Swan Global Investments, LLC Hedge Fund

Location: Durango, CO

CIK: 0001591505 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 11, 2026

Total Value: $3.378B (100.0% shares, 0.0% debt)

Holdings (79)

SPDR S&P 500 ETF TR 36.7%
Value $1.241B Shares 2,080,100 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 22.0%
Value $742M Shares 1,087,712 Est. Cost $294.81 Unrealized
IVV ISHARES TR 12.8%
Value $431M Shares 629,609 Est. Cost $435.39 Unrealized
XLK SELECT SECTOR SPDR TR 3.1%
Value $104M Shares 723,302 Est. Cost $2665.11 Unrealized
PSMO PACER FDS TR 2.5%
Value $86.14M Shares 2,800,433 Est. Cost $26.97 Unrealized
PSMJ PACER FDS TR 2.2%
Value $75.22M Shares 2,335,332 Est. Cost $26.22 Unrealized
HEGD LISTED FD TR 2.1%
Value $70.9M Shares 2,812,238 Est. Cost $19.24 Unrealized
PSMR PACER FDS TR 2.1%
Value $70.71M Shares 2,372,802 Est. Cost $25.69 Unrealized
PSMD PACER FDS TR 2.0%
Value $68.03M Shares 2,095,017 Est. Cost $26.18 Unrealized
PSCW PACER FDS TR 1.5%
Value $51.82M Shares 1,857,976 Est. Cost $24.87 Unrealized
PSCQ PACER FDS TR 1.2%
Value $42.2M Shares 1,430,104 Est. Cost $26.23 Unrealized
XLF SELECT SECTOR SPDR TR 1.2%
Value $40.62M Shares 741,720 Est. Cost $2569.16 Unrealized
PSCJ PACER FDS TR 1.1%
Value $35.94M Shares 1,194,739 Est. Cost $25.33 Unrealized
XLY SELECT SECTOR SPDR TR 0.9%
Value $31.39M Shares 262,881 Est. Cost $5837.61 Unrealized
XLC SELECT SECTOR SPDR TR 0.9%
Value $30.17M Shares 256,327 Est. Cost $48.83 Unrealized
XLV SELECT SECTOR SPDR TR 0.9%
Value $29.47M Shares 190,351 Est. Cost $7416.22 Unrealized
PSFO PACER FDS TR 0.9%
Value $29.02M Shares 895,600 Est. Cost $29.13 Unrealized
PSCX PACER FDS TR 0.8%
Value $26.07M Shares 840,044 Est. Cost $25.66 Unrealized
XLI SELECT SECTOR SPDR TR 0.7%
Value $24.81M Shares 159,955 Est. Cost $7838.15 Unrealized
PSFD PACER FDS TR 0.7%
Value $24.23M Shares 648,505 Est. Cost $28.54 Unrealized
PSFJ PACER FDS TR 0.7%
Value $22.36M Shares 673,992 Est. Cost $25.98 Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value $14.48M Shares 186,366 Est. Cost $5007.07 Unrealized
PSFM PACER FDS TR 0.4%
Value $13.45M Shares 422,641 Est. Cost $24.49 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value $8.61M Shares 192,570 Est. Cost $4302.38 Unrealized
SPDR S&P 500 ETF TR 0.2%
Value $7.366M Shares 1,056,500 Est. Cost Unrealized
XLU SELECT SECTOR SPDR TR 0.2%
Value $6.808M Shares 159,476 Est. Cost $2571.90 Unrealized
XLRE SELECT SECTOR SPDR TR 0.2%
Value $5.478M Shares 135,756 Est. Cost $32.22 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value $5.318M Shares 117,268 Est. Cost $3975.87 Unrealized
NVIDIA CORPORATION 0.1%
Value $3.496M Shares 27,400 Est. Cost Unrealized
CHENIERE ENERGY INC 0.1%
Value $3.276M Shares 25,000 Est. Cost Unrealized
APPLE INC 0.1%
Value $3.2M Shares 15,600 Est. Cost Unrealized
NETFLIX INC 0.1%
Value $2.4M Shares 25,000 Est. Cost Unrealized
ISHARES TR 0.0%
Value $1.568M Shares 10,600 Est. Cost Unrealized
AMAZON COM INC 0.0%
Value $1.512M Shares 8,400 Est. Cost Unrealized
META PLATFORMS INC 0.0%
Value $1.485M Shares 2,700 Est. Cost Unrealized
SCLZ Swan Enhanced Dividend Income ETF 0.0%
Value $1.379M Shares 25,191 Est. Cost $52.39 Unrealized
BOXX EA SERIES TRUST 0.0%
Value $1.243M Shares 10,800 Est. Cost $112.32 Unrealized
AAPL APPLE INC 0.0%
Value $1.092M Shares 4,015 Est. Cost $218.34 Unrealized +22.9%
BANK AMERICA CORP 0.0%
