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Hyposwiss Advisors Portfolio holdings

AUM $106M
This Fund
S&P 500
This Quarter Est. Return
-1.29%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$101M
AUM Growth
-$792K
Cap. Flow
+$1.32M
Cap. Flow %
1.3%
Top 10 Hldgs %
50.05%
Holding
118
New
6
Increased
19
Reduced
11
Closed
6

Top Buys

Rank Stock Value
1
IALT
iShares Systematic Alternatives Active ETF
IALT
+$596K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$511K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$343K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$244K
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$216K

Top Sells

Rank Stock Value
1
EUHY
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
+$342K
2
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$304K
3
CRM icon
Salesforce
CRM
+$268K
4
DVY icon
iShares Select Dividend ETF
DVY
+$90.6K
5
IAU icon
iShares Gold Trust
IAU
+$80.7K

Sector Composition

Rank Sector Weight
1 Technology 3.23%
2 Financials 2.62%
3 Consumer Discretionary 2.06%
4 Communication Services 1.32%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPLT
26
abrdn Physical Platinum Shares ETF
PPLT
$1.87B
$1.27M 1.26%
71,250
– –
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.33T
$1.16M 1.15%
4,031
-60
-1% -$18.9K
MSFT icon
28
Microsoft
MSFT
$3.44T
$1.08M 1.07%
2,924
-55
-2% -$23K
HEDJ icon
29
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
$1.05M 1.04%
20,715
– –
PFXF icon
30
VanEck Preferred Securities ex Financials ETF
PFXF
$2.41B
$925K 0.91%
52,710
– –
JPM icon
31
JPMorgan Chase
JPM
$940B
$863K 0.85%
2,934
– –
IDV icon
32
iShares International Select Dividend ETF
IDV
$8.43B
$848K 0.84%
19,935
– –
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.1T
$843K 0.83%
1,760
– –
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$122B
$689K 0.68%
10,210
– –
IALT
35
iShares Systematic Alternatives Active ETF
IALT
$5.17B
$617K 0.61%
+22,640
New +$596K
DVY icon
36
iShares Select Dividend ETF
DVY
$23.5B
$617K 0.61%
4,075
-600
-13% -$90.6K
EWL icon
37
iShares MSCI Switzerland ETF
EWL
$2.18B
$568K 0.56%
9,650
+1,365
+16% +$83.5K
IBDV icon
38
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.26B
$556K 0.55%
25,400
-1,025
-4% -$22.6K
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$536K 0.53%
10,736
– –
PGX icon
40
Invesco Preferred ETF
PGX
$3.81B
$512K 0.51%
47,070
– –
AMAT icon
41
Applied Materials
AMAT
$409B
$480K 0.47%
1,405
– –
IBIT icon
42
iShares Bitcoin Trust
IBIT
$46.6B
$470K 0.46%
12,230
+330
+3% +$14.3K
IXC icon
43
iShares Global Energy ETF
IXC
$2.77B
$466K 0.46%
8,094
– –
V icon
44
Visa
V
$682B
$457K 0.45%
1,513
– –
BKNG icon
45
Booking.com
BKNG
$150B
$396K 0.39%
2,350
-100
-4% -$18.4K
IHI icon
46
iShares US Medical Devices ETF
IHI
$3.1B
$393K 0.39%
7,362
– –
IBTM icon
47
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$552M
$348K 0.34%
15,190
– –
IBDU icon
48
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.03B
$327K 0.32%
14,060
– –
FEUZ icon
49
First Trust Eurozone AlphaDEX
FEUZ
$135M
$317K 0.31%
5,085
+400
+9% +$25.6K
IBDW icon
50
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.49B
$302K 0.3%
14,435
+2,340
+19% +$49.4K
1
2
3 4 5

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KCM
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Hyposwiss Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Hyposwiss Advisors held 118 positions worth $101M, down 0.78% from $102M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Hyposwiss Advisors's Q1 2026 filing shows 6 new, 19 increased, 11 reduced and 6 closed positions. Its largest new stake was iShares Systematic Alternatives Active ETF: 22,640 shares worth $617K. The largest sale was iShares Euro High Yield Corporate Bond USD Hedged ETF, an estimated $342K.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, down from 3.9% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Hyposwiss Advisors's largest Q1 2026 buy was iShares Systematic Alternatives Active ETF: 22,640 shares worth $617K.
  • Hyposwiss Advisors added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $511K increase.
  • Hyposwiss Advisors's biggest Q1 2026 reduction was Invesco Taxable Municipal Bond ETF, cutting an estimated $304K.
  • Hyposwiss Advisors fully exited iShares Euro High Yield Corporate Bond USD Hedged ETF in Q1 2026, selling an estimated $342K.
  • Hyposwiss Advisors's ten largest holdings make up 50% of its $101M portfolio in Q1 2026.
  • Hyposwiss Advisors opened 6 new positions and closed 6 in Q1 2026.
  • Hyposwiss Advisors's portfolio value fell 0.78% quarter-over-quarter to $101M.

Based on Hyposwiss Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.