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CIK: 0001805754
Total reported value
$148.4M
$148.4M
24 檔
51.9%
As reported in its official Q1 2026 Form 13F filing, swisspartners Advisors Ltd's tracked investment portfolio stood at $148.4M with 24 total positions.
In Q1 2026, swisspartners Advisors Ltd displayed an active expansion posture, initiating 1 new positions and adding to 12 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APA | Apa CORP | Stock-Energy | 13.28% | -2.44% | +2.71% | |
| 2 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 9.81% | -2.79% | +4.45% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 9.59% | -2.22% | — | |
| 4 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 8.59% | +0.02% | +0.35% | |
| 5 | DHI | Dr Horton Inc | Stock-Consumer Disc | 7.13% | +2.10% | +0.87% | |
| 6 | OXY | Occidental Petroleum CORP | Stock-Energy | 7.03% | -1.29% | +5.28% | |
| 7 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 6.98% | +0.85% | +0.88% | |
| 8 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 6.82% | +1.08% | +0.93% | |
| 9 | TTE | TotalEnergies SE | Stock-Other | 6.51% | -0.64% | +0.67% | |
| 10 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 6.05% | +2.18% | +7.53% | |
| 11 | STLA | Stellantis N.V. | Stock-Consumer Disc | 5.85% | -0.37% | +7.78% | |
| 12 | ALK | Alaska Air Group Inc | Stock-Industrials | 4.45% | +2.63% | +1.71% | |
| 13 | MPC | Marathon Petroleum CORP | Stock-Energy | 3.11% | +0.43% | +0.74% | |
| 14 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.23% | +0.40% | — | |
| 15 | IEV | Ishares Europe ETF | ETF-Other | 1.08% | -0.16% | — | |
| 16 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.58% | +0.04% | — | |
| 17 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.45% | +0.07% | -0.16% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.08% | — | |
| 19 | UBS | UBS Group AG | Stock-Financials | 0.34% | +0.13% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.05% | — | |
| 21 | EWQ | Ishares Msci France ETF | ETF-Other | 0.15% | -0.15% | EXIT | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.01% | — | |
| 23 | AMRZ | Amrize Ltd | Stock-Materials | 0.14% | — | — | |
| 24 | FTI | TechnipFMC plc | Stock-Energy | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APA | Apa CORP | +4.6% | +2.71% | Add |
| 2 | LYB | LyondellBasell Industries N.V. | +4% | +4.45% | Add |
| 3 | OXY | Occidental Petroleum CORP | +2.1% | +5.28% | Add |
| 4 | TTE | TotalEnergies SE | +1.3% | +0.67% | Add |
| 5 | MPC | Marathon Petroleum CORP | +0.7% | +0.74% | Add |
| 6 | SIRI | Sirius Xm Holdings Inc | +0.4% | +7.53% | Add |
| 7 | AMRZ | Amrize Ltd | 0% | — | Unchanged |
| 8 | EWQ | Ishares Msci France ETF | 0% | -0.52% | Trim |
| 9 | NVDA | Nvidia CORP | -0.1% | — | Unchanged |
| 10 | EPP | Ishares Msci Pacific Ex Japa | -0.1% | — | Unchanged |
| 11 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 12 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 13 | EWL | Ishares Msci Switzerland ETF | -0.1% | -0.16% | Trim |
| 14 | UBS | UBS Group AG | -0.1% | — | Unchanged |
| 15 | AAXJ | Ishares Msci All Country Asi | -0.2% | — | Unchanged |
| 16 | IEV | Ishares Europe ETF | -0.2% | — | Unchanged |
| 17 | GLD | Spdr Gold Shares | -0.7% | — | Unchanged |
| 18 | IMCV | Ishares Morningstar Mid-cap | -0.8% | +0.93% | Add |
| 19 | EDIV | State Street Spdr S&p Emergi | -1% | +0.88% | Add |
| 20 | DHI | Dr Horton Inc | -1.5% | +0.87% | Add |
| 21 | GXC | State Street Spdr S&p China | -1.8% | +0.35% | Add |
| 22 | ALK | Alaska Air Group Inc | -2.5% | +1.71% | Add |
| 23 | STLA | Stellantis N.V. | -4.2% | +7.78% | Add |
| 24 | FTI | TechnipFMC plc | — | 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 24 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including APA, LYB, GLD) accounted for 51.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
FTI
市值: $215.2K
Top Position Liquidated / Trimmed
EWL
前期市值: $740.8K
During Q1 2026, swisspartners Advisors Ltd's top holdings by market value included APA (13.3%)、LYB (9.8%)、GLD (9.6%). The largest single position, APA, represented 13.3% of total portfolio value.
In Q1 2026, swisspartners Advisors Ltd made 15 total portfolio adjustments, initiating 1 new buys, adding to 12 positions, trimming 2 holdings, and fully liquidating 0 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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