Hyposwiss Advisors SA

GENEVA, V8

$106m in 104 US stocks at the end of 30 June 2026. The top 10 are 51.1% of the money. It changed about 12.6% of the portfolio this quarter.

Value
$106m
Stocks
104
Top 10 share
51.1%
Turnover
12.6%

What changed this quarter

New

Bought for the first time this quarter.

  • Vanguard World FDVHT
    0.6% of the fund
  • Ishares TRIBTL
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • Vanguard Intl Equity Index FVGK
    4.9% of the fund
    +9%
  • Ishares TRIGF
    3.6% of the fund
    +3%
  • Invesco Exch Traded FD TR IIQQQM
    3.4% of the fund
    +41%
  • Blackrock ETF TrustBAI
    3.2% of the fund
    +3100%
  • IsharesURTH
    2.9% of the fund
    +3%
  • First TR Exchange-Traded FDHYLS
    2.6% of the fund
    +25%
  • Schwab Strategic TRSCHP
    1.6% of the fund
    +2%
  • Blackrock ETF TrustIALT
    1.5% of the fund
    +142%
  • Ishares TRIJH
    0.8% of the fund
    +9%
  • IsharesEWL
    0.6% of the fund
    +9%
  • First TR Exch TRD Alphdx FDFSZ
    0.3% of the fund
    +29%
  • Ares CapitalARCC
    0.3% of the fund
    +98%
  • Ishares TRIBDU
    0.3% of the fund
    +6%
  • Ishares TRIBDW
    0.3% of the fund
    +10%
  • Blue Owl CapitalOBDC
    0.3% of the fund
    +97%
  • Ishares TRIBDY
    0.1% of the fund
    +30%

Cut

Sold some of their stake.

  • IsharesEMXC
    4.6% of the fund
    -22%
  • State STR Spdr S&P 500 ETF TSPY
    3.7% of the fund
    -49%
  • Vanguard Whitehall FDSVYM
    3.3% of the fund
    -20%
  • Exchange Traded Concepts TRUROBO
    2.5% of the fund
    -11%
  • AppleAAPL
    1.3% of the fund
    -9%
  • New York Life Investments ETQAI
    1.3% of the fund
    -28%
  • Ishares TRMCHI
    0.9% of the fund
    -35%
  • Ishares TRIBDV
    0.5% of the fund
    -6%
  • Applied MaterialsAMAT
    0.5% of the fund
    -50%
  • Ishares Bitcoin Trust ETFIBIT
    0.2% of the fund
    -41%
  • Vaneck ETF TrustPFXF
    <0.1% of the fund
    -89%
  • Ishares TRTIP
    <0.1% of the fund
    -30%
  • Ishares TRIBDT
    <0.1% of the fund
    -22%
  • Ishares TRIXC
    <0.1% of the fund
    -88%
  • Ishares TRIHI
    <0.1% of the fund
    -93%

Sold out

Sold their entire stake.

Holdings

  • Vanguard Index FDSVOO
    Share
    12.5%
    Value
    $13m
    Shares
    19,235

    Held

  • Invesco QQQ TRQQQ
    Share
    8.0%
    Value
    $8m
    Shares
    11,524

    Held

  • Vanguard Intl Equity Index FVGK
    Share
    4.9%
    Value
    $5m
    Shares
    58,177

    +9%

  • IsharesEMXC
    Share
    4.6%
    Value
    $5m
    Shares
    47,950

    -22%

  • IsharesEWJ
    Share
    3.8%
    Value
    $4m
    Shares
    43,300

    Held

  • State STR Spdr S&P 500 ETF TSPY
    Share
    3.7%
    Value
    $4m
    Shares
    5,182

    -49%

  • Ishares TRIGF
    Share
    3.6%
    Value
    $4m
    Shares
    57,280

    +3%

  • Invesco Exch Traded FD TR IIQQQM
    Share
    3.4%
    Value
    $4m
    Shares
    11,780

