Sws Partners Portfolio Shifts in Q2 2026: Focus on Energy and Consumer Cyclical with Major Healthcare Exit
Sws Partners' portfolio value reached $451.7 million as of June 30, 2026. The firm significantly increased exposure to energy (CVX) and consumer cyclical sectors while exiting a major healthcare position.
As of June 30, 2026, Sws Partners managed a portfolio value of $451.7 million, reflecting strategic adjustments during the second quarter.
The investment firm demonstrated notable buying activity in several sectors this period:
- LLY (likely referring to Eli Lilly and Company) saw a significant increase, though the exact percentage change isn't detailed here.
- Chevron Corporation (CVX) experienced a 100% increase in its position during Q2, suggesting strong confidence in the energy sector at this time.
- ESML (likely referring to Eli Lilly and Company) saw a significant increase, though the exact percentage change isn't detailed here.
- SUSL (likely referring to S&P 500 SPDR ETF) saw a notable increase in its position during Q2, though the exact percentage change isn't detailed here.
In contrast, Sws Partners divested from ABBV (AbbVie Inc.), which represented a substantial 89.14% reduction in its position during the quarter.
The firm also continued to build on its existing positions:
- PureCycle Technologies Inc. (PCT) saw a massive 39.33% increase in shares, making it one of the quarter's most significant additions.
- Pinterest Inc. (PINS) experienced a notable 26.65% reduction in its position during Q2, though it remains part of the portfolio.
- NVIDIA Corporation (NVDA) saw a significant 13.72% increase in its position during Q2, continuing its upward trajectory within the portfolio.
- SCHWAB Strategic TR ETF (SCHR) experienced a modest 2.43% increase in allocation during Q2, though it remains part of the portfolio.
- S&P 500 SPDR ETF (SPYD) saw a modest reduction in allocation during Q2, though it remains part of the portfolio.
- Micron Technology Inc (MU) experienced a small increase in its position during Q2, though it remains part of the portfolio.
Overall, Sws Partners appears to have strategically shifted capital towards energy and consumer cyclical sectors while significantly reducing exposure to healthcare following the exit from AbbVie Inc. (ABBV). The firm also maintained its position in several large-cap tech companies like NVIDIA Corporation (NVDA) and Micron Technology Inc. (MU). Further details on the specific magnitude of other changes are not provided in this filing.