swisspartners Advisors Ltd

CIK

1805754

Location

ZURICH, V8

Portfolio Value

Small $118,490,845

Diversification

Diversified

Filing Date

Global Rank

#5,323 / 8,578 ▲ 638

Top Industry

Oil & Gas E&P 31.5%

3Y Alpha vs SPY

-5.5%

Period ended 3 months ago

Filed May 7, 2026 · 40d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.9%

SPY

+78.1%

Annualised alpha

-5.5%

Max drawdown

−28.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.9%

+3.3 pts

Top 5

63.3%

−0.1 pts

Top 10

98.2%

+0.4 pts

HHI

1,107

Diversified+36

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	40.4%	$47,871,625	5
Consumer Cyclical	17.6%	$20,890,816	2
Basic Materials	13.4%	$15,930,299	2
Unclassified	13.0%	$15,357,050	1
Communication Services	8.2%	$9,678,274	1
Industrials	6.0%	$7,118,401	1
Technology	0.9%	$1,097,400	3
Financial Services	0.5%	$546,980	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
STLA	Stellantis N.V.	+96,415	1,335,490	$9,468,624
SIRI	Sirius Xm Holdings Inc.	+29,360	419,336	$9,678,274
APA	APA Corp	+13,240	501,020	$21,263,288
OXY	Occidental Petroleum Corp /De/	+8,680	173,180	$11,256,700
LYB	LyondellBasell Industries N.V.	+8,300	194,963	$15,706,219
ALK	Alaska Air Group, Inc.	+3,250	193,540	$7,118,401
TTE	TotalEnergies SE	+740	111,580	$10,151,548
DHI	Horton D R Inc /De/	+720	83,240	$11,422,192
MPC	Marathon Petroleum Corp	+150	20,410	$4,983,713
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FTI	TechnipFMC plc	3,130	$216,376
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $118,490,845 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APA	APA Corp Energy	Added	501,020	+13,240	$21,263,288	+78.2%	17.95%
LYB	LyondellBasell Industries N.V. Basic Materials	Added	194,963	+8,300	$15,706,219	+94.3%	13.26%
GLD	Spdr Gold Trust	Held	35,690	0	$15,357,050	+8.6%	12.96%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	83,240	+720	$11,422,192	−3.9%	9.64%
OXY	Occidental Petroleum Corp /De/ Energy	Added	173,180	+8,680	$11,256,700	+66.4%	9.50%
TTE	TotalEnergies SE Energy	Added	111,580	+740	$10,151,548	+40.0%	8.57%
SIRI	Sirius Xm Holdings Inc. Communication Services	Added	419,336	+29,360	$9,678,274	+24.1%	8.17%
STLA	Stellantis N.V. Consumer Cyclical	Added	1,335,490	+96,415	$9,468,624	−29.8%	7.99%
ALK	Alaska Air Group, Inc. Industrials	Added	193,540	+3,250	$7,118,401	−25.6%	6.01%
MPC	Marathon Petroleum Corp Energy	Added	20,410	+150	$4,983,713	+51.3%	4.21%
AAPL	Apple Inc. Technology	Held	2,188	0	$555,292	−6.6%	0.47%
UBS	UBS Group AG Financial Services	Held	14,000	0	$546,980	−15.6%	0.46%
NVDA	Nvidia Corp Technology	Held	1,750	0	$305,200	−6.5%	0.26%
MSFT	Microsoft Corp Technology	Held	640	0	$236,908	−23.5%	0.20%
AMRZ	Amrize Ltd Basic Materials	Held	4,000	0	$224,080	+3.6%	0.19%
FTI	TechnipFMC plc Energy	NEW	3,130	NEW	$216,376	NEW	0.18%