Hyposwiss Advisors SA
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $678,285,910 | Individuals and high net worth (95%) |
| Apr 2025 to Mar 2026 | $597,077,569 | Individuals and high net worth (90%) |
| Apr 2024 to Mar 2025 | $469,292,333 | Individuals and high net worth (88%) |
| May 2023 to Mar 2024 | $440,053,765 | Individuals and high net worth (85%) |
| Apr 2023 | $440,053,765 | Individuals and high net worth (85%) |
| Apr 2022 to Mar 2023 | $389,251,473 | Individuals and high net worth (85%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 82.0%; sector active share 73.4% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
102 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 88.3% | $87,010,626 |
| Technology | 4.0% | $3,906,441 |
| Financial Services | 3.2% | $3,140,590 |
| Consumer Cyclical | 2.4% | $2,356,053 |
| Communication Services | 1.6% | $1,599,340 |
| Healthcare | 0.2% | $152,613 |
| Utilities | 0.2% | $152,135 |
| Energy | 0.1% | $75,706 |
| Consumer Defensive | 0.1% | $53,475 |
| Industrials | 0.0% | $27,907 |
| Basic Materials | 0.0% | $25,936 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QAI | NYLIM Hedge Multi-Strategy Tracker ETF | +15,200 | 52,805 | $1,903,092 | |
| HYLS | First Trust Tactical High Yield ETF | +6,755 | 74,030 | $2,907,898 | |
| BAI | BlackRock ETF Trust | +3,310 | 68,260 | $3,221,189 | |
| IBIT | iShares Bitcoin Trust ETF | +2,565 | 9,795 | $463,695 | |
| ROBO | ROBO Global Robotics and Automation Index ETF | +2,198 | 33,204 | $2,671,593 | |
| EWJ | iShares MSCI Japan ETF | +1,435 | 44,735 | $4,359,873 | |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | +1,400 | 25,400 | $536,956 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | +1,210 | 49,160 | $4,870,772 | |
| IALT | +1,100 | 55,940 | $1,670,368 | ||
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | +1,000 | 16,935 | $339,716 | |
| AIRR | First Trust Exchange-Traded Fund VI | +985 | 19,699 | $2,033,724 | |
| SCHP | Schwab U.S. TIPS ETF | +755 | 64,491 | $1,620,658 | |
| IDV | iShares International Select Dividend ETF | +670 | 20,605 | $869,324 | |
| PYLD | +600 | 77,235 | $1,960,996 | ||
| VGK | VANGUARD EUROPEAN STOCK INDEX FUND | +400 | 58,577 | $5,084,483 | |
| VOO | VANGUARD 500 INDEX FUND | +167 | 19,402 | $13,598,085 | |
| URTH | iShares MSCI World ETF | +115 | 15,230 | $3,140,882 | |
| SPY | Spdr S&P 500 ETF Trust | +110 | 5,292 | $4,035,837 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | −3,000 | 3,345 | $80,681 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | −2,280 | 19,590 | $3,040,368 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,635 | 9,889 | $7,315,585 | |
| BAB | Invesco Exchange-Traded Fund Trust II | −1,400 | 8,275 | $209,357 | |
| MCHI | iShares MSCI China ETF | −635 | 17,475 | $912,020 | |
| BA | Boeing Co | −301 | 150 | $27,907 | |
| RSP | Victory Portfolios II | −265 | 12,480 | $0 | |
| XOM | ExxonMobil Holdings Corp | −232 | 73 | $11,880 | |
| BRK-B | Berkshire Hathaway Inc | −150 | 1,610 | $801,699 | |
| AAPL | Apple Inc. | −102 | 4,705 | $1,566,859 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 19,402 | $13,598,085 | 13.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 9,889 | $7,315,585 | 7.43% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Added | 58,577 | $5,084,483 | 5.16% | |
| EMXC |
iShares MSCI Emerging Markets ex China ETF
|
Added | 49,160 | $4,870,772 | 4.94% | |
| EWJ |
iShares MSCI Japan ETF
|
Added | 44,735 | $4,359,873 | 4.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 5,292 | $4,035,837 | 4.10% | |
