Longbow Finance SA
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Longbow Finance SA reported 59 stock positions worth $782.1 million. Its top holding was Nvidia (NVDA) at 8.1% of the portfolio, followed by Apple (AAPL, 6.9%) and Alphabet Class C (GOOG, 6.8%). Compared with Q1 2026, it opened 13 new positions, sold out of 9, added to 28 and reduced 16. The biggest buy was a new position in American Express (AXP) and the biggest sale Exxon Mobil (XOM, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- LUTRY, V8
- CIK
- 0001965552
- Portfolio Value
- $782.1M (Q2 2026)
- SEC Filing
- 0001104659-26-088172 ↗ filed Jul 29, 2026
Holdings Value
Holdings 59 stocks · $782.1M
| NVDA Nvidia Corp. | 8.14% | 318,230 | $63.7M | Add +33.5% |
| AAPL Apple Inc. | 6.91% | 186,711 | $54.0M | Add +17.0% |
| GOOG Alphabet Inc. Class C | 6.83% | 151,086 | $53.4M | Add +45.4% |
| AMZN Amazon.com Inc. | 4.45% | 146,089 | $34.8M | Add +39.8% |
| MSFT Microsoft Corp. | 4.07% | 85,425 | $31.9M | Add +21.0% |
| AVGO Broadcom Inc. | 3.33% | 68,939 | $26.0M | Add +24.2% |
| GS Goldman Sachs Group Inc. | 2.68% | 20,752 | $21.0M | Add +21.2% |
| XOM Exxon Mobil Corp. | 2.27% | 130,000 | $17.8M | Reduce -28.7% |
| GE General Electric filed as GE AEROSPACE | 2.10% | 44,018 | $16.5M | Add +29.1% |
| WAB Wabtec Corp. | 2.08% | 60,307 | $16.3M | Add +77.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.07% | 107,009 | $16.2M | Add +38.0% |
| AXP American Express Co. | 2.05% | 47,463 | $16.1M | New |
| WELL Welltower Inc. | 2.04% | 70,272 | $15.9M | Add +83.1% |
| WMT Walmart Inc. | 2.02% | 139,479 | $15.8M | Add +19.2% |
| KO The Coca-Cola Co. | 2.01% | 193,332 | $15.7M | Add +159.8% |
| JPM JPMorgan Chase & Co. | 1.95% | 46,628 | $15.3M | Add +31.2% |
| PH Parker Hannifin Corp. | 1.79% | 14,336 | $14.0M | Add +55.0% |
| IBKR Interactive Brokers Gro Class A | 1.79% | 160,508 | $14.0M | New |
| RL Ralph Lauren Corp. | 1.78% | 34,595 | $13.9M | Add +35.8% |
| MU Micron Technology Inc. | 1.75% | 11,855 | $13.7M | Add +3.4% |
| HLT Hilton Worldwide Holdings Inc. | 1.75% | 41,365 | $13.7M | Add +67.5% |
| BNY Bank of New York Mellon Corp. | 1.67% | 90,298 | $13.1M | New |
| LLY Eli Lilly & Co. | 1.52% | 9,917 | $11.9M | Reduce -8.5% |
| HWM Howmet Aerospace Inc. | 1.51% | 43,940 | $11.8M | Add +21.5% |
| KLAC KLA Corp. | 1.40% | 36,326 | $11.0M | Reduce -57.6% |
| EXPE Expedia Group Inc. | 1.31% | 40,035 | $10.2M | New |
| CDNS Cadence Design SYS Inc. | 1.31% | 27,284 | $10.2M | Add +84.5% |
| C Citigroup Inc. | 1.29% | 72,275 | $10.1M | Reduce -16.5% |
| WMB Williams Cos Inc. | 1.28% | 134,957 | $10.0M | Add +92.2% |
| CRH CRH PLC | 1.27% | 92,882 | $9.9M | Add +35.3% |
| CMI Cummins Inc. | 1.26% | 13,808 | $9.8M | New |
| INTC Intel Corp. | 1.19% | 66,771 | $9.3M | Reduce -65.3% |
| TRV The Travelers Cos Inc. | 1.18% | 28,059 | $9.3M | Reduce -10.9% |
