Black Swift Group, LLC

Wealth advisor Mechanical CIK 1704212
League rank
#107
in Wealth advisor · #1212 overall
Long book
$571.1M
Q1 2026
Positions
117
Top-10 weight
50%
concentration
Last quarter
+16.1%
SPY +14.8%
Turnover
39%
of book per quarter

Strategy in plain words

auto-generated from filings

Black Swift Group, LLC is a wealth-management firm allocating client money, running a $571.1M US long book across 117 positions.

The portfolio is concentrated: the top 10 names carry 50% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: SS SPDR P S&P 500 GROWTH ETF, SS SPDR S&P 500 ETF TRUST-US, ISHARES RUSSELL 1000 GROWTH, SS TECHNOLOGY SELECT SECTOR, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+5.5%
Q2 2024
+2.0%
Q3 2024
+0.8%
Q4 2024
-5.3%
Q1 2025
+14.1%
Q2 2025
+8.3%
Q3 2025
+3.1%
Q4 2025
-1.3%
Q1 2026
+16.1%

Sector allocation

Technology
44%
Consumer discretionary
16%
Industrials
11%
Services media
7%
Materials
6%
Financials
5%
Consumer staples
4%
Other
4%

Long book by quarter

$390.0M
Q1 2024
$433.0M
Q2 2024
$453.3M
Q3 2024
$471.6M
Q4 2024
$442.3M
Q1 2025
$495.5M
Q2 2025
$567.5M
Q3 2025
$599.9M
Q4 2025
$571.1M
Q1 2026

What does Black Swift own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AMZN AMAZON.COM INCConsumer discretionary96.1K$20.0M3.5%+4.6%
GOOGL ALPHABET INC-CL ATechnology44.8K$12.9M2.3%+3.5%
SHOP SHOPIFY INC - CLASS ATechnology65.6K$7.8M1.4%+322.0%
NVDA NVIDIA CORPTechnology41.4K$7.2M1.3%+428.4%
TER TERADYNE INCTechnology20.9K$6.2M1.1%-51.1%
UBER UBER TECHNOLOGIES INCServices media84.3K$6.1M1.1%+206.4%
META META PLATFORMS INC-CLASS ATechnology10.3K$5.9M1.0%+0.7%
CRWD CROWDSTRIKE HOLDINGS INC - ATechnology11.9K$4.7M0.8%-54.2%
LITE LUMENTUM HOLDINGS INCTechnology6.5K$4.5M0.8%New
BKNG BOOKING HOLDINGS INCIndustrials1.0K$4.2M0.7%New
TECK TECK RESOURCES LTD-CLS BMaterials70.5K$3.6M0.6%New
FCX FREEPORT-MCMORAN INCMaterials55.0K$3.2M0.6%New
SYM SYMBOTIC INCIndustrials53.6K$2.9M0.5%+61.9%
BA BOEING CO/THEIndustrials14.0K$2.8M0.5%+40.0%
CAG CONAGRA BRANDS INCConsumer staples137.1K$2.2M0.4%+70.6%
AVGO BROADCOM INCTechnology6.7K$2.1M0.4%-2.5%
TTMI TTM TECHNOLOGIESTechnology20.3K$2.0M0.3%-23.4%
LYV LIVE NATION ENTERTAINMENT INServices media12.5K$1.9M0.3%New
ARCC ARES CAPITAL CORP103.1K$1.9M0.3%New
OUST OUSTER INCIndustrials101.0K$1.9M0.3%New
KHC KRAFT HEINZ CO/THEConsumer staples77.9K$1.8M0.3%New
JPM JPMORGAN CHASE & COFinancials5.6K$1.6M0.3%-67.4%
MELI MERCADOLIBRE INCServices media915$1.6M0.3%New
AAPL APPLE INCTechnology6.1K$1.5M0.3%+70.5%
NU NU HOLDINGS LTD/CAYMAN ISL-AFinancials103.5K$1.5M0.3%New
COHR COHERENT CORPOther6.0K$1.4M0.3%-68.1%
ELF ELF BEAUTY INCOther22.6K$1.4M0.2%New
EMR EMERSON ELECTRIC COIndustrials10.3K$1.3M0.2%New
FLO FLOWERS FOODS INCConsumer staples159.7K$1.3M0.2%+73.3%
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials2.7K$1.3M0.2%-21.2%
BE BLOOM ENERGY CORP- AIndustrials8.1K$1.1M0.2%New
C CITIGROUP INCFinancials9.5K$1.1M0.2%Held
BMY BRISTOL-MYERS SQUIBB COHealthcare17.4K$1.1M0.2%-50.1%
EQT EQT CORPEnergy12.0K$764K0.1%-65.0%
HIG HARTFORD INSURANCE GROUP INCFinancials5.0K$676K0.1%Held
ORLY O'REILLY AUTOMOTIVE INCConsumer discretionary7.0K$646K0.1%Held
LLY ELI LILLY & COHealthcare650$598K0.1%-27.8%
ET ENERGY TRANSFER LPUtilities30.0K$579K0.1%Held
SNDK SANDISK CORPTechnology850$540K0.1%New
GOOG ALPHABET INC-CL CTechnology1.6K$473K0.1%Held
CVX CHEVRON CORPEnergy2.2K$454K0.1%-31.3%
EPD ENTERPRISE PRODUCTS PARTNERSUtilities12.0K$454K0.1%Held
BAC BANK OF AMERICA CORPFinancials9.3K$451K0.1%Held
WFC 7.5 PERP L WELLS FARGO & COMPANY370$427K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 24, 2026117$571.1M canonicalSEC ↗
Q4 202513F-HRFeb 10, 2026118$599.9M canonicalSEC ↗
Q3 202513F-HRNov 13, 2025110$567.5M canonicalSEC ↗
Q2 202513F-HRAug 6, 2025104$495.5M canonicalSEC ↗
Q1 202513F-HRMay 6, 2025115$442.3M canonicalSEC ↗
Q4 202413F-HRFeb 6, 2025120$471.6M canonicalSEC ↗
Q3 202413F-HRNov 6, 2024116$453.3M canonicalSEC ↗
Q2 202413F-HRAug 6, 2024109$433.0M canonicalSEC ↗
Q1 202413F-HRMay 14, 202499$390.0M canonicalSEC ↗