    +41%

  • Vanguard Whitehall FDSVYM
    Share
    3.3%
    Value
    $3m
    Shares
    21,870

    -20%

  • Blackrock ETF TrustBAI
    Share
    3.2%
    Value
    $3m
    Shares
    64,950

    +3100%

  • IsharesURTH
    Share
    2.9%
    Value
    $3m
    Shares
    15,115

    +3%

  • Ishares TRIVV
    Share
    2.7%
    Value
    $3m
    Shares
    3,750

    Held

  • First TR Exchange-Traded FDHYLS
    Share
    2.6%
    Value
    $3m
    Shares
    67,275

    +25%

  • Invesco Exchange Traded FD TRSP
    Share
    2.6%
    Value
    $3m
    Shares
    12,745

    Held

  • Exchange Traded Concepts TRUROBO
    Share
    2.5%
    Value
    $3m
    Shares
    31,006

    -11%

  • First TR Exchange Traded FDAIRR
    Share
    2.4%
    Value
    $2m
    Shares
    18,714

    Held

  • Vanguard Star FDSVXUS
    Share
    2.3%
    Value
    $2m
    Shares
    27,956

    Held

  • Pimco ETF TRPYLD
    Share
    1.9%
    Value
    $2m
    Shares
    76,635

    Held

  • Amazon.comAMZN
    Share
    1.8%
    Value
    $2m
    Shares
    7,872

    Held

  • Schwab Strategic TRSCHP
    Share
    1.6%
    Value
    $2m
    Shares
    63,736

    +2%

  • Blackrock ETF TrustIALT
    Share
    1.5%
    Value
    $2m
    Shares
    54,840

    +142%

  • AlphabetGOOGL
    Share
    1.4%
    Value
    $1m
    Shares
    4,031

    Held

  • AppleAAPL
    Share
    1.3%
    Value
    $1m
    Shares
    4,807

    -9%

  • New York Life Investments ETQAI
    Share
    1.3%
    Value
    $1m
    Shares
    37,605

    -28%

  • Ishares Silver TRSLV
    Share
    1.1%
    Value
    $1m
    Shares
    22,130

    Held

  • Wisdomtree TRHEDJ
    Share
    1.1%
    Value
    $1m
    Shares
    20,715

    Held

  • MicrosoftMSFT
    Share
    1.0%
    Value
    $1m
    Shares
    2,924

    Held

  • Abrdn Platinum ETF TrustPPLT
    Share
    1.0%
    Value
    $1m
    Shares
    71,250

    Held

  • JPMorgan ChaseJPM
    Share
    0.9%
    Value
    $960,386
    Shares
    2,934

    Held

  • Ishares TRMCHI
    Share
    0.9%
    Value
    $924,063
    Shares
    18,110

    -35%

  • Berkshire HathawayBRK-B
    Share
    0.8%
    Value
    $880,686
    Shares
    1,760

    Held

  • Ishares TRIJH
    Share
    0.8%
    Value
    $854,379
    Shares
    11,080

    +9%

  • Ishares TRIDV
    Share
    0.8%
    Value
    $825,907
    Shares
    19,935

    Held

  • IsharesEWL
    Share
    0.6%
    Value
    $658,040
    Shares
    10,470

    +9%

  • Vanguard World FDVHT
    Share
    0.6%
    Value
    $650,673
    Shares
    2,175

    New

  • Ishares TRDVY
    Share
    0.6%
    Value
    $636,923
    Shares
    4,075

    Held

  • Vanguard MUN BD FDSVTEB
    Share
    0.5%
    Value
    $543,027
    Shares
    10,736

    Held

  • Ishares TRIBDV
    Share
    0.5%
    Value
    $523,200
    Shares
    24,000

    -6%

  • VisaV
    Share
    0.5%
    Value
    $519,095
    Shares
    1,513

    Held

  • Applied MaterialsAMAT
    Share
    0.5%
    Value
    $509,715
    Shares
    705

