Fund Holdings

Black Swift Group, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR0315,970+315,970011,504,4682.01%+11,504,468
VANECK ETF TRUST0147,035+147,03505,985,7951.05%+5,985,795
JANUS DETROIT STR TR0328,650+328,650016,554,1012.90%+16,554,101
NVIDIA CORPORATION(NVDA)041,350+41,35007,211,4401.26%+7,211,440
GLOBAL X FDS0203,384+203,384015,528,3682.72%+15,528,368
SHOPIFY INC(SHOP)065,625+65,62507,784,4381.36%+7,784,438
LUMENTUM HLDGS INC(LITE)06,450+6,45004,532,8020.79%+4,532,802
EXCHANGE TRADED CONCEPTS TRU064,540+64,54004,416,4720.77%+4,416,472
BOOKING HOLDINGS INC(BKNG)01,000+1,00004,210,3200.74%+4,210,320
UBER TECHNOLOGIES INC(UBER)084,250+84,25006,060,1031.06%+6,060,103
TECK RESOURCES LTD(TECK)070,500+70,50003,648,3750.64%+3,648,375
FREEPORT MCMORAN INC(FCX)055,000+55,00003,232,9000.57%+3,232,900
VANECK ETF TRUST031,190+31,19002,744,7200.48%+2,744,720
VANECK ETF TRUST041,676+41,676015,978,5782.80%+15,978,578
ISHARES TR084,340+84,34002,995,7570.52%+2,995,757
ISHARES INC0363,270+363,270013,945,9352.44%+13,945,935
SPDR SERIES TRUST068,620+68,62007,982,5651.40%+7,982,565
LIVE NATION ENTERTAINMENT IN(LYV)012,500+12,50001,906,3750.33%+1,906,375
ARES CAPITAL CORP(ARCC)0103,080+103,08001,857,5100.33%+1,857,510
OUSTER INC(OUST)0101,000+101,00001,855,3700.32%+1,855,370
KRAFT HEINZ CO(KHC)077,853+77,85301,750,9150.31%+1,750,915
BOEING CO(BA)014,000+14,00002,786,4200.49%+2,786,420
MERCADOLIBRE INC(MELI)0915+91501,582,0530.28%+1,582,053
NU HLDGS LTD(NU)0103,500+103,50001,487,2950.26%+1,487,295
JANUS DETROIT STR TR032,632+32,63201,474,3120.26%+1,474,312
CEMEX SA EURO MTN BE 144A(CX)0127,000+127,00001,452,8800.25%+1,452,880
E L F BEAUTY INC(ELF)022,550+22,55001,366,7560.24%+1,366,756
EMERSON ELEC CO(EMR)010,270+10,27001,345,5750.24%+1,345,575
SELECT SECTOR SPDR TR0173,637+173,637010,636,9721.86%+10,636,972
SPDR SERIES TRUST0149,050+149,050011,408,2872.00%+11,408,287
FIRST TR EXCHANGE-TRADED FD064,712+64,712010,585,5901.85%+10,585,590
ISHARES INC0131,442+131,442010,339,2281.81%+10,339,228
BLOOM ENERGY CORP08,050+8,05001,090,6950.19%+1,090,695
SPDR GOLD TR(GLD)03,000+3,00001,290,8700.23%+1,290,870
SYMBOTIC INC(SYM)053,625+53,62502,852,8500.50%+2,852,850
GLOBAL X FDS011,710+11,7100829,5360.15%+829,536
JANUS LIVING INC(JAN)025,500+25,5000601,0350.11%+601,035
APPLE INC(AAPL)06,086+6,08601,544,5660.27%+1,544,566
SANDISK CORP(SNDK)0850+8500540,0390.09%+540,039
ISHARES INC082,747+82,74706,225,0571.09%+6,225,057
SPDR SERIES TRUST05,000+5,0000493,6000.09%+493,600
CONAGRA BRANDS INC(CAG)0137,130+137,13002,155,6760.38%+2,155,676
CAMECO CORP(CCJ)03,000+3,0000325,8300.06%+325,830
ABRDN PLATINUM ETF TRUST062,295+62,295011,102,8381.94%+11,102,838
UNITED THERAPEUTICS CORP DEL(UTHR)0500+5000296,4900.05%+296,490
FLOWERS FOODS INC(FLO)0159,723+159,72301,301,7390.23%+1,301,739
ISHARES TR035,300+35,30002,914,7210.51%+2,914,721