| MCK McKesson Corp. | 1.06% | 10,987 | $8.3M | Reduce -31.7% |
| ANET Arista Networks Inc. | 1.06% | 48,579 | $8.3M | New |
| PWR Quanta Services Inc. | 1.05% | 11,454 | $8.2M | Reduce -10.0% |
| META Meta Platforms Inc. Class A | 1.05% | 14,514 | $8.2M | Add +91.2% |
| TEVA Teva Pharmaceutical-SP ADR | 1.04% | 239,068 | $8.1M | New |
| STT State Street Corp. | 1.03% | 47,416 | $8.0M | Add +3.8% |
| VLO Valero Energy Corp. | 1.03% | 30,796 | $8.0M | Add +7.0% |
| GEV GE Vernova Inc. | 0.94% | 6,237 | $7.3M | Add +6.5% |
| JNJ Johnson & Johnson | 0.91% | 28,164 | $7.2M | New |
| VRT Vertiv Holdings Co. Class A | 0.90% | 20,984 | $7.0M | New |
| CAT Caterpillar Inc. | 0.89% | 6,518 | $6.9M | Reduce -31.2% |
| CAH Cardinal Health Inc. | 0.81% | 26,765 | $6.4M | New |
| AMAT Applied Materials Inc. | 0.81% | 8,736 | $6.3M | Reduce -38.4% |
| MNST Monster Beverage Corp. | 0.81% | 65,683 | $6.3M | Reduce -29.3% |
| LIT Global X Lithium & Battery T | 0.80% | 80,000 | $6.2M | No change |
| ABBV Abbvie Inc. | 0.80% | 24,793 | $6.2M | Reduce -46.0% |
| PANW Palo Alto Networks Inc. | 0.74% | 17,056 | $5.8M | Reduce -63.2% |
| GILD Gilead Sciences Inc. | 0.71% | 44,208 | $5.6M | Reduce -12.9% |
| CSCO Cisco Systems Inc. | 0.70% | 46,593 | $5.5M | Reduce -53.8% |
| FCX Freeport-McMoran Inc. | 0.70% | 86,853 | $5.5M | Add +10.2% |
| SO The Southern Co. | 0.54% | 43,850 | $4.2M | Reduce -14.3% |
| LITE Lumentum Holdings Inc. | 0.42% | 3,801 | $3.3M | Add +8.5% |
| BE Bloom Energy Corp. Class A | 0.40% | 10,398 | $3.1M | New |
| WDC Western Digital Corp. | 0.39% | 4,760 | $3.0M | New |
| LBRX LB Pharmaceuticals Inc. | 0.34% | 82,336 | $2.7M | New |
| INKT Mink Therapeutics Inc. | 0.02% | 16,667 | $195K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -28.7% | 2.27% | −3.33 |
| CBOE Cboe Global Markets Inc. | Sold out | 0.00% | −1.52 |
| MCK McKesson Corp. | Reduce -31.7% | 1.06% | −1.46 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.29 |
| ABBV Abbvie Inc. | Reduce -46.0% | 0.80% | −1.01 |
| CEG Constellation Energy | Sold out | 0.00% | −0.92 |
| KLAC KLA Corp. | Reduce -57.6% | 1.40% | −0.88 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.86 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.85 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −0.78 |
| COR Cencora Inc. | Sold out | 0.00% | −0.75 |
| CSCO Cisco Systems Inc. | Reduce -53.8% | 0.70% | −0.72 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.67 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.66 |
| PANW Palo Alto Networks Inc. | Reduce -63.2% | 0.74% | −0.60 |
| GILD Gilead Sciences Inc. | Reduce -12.9% | 0.71% | −0.57 |
| C Citigroup Inc. | Reduce -16.5% | 1.29% | −0.48 |
| TRV The Travelers Cos Inc. | Reduce -10.9% | 1.18% | −0.48 |
| MNST Monster Beverage Corp. | Reduce -29.3% | 0.81% | −0.41 |
| SO The Southern Co. | Reduce -14.3% | 0.54% | −0.36 |
| INTC Intel Corp. | Reduce -65.3% | 1.19% | −0.35 |
