SWISSPARTNERS ADVISORS LTD

PrivateCIK: 1805754
Location

ZURICH, V8

24
Positions
$159.18M
Total AUM (reported)
3.74M
Total Shares

Allocation by class

TOTAL AUM$159.18M24 positions
COM$57.03M35.8%
STATE STREET SPD$24.78M15.6%
SHS - A -$15.62M9.8%
GOLD SHS$15.27M9.6%
MRGSTR MD CP VAL$10.85M6.8%
ACT$10.37M6.5%
SHS$10.06M6.3%

Portfolio Concentration

Top 332.7%4–1049.1%11–2518.2%TOP 1081.8%0%100%
Top 3$52.04M32.7%
4–10$78.17M49.1%
11–25$28.97M18.2%

Top 3 weight

32.7%

Top 10 weight

81.8%

Voting Authority Distribution

Total shares with voting rights: 3.74M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.74M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole24
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings24
Rows:

APA CORPORATION

SOLE
COM
Shares501.02K
TypeSH
Market value$21.15M
13.28%
Sole
0.00
Shared
0.00
None
501.02K

LYONDELLBASELL INDUSTRIES NV

SOLE
SHS - A -
Shares194.96K
TypeSH
Market value$15.62M
9.81%
Sole
0.00
Shared
0.00
None
194.96K

SPDR GOLD TR

SOLE
GOLD SHS
Shares35.69K
TypeSH
Market value$15.27M
9.59%
Sole
0.00
Shared
0.00
None
35.69K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares147.81K
TypeSH
Market value$13.67M
8.59%
Sole
0.00
Shared
0.00
None
147.81K

D R HORTON INC

SOLE
COM
Shares83.24K
TypeSH
Market value$11.35M
7.13%
Sole
0.00
Shared
0.00
None
83.24K

OCCIDENTAL PETE CORP

SOLE
COM
Shares173.18K
TypeSH
Market value$11.19M
7.03%
Sole
0.00
Shared
0.00
None
173.18K

SPDR INDEX SHS FDS

SOLE
STATE STREET SPD
Shares282.89K
TypeSH
Market value$11.11M
6.98%
Sole
0.00
Shared
0.00
None
282.89K

ISHARES TR

SOLE
MRGSTR MD CP VAL
Shares128.74K
TypeSH
Market value$10.85M
6.82%
Sole
0.00
Shared
0.00
None
128.74K

TOTALENERGIES SE

SOLE
ACT
Shares111.58K
TypeSH
Market value$10.37M
6.51%
Sole
0.00
Shared
0.00
None
111.58K

SIRIUSXM HOLDINGS INC

SOLE
COMMON STOCK
Shares419.34K
TypeSH
Market value$9.62M
6.05%
Sole
0.00
Shared
0.00
None
419.34K

STELLANTIS N.V

SOLE
SHS
Shares1.34M
TypeSH
Market value$9.30M
5.85%
Sole
0.00
Shared
0.00
None
1.34M

ALASKA AIR GROUP INC

SOLE
COM
Shares193.54K
TypeSH
Market value$7.08M
4.45%
Sole
0.00
Shared
0.00
None
193.54K

MARATHON PETE CORP

SOLE
COM
Shares20.41K
TypeSH
Market value$4.96M
3.11%
Sole
0.00
Shared
0.00
None
20.41K

ISHARES TR

SOLE
MSCI AC ASIA ETF
Shares20.43K
TypeSH
Market value$1.96M
1.23%
Sole
0.00
Shared
0.00
None
20.43K

ISHARES TR

SOLE
EUROPE ETF
Shares25.58K
TypeSH
Market value$1.72M
1.08%
Sole
0.00
Shared
0.00
None
25.58K

ISHARES INC

SOLE
MSCI PAC JP ETF
Shares17.36K
TypeSH
Market value$917.1K
0.58%
Sole
0.00
Shared
0.00
None
17.36K

ISHARES INC

SOLE
MSCI SWITZERLAND
Shares12.35K
TypeSH
Market value$722.2K
0.45%
Sole
0.00
Shared
0.00
None
12.35K

APPLE INC

SOLE
COM
Shares2.19K
TypeSH
Market value$552.2K
0.35%
Sole
0.00
Shared
0.00
None
2.19K

UBS GROUP AG

SOLE
SHS
Shares14K
TypeSH
Market value$535.3K
0.34%
Sole
0.00
Shared
0.00
None
14K

NVIDIA CORPORATION

SOLE
COM
Shares1.75K
TypeSH
Market value$303.5K
0.19%
Sole
0.00
Shared
0.00
None
1.75K

ISHARES INC

SOLE
MSCI FRANCE ETF
Shares5.70K
TypeSH
Market value$245.7K
0.15%
Sole
0.00
Shared
0.00
None
5.70K

MICROSOFT CORP

SOLE
COM
Shares640.00
TypeSH
Market value$235.6K
0.15%
Sole
0.00
Shared
0.00
None
640.00

AMRIZE LTD

SOLE
SHS
Shares4K
TypeSH
Market value$216.7K
0.14%
Sole
0.00
Shared
0.00
None
4K

TECHNIPFMC PLC

SOLE
COM
Shares3.13K
TypeSH
Market value$215.2K
0.14%
Sole
0.00
Shared
0.00
None
3.13K