swisspartners Advisors Ltd
SEC Form 13F institutional filer · CIK 0001805754
13F-HR · 9 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
100.0%
swisspartners Advisors Ltd — $67.8M AUM allocation strategy
swisspartners Advisors Ltd files SEC Form 13F and reports $67.8M of long US equity value across 9 reported holdings for 2026-03-31.
Its largest sector bet is Energy 55.0%, followed by Materials 23.0% and Consumer Discretionary 16.7%.
The top 10 holdings account for 100% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
swisspartners Advisors Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$67.8M
total across 9 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
100% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$APA +13.2K sh · +$9.23M+$OXY +8.68K sh · +$4.43M+$LYB +8.3K sh · +$7.55M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Oil & Gas Exploration & Production47.7%—
- Specialty Chemicals23.0%—
- Homebuilding16.7%—
- Oil & Gas Refining & Marketing7.3%—
- Asset Management & Custody Banks3.6%—
- Technology Hardware, Storage & Peripherals0.8%—
- Semiconductors0.4%—
- Systems Software0.3%—
- Other holdings0.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $APA | APA Corporation | 501K | $21.1M | +13.2K | 31.2% |
| $LYB | LyondellBasell Industries NV Ordinary Shares Class A | 195K | $15.6M | +8.3K | 23.0% |
| $DHI | D.R. Horton Inc | 83.2K | $11.4M | +720 | 16.7% |
| $OXY | Occidental Petroleum Corporation | 173K | $11.2M | +8.68K | 16.5% |
| $MPC | Marathon Petroleum Corporation | 20.4K | $4.96M | +150 | 7.3% |
| $BLK | BlackRock Inc | 37.9K | $2.45M | -20 | 3.6% |
| $AAPL | Apple Inc | 2.19K | $552K | +0 | 0.8% |
| $NVDA | NVIDIA Corporation | 1.75K | $304K | +0 | 0.4% |
| $MSFT | Microsoft Corporation | 640 | $236K | +0 | 0.3% |
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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