    -50%

  • Ishares TRSOXX
    Share
    0.5%
    Value
    $495,948
    Shares
    774

    Held

  • Booking HoldingsBKNG
    Share
    0.4%
    Value
    $418,864
    Shares
    2,350

    Held

  • First TR Exch TRD Alphdx FDFSZ
    Share
    0.3%
    Value
    $362,566
    Shares
    4,420

    +29%

  • Ares CapitalARCC
    Share
    0.3%
    Value
    $358,278
    Shares
    19,335

    +98%

  • Ishares TRIBDU
    Share
    0.3%
    Value
    $346,474
    Shares
    14,960

    +6%

  • Ishares TRIBTM
    Share
    0.3%
    Value
    $344,737
    Shares
    15,190

    Held

  • First TR Exch TRD Alphdx FDFEUZ
    Share
    0.3%
    Value
    $337,388
    Shares
    5,085

    Held

  • Ishares TRIBDW
    Share
    0.3%
    Value
    $332,085
    Shares
    15,935

    +10%

  • Blue Owl CapitalOBDC
    Share
    0.3%
    Value
    $330,448
    Shares
    30,400

    +97%

  • Invesco Exch Traded FD TR IIBAB
    Share
    0.2%
    Value
    $259,677
    Shares
    9,675

    Held

  • Ishares TRHYG
    Share
    0.2%
    Value
    $254,305
    Shares
    3,180

    Held

  • Ishares Gold TRIAU
    Share
    0.2%
    Value
    $242,387
    Shares
    3,210

    Held

  • Vanguard Index FDSVTV
    Share
    0.2%
    Value
    $241,902
    Shares
    1,110

    Held

  • Ishares Bitcoin Trust ETFIBIT
    Share
    0.2%
    Value
    $240,687
    Shares
    7,230

    -41%

  • NvidiaNVDA
    Share
    0.2%
    Value
    $240,108
    Shares
    1,200

    Held

  • Sprott FDS TRURNM
    Share
    0.2%
    Value
    $234,551
    Shares
    4,460

    Held

  • Ishares TRIBTQ
    Share
    0.2%
    Value
    $222,504
    Shares
    8,870

    Held

  • Ishares TRIBTK
    Share
    0.2%
    Value
    $219,085
    Shares
    11,215

    Held

  • Taiwan Semiconductor ManufacturingTSM
    Share
    0.2%
    Value
    $214,907
    Shares
    450

    Held

  • Ishares TRIBDX
    Share
    0.2%
    Value
    $212,226
    Shares
    8,425

    Held

  • Ishares TRIBDS
    Share
    0.1%
    Value
    $153,676
    Shares
    6,345

    Held

  • Spdr Series TrustFLRN
    Share
    0.1%
    Value
    $142,836
    Shares
    4,630

    Held

  • Global X FDSSNSR
    Share
    0.1%
    Value
    $118,928
    Shares
    2,380

    Held

  • VistraVST
    Share
    0.1%
    Value
    $111,041
    Shares
    700

    Held

  • Ishares TRIBDY
    Share
    0.1%
    Value
    $106,584
    Shares
    4,140

    +30%

  • Ishares TRIBCA
    Share
    <0.1%
    Value
    $105,129
    Shares
    4,105

    Held

  • Vaneck ETF TrustPFXF
    Share
    <0.1%
    Value
    $101,688
    Shares
    5,700

    -89%

  • Meta PlatformsMETA
    Share
    <0.1%
    Value
    $100,268
    Shares
    180

    Held

  • BoeingBA
    Share
    <0.1%
    Value
    $97,628
    Shares
    451

    Held

  • Select Sector Spdr TRXLI
    Share
    <0.1%
    Value
    $95,393
    Shares
    515

