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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, AAPL, GOOG, AMZN, MSFT, and represent 30.40% of Longbow Finance SA's stock portfolio.
Added to shares of these 10 stocks: GOOG (+$17M), AXP (+$16M), NVDA (+$16M), IBKR (+$14M), BNY (+$13M), EXPE (+$10M), AMZN (+$9.9M), CMI (+$9.8M), KO (+$9.7M), KLAC (+$8.4M).
Started 13 new stock positions in VRT, CAH, CMI, WDC, BE, AXP, LBRX, IBKR, BNY, EXPE. TEVA, JNJ, ANET.
Reduced shares in these 10 stocks: INTC (-$18M), PANW (-$10M), , XOM (-$7.2M), MCD (-$7.1M), CSCO (-$6.4M), ABBV (-$5.3M), CEG (-$5.1M), , .
Sold out of its positions in COR, APH, CBOE, CEG, COST, MCD, ORLY, RCL, FLEX.
Longbow Finance SA was a net buyer of stock by $143M.
Longbow Finance SA has $782M in assets under management (AUM), dropping by 41.65%.
Central Index Key (CIK): 0001965552

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Portfolio Holdings for Longbow Finance SA

Longbow Finance SA holds 59 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation Common Stock (NVDA)	8.1	$64M	+33%	318k	200.09	View chart
Apple Common Stock (AAPL)	6.9	$54M	+16%	187k	289.36	View chart
Alphabet Class C Common Stock (GOOG)	6.8	$53M	+45%	151k	353.33	View chart
Amazon.com Common Stock (AMZN)	4.5	$35M	+39%	146k	238.34	View chart
Microsoft Corporation Common Stock (MSFT)	4.1	$32M	+20%	85k	373.02	View chart
Broadcom Common Stock (AVGO)	3.3	$26M	+24%	69k	377.75	View chart
Goldman Sachs Group Common Stock (GS)	2.7	$21M	+21%	21k	1011.37	View chart
Exxon Mobil Corporation Common Stock (XOM)	2.3	$18M	-28%	130k	136.72	View chart
GE Aerospace Common Stock (GE)	2.1	$17M	+29%	44k	373.73	View chart
Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	2.1	$16M	+77%	60k	269.60	View chart
TJX Companies Common Stock (TJX)	2.1	$16M	+37%	107k	151.50	View chart
American Express Company Common Shares (AXP)	2.1	$16M	NEW	48k	338.25	View chart
Welltower Common Stock (WELL)	2.0	$16M	+83%	70k	226.97	View chart
Walmart Common Stock (WMT)	2.0	$16M	+19%	140k	113.26	View chart
Coca-Cola Company Common Stock (KO)	2.0	$16M	+159%	193k	81.27	View chart
JPMorgan Chase & Co Common Stock (JPM)	2.0	$15M	+31%	47k	327.33	View chart
Parker-Hannifin Corporation Common Shares (PH)	1.8	$14M	+55%	14k	978.12	View chart
Interactive Brokers Group Common Stock (IBKR)	1.8	$14M	NEW	161k	87.04	View chart
Ralph Lauren Corporation Class A Common Stock (RL)	1.8	$14M	+35%	35k	401.41	View chart
Micron Technology Common Stock (MU)	1.7	$14M	+3%	12k	1154.29	View chart
Hilton Worldwide Holdings Common Stock (HLT)	1.7	$14M	+67%	41k	330.46	View chart
Bank of New York Mellon Corporation Common Stock (BNY)	1.7	$13M	NEW	90k	144.61	View chart
Eli Lilly and Company Common Stock (LLY)	1.5	$12M	-8%	9.9k	1199.43	View chart
Howmet Aerospace Common Stock (HWM)	1.5	$12M	+21%	44k	268.86	View chart
