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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, AMZN, and represent 30.50% of Longbow Finance SA's stock portfolio.
Added to shares of these 10 stocks: CDNS (+$9.1M), TRV (+$8.2M), ORLY (+$7.0M), HLT (+$6.1M), KLAC (+$6.1M), MNST (+$6.0M), URI, NFLX, FLEX, LBRX.
Started 8 new stock positions in MNST, HLT, CDNS, TRV, URI, LBRX, KLAC, ORLY.
Reduced shares in these 10 stocks: NVDA (-$43M), AAPL (-$31M), MSFT (-$30M), META (-$25M), GOOG (-$22M), AVGO (-$16M), AJG (-$16M), AZO (-$15M), RSG (-$14M), JPM (-$13M).
Sold out of its positions in ADP, AZO, BKNG, CAH, AJG, HD, KR, RSG, RBRK, TMUS. UBER, USFD, V, LIN, CYBR.
Longbow Finance SA was a net seller of stock by $-448M.
Longbow Finance SA has $591M in assets under management (AUM), dropping by -41.71%.
Central Index Key (CIK): 0001965552

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Portfolio Holdings for Longbow Finance SA

Longbow Finance SA holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation Common Stock (NVDA)	7.9	$47M	-48%	250k	186.50	View chart
Microsoft Corporation Common Stock (MSFT)	6.6	$39M	-43%	81k	483.62	View chart
Apple Common Stock (AAPL)	6.6	$39M	-44%	143k	271.86	View chart
Alphabet Class C Common Stock (GOOG)	5.2	$31M	-42%	97k	313.80	View chart
Amazon.com Common Stock (AMZN)	4.2	$25M	-31%	109k	230.82	View chart
Broadcom Common Stock (AVGO)	4.1	$24M	-40%	70k	346.10	View chart
Exxon Mobil Corporation Common Stock (XOM)	3.6	$22M	-20%	179k	120.34	View chart
JPMorgan Chase & Co Common Stock (JPM)	2.6	$15M	-45%	47k	322.22	View chart
AbbVie Common Stock (ABBV)	2.4	$14M	-38%	61k	228.49	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	2.2	$13M	-18%	26k	502.65	View chart
Meta Platforms Class A Common Stock (META)	2.0	$12M	-68%	18k	660.09	View chart
McKesson Corporation Common Stock (MCK)	2.0	$12M	+2%	14k	820.29	View chart
Walmart Common Stock (WMT)	1.7	$9.9M	-37%	89k	111.41	View chart
Wells Fargo & Company Common Stock (WFC)	1.7	$9.9M	-28%	106k	93.20	View chart
Cboe Global Markets Common Stock (CBOE)	1.7	$9.8M	-31%	39k	251.00	View chart
Palo Alto Networks Common Stock (PANW)	1.6	$9.2M	-22%	50k	184.20	View chart
Cadence Design Systems Common Shares (CDNS)	1.5	$9.1M	NEW	29k	312.58	View chart
Citigroup Common Stock (C)	1.4	$8.3M	-28%	71k	116.69	View chart
Howmet Aerospace Common Stock (HWM)	1.4	$8.3M		40k	205.02	View chart
Travelers Companies Common Stock (TRV)	1.4	$8.2M	NEW	28k	290.06	View chart
Caterpillar Common Stock (CAT)	1.4	$8.1M	-49%	14k	572.87	View chart
State Street Corporation Common Stock (STT)	1.4	$8.0M	-33%	62k	129.01	View chart
Amphenol Corporation Class A Common Stock (APH)	1.4	$8.0M		59k	135.14	View chart
Eli Lilly and Company Common Stock (LLY)	1.4	$8.0M	-44%	7.4k	1074.68	View chart
Goldman Sachs Group Common Stock (GS)	1.3	$8.0M	-46%	9.1k	879.00	View chart
Flex Ordinary Shares (FLEX)	1.3	$7.7M	+34%	128k	60.42	View chart
