Longbow Finance SA

Longbow Finance SA as of June 30, 2025

Portfolio Holdings for Longbow Finance SA

Longbow Finance SA holds 71 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation Common Stock (NVDA) 8.3 $78M 493k 157.99
Microsoft Corporation Common Stock (MSFT) 7.1 $66M 134k 497.41
Apple Common Stock (AAPL) 5.6 $53M 257k 205.17
Amazon.com Common Stock (AMZN) 4.7 $44M 202k 219.39
Meta Platforms Class A Common Stock (META) 4.2 $39M 53k 738.09
Alphabet Class C Capital Stock (GOOG) 3.9 $37M 207k 177.39
Exxon Mobil Corporation Common Stock (XOM) 3.0 $28M 261k 107.80
JPMorgan Chase & Co. Common Stock (JPM) 2.7 $25M 86k 289.91
Broadcom Common Stock (AVGO) 2.3 $22M 78k 275.65
Arthur J. Gallagher and Common Stock (AJG) 2.0 $19M 59k 320.12
Berkshire Hathaway Class B Common Stock (BRK.B) 2.0 $19M 38k 485.77
Abbvie Common Stock (ABBV) 2.0 $18M 99k 185.62
Coca-Cola Company Common Stock (KO) 1.7 $16M 226k 70.75
Eli Lilly and Company Common Stock (LLY) 1.6 $15M 19k 779.53
Kinder Morgan Common Stock (KMI) 1.6 $15M 495k 29.40
Visa Class A Common Stock (V) 1.5 $14M 39k 355.05
Walmart Common Stock (WMT) 1.5 $14M 142k 97.78
Applied Materials Common Stock (AMAT) 1.5 $14M 74k 183.07
Caterpillar Common Stock (CAT) 1.4 $13M 33k 388.21
Goldman Sachs Group Common Stock (GS) 1.3 $12M 17k 707.75
Citigroup Common Stock (C) 1.2 $12M 138k 85.12
McKesson Corporation Common Stock (MCK) 1.2 $12M 16k 732.78
Automatic Data Processing Common Stock (ADP) 1.2 $12M 37k 308.40
TJX Companies Common Stock (TJX) 1.1 $11M 87k 123.49
Amphenol Corporation Class A Common (APH) 1.1 $11M 107k 98.75
Freeport-McMoRan Class B Common Stock (FCX) 1.1 $9.9M 229k 43.35
State Street Corporation Common Stock (STT) 1.1 $9.9M 93k 106.34
Wells Fargo & Company Common Stock (WFC) 1.0 $9.8M 122k 80.12
Palo Alto Networks Common Stock (PANW) 1.0 $9.8M 48k 204.64
Intuitive Surgical Common Stock (ISRG) 1.0 $9.8M 18k 543.41
GE Aerospace Common Stock (GE) 1.0 $9.6M 37k 257.39
Progressive Corporation Common Stock (PGR) 1.0 $9.4M 35k 266.86
Welltower Common Stock (WELL) 1.0 $9.1M 59k 153.73
American Express Company Common Shares (AXP) 1.0 $9.0M 28k 318.98
Home Depot Common Stock (HD) 0.9 $8.9M 24k 366.64
AutoZone Common Stock (AZO) 0.9 $8.8M 2.4k 3712.23
Advanced Micro Devices Common Stock (AMD) 0.9 $8.8M 62k 141.90
Republic Services Common Stock (RSG) 0.9 $8.6M 35k 246.61
Mastercard Incorporated Class A Common Stock (MA) 0.9 $8.6M 15k 561.94
McDonald's Corporation Common Stock (MCD) 0.9 $8.1M 28k 292.17
Netflix Common Stock (NFLX) 0.8 $7.7M 5.7k 1339.13
Gilead Sciences Common Stock (GILD) 0.8 $7.6M 69k 110.87
Cardinal Health Common Shares (CAH) 0.8 $7.6M 45k 168.00
US Foods Holding Corp. Common Stock (USFD) 0.8 $7.6M 98k 77.01
Costco Wholesale Corporation Common Stock (COST) 0.8 $7.5M 7.6k 989.94
Vistra Corp. Common Stock (VST) 0.8 $7.5M 39k 193.81
Flex Ordinary Shares (FLEX) 0.8 $7.2M 145k 49.92
Cisco Systems Common Stock (CSCO) 0.8 $7.2M 104k 69.38
GE Vernova Common Stock (GEV) 0.8 $7.2M 14k 529.15
Amgen Common Stock (AMGN) 0.8 $7.1M 25k 279.21
Howmet Aerospace Common Stock (HWM) 0.7 $7.0M 38k 186.13
Ralph Lauren Corporation Class A Common Stock (RL) 0.7 $7.0M 25k 274.28
CRH public limited company Ordinary Shares (CRH) 0.7 $6.9M 75k 91.80
Uber Technologies Common Stock (UBER) 0.7 $6.9M 74k 93.30
Linde Ordinary Shares (LIN) 0.7 $6.9M 15k 469.18
Motorola Solutions Common Stock (MSI) 0.7 $6.9M 16k 420.46
Southern Company Common Stock (SO) 0.7 $6.8M 74k 91.83
Boston Scientific Corporation Common Stock (BSX) 0.7 $6.7M 62k 107.41
Oracle Corporation Common Stock (ORCL) 0.7 $6.3M 29k 218.63
International Business Machines Corporation Common Stock (IBM) 0.7 $6.3M 21k 294.78
T-Mobile US Common Stock (TMUS) 0.7 $6.2M 26k 238.26
Royal Caribbean Cruises Common Stock (RCL) 0.6 $5.5M 18k 313.14
Palantir Technologies Class A Common Stock (PLTR) 0.5 $5.1M 37k 136.32
Booking Holdings Common Stock (BKNG) 0.5 $4.9M 845.00 5789.24
CyberArk Software Ordinary Shares (CYBR) 0.5 $4.8M 12k 406.88
Rubrik Class A Common Stock (RBRK) 0.5 $4.7M 52k 89.59
Westinghouse Air Brake Technologies Corporation Common Stock (WAB) 0.4 $3.9M 19k 209.35
Synopsys Common Stock (SNPS) 0.4 $3.6M 7.1k 512.68
Global X Funds Lithium & Battery Tech ETF (LIT) 0.3 $3.1M 80k 38.40
MiNK Therapeutics Common Stock (INKT) 0.0 $123k 17k 7.39
Plug Power Common Stock (PLUG) 0.0 $31k 21k 1.49