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Holders — by stockHoldings — by fund

Swan Global Investments, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001591505

$3.39B

disclosed book value

103

positions

34.1%

largest position share

Positions, as of 2026-06-30

top 100 of 103 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPDR S&P 500 ETF TRPUT1.8M$1.15B34.1%
2SPYSPDR S&P 500 ETF TR1.1M$801.2M23.7%
3IVVISHARES TR541,901$405.8M12%
4XLKSELECT SECTOR SPDR TR560,690$106.8M3.2%
5PSMOPACER FDS TR2.6M$85.7M2.5%
6PSMDPACER FDS TR2.3M$80.4M2.4%
7PSMJPACER FDS TR2.3M$79.4M2.3%
8PSMRPACER FDS TR2.4M$77.6M2.3%
9PSCWPACER FDS TR1.7M$52.4M1.5%
10PSCQPACER FDS TR1.3M$41.9M1.2%
11HEGDLISTED FD TR1.6M$41.8M1.2%
12PSCJPACER FDS TR1.1M$35.5M1%
13PSFDPACER FDS TR824,213$32.8M1%
14XLFSELECT SECTOR SPDR TR572,383$30.7M0.9%
15PSFOPACER FDS TR840,907$29.1M0.9%
16PSCXPACER FDS TR788,754$25.8M0.8%
17PSFJPACER FDS TR729,426$25.7M0.8%
18XLYSELECT SECTOR SPDR TR203,454$23.9M0.7%
19XLVSELECT SECTOR SPDR TR147,836$23.5M0.7%
20XLISELECT SECTOR SPDR TR124,570$23.1M0.7%
21XLCSELECT SECTOR SPDR TR196,236$21.0M0.6%
22AAPLAPPLE INC65,417$18.9M0.6%
23PSFMPACER FDS TR507,781$17.7M0.5%
24MSFTMICROSOFT CORP34,410$12.8M0.4%
25XLPSELECT SECTOR SPDR TR144,652$12.0M0.4%
26MIAMI INTL HLDGS INCPUT322,200$11.3M0.3%
27SPDR S&P 500 ETF TRCALL1.0M$8.7M0.3%
28XLESELECT SECTOR SPDR TR149,961$8.0M0.2%
29PLTRPALANTIR TECHNOLOGIES INC60,335$7.0M0.2%
30LRCXLAM RESEARCH CORP13,617$5.9M0.2%
31XLUSELECT SECTOR SPDR TR123,778$5.6M0.2%
32NVIDIA CORPORATIONPUT40,000$5.4M0.2%
33NVDANVIDIA CORPORATION26,623$5.3M0.2%
34XLBSELECT SECTOR SPDR TR91,056$4.6M0.1%
35XLRESELECT SECTOR SPDR TR104,653$4.6M0.1%
36ADIANALOG DEVICES INC9,084$3.6M0.1%
37APPLE INCPUT14,200$3.3M0.1%
38AMDADVANCED MICRO DEVICES INC5,517$3.2M0.1%
39GOOGALPHABET INC6,536$2.3M0.1%
40AMZNAMAZON COM INC9,458$2.3M0.1%
41MUMICRON TECHNOLOGY INC1,632$1.9M0.1%
42METAMETA PLATFORMS INC3,299$1.9M0.1%
43CVXCHEVRON CORP NEW10,926$1.8M0.1%
44CHENIERE ENERGY INCPUT7,500$1.8M0.1%
45NOWSERVICENOW INC14,918$1.5M0%
46AMAZON COM INCPUT8,400$1.5M0%
47SCLZSwan Enhanced Dividend Income ETF25,295$1.4M0%
48ISHARES TRPUT5,400$1.4M0%
49GOOGLALPHABET INC3,809$1.4M0%
50META PLATFORMS INCPUT2,700$1.3M0%
51MICRON TECHNOLOGY INCPUT1,600$1.3M0%
52SPGIS&P GLOBAL INC3,086$1.3M0%
53PALANTIR TECHNOLOGIES INCPUT8,800$1.2M0%
54SMCISUPER MICRO COMPUTER INC40,130$1.2M0%
55EBAYEBAY INC9,655$1.1M0%
56AVGOBROADCOM INC2,626$991,9720%
57BANK AMERICA CORPPUT19,800$990,0000%
58QCOMQUALCOMM INC5,095$941,5050%
59TESLA INCPUT2,100$861,0000%
60LLYLILLY ELI & CO693$831,2050%
61TMUST-MOBILE US INC4,753$797,2210%
62GLDSPDR Gold Trust2,145$790,1750%
63BOXXEA SERIES TRUST6,500$761,0850%
64JPMJPMORGAN CHASE & CO2,304$754,1680%
65CSCOCISCO SYS INC5,476$643,2110%
66IBTGISHARES TR27,118$620,7310%
67SGOLETFS GOLD TR15,700$600,2110%
68APHAMPHENOL CORP NEW3,358$592,0830%
69TSLATESLA INC1,351$568,2310%
70TTANSERVICETITAN INC7,856$555,4980%
71ORCLORACLE CORP3,748$549,2690%
72GEGE AEROSPACE1,469$549,0090%
73JNJJOHNSON & JOHNSON2,051$520,8920%
74MAMASTERCARD INCORPORATED940$482,7840%
75VVISA INC1,306$448,0760%
76MCKMCKESSON CORP587$443,5370%
77TSMTAIWAN SEMICONDUCTOR MANUFAC917$437,9320%
78WMTWALMART INC3,730$422,4600%
79EXMOCEXXON MOBIL CORP2,973$406,4690%
80iShares MSCI EAFE ETFPUT4,300$394,1000%
81CATCATERPILLAR INC352$374,8450%
82ABBVABBVIE INC1,485$373,6850%
83SPDR Gold TrustPUT900$360,0000%
84IBTHISHARES TR15,771$352,7970%
85VEUVANGUARD INTL EQUITY INDEX F4,144$347,0600%
86UBER TECHNOLOGIES INC4,689$338,3580%
87iShares MSCI Emerging Markets Indx ETFPUT6,300$335,9000%
88WFCWELLS FARGO CO NEW3,873$320,0650%
89RTXRTX CORPORATION1,609$305,2760%
90HDHOME DEPOT INC862$304,0100%
91VTWOVANGUARD SCOTTSDALE FDS2,427$294,6860%
92IEMGishares ETF - CORE MSCI EMKT3,511$290,8510%
93XCCCBONDBLOXX ETF TRUST7,900$288,8240%
94IEFAISHARES TR2,894$279,5030%
95ADVANCED MICRO DEVICES INCCALL1,200$264,0000%
96NFLXNETFLIX INC3,636$259,6100%
97BRK/BBERKSHIRE HATHAWAY INC DEL1,275$233,6690%
98TLTIShares ETF-20yr2,700$233,3340%
99DEDEERE & CO365$231,5300%
100KOCOCA COLA CO2,818$229,0190%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.