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Longbow Finance SA

Latest statistics and disclosures from Longbow Finance SA's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, MSFT, AAPL, GOOG, META, and represent 30.69% of Longbow Finance SA's stock portfolio.
Added to shares of these 10 stocks: CBOE (+$14M), AVGO (+$13M), WMB (+$11M), COR (+$11M), CEG (+$11M), ORCL (+$8.9M), BAC (+$7.7M), KR (+$7.1M), PWR (+$6.9M), RSG (+$6.1M).
Started 7 new stock positions in BAC, COR, KR, CBOE, PWR, WMB, CEG.
Reduced shares in these 10 stocks: , , AMZN (-$9.6M), GOOG (-$9.5M), PGR (-$9.4M), , VST (-$7.5M), KO (-$7.3M), AMGN (-$7.1M), MSI (-$6.9M).
Sold out of its positions in AMGN, COST, IBM, ISRG, KMI, MSI, PGR, SNPS, VST.
Longbow Finance SA was a net seller of stock by $-8.0M.
Longbow Finance SA has $1.0B in assets under management (AUM), dropping by 8.13%.
Central Index Key (CIK): 0001965552

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Portfolio Holdings for Longbow Finance SA

Longbow Finance SA holds 69 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation Common Stock (NVDA)	8.9	$90M	-2%	482k	186.58	View chart
Microsoft Corporation Common Stock (MSFT)	7.3	$74M	+6%	143k	517.95	View chart
Apple Common Stock (AAPL)	6.4	$65M		256k	254.63	View chart
Alphabet Class C Capital Stock (GOOG)	4.0	$41M	-18%	168k	243.55	View chart
Meta Platforms Class A Common Stock (META)	4.0	$41M	+4%	56k	734.38	View chart
Broadcom Common Stock (AVGO)	3.8	$39M	+49%	117k	329.91	View chart
Amazon.com Common Stock (AMZN)	3.4	$35M	-21%	158k	219.57	View chart
JPMorgan Chase & Co. Common Stock (JPM)	2.7	$27M		86k	315.43	View chart
Exxon Mobil Corporation Common Stock (XOM)	2.5	$25M	-13%	225k	112.75	View chart
Abbvie Common Stock (ABBV)	2.3	$23M		99k	231.54	View chart
Oracle Corporation Common Stock (ORCL)	1.7	$17M	+109%	61k	281.24	View chart
Arthur J. GallagherA & Co. Common Stock (AJG)	1.6	$16M	-12%	52k	309.74	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	1.5	$16M	-17%	31k	502.74	View chart
AutoZone Common Stock (AZO)	1.5	$15M	+46%	3.5k	4290.24	View chart
Walmart Common Stock (WMT)	1.4	$15M		141k	103.06	View chart
Republic Services Common Stock (RSG)	1.4	$14M	+75%	62k	229.48	View chart
Cboe Global Markets Common Stock (CBOE)	1.4	$14M	NEW	57k	245.25	View chart
Goldman Sachs Group Common Stock (GS)	1.3	$14M		17k	796.35	View chart
Caterpillar Common Stock (CAT)	1.3	$14M	-13%	28k	477.15	View chart
Mastercard Incorporated Class A Common Stock (MA)	1.3	$13M	+50%	23k	568.81	View chart
Palo Alto Networks Common Stock (PANW)	1.3	$13M	+33%	64k	203.62	View chart
Netflix Common Stock (NFLX)	1.2	$13M	+82%	11k	1198.92	View chart
Wells Fargo & Company Common Stock (WFC)	1.2	$13M	+21%	149k	83.82	View chart
Boston Scientific Corporation Common Stock (BSX)	1.2	$12M	+96%	122k	97.63	View chart
TJX Companies Common Stock (TJX)	1.1	$11M	-10%	78k	144.54	View chart
GE Aerospace Common Stock (GE)	1.1	$11M		37k	300.82	View chart
Williams Companies Common Stock (WMB)	1.1	$11M	NEW	175k	63.35	View chart
American Express Company Common Shares (AXP)	1.1	$11M	+17%	33k	332.16	View chart
Uber Technologies Common Stock (UBER)	1.1	$11M	+51%	112k	97.97	View chart
State Street Corporation Common Stock (STT)	1.1	$11M		93k	116.01	View chart
McKesson Corporation Common Stock (MCK)	1.0	$11M	-13%	14k	772.54	View chart
Cencora Common Stock (COR)	1.0	$11M	NEW	34k	312.53	View chart
Welltower Common Stock (WELL)	1.0	$11M		59k	178.14	View chart
