Swisspartners Advisors LTD Portfolio Holdings

Swisspartners Advisors LTD

  • $98.7 Million
  • Q2 2025

Swisspartners Advisors LTD has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $98.7 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Index Shs Fund Spdr S&P C with a value of $12.3M, Spdr Gold Trust with a value of $10.9M, Horton D R Inc with a value of $9.58M, Spdr S&P Emerging Dividends Et with a value of $8.91M, and Ishares Morningstar Mid Cap Va with a value of $8.48M.

Examining the 13F form we can see an decrease of $1.96M in the current position value, from $101M to 98.7M.

Swisspartners Advisors LTD is based out at Zurich, V8

Below you can find more details about Swisspartners Advisors LTD portfolio as well as his latest detailed transactions.

Portfolio value $98.7 Million
ETFs: $43.4 Million
Consumer Cyclical: $17.3 Million
Energy: $16.6 Million
Basic Materials: $10.2 Million
Industrials: $7.39 Million
Technology: $2.45 Million
Healthcare: $759,000
Financial Services: $473,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55B
$9.58 Million 9.71% of portfolio
74,330
Q2 2025 Added 3.84%
$30.9B
$7.74 Million 7.84% of portfolio
771,520
Q2 2025 Added 10.14%
$7.1B
$7.39 Million 7.49% of portfolio
149,440
Q2 2025 Added 4.84%
$6.66B
$6.76 Million 6.85% of portfolio
369,510
Q2 2025 Added 10.06%
$16.4B
$6.08 Million 6.16% of portfolio
105,113
Q2 2025 Added 10.27%
$41.1B
$5.52 Million 5.59% of portfolio
131,360
Q2 2025 Added 7.96%
$79.3B
$4.36 Million 4.42% of portfolio
26,250
Q2 2025 Added 9.35%
$15.3B
$4.14 Million 4.2% of portfolio
156,385
Q2 2025 Added 10.84%
$16B
$1.41 Million 1.42% of portfolio
15,590
Q2 2025 Added 5.48%
$42.2B
$759,000 0.77% of portfolio
8,600
Q2 2025 Reduced 10.42%
$126B
$473,000 0.48% of portfolio
14,000
Q2 2025 Reduced 78.88%
$3.69T
$448,000 0.45% of portfolio
2,188
Q1 2024 New
$3.95T
$318,000 0.32% of portfolio
640
Q2 2025 Reduced 89.85%
$456B
$276,000 0.28% of portfolio
1,750
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $98.7 Million
  • Prior Value $101 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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