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HA
Hyposwiss Advisors Portfolio holdings
AUM
$106M
This Fund
S&P 500
This Quarter
Est. Return
+14.35%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$106M
AUM Growth
+$4.39M
(+4.3%)
Cap. Flow
-$7.02M
Cap. Flow
% of AUM
-6.65%
Top 10 Holdings %
Top 10 Hldgs %
51.09%
Holding
114
New
2
Increased
19
Reduced
16
Closed
10
Avg Time Held
1.9
quarters
Top 10 Avg Time Held
1.6
quarters
Top 20 Avg Time Held
1.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$2.86M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
+$972K |
| 3 |
IALT
iShares Systematic Alternatives Active ETF
IALT
|
+$903K |
| 4 |
Vanguard Health Care ETF
VHT
|
+$605K |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
|
+$550K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.59M |
| 2 |
First Trust Cloud Computing ETF
SKYY
|
+$2.03M |
| 3 |
Amplify Cybersecurity ETF
HACK
|
+$1.52M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.31M |
| 5 |
VanEck Preferred Securities ex Financials ETF
PFXF
|
+$864K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 89.45% |
| 2 | Technology | 3.27% |
| 3 | Financials | 3.01% |
| 4 | Consumer Discretionary | 2.19% |
| 5 | Communication Services | 1.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
NextEra Energy
NEE
$161B
| $64.1K | 0.06% |
730
| – | – |
2025 Q4
2 quarters
|
|
77
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| $62.8K | 0.06% |
1,198
| – | – |
2025 Q4
2 quarters
|
|
78
iShares MSCI USA Min Vol Factor ETF
USMV
$23.9B
| $57.9K | 0.05% |
600
| – | – |
2025 Q4
2 quarters
|
|
79
Wells Fargo
WFC
$253B
| $55K | 0.05% |
666
| – | – |
2025 Q4
2 quarters
|
|
80
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
| $53.6K | 0.05% |
1,000
| – | – |
2025 Q4
2 quarters
|
|
81
Bunge Global
BG
$19.7B
| $53.4K | 0.05% |
500
| – | – |
2025 Q4
2 quarters
|
|
82
ConocoPhillips
COP
$161B
| $53K | 0.05% |
510
| – | – |
2025 Q4
2 quarters
|
|
83
Johnson & Johnson
JNJ
$630B
| $52.1K | 0.05% |
205
| – | – |
2025 Q4
2 quarters
|
|
84
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.46B
| $49.4K | 0.05% |
2,280
| – | – |
2025 Q4
2 quarters
|
|
85
iShares Global Energy ETF
IXC
$3.13B
| $46.4K | 0.04% |
944
-7,150
| -88% | -$387K |
2025 Q4
2 quarters
|
|
86
Intercontinental Exchange
ICE
$87.7B
| $44.9K | 0.04% |
365
| – | – |
2025 Q4
2 quarters
|
|
87
ExxonMobil
XOM
$695B
| $41.7K | 0.04% |
305
| – | – |
2025 Q4
2 quarters
|
|
88
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.17B
| $40.5K | 0.04% |
590
| – | – |
2025 Q4
2 quarters
|
|
|
IBTP
89
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$318M
| $34.6K | 0.03% |
1,365
| – | – |
2025 Q4
2 quarters
|
|
90
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.47B
| $31.8K | 0.03% |
120
| – | – |
2025 Q4
2 quarters
|
|
91
UnitedHealth
UNH
$340B
| $28.3K | 0.03% |
68
| – | – |
2025 Q4
2 quarters
|
|
92
iShares US Medical Devices ETF
IHI
$3.55B
| $27.2K | 0.03% |
550
-6,812
| -93% | -$346K |
2025 Q4
2 quarters
|
|
93
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$477M
| $27K | 0.03% |
1,120
| – | – |
2025 Q4
2 quarters
|
|
94
Eastman Chemical
EMN
$7.17B
| $26.8K | 0.03% |
400
| – | – |
2026 Q1
1 quarter
|
|
95
ARK Genomic Revolution ETF
ARKG
$2.1B
| $26.5K | 0.03% |
631
| – | – |
2025 Q4
2 quarters
|
|
96
Mastercard
MA
$516B
| $25.7K | 0.02% |
50
| – | – |
2025 Q4
2 quarters
|
|
97
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.13B
| $25.1K | 0.02% |
1,035
| – | – |
2025 Q4
2 quarters
|
|
98
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$744M
| $23.4K | 0.02% |
+1,160
| New | +$23.5K |
2026 Q2
0 quarters
|
|
99
Global X Uranium ETF
URA
$5.44B
| $21.9K | 0.02% |
500
| – | – |
2026 Q1
1 quarter
|
|
100
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.92B
| $21.7K | 0.02% |
136
| – | – |
2025 Q4
2 quarters
|
|
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Hyposwiss Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Hyposwiss Advisors held 114 positions worth $106M, up 4.3% from $101M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Hyposwiss Advisors withdrew a net $7.02M in Q2 2026, closing 10 positions and reducing 16 holdings. Its most notable exit was First Trust Cloud Computing ETF, an estimated $2.03M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, down from 90% a quarter earlier, followed by Technology and Financials.
Against the trend, Hyposwiss Advisors opened a new position in Vanguard Health Care ETF worth $651K.
- Hyposwiss Advisors's largest Q2 2026 buy was Vanguard Health Care ETF: 2,175 shares worth $651K.
- Hyposwiss Advisors added most to iShares A.I. Innovation and Tech Active ETF in Q2 2026, an estimated $2.86M increase.
- Hyposwiss Advisors's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $3.59M.
- Hyposwiss Advisors fully exited First Trust Cloud Computing ETF in Q2 2026, selling an estimated $2.03M.
- Hyposwiss Advisors's ten largest holdings make up 51% of its $106M portfolio in Q2 2026.
- Hyposwiss Advisors opened 2 new positions and closed 10 in Q2 2026.
- Hyposwiss Advisors's portfolio value rose 4.3% quarter-over-quarter to $106M.
Based on Hyposwiss Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.