Longbow Finance SA

Longbow Finance SA as of June 30, 2026

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