1y return+16.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $124 against $133 in the S&P 500.2
Ssa Swiss Advisors AgS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMATApplied Materials, Inc. | $16.0M | 6.0% | |
| RSPInvesco Ltd. | $14.4M | 5.4% | |
| GLDState Street Corporation | $9.3M | 3.5% | New |
| SPYState Street Corporation | $9.3M | 3.5% | +3.6% |
| FEZState Street Corporation | $8.9M | 3.3% | +2.8% |
| EWLBlackrock, Inc. | $8.8M | 3.3% | |
| TSMTaiwan Semiconductor Manufacturing Company Limited | $8.6M | 3.2% | |
| GOOGLAlphabet Inc. | $7.1M | 2.7% | −4.1% |
| NVDANvidia Corporation | $6.3M | 2.4% | +5.9% |
| TIPBlackrock, Inc. | $6.2M | 2.3% | +2.6% |
| AAPLApple Inc. | $5.7M | 2.1% | +4.4% |
| EEMABlackrock, Inc. | $5.6M | 2.1% | |
| IDVBlackrock, Inc. | $5.5M | 2.1% | +2.7% |
| VVisa Inc. | $5.2M | 1.9% | +42.2% |
| IEFBlackrock, Inc. | $5.1M | 1.9% | −3.5% |
| AMZNAmazon.com, Inc. | $5.0M | 1.9% | +7.7% |
| MSFTMicrosoft Corporation | $5.0M | 1.9% | +54.2% |
| LLYEli Lilly And Company | $5.0M | 1.9% | |
| VCSHVanguard Group, Inc. | $4.9M | 1.9% | −1.9% |
| ILFBlackrock, Inc. | $4.8M | 1.8% | +3.1% |
| RIORio Tinto PLC | $4.6M | 1.7% | |
| BBarrick Mining Corporation | $4.4M | 1.7% | New |
| FTNTFortinet, Inc. | $4.4M | 1.7% | |
| METAMeta Platforms, Inc. | $4.3M | 1.6% | +60.3% |
| MAMastercard Incorporated | $3.9M | 1.5% | +46.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Materials, Inc. | March 31, 2025 | +398.2% | $16.0M |
| TSMTaiwan Semiconductor Manufacturing Company Limited | March 31, 2025 | +187.7% | $8.6M |
| GOOGLAlphabet Inc. | March 31, 2025 | +131.1% | $7.1M |
| NVDANvidia Corporation | March 31, 2025 | +84.6% | $6.3M |
| FTNTFortinet, Inc. | March 31, 2025 | +59.6% | $4.4M |
| RIORio Tinto PLC | March 31, 2025 | +58.0% | $4.6M |
| EEMABlackrock, Inc. | March 31, 2025 | +57.9% | $5.6M |
| QQQInvesco Ltd. | March 31, 2025 | +57.0% | $3.6M |
| LLYEli Lilly And Company | June 30, 2025 | +53.9% | $5.0M |
| MRKMerck & Co., Inc. | March 31, 2025 | +43.2% | $3.5M |
Sold off last quarter
- PFEPfizer Inc. was $3.5M
- TMFRafferty Asset Management, LLC was $106K
- DRNRafferty Asset Management, LLC was $63K
- EFABlackrock, Inc. was $50K
- SPDWState Street Corporation was $49K
- SPEUState Street Corporation was $46K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +6.9% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ssa Swiss Advisors Ag Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2066265&type=13F-HR&dateb=&owner=include&count=40CIK 2066265
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2066265/000206626526000003/Filed August 5, 2026 · accession 0002066265-26-000003