swisspartners Advisors
Latest statistics and disclosures from swisspartners Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APA, LYB, GLD, GXC, DHI, and represent 48.42% of swisspartners Advisors's stock portfolio.
- Added to shares of these 10 stocks: SIRI, STLA, LYB, OXY, APA, FTI, ALK, IMCV, DHI, EDIV.
- Started 1 new stock position in FTI.
- Reduced shares in these 2 stocks: EWQ, EWL.
- swisspartners Advisors was a net buyer of stock by $3.9M.
- swisspartners Advisors has $159M in assets under management (AUM), dropping by 15.56%.
- Central Index Key (CIK): 0001805754
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Portfolio Holdings for swisspartners Advisors
swisspartners Advisors holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apa Corporation (APA) | 13.3 | $21M | +2% | 501k | 42.21 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 9.8 | $16M | +4% | 195k | 80.13 |
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| Spdr Gold Tr Gold Shs (GLD) | 9.6 | $15M | 36k | 427.91 |
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| Spdr Index Shs Fds State Street Spd (GXC) | 8.6 | $14M | 148k | 92.50 |
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| D.R. Horton (DHI) | 7.1 | $11M | 83k | 136.40 |
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| Occidental Petroleum Corporation (OXY) | 7.0 | $11M | +5% | 173k | 64.61 |
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| Spdr Index Shs Fds State Street Spd (EDIV) | 7.0 | $11M | 283k | 39.26 |
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| Ishares Tr Mrgstr Md Cp Val (IMCV) | 6.8 | $11M | 129k | 84.32 |
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| Totalenergies Se Act (TTE) | 6.5 | $10M | 112k | 92.94 |
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| Siriusxm Holdings Common Stock (SIRI) | 6.0 | $9.6M | +7% | 419k | 22.95 |
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| Stellantis SHS (STLA) | 5.8 | $9.3M | +7% | 1.3M | 6.97 |
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| Alaska Air (ALK) | 4.4 | $7.1M | 194k | 36.58 |
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| Marathon Petroleum Corp (MPC) | 3.1 | $5.0M | 20k | 242.93 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 1.2 | $2.0M | 20k | 95.76 |
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| Ishares Tr Europe Etf (IEV) | 1.1 | $1.7M | 26k | 67.43 |
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| Ishares Msci Pac Jp Etf (EPP) | 0.6 | $917k | 17k | 52.85 |
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| Ishares Msci Switzerland (EWL) | 0.5 | $722k | 12k | 58.47 |
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| Apple (AAPL) | 0.3 | $552k | 2.2k | 252.39 |
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| Ubs Group SHS (UBS) | 0.3 | $535k | 14k | 38.23 |
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| NVIDIA Corporation (NVDA) | 0.2 | $304k | 1.8k | 173.43 |
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| Ishares Msci France Etf (EWQ) | 0.2 | $246k | 5.7k | 43.14 |
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| Microsoft Corporation (MSFT) | 0.1 | $236k | 640.00 | 368.12 |
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| Amrize SHS (AMRZ) | 0.1 | $217k | 4.0k | 54.17 |
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| Technipfmc (FTI) | 0.1 | $215k | NEW | 3.1k | 68.76 |
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Past Filings by swisspartners Advisors
SEC 13F filings are viewable for swisspartners Advisors going back to 2019
- swisspartners Advisors 2026 Q1 filed May 7, 2026
- swisspartners Advisors 2025 Q4 filed Feb. 4, 2026
- swisspartners Advisors 2025 Q3 filed Nov. 5, 2025
- swisspartners Advisors 2025 Q2 filed Aug. 5, 2025
- swisspartners Advisors 2025 Q1 filed April 24, 2025
- swisspartners Advisors 2024 Q4 filed Jan. 29, 2025
- swisspartners Advisors 2024 Q3 filed Oct. 29, 2024
- swisspartners Advisors 2024 Q2 filed Aug. 6, 2024
- swisspartners Advisors 2024 Q1 filed May 6, 2024
- swisspartners Advisors 2023 Q4 filed Feb. 6, 2024
- swisspartners Advisors 2023 Q3 filed Nov. 2, 2023
- swisspartners Advisors 2023 Q2 filed Aug. 7, 2023
- swisspartners Advisors 2023 Q1 filed May 9, 2023
- swisspartners Advisors 2022 Q4 filed Feb. 7, 2023
- swisspartners Advisors 2022 Q3 filed Nov. 1, 2022
- swisspartners Advisors 2022 Q2 filed Aug. 10, 2022