| IGF |
iShares Global Infrastructure ETF
|
Held | 57,280 | $3,526,156 | 3.58% | |
| BAI |
BlackRock ETF Trust
|
Added | 68,260 | $3,221,189 | 3.27% | |
| URTH |
iShares MSCI World ETF
|
Added | 15,230 | $3,140,882 | 3.19% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 19,590 | $3,040,368 | 3.09% | |
| HYLS |
First Trust Tactical High Yield ETF
|
Added | 74,030 | $2,907,898 | 2.95% | |
| IVV |
iShares Core S&P 500 ETF
|
Held | 3,750 | $2,871,937 | 2.92% | |
| ROBO |
ROBO Global Robotics and Automation Index ETF
|
Added | 33,204 | $2,671,593 | 2.71% | |
| VXUS |
Vanguard Total International Stock ETF
|
Held | 27,956 | $2,375,141 | 2.41% | |
| AIRR |
First Trust Exchange-Traded Fund VI
|
Added | 19,699 | $2,033,724 | 2.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 7,872 | $1,961,308 | 1.99% | |
| PYLD |
|
Added | 77,235 | $1,960,996 | 1.99% | |
| QAI |
NYLIM Hedge Multi-Strategy Tracker ETF
|
Added | 52,805 | $1,903,092 | 1.93% | |
| IALT |
|
Added | 55,940 | $1,670,368 | 1.70% | |
| SCHP |
Schwab U.S. TIPS ETF
|
Added | 64,491 | $1,620,658 | 1.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,705 | $1,566,859 | 1.59% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,924 | $1,499,719 | 1.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 4,031 | $1,386,986 | 1.41% | |
| SLV |
iShares Silver Trust
|
Held | 22,130 | $1,206,306 | 1.22% | |
| HEDJ |
WisdomTree Europe Hedged Equity Fund
|
Held | 20,715 | $1,148,853 | 1.17% | |
| PPLT |
abrdn Platinum ETF Trust
|
Held | 71,250 | $1,097,962 | 1.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,934 | $970,655 | 0.99% | |
| MCHI |
iShares MSCI China ETF
|
Reduced | 17,475 | $912,020 | 0.93% | |
| IDV |
iShares International Select Dividend ETF
|
Added | 20,605 | $869,324 | 0.88% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,610 | $801,699 | 0.81% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Held | 11,080 | $797,206 | 0.81% | |
| VHT |
VANGUARD HEALTH CARE INDEX FUND
|
Held | 2,175 | $687,474 | 0.70% | |
| DVY |
iShares Select Dividend ETF
|
Held | 4,075 | $619,685 | 0.63% | |
| EWL |
iShares MSCI Switzerland ETF
|
Held | 10,470 | $619,300 | 0.63% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,513 | $543,666 | 0.55% | |
| IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
|
Added | 25,400 | $536,956 | 0.55% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Held | 10,736 | $508,456 | 0.52% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 9,795 | $463,695 | 0.47% | |
| SOXX |
iShares Semiconductor ETF
|
Held | 774 | $440,127 | 0.45% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Held | 2,350 | $382,838 | 0.39% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Held | 19,335 | $369,298 | 0.37% | |
| AMAT |
Applied Materials Inc
Technology
|
Held | 705 | $360,522 | 0.37% | |
| FSZ |
First Trust Switzerland AlphaDEX Fund
|
Held | 4,420 | $345,511 | 0.35% | |
| IBDW |
iShares iBonds Dec 2031 Term Corporate ETF
|
Added | 16,935 | $339,716 | 0.34% | |
| IBDU |
iShares iBonds Dec 2029 Term Corporate ETF
|
Held | 14,960 | $339,442 | 0.34% | |
| IBTM |
iShares iBonds Dec 2032 Term Treasury ETF
|
Held | 15,190 | $330,169 | 0.34% | |
| FEUZ |
First Trust Eurozone AlphaDEX ETF
|
Held | 5,085 | $327,040 | 0.33% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Held | 30,400 | $318,896 | 0.32% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,200 | $274,056 | 0.28% | |
| IAU |
Ishares Gold Trust
|
Held | 3,210 | $250,701 | 0.25% |
Showing the top 50 of 102 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.