swisspartners Advisors Ltd
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
17 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Energy | 35.5% | $38,811,998 |
| Consumer Cyclical | 20.1% | $21,931,850 |
| Unclassified | 12.2% | $13,354,231 |
| Communication Services | 11.2% | $12,216,828 |
| Basic Materials | 9.7% | $10,635,951 |
| Industrials | 9.6% | $10,516,734 |
| Technology | 1.1% | $1,222,008 |
| Financial Services | 0.6% | $693,840 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STLA | Stellantis N.V. | +97,240 | 1,432,730 | $8,223,870 | |
| ALK | Alaska Air Group, Inc. | +7,930 | 201,470 | $10,516,734 | |
| LYB | LyondellBasell Industries N.V. | +3,000 | 197,963 | $10,422,751 | |
| OXY | Occidental Petroleum Corp /De/ | +2,330 | 175,510 | $8,524,520 | |
| DHI | Horton D R Inc /De/ | +920 | 84,160 | $13,707,980 | |
| TTE | TotalEnergies SE | +625 | 112,205 | $8,725,060 | |
| MPC | Marathon Petroleum Corp | +160 | 20,570 | $5,259,131 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| APA |
APA Corp
Energy
|
Reduced | 494,190 | $16,095,768 | 14.71% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Added | 84,160 | $13,707,980 | 12.53% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Reduced | 413,569 | $12,216,828 | 11.17% | |
| GLD |
Spdr Gold Trust
|
Reduced | 29,690 | $10,937,202 | 10.00% | |
| ALK |
Alaska Air Group, Inc.
Industrials
|
Added | 201,470 | $10,516,734 | 9.61% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Added | 197,963 | $10,422,751 | 9.53% | |
| TTE |
TotalEnergies SE
Energy
|
Added | 112,205 | $8,725,060 | 7.98% | |
| OXY |
Occidental Petroleum Corp /De/
Energy
|
Added | 175,510 | $8,524,520 | 7.79% | |
| STLA |
Stellantis N.V.
Consumer Cyclical
|
Added | 1,432,730 | $8,223,870 | 7.52% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 20,570 | $5,259,131 | 4.81% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 20,255 | $2,417,029 | 2.21% | |
| UBS |
UBS Group AG
Financial Services
|
Held | 14,000 | $693,840 | 0.63% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,188 | $633,119 | 0.58% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,750 | $350,157 | 0.32% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 640 | $238,732 | 0.22% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
Held | 4,000 | $213,200 | 0.19% | |
| FTI |
TechnipFMC plc
Energy
|
Held | 3,130 | $207,519 | 0.19% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.