Ameliora Wealth Management Ltd.

CIK

1910168

Location

ZURICH, V8

Portfolio Value

Micro $980,094

Diversification

Diversified

Filing Date

Global Rank

#4,869 / 8,232 ▼ 45

Top Industry

Semiconductors 17.8%

3Y Alpha vs SPY

+2.4%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

18 quarters · since Dec 2021

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

+87.1%

SPY

+76.3%

Annualised alpha

+2.4%

Max drawdown

−17.6%

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

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

Top Position

16.8%

+0.2 pts

Top 5

37.8%

+1.3 pts

Top 10

55.2%

+0.7 pts

HHI

519

Diversified+11

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.4%	$40,585,745	10
Technology	22.1%	$27,772,067	35
Financial Services	16.8%	$21,041,739	28
Consumer Cyclical	6.7%	$8,444,902	11
Industrials	6.5%	$8,111,146	17
Communication Services	5.5%	$6,927,264	11
Consumer Defensive	4.1%	$5,167,215	8
Healthcare	3.0%	$3,776,388	15
Energy	1.6%	$2,035,397	8
Basic Materials	0.8%	$980,094	8
Real Estate	0.3%	$343,765	3
Utilities	0.2%	$244,579	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	+749	2,923	$604,768
XOM	Exxon Mobil Corp	+592	6,563	$1,113,478
GLD	Spdr Gold Trust	+497	3,632	$1,562,813
MU	Micron Technology Inc	+400	2,411	$814,532
LOW	Lowes Companies Inc	+45	1,834	$433,337
PGR	Progressive Corp/Oh/	+38	1,404	$278,328
AAPL	Apple Inc.	+38	20,310	$5,154,474
MCD	Mcdonalds Corp	+25	126	$39,159
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOL	abrdn Gold ETF Trust	−117,204	471,014	$21,016,644
SLV	iShares Silver Trust	−57,763	28,907	$1,969,722
APO	Apollo Global Management, Inc.	−20,828	150	$16,713
WMT	Walmart Inc.	−7,643	31,925	$3,967,639
ATMP	Barclays Bank PLC	−3,848	13,159	$452,801
HL	Hecla Mining Co/De/	−3,300	1,700	$31,671
PBR	Petrobras - Petroleo Brasileiro SA	−2,600	1,400	$29,050
TEVA	Teva Pharmaceutical Industries Ltd	−2,000	1,000	$30,120
IBN	Icici Bank Ltd	−1,750	1,000	$25,900
BAC	Bank Of America Corp /De/	−1,300	6,717	$327,453
BA	Boeing Co	−1,250	3,250	$646,847
IRM	Iron Mountain Inc	−1,250	3,100	$316,634
TJX	Tjx Companies Inc /De/	−903	22,373	$3,572,968
AAL	American Airlines Group Inc.	−850	150	$1,611
IBKR	Interactive Brokers Group, Inc.	−703	9,252	$620,531
WM	Waste Management Inc	−644	15,830	$3,637,575
MSFT	Microsoft Corp	−593	11,337	$4,196,617
GOOGL	Alphabet Inc.	−579	15,200	$4,370,912
QQQ	Invesco Qqq Trust, Series 1	−560	10,361	$5,980,161
AVGO	Broadcom Inc.	−540	16,813	$5,203,791
VZ	Verizon Communications Inc	−505	300	$15,060
V	Visa Inc.	−474	10,759	$3,251,800
NEM	NEWMONT Corp /DE/	−456	200	$21,650
SPY	Spdr S&P 500 ETF Trust	−428	11,699	$7,608,327
AI	C3.ai, Inc.	−420	1,210	$10,188
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SOFI	SoFi Technologies, Inc.	100,000	$1,588,000
ETHA	iShares Ethereum Trust ETF	14,101	$223,218
LMT	Lockheed Martin Corp	150	$90,658
TDS	Telephone & Data Systems Inc /De/	2,145	$90,304
ABBV	AbbVie Inc.	78	$16,964
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
AFRM	Affirm Holdings, Inc.	40,000	$2,977,200
BX	Blackstone Inc.	3,909	$602,533
BABA	Alibaba Group Holding Ltd	500	$73,290
FICO	Fair Isaac Corp	15	$25,359
IDXX	Idexx Laboratories Inc /De	29	$19,619
ORLY	O Reilly Automotive Inc	165	$15,049
NIO	NIO Inc.	225	$1,147
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $980,094 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RIO	Rio Tinto PLC Basic Materials	Held	6,480	0	$604,519	+16.6%	61.68%
ECL	Ecolab Inc. Basic Materials	Held	700	0	$186,214	+1.3%	19.00%
CTVA	Corteva, Inc. Basic Materials	Held	830	0	$69,479	+24.9%	7.09%
MLM	Martin Marietta Materials Inc Basic Materials	Held	66	0	$38,852	−5.5%	3.96%
HL	Hecla Mining Co/De/ Basic Materials	Reduced	1,700	-3,300	$31,671	−67.0%	3.23%
MP	MP Materials Corp. / DE Basic Materials	Held	500	0	$24,130	−4.5%	2.46%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	200	-456	$21,650	−66.9%	2.21%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	47	0	$3,579	+56.8%	0.37%