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CIK: 0001805754
Total reported value
$148.4M
$148.4M
23 檔
42.2%
During the Q3 2025 filing period, swisspartners Advisors Ltd (CIK: 0001805754) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $148.4M across 23 reported positions.
In Q3 2025, swisspartners Advisors Ltd displayed an active expansion posture, initiating 3 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 12.27% | +0.02% | +0.68% | |
| 2 | DHI | Dr Horton Inc | Stock-Consumer Disc | 11.38% | +2.10% | +9.65% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 10.45% | -2.22% | — | |
| 4 | APA | Apa CORP | Stock-Energy | 8.97% | -2.44% | +21.37% | |
| 5 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 8.40% | +0.85% | +12.35% | |
| 6 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 8.32% | +1.08% | +12.67% | |
| 7 | STLA | Stellantis N.V. | Stock-Consumer Disc | 7.63% | -0.37% | +30.01% | |
| 8 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 7.03% | +2.18% | +17.53% | |
| 9 | ALK | Alaska Air Group Inc | Stock-Industrials | 6.99% | +2.63% | +14.12% | |
| 10 | OXY | Occidental Petroleum CORP | Stock-Energy | 6.11% | -1.29% | +19.57% | |
| 11 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 4.63% | -2.79% | +8.99% | |
| 12 | MPC | Marathon Petroleum CORP | Stock-Energy | 3.18% | +0.43% | -23.81% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.02% | +0.40% | +1.72% | |
| 14 | IEV | Ishares Europe ETF | ETF-Other | 0.60% | -0.16% | +7.11% | |
| 15 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.49% | +0.04% | +2.05% | |
| 16 | UBS | UBS Group AG | Stock-Financials | 0.47% | +0.13% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.08% | — | |
| 18 | ALC | Alcon Inc. | Stock-Healthcare | 0.37% | — | -30.23% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | +0.01% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.05% | — | |
| 21 | AMRZ | Amrize Ltd | Stock-Materials | 0.26% | — | — | |
| 22 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.22% | +0.07% | +12.99% | |
| 23 | EWQ | Ishares Msci France ETF | ETF-Other | 0.21% | -0.15% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DHI | Dr Horton Inc | +2.9% | +9.65% | Add |
| 2 | APA | Apa CORP | +2.4% | +21.37% | Add |
| 3 | GXC | State Street Spdr S&p China | +1.2% | +0.68% | Add |
| 4 | EDIV | State Street Spdr S&p Emergi | +0.9% | +12.35% | Add |
| 5 | GLD | Spdr Gold Shares | +0.9% | — | Add |
| 6 | IMCV | Ishares Morningstar Mid-cap | +0.9% | +12.67% | Add |
| 7 | SIRI | Sirius Xm Holdings Inc | +0.7% | +17.53% | Add |
| 8 | OXY | Occidental Petroleum CORP | +0.5% | +19.57% | Add |
| 9 | ALK | Alaska Air Group Inc | +0.5% | +14.12% | Add |
| 10 | STLA | Stellantis N.V. | +0.4% | +30.01% | Add |
| 11 | AAXJ | Ishares Msci All Country Asi | +0.1% | +1.72% | Add |
| 12 | EPP | Ishares Msci Pacific Ex Japa | +0.1% | +2.05% | Add |
| 13 | AAPL | Apple Inc | 0% | — | Unchanged |
| 14 | EWQ | Ishares Msci France ETF | 0% | -6.07% | Trim |
| 15 | MPC | Marathon Petroleum CORP | -0.1% | -23.81% | Trim |
| 16 | ALC | Alcon Inc. | -0.5% | -30.23% | Trim |
| 17 | IEV | Ishares Europe ETF | -0.5% | +7.11% | Trim |
| 18 | UBS | UBS Group AG | -1.4% | — | Trim |
| 19 | LYB | LyondellBasell Industries N.V. | -1.6% | +8.99% | Add |
| 20 | MSFT | Microsoft CORP | -1.9% | — | Trim |
| 21 | DOW | Dow Inc | — | EXIT | Sold out |
| 22 | LOGI | Logitech International S.A. | — | EXIT | Sold out |
| 23 | NVDA | Nvidia CORP | — | NEW | New buy |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 25 | AMRZ | Amrize Ltd | — | NEW | New buy |
| 26 | EWL | Ishares Msci Switzerland ETF | — | NEW | New buy |
According to official SEC Form 13F filings, swisspartners Advisors Ltd reported a total U.S. public equity portfolio value of $148.4M across 23 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GXC, DHI, GLD) accounted for 42.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVDA
市值: $327.3K
Top Position Liquidated / Trimmed
DOW
前期市值: $4.4M
During Q3 2025, swisspartners Advisors Ltd's top holdings by market value included GXC (12.3%)、DHI (11.4%)、GLD (10.4%). The largest single position, GXC, represented 12.3% of total portfolio value.
In Q3 2025, swisspartners Advisors Ltd made 25 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 6 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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