Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Longbow Finance SA

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

Top 5 stock holdings are NVDA, AAPL, XOM, GOOG, MSFT, and represent 30.60% of Longbow Finance SA's stock portfolio.
Added to shares of these 10 stocks: INTC (+$8.5M), PH (+$8.3M), VLO (+$7.1M), GS (+$6.8M), TJX (+$6.4M), KLAC (+$5.2M), AAPL, RL, MU, COST.
Started 6 new stock positions in VLO, MU, INTC, PH, COST, LITE.
Reduced shares in these 10 stocks: BRK.B (-$13M), WFC (-$9.9M), , AXP (-$6.1M), BAC (-$6.0M), META (-$5.8M), PLTR (-$5.2M), BSX, AVGO, AMD.
Sold out of its positions in AMD, AXP, BAC, BRK.B, BSX, LBRX, MA, NFLX, ORCL, PLTR. PLUG, URI, WFC.
Longbow Finance SA was a net seller of stock by $-31M.
Longbow Finance SA has $552M in assets under management (AUM), dropping by -6.51%.
Central Index Key (CIK): 0001965552

Tip: Access up to 7 years of quarterly data

Positions held by Longbow Finance SA consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Longbow Finance SA

Longbow Finance SA holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation Common Stock (NVDA)	7.5	$42M	-4%	238k	174.40	View chart
Apple Common Stock (AAPL)	7.3	$41M	+11%	160k	253.79	View chart
Exxon Mobil Corporation Common Stock (XOM)	5.6	$31M	+2%	182k	169.66	View chart
Alphabet Class C Common Stock (GOOG)	5.4	$30M	+6%	104k	286.86	View chart
Microsoft Corporation Common Stock (MSFT)	4.7	$26M	-12%	71k	370.17	View chart
Amazon.com Common Stock (AMZN)	3.9	$22M	-3%	105k	208.27	View chart
Broadcom Common Stock (AVGO)	3.1	$17M	-20%	56k	309.51	View chart
Walmart Common Stock (WMT)	2.6	$15M	+31%	117k	124.28	View chart
Goldman Sachs Group Common Stock (GS)	2.6	$15M	+88%	17k	845.99	View chart
McKesson Corporation Common Stock (MCK)	2.5	$14M	+14%	16k	865.36	View chart
KLA Corporation Common Stock (KLAC)	2.3	$13M	+70%	8.6k	1472.41	View chart
TJX Companies Common Stock (TJX)	2.2	$12M	+105%	78k	159.70	View chart
JPMorgan Chase & Co Common Stock (JPM)	1.9	$11M	-24%	36k	294.16	View chart
AbbVie Common Stock (ABBV)	1.8	$10M	-24%	46k	217.49	View chart
Eli Lilly and Company Common Stock (LLY)	1.8	$10M	+46%	11k	919.77	View chart
Citigroup Common Stock (C)	1.8	$9.8M	+21%	87k	113.41	View chart
GE Aerospace Common Stock (GE)	1.8	$9.7M	+44%	34k	283.77	View chart
Travelers Companies Common Stock (TRV)	1.7	$9.2M	+11%	32k	291.68	View chart
Ralph Lauren Corporation Class A Common Stock (RL)	1.6	$8.8M	+83%	26k	343.99	View chart
Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	1.5	$8.5M	+18%	34k	249.91	View chart
Intel Corporation Common Stock (INTC)	1.5	$8.5M	NEW	192k	44.13	View chart
Cboe Global Markets Common Stock (CBOE)	1.5	$8.4M	-23%	30k	281.07	View chart
Howmet Aerospace Common Stock (HWM)	1.5	$8.3M	-10%	36k	230.46	View chart
Parker-Hannifin Corporation Common Shares (PH)	1.5	$8.3M	NEW	9.2k	895.24	View chart
Cisco Systems Common Stock (CSCO)	1.4	$7.8M	+85%	101k	77.59	View chart
Welltower Common Stock (WELL)	1.4	$7.6M	+7%	38k	197.71	View chart
Hilton Worldwide Holdings Common Stock (HLT)	1.4	$7.5M	+15%	25k	304.08	View chart
Palo Alto Networks Common Stock (PANW)	1.3	$7.4M	-7%	46k	160.32	View chart
CRH Ordinary Shares (CRH)	1.3	$7.2M	+65%	69k	105.12	View chart
McDonalds Corporation Common Stock (MCD)	1.3	$7.1M	+21%	23k	310.79	View chart
Valero Energy Corporation Common Stock (VLO)	1.3	$7.1M	NEW	29k	247.08	View chart
Gilead Sciences Common Stock (GILD)	1.3	$7.1M	+14%	51k	139.37	View chart
Quanta Services Common Stock (PWR)	1.3	$7.0M		13k	549.02	View chart
Monster Beverage Corporation Common Stock (MNST)	1.2	$6.7M	+18%	93k	72.46	View chart
Caterpillar Common Stock (CAT)	1.2	$6.7M	-33%	9.5k	708.46	View chart
Global X Funds Lithium & Battery Tech ETF (LIT)	1.1	$5.8M		80k	72.74	View chart
State Street Corporation Common Stock (STT)	1.0	$5.8M	-26%	46k	126.56	View chart
Coca-Cola Company Common Stock (KO)	1.0	$5.7M	-6%	74k	76.05	View chart
GE Vernova Common Stock (GEV)	0.9	$5.1M	-16%	5.9k	872.90	View chart
Williams Companies Common Stock (WMB)	0.9	$5.1M	-24%	70k	72.78	View chart
Constellation Energy Corporation Common Stock (CEG)	0.9	$5.1M	-16%	18k	279.25	View chart
Southern Company Common Stock (SO)	0.9	$4.9M		51k	96.52	View chart
Applied Materials Common Stock (AMAT)	0.9	$4.8M	+33%	14k	341.79	View chart
OReilly Automotive Common Stock (ORLY)	0.9	$4.7M	-33%	51k	92.31	View chart
Flex Ordinary Shares (FLEX)	0.9	$4.7M	-43%	72k	65.46	View chart
Freeport-McMoRan Common Stock (FCX)	0.8	$4.6M	-23%	79k	58.78	View chart
Meta Platforms Class A Common Stock (META)	0.8	$4.3M	-57%	7.6k	572.13	View chart
Amphenol Corporation Class A Common Stock (APH)	0.8	$4.3M	-42%	34k	126.35	View chart
Cencora Common Stock (COR)	0.7	$4.1M	-16%	13k	314.14	View chart
Cadence Design Systems Common Shares (CDNS)	0.7	$4.1M	-49%	15k	277.87	View chart
Micron Technology Common Stock (MU)	0.7	$3.9M	NEW	12k	337.84	View chart
Costco Wholesale Corporation Common Stock (COST)	0.7	$3.7M	NEW	3.7k	996.43	View chart
Royal Caribbean Cruises Common Stock (RCL)	0.7	$3.6M	-15%	13k	275.18	View chart
Lumentum Holdings Common Stock (LITE)	0.4	$2.5M	NEW	3.5k	702.76	View chart
MiNK Therapeutics Common Stock (INKT)	0.0	$176k		17k	10.53	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z