Constellation Energy Corporation Common Stock (CEG)	1.3	$7.7M	-31%	22k	353.27	View chart
GE Aerospace Common Stock (GE)	1.2	$7.3M	-36%	24k	308.03	View chart
O'Reilly Automotive Common Stock (ORLY)	1.2	$7.0M	NEW	77k	91.21	View chart
Mastercard Incorporated Class A Common Stock (MA)	1.1	$6.7M	-49%	12k	570.88	View chart
Welltower Common Stock (WELL)	1.1	$6.6M	-39%	36k	185.61	View chart
Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	1.0	$6.1M	-27%	29k	213.45	View chart
Hilton Worldwide Holdings Common Stock (HLT)	1.0	$6.1M	NEW	21k	287.25	View chart
American Express Company Common Shares (AXP)	1.0	$6.1M	-50%	17k	369.95	View chart
KLA Corporation Common Stock (KLAC)	1.0	$6.1M	NEW	5.0k	1215.08	View chart
Monster Beverage Corporation Common Stock (MNST)	1.0	$6.0M	NEW	79k	76.67	View chart
Bank of America Corporation Common Stock (BAC)	1.0	$6.0M	-26%	110k	55.00	View chart
TJX Companies Common Stock (TJX)	1.0	$5.8M	-51%	38k	153.61	View chart
McDonald's Corporation Common Stock (MCD)	1.0	$5.7M	-32%	19k	305.63	View chart
Williams Companies Common Stock (WMB)	0.9	$5.6M	-46%	93k	60.11	View chart
Coca-Cola Company Common Stock (KO)	0.9	$5.6M	-30%	80k	69.91	View chart
Gilead Sciences Common Stock (GILD)	0.9	$5.5M	-52%	45k	122.74	View chart
Quanta Services Common Stock (PWR)	0.9	$5.4M	-23%	13k	422.06	View chart
Cencora Common Stock (COR)	0.9	$5.3M	-53%	16k	337.75	View chart
Freeport-McMoRan Common Stock (FCX)	0.9	$5.3M	-50%	103k	50.79	View chart
Global X Funds Lithium & Battery Tech ETF (LIT)	0.9	$5.2M		80k	65.05	View chart
Palantir Technologies Class A Common Stock (PLTR)	0.9	$5.2M	-21%	29k	177.75	View chart
CRH Ordinary Shares (CRH)	0.9	$5.2M	-44%	42k	124.80	View chart
Ralph Lauren Corporation Class A Common Stock (RL)	0.8	$4.9M	-45%	14k	353.61	View chart
GE Vernova Common Stock (GEV)	0.8	$4.6M	-26%	7.0k	653.57	View chart
Boston Scientific Corporation Common Stock (BSX)	0.8	$4.5M	-61%	47k	95.35	View chart
Southern Company Common Stock (SO)	0.8	$4.5M	-30%	51k	87.20	View chart
Royal Caribbean Cruises Common Stock (RCL)	0.7	$4.4M	-18%	16k	278.92	View chart
Advanced Micro Devices Common Stock (AMD)	0.7	$4.3M	-56%	20k	214.16	View chart
United Rentals Common Stock (URI)	0.7	$4.3M	NEW	5.3k	809.32	View chart
Cisco Systems Common Stock (CSCO)	0.7	$4.2M	-29%	54k	77.03	View chart
Oracle Corporation Common Stock (ORCL)	0.6	$3.7M	-68%	19k	194.91	View chart
Netflix Common Stock (NFLX)	0.6	$3.6M	+269%	39k	93.76	View chart
Applied Materials Common Stock (AMAT)	0.5	$2.7M	-75%	11k	256.99	View chart
LB Pharmaceuticals Common Stock (LBRX)	0.3	$1.8M	NEW	82k	22.26	View chart
MiNK Therapeutics Common Stock (INKT)	0.0	$186k		17k	11.15	View chart
Plug Power Common Stock (PLUG)	0.0	$41k		21k	1.97	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 Q4 filed Feb. 12, 2026
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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