โ† Top Holdings

SWZSwiss Helvetia FD Inc

CUSIP: 870875101

1

Guru Owners

$910K

Total Value Held

146,284

Total Shares

$910K
0.01%

๐Ÿ“Š Fundamentals

P/E Ratio4.4x
Below market avg

Data from Yahoo Finance ยท refreshed every 4 hours

๐Ÿ“Š Holdings Over Time

How superinvestor ownership has changed across quarters

$0$688K$1.4M$2.1M$2.8MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '251 owners ยท $910K
REDUCEDTom Russo$910K
Q3 '251 owners ยท $2.6M

No changes

Q2 '251 owners ยท $2.8M
INCREASEDTom Russo$2.8M
Q1 '251 owners ยท $2.7M
INCREASEDTom Russo$2.7M
Q4 '241 owners ยท $2.2M
INCREASEDTom Russo$2.2M
Q3 '241 owners ยท $2.5M
INCREASEDTom Russo$2.5M
SWZ Institutional Ownership โ€” Superinvestor Holdings | Superinvestor 13F Tracker