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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 | |
|---|---|---|---|---|---|---|---|
76
Global X Internet of Things ETF
SNSR
$208M
| $88K | 0.09% |
+2,380
| New | +$90K |
2025 Q4
0 quarters
|
|
77
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.16B
| $83.4K | 0.08% |
+3,190
| New | +$83.6K |
2025 Q4
0 quarters
|
|
78
State Street Industrial Select Sector SPDR ETF
XLI
$30.3B
| $79.9K | 0.08% |
+515
| New | +$79.2K |
2025 Q4
0 quarters
|
|
79
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| $72.9K | 0.07% |
+1,378
| New | +$73K |
2025 Q4
0 quarters
|
|
80
Boeing
BA
$150B
| $65.4K | 0.06% |
+301
| New | +$61.9K |
2025 Q4
0 quarters
|
|
81
Wells Fargo
WFC
$253B
| $62.1K | 0.06% |
+666
| New | +$57.8K |
2025 Q4
0 quarters
|
|
82
Intercontinental Exchange
ICE
$87.7B
| $59.1K | 0.06% |
+365
| New | +$57.2K |
2025 Q4
0 quarters
|
|
83
NextEra Energy
NEE
$161B
| $58.6K | 0.06% |
+730
| New | +$60.5K |
2025 Q4
0 quarters
|
|
84
iShares MSCI USA Min Vol Factor ETF
USMV
$23.9B
| $56.5K | 0.06% |
+600
| New | +$56.5K |
2025 Q4
0 quarters
|
|
85
Palo Alto Networks
PANW
$343B
| $55.3K | 0.05% |
+300
| New | +$60.5K |
2025 Q4
0 quarters
|
|
86
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
| $54.8K | 0.05% |
+1,000
| New | +$53.3K |
2025 Q4
0 quarters
|
|
|
IBDZ
87
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$851M
| $53.3K | 0.05% |
+2,020
| New | +$53.5K |
2025 Q4
0 quarters
|
|
88
Merck
MRK
$359B
| $53.2K | 0.05% |
+505
| New | +$47.4K |
2025 Q4
0 quarters
|
|
89
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.46B
| $50K | 0.05% |
+2,280
| New | +$50.1K |
2025 Q4
0 quarters
|
|
90
ConocoPhillips
COP
$161B
| $47.7K | 0.05% |
+510
| New | +$46.1K |
2025 Q4
0 quarters
|
|
91
Bunge Global
BG
$19.7B
| $44.5K | 0.04% |
+500
| New | +$46.1K |
2025 Q4
0 quarters
|
|
92
Colgate-Palmolive
CL
$70.4B
| $43.9K | 0.04% |
+555
| New | +$43.5K |
2025 Q4
0 quarters
|
|
93
Johnson & Johnson
JNJ
$630B
| $42.4K | 0.04% |
+205
| New | +$40.5K |
2025 Q4
0 quarters
|
|
94
Chipotle Mexican Grill
CMG
$40B
| $39.2K | 0.04% |
+1,060
| New | +$38.3K |
2025 Q4
0 quarters
|
|
95
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.17B
| $38K | 0.04% |
+590
| New | +$37.2K |
2025 Q4
0 quarters
|
|
96
ExxonMobil
XOM
$695B
| $36.7K | 0.04% |
+305
| New | +$35.4K |
2025 Q4
0 quarters
|
|
|
IBTP
97
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$318M
| $35.2K | 0.03% |
+1,365
| New | +$35.5K |
2025 Q4
0 quarters
|
|
98
Adobe
ADBE
$94.3B
| $35K | 0.03% |
+100
| New | +$34K |
2025 Q4
0 quarters
|
|
99
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.47B
| $32.3K | 0.03% |
+120
| New | +$32.9K |
2025 Q4
0 quarters
|
|
100
Mastercard
MA
$516B
| $28.5K | 0.03% |
+50
| New | +$28K |
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.