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CIK: 0001805754
Total reported value
$148.4M
$148.4M
23 檔
44.4%
According to the latest 13F quarterly dataset, swisspartners Advisors Ltd managed an equity portfolio of $148.4M at the end of Q4 2025, spanning 23 distinct U.S. exchange-listed positions.
In Q4 2025, swisspartners Advisors Ltd displayed an active expansion posture, initiating 1 new positions and adding to 15 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 | 10.36% | +0.02% | +3.85% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 10.26% | -2.22% | — | |
| 3 | STLA | Stellantis N.V. | Stock-Consumer Disc | 10.00% | -0.37% | +23.53% | |
| 4 | APA | Apa CORP | Stock-Energy | 8.65% | -2.44% | +8.77% | |
| 5 | DHI | Dr Horton Inc | Stock-Consumer Disc | 8.62% | +2.10% | +1.25% | |
| 6 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 7.96% | +0.85% | +6.82% | |
| 7 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 7.62% | +1.08% | +1.42% | |
| 8 | ALK | Alaska Air Group Inc | Stock-Industrials | 6.94% | +2.63% | +11.58% | |
| 9 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 5.86% | -2.79% | +62.93% | |
| 10 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 5.65% | +2.18% | +6.31% | |
| 11 | TTE | TotalEnergies SE | Stock-Other | 5.25% | -0.64% | — | |
| 12 | OXY | Occidental Petroleum CORP | Stock-Energy | 4.90% | -1.29% | +4.73% | |
| 13 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.39% | +0.43% | +1.30% | |
| 14 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.38% | +0.40% | +49.91% | |
| 15 | IEV | Ishares Europe ETF | ETF-Other | 1.27% | -0.16% | +129.42% | |
| 16 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.64% | +0.04% | +51.51% | |
| 17 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.54% | +0.07% | +154.00% | |
| 18 | UBS | UBS Group AG | Stock-Financials | 0.47% | +0.13% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.08% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.05% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | +0.01% | — | |
| 22 | EWQ | Ishares Msci France ETF | ETF-Other | 0.19% | -0.15% | EXIT | |
| 23 | AMRZ | Amrize Ltd | Stock-Materials | 0.16% | — | -38.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STLA | Stellantis N.V. | +2.4% | +23.53% | Add |
| 2 | LYB | LyondellBasell Industries N.V. | +1.2% | +62.93% | Add |
| 3 | IEV | Ishares Europe ETF | +0.7% | +129.42% | Add |
| 4 | AAXJ | Ishares Msci All Country Asi | +0.4% | +49.91% | Add |
| 5 | EWL | Ishares Msci Switzerland ETF | +0.3% | +154.00% | Add |
| 6 | EPP | Ishares Msci Pacific Ex Japa | +0.2% | +51.51% | Add |
| 7 | UBS | UBS Group AG | — | — | Unchanged |
| 8 | EWQ | Ishares Msci France ETF | 0% | — | Unchanged |
| 9 | AAPL | Apple Inc | 0% | — | Unchanged |
| 10 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 11 | ALK | Alaska Air Group Inc | -0.1% | +11.58% | Add |
| 12 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 13 | AMRZ | Amrize Ltd | -0.1% | -38.46% | Trim |
| 14 | GLD | Spdr Gold Shares | -0.2% | — | Unchanged |
| 15 | APA | Apa CORP | -0.3% | +8.77% | Add |
| 16 | EDIV | State Street Spdr S&p Emergi | -0.4% | +6.82% | Add |
| 17 | IMCV | Ishares Morningstar Mid-cap | -0.7% | +1.42% | Add |
| 18 | MPC | Marathon Petroleum CORP | -0.8% | +1.30% | Add |
| 19 | OXY | Occidental Petroleum CORP | -1.2% | +4.73% | Add |
| 20 | SIRI | Sirius Xm Holdings Inc | -1.4% | +6.31% | Add |
| 21 | GXC | State Street Spdr S&p China | -1.9% | +3.85% | Add |
| 22 | DHI | Dr Horton Inc | -2.8% | +1.25% | Add |
| 23 | TTE | TotalEnergies SE | — | NEW | New buy |
| 24 | ALC | Alcon Inc. | — | EXIT | Sold out |
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 Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including GXC, GLD, STLA) accounted for 44.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
TTE
市值: $7.2M
Top Position Liquidated / Trimmed
ALC
前期市值: $447.4K
During Q4 2025, swisspartners Advisors Ltd's top holdings by market value included GXC (10.4%)、GLD (10.3%)、STLA (10.0%). The largest single position, GXC, represented 10.4% of total portfolio value.
In Q4 2025, swisspartners Advisors Ltd made 18 total portfolio adjustments, initiating 1 new buys, adding to 15 positions, trimming 1 holdings, and fully liquidating 1 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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