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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
IAU icon
51
iShares Gold Trust
IAU
$62.9B
$283K 0.28%
3,210
-880
-22% -$80.7K
URNM icon
52
Sprott Uranium Miners ETF
URNM
$1.76B
$282K 0.28%
4,460
– –
FSZ icon
53
First Trust Switzerland AlphaDEX Fund
FSZ
$36.8M
$271K 0.27%
3,420
+500
+17% +$41.1K
BAB icon
54
Invesco Taxable Municipal Bond ETF
BAB
$1.02B
$261K 0.26%
9,675
-11,170
-54% -$304K
SOXX icon
55
iShares Semiconductor ETF
SOXX
$41.7B
$254K 0.25%
774
+714
+1,190% +$244K
XLE icon
56
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$254K 0.25%
4,150
– –
HYG icon
57
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$253K 0.25%
3,180
+1,230
+63% +$98.9K
IBTQ
58
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$238M
$224K 0.22%
8,870
– –
IBTK icon
59
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$947M
$221K 0.22%
11,215
– –
VTV icon
60
Vanguard Morningstar Value ETF
VTV
$188B
$218K 0.22%
1,110
– –
IBDX icon
61
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.7B
$210K 0.21%
8,325
– –
NVDA icon
62
NVIDIA
NVDA
$4.86T
$209K 0.21%
1,200
– –
NVO
63
Novo Nordisk
NVO
$208B
$177K 0.18%
4,820
– –
ARCC icon
64
Ares Capital
ARCC
$13.5B
$176K 0.17%
9,760
– –
OBDC icon
65
Blue Owl Capital
OBDC
$5.34B
$171K 0.17%
15,430
– –
IBDS icon
66
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
$154K 0.15%
6,345
– –
TSM icon
67
TSMC
TSM
$2.1T
$152K 0.15%
450
– –
FLRN icon
68
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.08B
$143K 0.14%
4,630
– –
TIP icon
69
iShares TIPS Bond ETF
TIP
$14.5B
$132K 0.13%
1,195
– –
IBCA
70
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$371M
$105K 0.1%
4,105
– –
VST icon
71
Vistra
VST
$50B
$105K 0.1%
700
– –
META icon
72
Meta Platforms (Facebook)
META
$1.42T
$100K 0.1%
180
+15
+9% +$9.61K
EMB icon
73
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$91.6K 0.09%
975
– –
BA icon
74
Boeing
BA
$171B
$89.8K 0.09%
451
+150
+50% +$34.2K
SNSR icon
75
Global X Internet of Things ETF
SNSR
$222M
$88.7K 0.09%
2,380
– –
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.