Value $990K Shares 19,800 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $934K Shares 5,007 Est. Cost $175.23 Unrealized +6.2%
GLD SPDR Gold Trust 0.0%
Value $890K Shares 2,245 Est. Cost $151.11 Unrealized
MSFT MICROSOFT CORP 0.0%
Value $861K Shares 1,781 Est. Cost $425.92 Unrealized +17.5%
TESLA INC 0.0%
Value $861K Shares 2,100 Est. Cost Unrealized
GOOGL ALPHABET INC 0.0%
Value $801K Shares 2,558 Est. Cost $187.89 Unrealized +52.0%
SGOL ETFS GOLD TR 0.0%
Value $736K Shares 17,912 Est. Cost $27.57 Unrealized
SPDR Gold Trust 0.0%
Value $733K Shares 1,900 Est. Cost Unrealized
META META PLATFORMS INC 0.0%
Value $691K Shares 1,047 Est. Cost $732.79 Unrealized -8.9%
LLY LILLY ELI & CO 0.0%
Value $691K Shares 643 Est. Cost $818.22 Unrealized +16.8%
AMZN AMAZON COM INC 0.0%
Value $648K Shares 2,807 Est. Cost $226.41 Unrealized +1.1%
AVGO BROADCOM INC 0.0%
Value $640K Shares 1,850 Est. Cost $205.83 Unrealized +73.4%
JPM JPMORGAN CHASE & CO 0.0%
Value $599K Shares 1,858 Est. Cost $248.53 Unrealized +24.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $451K Shares 897 Est. Cost $484.36 Unrealized +2.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $430K Shares 1,453 Est. Cost $265.11 Unrealized +12.7%
GE GE AEROSPACE 0.0%
Value $406K Shares 1,319 Est. Cost $277.63 Unrealized +8.3%
V VISA INC 0.0%
Value $403K Shares 1,150 Est. Cost $313.95 Unrealized +8.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $400K Shares 2,251 Est. Cost $166.76 Unrealized +8.6%
JNJ JOHNSON & JOHNSON 0.0%
Value $392K Shares 1,896 Est. Cost $154.44 Unrealized +27.6%
CSCO CISCO SYS INC 0.0%
Value $380K Shares 4,929 Est. Cost $62.98 Unrealized +17.2%
ORCL ORACLE CORP 0.0%
Value $367K Shares 1,885 Est. Cost $193.66 Unrealized +22.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $354K Shares 1,653 Est. Cost $224.60 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value $339K Shares 754 Est. Cost $346.84 Unrealized +27.8%
ABBV ABBVIE INC 0.0%
Value $331K Shares 1,450 Est. Cost $202.83 Unrealized +12.2%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value $326K Shares 4,431 Est. Cost $59.27 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $325K Shares 569 Est. Cost $545.40 Unrealized +2.5%
WMT WALMART INC 0.0%
Value $321K Shares 2,882 Est. Cost $99.23 Unrealized +8.0%
LOW LOWES COS INC 0.0%
Value $311K Shares 1,291 Est. Cost $239.83 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value $299K Shares 4,276 Est. Cost $66.19 Unrealized +4.8%
XOM EXXON MOBIL CORP 0.0%
Value $297K Shares 2,466 Est. Cost $110.56 Unrealized +4.5%
TLT IShares ETF-20yr 0.0%
Value $288K Shares 3,300 Est. Cost $95.41 Unrealized
XCCC BONDBLOXX ETF TRUST 0.0%
Value $287K Shares 7,550 Est. Cost $39.39 Unrealized
iShares MSCI Emerging Markets Indx ETF 0.0%
Value $275K Shares 6,400 Est. Cost Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.0%
Value $266K Shares 2,677 Est. Cost $88.39 Unrealized
HD HOME DEPOT INC 0.0%
Value $259K Shares 754 Est. Cost $364.59 Unrealized 0.0%
IEFA ISHARES TR 0.0%
Value $256K Shares 2,860 Est. Cost $70.28 Unrealized
IEMG ishares ETF - CORE MSCI EMKT 0.0%
Value $249K Shares 3,709 Est. Cost $49.09 Unrealized
RTX RTX CORPORATION 0.0%
Value $235K Shares 1,279 Est. Cost $173.32 Unrealized 0.0%
NFLX NETFLIX INC 0.0%
Value $230K Shares 2,451 Est. Cost $107.81 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value $228K Shares 2,441 Est. Cost $86.63 Unrealized 0.0%
UBER TECHNOLOGIES INC 0.0%
Value $227K Shares 2,783 Est. Cost $94.58 Unrealized