swisspartners Advisors Ltd

CIK

1805754

Location

ZURICH, V8

Portfolio Value

Micro $15,930,299

Diversification

Diversified

Filing Date

Global Rank

#5,329 / 8,586 ▲ 632

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

2 positions · $15,930,299 total · Basic Materials only · 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	History
LYB	LyondellBasell Industries N.V. Basic Materials	Added	194,963	+8,300	$15,706,219	+94.3%	98.59%
AMRZ	Amrize Ltd Basic Materials	Held	4,000	0	$224,080	+3.6%	1.41%