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Latest swisspartners Advisors Ltd Stock Portfolio

$159Million– No. of Holdings #24

swisspartners Advisors Ltd Performance:
2026 Q1: 12.54%YTD: 12.54%2025: 12.9%
Performance for 2026 Q1 is 12.54%, and YTD is 12.54%, and 2025 is 12.9%.

About swisspartners Advisors Ltd and 13F Hedge Fund Stock Holdings

swisspartners Advisors Ltd is a hedge fund based in Switzerland. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, swisspartners Advisors Ltd reported an equity portfolio of $159.2 Millions as of 31 Mar, 2026.

The top stock holdings of swisspartners Advisors Ltd are APA, LYB, GLD. The fund has invested 13.3% of it's portfolio in APA CORPORATION and 9.8% of portfolio in LYONDELLBASELL INDUSTRIES NV.

They significantly reduced their stock positions in ISHARES INC (ACWV). swisspartners Advisors Ltd opened new stock positions in TECHNIPFMC PLC (FTI). The fund showed a lot of confidence in some stocks as they added substantially to STELLANTIS N.V (STLA), SIRIUSXM HOLDINGS INC and OCCIDENTAL PETE CORP (OXY).
swisspartners Advisors Ltd Equity Portfolio Value
Last Reported on: 07 May, 2026

swisspartners Advisors Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that swisspartners Advisors Ltd made a return of 12.54% in the last quarter. In trailing 12 months, it's portfolio return was 33.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
technipfmc plc215,210
New stocks bought by swisspartners Advisors Ltd

Additions

Ticker% Inc.
stellantis n.v7.78
siriusxm holdings inc7.53
occidental pete corp5.28
lyondellbasell industries nv4.45
apa corporation2.71
alaska air group inc1.71
ishares tr0.93
spdr index shs fds0.88
Additions to existing portfolio by swisspartners Advisors Ltd

Reductions

Ticker% Reduced
ishares inc-0.52
ishares inc-0.16
swisspartners Advisors Ltd reduced stake in above stock

Sold off

None of the stocks were completely sold off by swisspartners Advisors Ltd

Sector Distribution

swisspartners Advisors Ltd has about 54.4% of it's holdings in Others sector.

  • Others
  • Energy
  • Basic Materials
  • Consumer Cyclical
  • Industrials
Sector%
Others54.4
Energy23.6
Basic Materials9.8
Consumer Cyclical7.1
Industrials4.4

Market Cap. Distribution

swisspartners Advisors Ltd has about 27.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED54.4
LARGE-CAP27.2
MID-CAP17.7

Stocks belong to which Index?

About 45.5% of the stocks held by swisspartners Advisors Ltd either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others54.5
S&P 50045.5
Top 5 Winners (%)%
LYB
lyondellbasell industries nv
82.0 %
APA
apa corporation
71.1 %
OXY
occidental pete corp
55.1 %
MPC
marathon pete corp
49.3 %
totalenergies se
42.3 %
Top 5 Winners ($)$
APA
apa corporation
8.8 M
LYB
lyondellbasell industries nv
7.0 M
OXY
occidental pete corp
4.0 M
totalenergies se
3.1 M
MPC
marathon pete corp
1.6 M
Top 5 Losers (%)%
STLA
stellantis n.v
-36.5 %
ALK
alaska air group inc
-27.0 %
MSFT
microsoft corp
-23.8 %
UBS
ubs group ag
-17.9 %
AAPL
apple inc
-7.1 %
Top 5 Losers ($)$
STLA
stellantis n.v
-5.3 M
ALK
alaska air group inc
-2.6 M
CWI
spdr index shs fds
-0.6 M
DHI
d r horton inc
-0.6 M
UBS
ubs group ag
-0.1 M

swisspartners Advisors Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of swisspartners Advisors Ltd

swisspartners Advisors Ltd has 24 stocks in it's portfolio. About 81.8% of the portfolio is in top 10 stocks. STLA proved to be the most loss making stock for the portfolio. APA was the most profitable stock for swisspartners Advisors Ltd last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions