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Tracy Murray

Sws Partners

Assets Managed
$405.427M
Holdings
112
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-2.13%(2Q avg: -0.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sws Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Sws Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 405.427M in assets, with a quarterly growth rate of -2.13% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Tracy Murray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.5%
9.7%
$39.301M
60,166 shares@ $653.21 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 11.24%
4.42%
$17.908M
718,928 shares@ $24.91 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.27%
3.89%
$15.768M
233,495 shares@ $67.54 avg price
IDUB
Aptus International Enhanced
Recent Activity
Increased 1.34%
3.33%
$13.473M
546,125 shares@ $24.67 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 37.47%
3.17%
$12.828M
73,550 shares@ $174.42 avg price
SPYD
Spdr Portfolio S&p 500 High
Recent Activity
Decreased -1.69%
2.72%
$11.017M
242,031 shares@ $45.52 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -16.82%
2.53%
$10.254M
35,660 shares@ $287.56 avg price
OSCV
Opus Small Cap Value Etf
Recent Activity
Decreased -2.66%
2.25%
$9.116M
231,124 shares@ $39.44 avg price
VMBS
Vanguard Mortgage-backed Sec
Recent Activity
Increased 14.08%
2.1%
$8.493M
180,898 shares@ $46.95 avg price
GH
Guardant Health Inc
Recent Activity
Increased 2.95%
1.82%
$7.342M
79,481 shares@ $92.37 avg price

1-10 of 112