Longbow Finance SA

Longbow Finance SA as of March 31, 2025

Portfolio Holdings for Longbow Finance SA

Longbow Finance SA holds 80 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation Common Stock (NVDA) 6.3 $53M 487k 108.38
Apple Common Stock (AAPL) 5.7 $48M 216k 222.13
Alphabet Class C Capital Stock (GOOG) 5.5 $46M 294k 156.23
Microsoft Corporation Common Stock (MSFT) 5.5 $46M 122k 375.39
Amazon.com Common Stock (AMZN) 5.3 $44M 232k 190.26
Meta Platforms Class A Common Stock (META) 4.1 $34M 59k 576.36
Berkshire Hathaway Class B Common Stock (BRK.B) 3.2 $26M 50k 532.58
Broadcom Common Stock (AVGO) 3.1 $26M 156k 167.43
Eli Lilly and Company Common Stock (LLY) 3.0 $25M 31k 825.91
Coca-Cola Company Common Stock (KO) 2.8 $23M 322k 71.62
JPMorgan Chase & Co. Common Stock (JPM) 2.5 $21M 86k 245.30
Uber Technologies Common Stock (UBER) 2.0 $17M 231k 72.86
Exxon Mobil Corporation Common Stock (XOM) 1.9 $16M 130k 118.93
Netflix Common Stock (NFLX) 1.8 $15M 16k 932.53
Walmart Common Stock (WMT) 1.8 $15M 172k 87.79
Citigroup Common Stock (C) 1.6 $13M 188k 70.99
Abbvie Common Stock (ABBV) 1.5 $13M 61k 209.52
Cheniere Energy Common Stock (LNG) 1.3 $11M 48k 231.40
Booking Holdings Common Stock (BKNG) 1.3 $11M 2.4k 4606.91
US Foods Holding Corp. Common Stock (USFD) 1.3 $11M 166k 65.46
UnitedHealth Group Incorporated Common Stock (UNH) 1.3 $11M 21k 523.75
Vistra Corp. Common Stock (VST) 1.2 $10M 87k 117.44
Intuitive Surgical Common Stock (ISRG) 1.2 $9.8M 20k 495.27
Cardinal Health Common Shares (CAH) 1.1 $9.5M 69k 137.77
Wells Fargo & Company Common Stock (WFC) 1.1 $9.3M 130k 71.79
GE Aerospace Common Stock (GE) 1.1 $9.1M 46k 200.15
Vertex Pharmaceuticals Incorporated Common Stock (VRTX) 1.1 $9.1M 19k 484.82
Linde Ordinary Shares (LIN) 1.1 $9.1M 20k 465.64
Progressive Corporation Common Stock (PGR) 1.1 $9.1M 32k 283.01
Kinder Morgan Common Stock (KMI) 1.0 $8.6M 303k 28.53
Marsh & McLennan Companies Common Stock (MMC) 1.0 $8.2M 34k 244.03
Amphenol Corporation Class A Common (APH) 1.0 $8.2M 125k 65.59
Yum China Holdings Common Stock (YUMC) 1.0 $8.1M 155k 52.06
Cisco Systems Common Stock (CSCO) 1.0 $8.1M 131k 61.71
Stryker Corporation Common Stock (SYK) 0.9 $7.6M 20k 372.25
Costco Wholesale Corporation Common Stock (COST) 0.9 $7.1M 7.6k 945.78
Howmet Aerospace Common Stock (HWM) 0.8 $6.9M 53k 129.73
Goldman Sachs Group Common Stock (GS) 0.8 $6.8M 13k 546.29
Honeywell International Common Stock (HON) 0.8 $6.8M 32k 211.75
State Street Corporation Common Stock (STT) 0.8 $6.7M 75k 89.53
Gilead Sciences Common Stock (GILD) 0.8 $6.7M 59k 112.05
Emerson Electric Common Stock (EMR) 0.8 $6.4M 58k 109.64
Boston Scientific Corporation Common Stock (BSX) 0.7 $6.3M 62k 100.88
Paccar Common Stock (PCAR) 0.7 $5.5M 57k 97.37
McKesson Corporation Common Stock (MCK) 0.7 $5.5M 8.1k 672.99
International Business Machines Corporation Common Stock (IBM) 0.6 $5.3M 21k 248.66
Fiserv Common Stock (FI) 0.6 $5.2M 24k 220.83
TKO Group Holdings Class A Common Stock (TKO) 0.6 $4.8M 32k 152.81
M&T Bank Corporation Common Stock (MTB) 0.6 $4.8M 27k 178.75
Ralph Lauren Corporation Class A Common Stock (RL) 0.6 $4.7M 21k 220.74
Snowflake Class A Common Stock (SNOW) 0.5 $4.4M 30k 146.16
Exelixis Common Stock (EXEL) 0.5 $4.4M 118k 36.92
S&P Global Common Stock (SPGI) 0.5 $4.4M 8.6k 508.10
General Motors Company Common Stock (GM) 0.5 $4.3M 91k 47.03
Palo Alto Networks Common Stock (PANW) 0.5 $4.3M 25k 170.64
Arthur J. Gallagher and Common Stock (AJG) 0.5 $4.1M 12k 345.24
Flex Ordinary Shares (FLEX) 0.5 $4.1M 123k 33.08
Bank of New York Mellon Corporation Common Stock (BK) 0.5 $4.0M 48k 83.87
Oracle Corporation Common Stock (ORCL) 0.5 $3.9M 28k 139.81
Antero Resources Corporation Common Stock (AR) 0.4 $3.8M 93k 40.44
Fifth Third Bancorp Common Stock (FITB) 0.4 $3.7M 94k 39.20
Expedia Group Common Stock (EXPE) 0.4 $3.6M 22k 168.10
Royal Caribbean Cruises Common Stock (RCL) 0.4 $3.6M 18k 205.44
Live Nation Entertainment Common Stock (LYV) 0.4 $3.6M 27k 130.58
Cummins Common Stock (CMI) 0.4 $3.5M 11k 313.44
United Therapeutics Corporation Common Stock (UTHR) 0.4 $3.5M 11k 308.27
Morgan Stanley Common Stock (MS) 0.4 $3.4M 29k 116.67
GE Vernova Common Stock (GEV) 0.4 $3.4M 11k 305.28
Home Depot Common Stock (HD) 0.4 $3.4M 9.3k 366.49
Westinghouse Air Brake Technologies Corporation Common Stock (WAB) 0.4 $3.4M 19k 181.35
Digital Realty Trust Common Stock (DLR) 0.4 $3.2M 23k 143.29
Global X Funds Lithium & Battery Tech ETF (LIT) 0.4 $3.1M 80k 38.85
CRH public limited company Ordinary Shares (CRH) 0.3 $2.8M 32k 87.97
Leidos Common Stock (LDOS) 0.3 $2.7M 20k 134.94
Globus Medical Class A Common Stock (GMED) 0.3 $2.1M 29k 73.20
Freeport-McMoRan Class B Common Stock (FCX) 0.2 $2.0M 52k 37.86
Insulet Corporation Common Stock (PODD) 0.2 $2.0M 7.5k 262.61
National Fuel Gas Company Common Stock (NFG) 0.2 $1.6M 20k 79.19
MiNK Therapeutics Common Stock 0.0 $144k 17k 8.64
Plug Power Common Stock (PLUG) 0.0 $28k 21k 1.35