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Home > Institutional Investor > Swisspartners Advisors Ltd > Profile

Instuitional Investor - Swisspartners Advisors Ltd

Fund Profile
Filing Period:
Fund Name: Swisspartners Advisors Ltd
Portfolio Value $114,475,771
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Stellantis N.v.
 STLA 667,030 $13,151,667 11.48%
2.
Royal Caribbean Cruises Ltd
 RCL 92,890 $10,121,836 8.84%
3.
Horton D R Inc
 DHI 69,460 $8,883,320 7.76%
4.
Valero Energy Corp
 VLO 68,730 $7,518,718 6.56%
5.
Marathon Petroleum Corp
 MPC 57,985 $7,239,133 6.32%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)