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HA
Hyposwiss Advisors Portfolio holdings
AUM
$106M
This Fund
S&P 500
This Quarter
Est. Return
+3.01%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
99.09%
Top 10 Holdings %
Top 10 Hldgs %
49.33%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
quarters
Top 10 Avg Time Held
0
quarters
Top 20 Avg Time Held
0
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$12.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$6.71M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.34M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$4.39M |
| 5 |
Vanguard FTSE Europe ETF
VGK
|
+$4.33M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.71% |
| 2 | Technology | 3.89% |
| 3 | Financials | 2.84% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Communication Services | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
First Trust Eurozone AlphaDEX
FEUZ
$113M
| $288K | 0.28% |
+4,685
| New | +$278K |
2025 Q4
0 quarters
|
|
52
Salesforce
CRM
$189B
| $268K | 0.26% |
+1,010
| New | +$251K |
2025 Q4
0 quarters
|
|
53
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.61B
| $256K | 0.25% |
+12,095
| New | +$256K |
2025 Q4
0 quarters
|
|
|
NVO
54
Novo Nordisk
NVO
$171B
| $245K | 0.24% |
+4,820
| New | +$246K |
2025 Q4
0 quarters
|
|
55
Sprott Uranium Miners ETF
URNM
$1.79B
| $245K | 0.24% |
+4,460
| New | +$258K |
2025 Q4
0 quarters
|
|
56
First Trust Switzerland AlphaDEX Fund
FSZ
$35.3M
| $234K | 0.23% |
+2,920
| New | +$227K |
2025 Q4
0 quarters
|
|
|
IBTQ
57
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$253M
| $226K | 0.22% |
+8,870
| New | +$227K |
2025 Q4
0 quarters
|
|
58
NVIDIA
NVDA
$5.54T
| $224K | 0.22% |
+1,200
| New | +$223K |
2025 Q4
0 quarters
|
|
59
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1.09B
| $223K | 0.22% |
+11,215
| New | +$223K |
2025 Q4
0 quarters
|
|
60
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.74B
| $213K | 0.21% |
+8,325
| New | +$213K |
2025 Q4
0 quarters
|
|
61
Vanguard Morningstar Value ETF
VTV
$189B
| $212K | 0.21% |
+1,110
| New | +$209K |
2025 Q4
0 quarters
|
|
62
Ares Capital
ARCC
$13.3B
| $197K | 0.19% |
+9,760
| New | +$197K |
2025 Q4
0 quarters
|
|
63
Blue Owl Capital
OBDC
$4.99B
| $192K | 0.19% |
+15,430
| New | +$196K |
2025 Q4
0 quarters
|
|
64
State Street Energy Select Sector SPDR ETF
XLE
$41.3B
| $186K | 0.18% |
+4,150
| New | +$185K |
2025 Q4
0 quarters
|
|
65
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.3B
| $157K | 0.15% |
+1,950
| New | +$157K |
2025 Q4
0 quarters
|
|
66
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.98B
| $154K | 0.15% |
+6,345
| New | +$154K |
2025 Q4
0 quarters
|
|
67
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.06B
| $142K | 0.14% |
+4,630
| New | +$142K |
2025 Q4
0 quarters
|
|
68
TSMC
TSM
$2.35T
| $137K | 0.13% |
+450
| New | +$132K |
2025 Q4
0 quarters
|
|
69
iShares TIPS Bond ETF
TIP
$14.2B
| $131K | 0.13% |
+1,195
| New | +$133K |
2025 Q4
0 quarters
|
|
70
Vistra
VST
$54.2B
| $113K | 0.11% |
+700
| New | +$128K |
2025 Q4
0 quarters
|
|
71
Meta Platforms (Facebook)
META
$1.83T
| $110K | 0.11% |
+165
| New | +$110K |
2025 Q4
0 quarters
|
|
|
IBCA
72
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$402M
| $106K | 0.1% |
+4,105
| New | +$107K |
2025 Q4
0 quarters
|
|
73
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$12.9B
| $93.9K | 0.09% |
+975
| New | +$93.7K |
2025 Q4
0 quarters
|
|
74
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.13B
| $89K | 0.09% |
+3,495
| New | +$89K |
2025 Q4
0 quarters
|
|
75
Walt Disney
DIS
$187B
| $88.7K | 0.09% |
+780
| New | +$85.9K |
2025 Q4
0 quarters
|
|
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Hyposwiss Advisors's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Hyposwiss Advisors, which disclosed 112 positions worth $102M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 19,575 shares worth $12.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, followed by Technology and Financials.
- Hyposwiss Advisors's largest Q4 2025 buy was Vanguard S&P 500 ETF: 19,575 shares worth $12.3M.
- Hyposwiss Advisors's ten largest holdings make up 49% of its $102M portfolio in Q4 2025.
- Hyposwiss Advisors disclosed 112 positions in Q4 2025, its first 13F filing on record.
Based on Hyposwiss Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.