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Holders — by stockHoldings — by fund

Black Swift Group, 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 0001704212

$692.0M

disclosed book value

143

positions

14.9%

largest position share

Positions, as of 2026-06-30

top 100 of 143 · 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
1SPYGSPDR SERIES TRUST869,331$103.4M14.9%
2SPYSTATE STR SPDR S&P 500 ETF T98,457$73.5M10.6%
3XLKSELECT SECTOR SPDR TR186,867$35.6M5.1%
4IWFISHARES TR251,725$31.3M4.5%
5SMHVANECK ETF TRUST41,381$27.1M3.9%
6SMHXVANECK ETF TRUST318,447$20.3M2.9%
7AMZNAMAZON COM INC72,200$17.2M2.5%
8COPXGLOBAL X FDS203,728$15.7M2.3%
9JAAAJANUS DETROIT STR TR283,348$14.3M2.1%
10EWZISHARES INC410,341$14.2M2%
11XLBSELECT SECTOR SPDR TR276,575$14.1M2%
12EPOLISHARES TR358,566$13.8M2%
13EMXCISHARES INC134,372$13.7M2%
14SPYMSPDR SERIES TRUST154,046$13.5M2%
15GRIDFIRST TR EXCHANGE-TRADED FD65,022$12.5M1.8%
16GOOGLALPHABET INC34,550$12.3M1.8%
17AMDADVANCED MICRO DEVICES INC17,875$10.4M1.5%
18AIQGLOBAL X FDS148,960$9.8M1.4%
19TERTERADYNE INC19,900$9.6M1.4%
20NVDANVIDIA CORPORATION44,950$9.0M1.3%
21BOTZGLOBAL X FDS220,100$8.4M1.2%
22CRWDCROWDSTRIKE HLDGS INC10,912$8.3M1.2%
23LITELUMENTUM HLDGS INC9,200$7.9M1.1%
24XLESELECT SECTOR SPDR TR141,412$7.5M1.1%
25BOXXEA SERIES TRUST63,700$7.5M1.1%
26XESSPDR SERIES TRUST62,955$7.1M1%
27GTEKGOLDMAN SACHS ETF TR105,545$6.6M1%
28EWWISHARES INC82,882$6.2M0.9%
29ROBOEXCHANGE TRADED CONCEPTS TRU71,460$6.1M0.9%
30XLVSELECT SECTOR SPDR TR36,802$5.8M0.8%
31RAAXVANECK ETF TRUST146,695$5.8M0.8%
32METAMETA PLATFORMS INC9,345$5.3M0.8%
33AVGOBROADCOM INC13,729$5.2M0.7%
34JPMJPMORGAN CHASE & CO14,358$4.7M0.7%
35PPLTABRDN PLATINUM ETF TRUST321,850$4.5M0.7%
36ILFISHARES TR122,511$4.1M0.6%
37EWYISHARES INC20,130$4.1M0.6%
38SHOPSHOPIFY INC34,865$4.0M0.6%
39OEFISHARES TR10,615$3.9M0.6%
40TTMITTM TECHNOLOGIES INC20,300$3.8M0.5%
41VOOVANGUARD INDEX FDS5,264$3.6M0.5%
42NOKNOKIA CORP271,000$3.6M0.5%
43SHYISHARES TR41,575$3.4M0.5%
44PFFAETFIS SER TR I150,615$3.1M0.4%
45LTHLIFE TIME GROUP HOLDINGS INC75,000$3.1M0.4%
46REMXVANECK ETF TRUST34,350$3.0M0.4%
47VZVERIZON COMMUNICATIONS INC61,640$2.6M0.4%
48SQMSOCIEDAD QUIMICA Y MINERA DE33,000$2.4M0.4%
49BIZDVANECK ETF TRUST174,697$2.2M0.3%
50ISRGINTUITIVE SURGICAL INC5,500$2.2M0.3%
51SNDKSANDISK CORP870$2.0M0.3%
52SHLDGLOBAL X FDS32,780$2.0M0.3%
53PLDPROLOGIS INC.13,982$1.9M0.3%
54JANJANUS LIVING INC63,055$1.8M0.3%
55ARCCARES CAPITAL CORP96,440$1.8M0.3%
56OREALTY INCOME CORP28,835$1.8M0.3%
57CAGCONAGRA BRANDS INC131,632$1.8M0.3%
58TSMTAIWAN SEMICONDUCTOR MANUFAC3,700$1.8M0.3%
59AAPLAPPLE INC6,045$1.7M0.3%
60TECKTECK RESOURCES LTD29,000$1.7M0.2%
61IBTGISHARES TR73,595$1.7M0.2%
62CLOXSERIES PORTFOLIOS TR62,250$1.6M0.2%
63IVVISHARES TR2,108$1.6M0.2%
64FCXFREEPORT MCMORAN INC25,000$1.6M0.2%
65KHCKRAFT HEINZ CO64,828$1.5M0.2%
66QQQINVESCO QQQ TR2,075$1.5M0.2%
67XLISELECT SECTOR SPDR TR7,950$1.5M0.2%
68BEBLOOM ENERGY CORP4,700$1.4M0.2%
69DFATDIMENSIONAL ETF TRUST20,000$1.4M0.2%
70MCOMOODYS CORP3,000$1.4M0.2%
71CCITIGROUP INC9,500$1.3M0.2%
72GLDSPDR GOLD TR3,350$1.2M0.2%
73JMBSJANUS DETROIT STR TR26,710$1.2M0.2%
74RRXREGAL REXNORD CORPORATION5,000$1.2M0.2%
75BRK/BBERKSHIRE HATHAWAY INC DEL2,375$1.2M0.2%
76FLOFLOWERS FOODS INC150,273$1.2M0.2%
77APHAMPHENOL CORP6,700$1.2M0.2%
78IWMISHARES TR3,800$1.1M0.2%
79VUGVANGUARD INDEX FDS13,200$1.1M0.2%
80IBDRISHARES TR41,085$995,4900.1%
81MSFTMICROSOFT CORP2,650$988,5030.1%
82BILSPDR SERIES TRUST10,625$973,6750.1%
83BMYBRISTOL-MYERS SQUIBB CO16,250$936,3250.1%
84IIPRINNOVATIVE INDL PPTYS INC14,825$918,8540.1%
85BABOEING CO4,000$865,8800.1%
86IWRISHARES TR7,300$805,3360.1%
87IBDSISHARES TR32,825$795,0220.1%
88AMKRAMKOR TECHNOLOGY INC9,000$776,0700.1%
89LLYELI LILLY & CO610$731,6520.1%
90VEUVANGUARD INTL EQUITY INDEX F8,600$720,2500.1%
91PEJINVESCO EXCHANGE TRADED FD T10,750$715,6280.1%
92CLOABLACKROCK ETF TRUST II13,730$712,7240.1%
93UBERUBER TECHNOLOGIES INC9,250$667,4800.1%
94HIGHARTFORD INSURANCE GROUP INC5,000$662,6000.1%
95TPRTAPESTRY INC4,450$651,3910.1%
96MSMORGAN STANLEY3,073$642,3800.1%
97LYVLIVE NATION ENTERTAINMENT IN3,450$631,7300.1%
98IYHISHARES TR9,175$614,8250.1%
99IEFAISHARES TR6,350$613,2830.1%
100GOOGALPHABET INC1,650$582,9950.1%

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.

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