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Matt Bures

Swp Investment Management Llc

Assets Managed
$144.784M
Holdings
43
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
8.15%(2Q avg: 2.62%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Swp Investment Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 43 positions.

Assets under management

The assets under management (AUM) of Swp Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 144.784M in assets, with a quarterly growth rate of 8.15% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Matt Bures, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MSFT
Microsoft Corp
Recent Activity
Increased 3.85%
5.43%
$7.849M
21,041 shares@ $373.03 avg price
AAPL
Apple Inc
Recent Activity
Increased 3.86%
4.21%
$6.087M
21,036 shares@ $289.37 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 3.83%
4.12%
$5.953M
15,760 shares@ $377.75 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -17.02%
3.77%
$5.452M
15,255 shares@ $357.37 avg price
IBM
Intl Business Machines Corp
Recent Activity
Increased 3.89%
3.33%
$4.817M
17,129 shares@ $281.21 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 49.73%
3.17%
$4.576M
8,124 shares@ $563.3 avg price
URI
United Rentals Inc
Recent Activity
Increased 3.89%
2.93%
$4.239M
3,742 shares@ $1132.89 avg price
PM
Philip Morris International
Recent Activity
Increased 3.93%
2.85%
$4.117M
22,755 shares@ $180.91 avg price
ORCL
Oracle Corp
Recent Activity
Increased 3.89%
2.77%
$3.997M
27,273 shares@ $146.55 avg price
PLD
Prologis Inc
Recent Activity
Increased 3.91%
2.74%
$3.961M
29,236 shares@ $135.48 avg price

1-10 of 43