CLOUDFLARE INC(NET)01,350+1,3500278,5590.05%+278,559
TTM TECHNOLOGIES INC(TTMI)020,300+20,30001,977,6260.35%+1,977,626
INVESCO QQQ TR02,000+2,00001,154,3600.20%+1,154,360
CORNING INC(GLW)01,500+1,5000203,9550.04%+203,955
INNOVATIVE INDL PPTYS INC(IIPR)015,225+15,2250763,6860.13%+763,686
GOLDMAN SACHS ETF TR0103,950+103,95004,251,5660.74%+4,251,566
REALTY INCOME CORP(O)030,320+30,32001,854,9780.32%+1,854,978
ENERGY TRANSFER L P(ET)030,000+30,0000579,0000.10%+579,000
ENTERPRISE PRODS PARTNERS L(EPD)012,000+12,0000454,0800.08%+454,080
DIMENSIONAL ETF TRUST020,000+20,00001,249,0000.22%+1,249,000
SELECT SECTOR SPDR TR07,000+7,00001,132,1100.20%+1,132,110
ISHARES TR09,175+9,1750565,5470.10%+565,547
PROLOGIS INC.(PLD)014,047+14,04701,856,7320.33%+1,856,732
VANGUARD TAX-MANAGED FDS04,926+4,9260315,6580.06%+315,658
OREILLY AUTOMOTIVE INC(ORLY)07,000+7,0000646,1700.11%+646,170
ISHARES TR016,375+16,3750367,2910.06%+367,291
PARKER-HANNIFIN CORP(PH)0275+2750246,1910.04%+246,191
TAIWAN SEMICONDUCTOR MANUFAC(TSM)02,925+2,9250988,5040.17%+988,504
ISHARES TR01,400+1,4000295,6100.05%+295,610
SPDR SERIES TRUST020,680+20,68001,895,1150.33%+1,895,115
SCHWAB STRATEGIC TR09,578+9,5780245,5800.04%+245,580
HARTFORD INSURANCE GROUP INC(HIG)05,000+5,0000676,1500.12%+676,150
WELLS FARGO & CO(WFC)0370+3700427,3500.07%+427,350
MORGAN STANLEY(MS)01,773+1,7730291,7830.05%+291,783
CITIGROUP INC(C)09,500+9,50001,077,3950.19%+1,077,395
CHEVRON CORPORATION(CVX)02,195+2,1950454,1460.08%+454,146
ISHARES TR03,256+3,2560368,2860.06%+368,286
ALPHABET INC(GOOG)01,650+1,6500473,3190.08%+473,319
VANGUARD INDEX FDS0700+7000224,5670.04%+224,567
BANK AMERICA CORP09,250+9,2500450,9380.08%+450,938
ISHARES TR02,121+2,12101,385,4580.24%+1,385,458
ISHARES TR016,750+16,7500406,0200.07%+406,020
ISHARES TR062,200+62,20001,507,7280.26%+1,507,728
VANGUARD INDEX FDS02,200+2,2000960,9380.17%+960,938
VANECK ETF TRUST0178,107+178,10702,279,7690.40%+2,279,769
VANGUARD INDEX FDS05,464+5,46403,265,0130.57%+3,265,013
DIMENSIONAL ETF TRUST05,246+5,2460254,2210.04%+254,221
TYLER TECHNOLOGIES INC(TYL)0750+7500256,7850.04%+256,785
SHARKNINJA INC(SN)000000
ZSCALER INC(ZS)000000
ISHARES TR029,520+29,5200676,4510.12%+676,451
SELECT SECTOR SPDR TR01,875+1,8750207,8630.04%+207,863
PALANTIR TECHNOLOGIES INC(PLTR)000000
RBB FD INC09,850+9,85001,006,8350.18%+1,006,835
BROADCOM INC(AVGO)06,743+6,74302,087,0260.37%+2,087,026
SOUND POINT MERIDIAN CAP INC(SPMA)000000
FIRST TR EXCHANGE TRADED FD000000
GLOBAL X FDS000000
SELECT SECTOR SPDR TR039,022+39,02205,721,0151.00%+5,721,015
ETFIS SER TR I0168,615+168,61503,433,0010.60%+3,433,001
VANECK ETF TRUST0322,562+322,562012,004,6942.10%+12,004,694
ELI LILLY & CO(LLY)0650+6500597,8510.10%+597,851
ISHARES TR010,615+10,61503,376,3130.59%+3,376,313
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