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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
IBDR icon
101
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.44B
$25.1K 0.02%
1,035
– –
MA icon
102
Mastercard
MA
$502B
$25K 0.02%
50
– –
URA icon
103
Global X Uranium ETF
URA
$5.41B
$24.2K 0.02%
+500
New +$26K
CIBR icon
104
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.3B
$18.8K 0.02%
300
– –
UNH icon
105
UnitedHealth
UNH
$376B
$18.4K 0.02%
68
– –
QQEW icon
106
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.75B
$17.3K 0.02%
136
– –
ARKG icon
107
ARK Genomic Revolution ETF
ARKG
$1.55B
$16.7K 0.02%
631
– –
TJX icon
108
TJX Companies
TJX
$174B
$14.4K 0.01%
90
– –
IPAY icon
109
Amplify Mobile Payments ETF
IPAY
$170M
$10.6K 0.01%
250
– –
AGG icon
110
iShares Core US Aggregate Bond ETF
AGG
$137B
$9.93K 0.01%
100
– –
IBTH icon
111
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
$6.73K 0.01%
300
– –
PLUG icon
112
Plug Power
PLUG
$2.87B
$4.52K ﹤0.01%
+2,000
New +$4.34K
ADBE icon
113
Adobe
ADBE
$99.5B
– –
-100
Closed -$35K
CMG icon
114
Chipotle Mexican Grill
CMG
$47.2B
– –
-1,060
Closed -$39.2K
CRM icon
115
Salesforce
CRM
$151B
– –
-1,010
Closed -$268K
EUHY
116
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$240M
– –
-6,420
Closed -$342K
PANW icon
117
Palo Alto Networks
PANW
$270B
– –
-300
Closed -$55.3K
IBDZ
118
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$866M
– –
-2,020
Closed -$53.3K
1 2 3 4
5

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LC
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II
Ishara Investments Los Angeles, California $106M AUM
TAR
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AA
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KCM
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AF
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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.