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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
IBDT icon
76
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.05B
$88.5K 0.09%
3,495
– –
XLI icon
77
State Street Industrial Select Sector SPDR ETF
XLI
$33.1B
$83.3K 0.08%
515
– –
IBDY icon
78
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$82.5K 0.08%
3,190
– –
DIS icon
79
Walt Disney
DIS
$169B
$75.2K 0.07%
780
– –
NEE icon
80
NextEra Energy
NEE
$180B
$67.8K 0.07%
730
– –
COP icon
81
ConocoPhillips
COP
$145B
$67.3K 0.07%
510
– –
BAI
82
iShares A.I. Innovation and Tech Active ETF
BAI
$13.1B
$66.9K 0.07%
2,030
+1,205
+146% +$41.4K
BG icon
83
Bunge Global
BG
$20.4B
$63.6K 0.06%
500
– –
IGSB icon
84
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.9B
$63K 0.06%
1,198
-180
-13% -$9.52K
MRK icon
85
Merck
MRK
$314B
$60.7K 0.06%
505
– –
ICE icon
86
Intercontinental Exchange
ICE
$85.1B
$57.4K 0.06%
365
– –
USMV icon
87
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$55.6K 0.06%
600
– –
WFC icon
88
Wells Fargo
WFC
$263B
$53K 0.05%
666
– –
XOM icon
89
ExxonMobil
XOM
$644B
$51.7K 0.05%
305
– –
JNJ icon
90
Johnson & Johnson
JNJ
$609B
$50.1K 0.05%
205
– –
IBTJ icon
91
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.34B
$49.8K 0.05%
2,280
– –
XLF icon
92
State Street Financial Select Sector SPDR ETF
XLF
$57.8B
$49.4K 0.05%
1,000
– –
CL icon
93
Colgate-Palmolive
CL
$72.5B
$47.3K 0.05%
555
– –
BABA icon
94
Alibaba
BABA
$306B
$37.6K 0.04%
+300
New +$45.1K
FEZ icon
95
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.46B
$36.6K 0.04%
590
– –
IBTP
96
iShares iBonds Dec 2034 Term Treasury ETF
IBTP
$284M
$35K 0.03%
1,365
– –
EMN icon
97
Eastman Chemical
EMN
$8.22B
$30.5K 0.03%
+400
New +$28.8K
FDN icon
98
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.33B
$28.1K 0.03%
120
– –
PFE icon
99
Pfizer
PFE
$142B
$28.1K 0.03%
+1,000
New +$26.6K
IBTO icon
100
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$462M
$27.3K 0.03%
1,120
– –
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.