KLA Corporation Common Stock (KLAC)	1.4	$11M	+324%	36k	301.71	View chart
Expedia Group Common Stock (EXPE)	1.3	$10M	NEW	40k	255.88	View chart
Cadence Design Systems Common Shares (CDNS)	1.3	$10M	+84%	27k	375.32	View chart
Citigroup Common Stock (C)	1.3	$10M	-16%	72k	139.96	View chart
Williams Companies Common Stock (WMB)	1.3	$10M	+92%	135k	74.34	View chart
CRH Ordinary Shares (CRH)	1.3	$9.9M	+35%	93k	107.00	View chart
Cummins Common Stock (CMI)	1.3	$9.8M	NEW	14k	713.21	View chart
Intel Corporation Common Stock (INTC)	1.2	$9.3M	-65%	67k	139.63	View chart
Travelers Companies Common Stock (TRV)	1.2	$9.3M	-10%	28k	330.12	View chart
McKesson Corporation Common Stock (MCK)	1.1	$8.3M	-31%	11k	755.60	View chart
Arista Networks Common Stock (ANET)	1.1	$8.3M	NEW	49k	169.88	View chart
Quanta Services Common Stock (PWR)	1.1	$8.2M	-10%	12k	720.04	View chart
Meta Platforms Class A Common Stock (META)	1.0	$8.2M	+91%	15k	563.29	View chart
Teva Pharmaceutical Industries Ads (TEVA)	1.0	$8.1M	NEW	239k	33.88	View chart
State Street Corporation Common Stock (STT)	1.0	$8.0M	+3%	47k	169.60	View chart
Valero Energy Corporation Common Stock (VLO)	1.0	$8.0M	+7%	31k	260.44	View chart
GE Vernova Common Stock (GEV)	0.9	$7.3M	+6%	6.2k	1174.86	View chart
Johnson & Johnson Common Stock (JNJ)	0.9	$7.2M	NEW	28k	253.97	View chart
Vertiv Holdings Class A Common Stock (VRT)	0.9	$7.0M	NEW	21k	334.82	View chart
Caterpillar Common Stock (CAT)	0.9	$6.9M	-31%	6.5k	1064.90	View chart
Cardinal Health Common Shares (CAH)	0.8	$6.4M	NEW	27k	237.56	View chart
Applied Materials Common Stock (AMAT)	0.8	$6.3M	-38%	8.7k	723.00	View chart
Monster Beverage Corporation Common Stock (MNST)	0.8	$6.3M	-29%	66k	96.12	View chart
Global X Funds Lithium & Battery Tech ETF (LIT)	0.8	$6.2M		80k	78.04	View chart
AbbVie Common Stock (ABBV)	0.8	$6.2M	-46%	25k	251.64	View chart
Palo Alto Networks Common Stock (PANW)	0.7	$5.8M	-63%	17k	341.02	View chart
Gilead Sciences Common Stock (GILD)	0.7	$5.6M	-12%	44k	126.34	View chart
Cisco Systems Common Stock (CSCO)	0.7	$5.5M	-53%	47k	117.46	View chart
Freeport-McMoRan Common Stock (FCX)	0.7	$5.5M	+10%	87k	62.89	View chart
Southern Company Common Stock (SO)	0.5	$4.2M	-14%	44k	95.71	View chart
Lumentum Holdings Common Stock (LITE)	0.4	$3.3M	+8%	3.8k	858.06	View chart
Bloom Energy Corporation Common Stock (BE)	0.4	$3.1M	NEW	10k	302.70	View chart
Western Digital Corporation Common Stock (WDC)	0.4	$3.0M	NEW	4.8k	638.72	View chart
LB Pharmaceuticals Common Stock (LBRX)	0.3	$2.7M	NEW	82k	32.45	View chart
MiNK Therapeutics Common Stock (INKT)	0.0	$195k		17k	11.69	View chart

Past Filings by Longbow Finance SA

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

Longbow Finance SA 2026 Q2 filed July 29, 2026
Longbow Finance SA 2026 Q1 filed May 12, 2026
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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