPCRESCENT CAP BDC INC
264$3.0M0.00%
283
UPWHEELS UP EXPERIENCE INC
6,010$3.0M0.00%
284
ACHRARCHER AVIATION INC
500$3.0M0.00%
285
VSTVISTRA CORP
20$3.0M0.00%
286
HLHECLA MNG CO
200$3.0M0.00%
287
MPTMEDICAL PPTYS TRUST INC
642$3.0M0.00%
288
ASMLASML HOLDING N V
3$3.0M0.00%
289
AMGNAMGEN INC
8$2.0M0.00%
290
IRINGERSOLL RAND INC
30$2.0M0.00%
291
PZZAPAPA JOHNS INTL INC
60$2.0M0.00%
292
BDXBECTON DICKINSON & CO
14$2.0M0.00%
293
NCLHNORWEGIAN CRUISE LINE HLDG L
105$2.0M0.00%
294
NGDNEW GOLD INC CDA
275$2.0M0.00%
295
RAMACO RES INC
130$2.0M0.00%
296
AZTAAZENTA INC
81$2.0M0.00%
297
URAGLOBAL X FDS
70$2.0M0.00%
298
IMGIAMGOLD CORP
150$2.0M0.00%
299
AGFIRST MAJESTIC SILVER CORP
150$2.0M0.00%
300
RTORENTOKIL INITIAL PLC
69$2.0M0.00%
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