Constellation Energy Corporation Common Stock (CEG)	1.0	$11M	NEW	32k	329.07	View chart
US Foods Holding Corp. Common Stock (USFD)	1.0	$10M	+37%	135k	76.62	View chart
Gilead Sciences Common Stock (GILD)	1.0	$10M	+34%	93k	111.00	View chart
Eli Lilly and Company Common Stock (LLY)	1.0	$10M	-29%	13k	763.00	View chart
Booking Holdings Common Stock (BKNG)	1.0	$10M	+121%	1.9k	5399.27	View chart
Citigroup Common Stock (C)	1.0	$10M	-27%	99k	101.50	View chart
CRH public limited company Ordinary Shares (CRH)	0.9	$9.0M		75k	119.90	View chart
Applied Materials Common Stock (AMAT)	0.9	$8.9M	-41%	43k	204.74	View chart
McDonaldA's Corporation Common Stock (MCD)	0.8	$8.5M		28k	303.89	View chart
Freeport-McMoRan Class B Common Stock (FCX)	0.8	$8.1M	-9%	207k	39.22	View chart
Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	0.8	$8.0M	+112%	40k	200.47	View chart
Ralph Lauren Corporation Class A Common Stock (RL)	0.8	$8.0M		25k	313.56	View chart
Howmet Aerospace Common Stock (HWM)	0.8	$7.9M	+7%	40k	196.23	View chart
Visa Class A Common Stock (V)	0.8	$7.9M	-41%	23k	341.38	View chart
CyberArk Software Ordinary Shares (CYBR)	0.8	$7.8M	+35%	16k	483.15	View chart
Bank of America Corporation Common Stock (BAC)	0.8	$7.7M	NEW	150k	51.59	View chart
T-Mobile US Common Stock (TMUS)	0.8	$7.6M	+22%	32k	239.38	View chart
Coca-Cola Company Common Stock (KO)	0.8	$7.6M	-48%	115k	66.32	View chart
Automatic Data Processing Common Stock (ADP)	0.7	$7.4M	-32%	25k	293.50	View chart
Advanced Micro Devices Common Stock (AMD)	0.7	$7.4M	-26%	46k	161.79	View chart
Amphenol Corporation Class A Common (APH)	0.7	$7.4M	-44%	59k	123.75	View chart
Kroger Common Stock (KR)	0.7	$7.1M	NEW	106k	67.41	View chart
Cardinal Health Common Shares (CAH)	0.7	$7.1M		45k	156.96	View chart
Linde Ordinary Shares (LIN)	0.7	$7.0M		15k	475.00	View chart
Southern Company Common Stock (SO)	0.7	$7.0M		74k	94.77	View chart
Quanta Services Common Stock (PWR)	0.7	$6.9M	NEW	17k	414.42	View chart
Palantir Technologies Class A Common Stock (PLTR)	0.7	$6.8M		37k	182.42	View chart
Royal Caribbean Cruises Common Stock (RCL)	0.6	$6.2M	+9%	19k	323.58	View chart
GE Vernova Common Stock (GEV)	0.6	$5.8M	-30%	9.5k	614.90	View chart
Flex Ordinary Shares (FLEX)	0.5	$5.5M	-34%	95k	57.97	View chart
Cisco Systems Common Stock (CSCO)	0.5	$5.3M	-25%	77k	68.42	View chart
Home Depot Common Stock (HD)	0.5	$4.9M	-49%	12k	405.19	View chart
Global X Funds Lithium & Battery Tech ETF (LIT)	0.4	$4.5M		80k	56.85	View chart
Rubrik Class A Common Stock (RBRK)	0.4	$4.2M	-3%	51k	82.25	View chart
MiNK Therapeutics Common Stock (INKT)	0.0	$233k		17k	14.00	View chart
Plug Power Common Stock (PLUG)	0.0	$49k		21k	2.33	View chart

Past Filings by Longbow Finance SA

SEC 13F filings are viewable for Longbow Finance SA going back to 2022

Longbow Finance SA 2025 Q3 filed Nov. 6, 2025
Longbow Finance SA 2025 Q2 filed Aug. 5, 2025
Longbow Finance SA 2025 Q1 filed May 7, 2025
Longbow Finance SA 2024 Q4 filed Feb. 4, 2025
Longbow Finance SA 2024 Q3 filed Nov. 12, 2024
Longbow Finance SA 2024 Q2 filed Aug. 12, 2024
Longbow Finance SA 2024 Q1 filed April 30, 2024
Longbow Finance SA 2023 Q4 filed Feb. 9, 2024
Longbow Finance SA 2023 Q2 filed Nov. 13, 2023
Longbow Finance SA 2023 Q3 filed Nov. 13, 2023
Longbow Finance SA 2023 Q1 filed May 12, 2023
Longbow Finance SA 2022 Q4 restated filed March 24, 2023
Longbow Finance SA 2022 Q4 filed Feb. 13, 2023

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