    Held

  • Ishares TREMB
    Share
    <0.1%
    Value
    $94,029
    Shares
    975

    Held

  • Ishares TRTIP
    Share
    <0.1%
    Value
    $91,374
    Shares
    835

    -30%

  • Walt DisneyDIS
    Share
    <0.1%
    Value
    $75,075
    Shares
    780

    Held

  • Ishares TRIBDT
    Share
    <0.1%
    Value
    $69,185
    Shares
    2,740

    -22%

  • MerckMRK
    Share
    <0.1%
    Value
    $64,893
    Shares
    505

    Held

  • NextEra EnergyNEE
    Share
    <0.1%
    Value
    $64,072
    Shares
    730

    Held

  • Ishares TRIGSB
    Share
    <0.1%
    Value
    $62,787
    Shares
    1,198

    Held

  • Ishares TRUSMV
    Share
    <0.1%
    Value
    $57,852
    Shares
    600

    Held

  • Wells Fargo & CompanyWFC
    Share
    <0.1%
    Value
    $55,038
    Shares
    666

    Held

  • Select Sector Spdr TRXLF
    Share
    <0.1%
    Value
    $53,610
    Shares
    1,000

    Held

  • Bunge Global SABG
    Share
    <0.1%
    Value
    $53,365
    Shares
    500

    Held

  • ConocoPhillipsCOP
    Share
    <0.1%
    Value
    $53,020
    Shares
    510

    Held

  • Johnson & JohnsonJNJ
    Share
    <0.1%
    Value
    $52,064
    Shares
    205

    Held

  • Ishares TRIBTJ
    Share
    <0.1%
    Value
    $49,362
    Shares
    2,280

    Held

  • Ishares TRIXC
    Share
    <0.1%
    Value
    $46,379
    Shares
    944

    -88%

  • Intercontinental ExchangeICE
    Share
    <0.1%
    Value
    $44,935
    Shares
    365

    Held

  • ExxonMobil HoldingsXOM
    Share
    <0.1%
    Value
    $41,700
    Shares
    305

    Held

  • Spdr Index SHS FDSFEZ
    Share
    <0.1%
    Value
    $40,521
    Shares
    590

    Held

  • Ishares TRIBTP
    Share
    <0.1%
    Value
    $34,650
    Shares
    1,365

    Held

  • First TR Exchange-Traded FDFDN
    Share
    <0.1%
    Value
    $31,766
    Shares
    120

    Held

  • UnitedHealth GroupUNH
    Share
    <0.1%
    Value
    $28,263
    Shares
    68

    Held

  • Ishares TRIHI
    Share
    <0.1%
    Value
    $27,176
    Shares
    550

    -93%

  • Ishares TRIBTO
    Share
    <0.1%
    Value
    $27,027
    Shares
    1,120

    Held

  • Eastman ChemicalEMN
    Share
    <0.1%
    Value
    $26,792
    Shares
    400

    Held

  • ARK ETF TRARKG
    Share
    <0.1%
    Value
    $26,540
    Shares
    631

    Held

  • MastercardMA
    Share
    <0.1%
    Value
    $25,680
    Shares
    50

    Held

  • Ishares TRIBDR
    Share
    <0.1%
    Value
    $25,078
    Shares
    1,035

    Held

  • Ishares TRIBTL
    Share
    <0.1%
    Value
    $23,420
    Shares
    1,160

    New

  • Global X FDSURA
    Share
    <0.1%
    Value
    $21,850
    Shares
    500

    Held

  • First TR Exchange-Traded FDQQEW
    Share
    <0.1%
    Value
    $21,706
    Shares
    136

    Held

Showing the largest 100 of 104.

Over time and by industry

Value over time

Dec '25
 
Jun '26

Value is up 3.5% since 31 December 2025.

Where the money is

Technology3.3%
Financial services2.4%
Retail & consumer2.2%
Media & telecom1.5%
Utilities0.2%
Health care0.1%
Industrials0.1%
Energy0.1%
Everyday goods0.1%
Materials0.0%
Other90.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.