| CAT Caterpillar Inc. | Reduce -31.2% | 0.89% | −0.33 |
| LLY Eli Lilly & Co. | Reduce -8.5% | 1.52% | −0.29 |
| PWR Quanta Services Inc. | Reduce -10.0% | 1.05% | −0.21 |
| AMAT Applied Materials Inc. | Reduce -38.4% | 0.81% | −0.07 |
Portfolio Buys Q1 2026 → Q2 2026
| AXP American Express Co. | New | 2.05% | +2.05 |
| IBKR Interactive Brokers Gro Class A | New | 1.79% | +1.79 |
| BNY Bank of New York Mellon Corp. | New | 1.67% | +1.67 |
| GOOG Alphabet Inc. Class C | Add +45.4% | 6.83% | +1.43 |
| EXPE Expedia Group Inc. | New | 1.31% | +1.31 |
| CMI Cummins Inc. | New | 1.26% | +1.26 |
| ANET Arista Networks Inc. | New | 1.06% | +1.06 |
| MU Micron Technology Inc. | Add +3.4% | 1.75% | +1.05 |
| TEVA Teva Pharmaceutical-SP ADR | New | 1.04% | +1.04 |
| KO The Coca-Cola Co. | Add +159.8% | 2.01% | +0.98 |
| JNJ Johnson & Johnson | New | 0.91% | +0.91 |
| VRT Vertiv Holdings Co. Class A | New | 0.90% | +0.90 |
| CAH Cardinal Health Inc. | New | 0.81% | +0.81 |
| WELL Welltower Inc. | Add +83.1% | 2.04% | +0.67 |
| NVDA Nvidia Corp. | Add +33.5% | 8.14% | +0.61 |
| CDNS Cadence Design SYS Inc. | Add +84.5% | 1.31% | +0.56 |
| WAB Wabtec Corp. | Add +77.2% | 2.08% | +0.54 |
| AMZN Amazon.com Inc. | Add +39.8% | 4.45% | +0.51 |
| BE Bloom Energy Corp. Class A | New | 0.40% | +0.40 |
| WDC Western Digital Corp. | New | 0.39% | +0.39 |
| HLT Hilton Worldwide Holdings Inc. | Add +67.5% | 1.75% | +0.39 |
| WMB Williams Cos Inc. | Add +92.2% | 1.28% | +0.36 |
| GE General Electric | Add +29.1% | 2.10% | +0.35 |
| LBRX LB Pharmaceuticals Inc. | New | 0.34% | +0.34 |
| PH Parker Hannifin Corp. | Add +55.0% | 1.79% | +0.29 |
| META Meta Platforms Inc. Class A | Add +91.2% | 1.05% | +0.26 |
| AVGO Broadcom Inc. | Add +24.2% | 3.33% | +0.22 |
| RL Ralph Lauren Corp. | Add +35.8% | 1.78% | +0.19 |
| GS Goldman Sachs Group Inc. | Add +21.2% | 2.68% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +31.2% | 1.95% | +0.06 |
| GEV GE Vernova Inc. | Add +6.5% | 0.94% | +0.01 |
| HWM Howmet Aerospace Inc. | Add +21.5% | 1.51% | +0.00 |
| STT State Street Corp. | Add +3.8% | 1.03% | −0.02 |
| LITE Lumentum Holdings Inc. | Add +8.5% | 0.42% | −0.03 |
| CRH CRH PLC | Add +35.3% | 1.27% | −0.04 |
| FCX Freeport-McMoran Inc. | Add +10.2% | 0.70% | −0.14 |
| TJX TJX Companies Inc. | Add +38.0% | 2.07% | −0.17 |
| VLO Valero Energy Corp. | Add +7.0% | 1.03% | −0.26 |
| AAPL Apple Inc. | Add +17.0% | 6.91% | −0.43 |
| WMT Walmart Inc. | Add +19.2% | 2.02% | −0.61 |
| MSFT Microsoft Corp. | Add +21.0% | 4.07% | −0.66 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $782.1M | NVDA, AAPL, GOOG, AMZN, MSFT |
| Q1 2026 | 55 | $552.2M | NVDA, AAPL, XOM, GOOG, MSFT |
| Q4 2025 | 62 | $590.6M | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q3 2025 | 69 | $1.0B | NVDA, MSFT, AAPL, GOOG, META |
| Q2 2025 | 71 | $937.1M | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 80 | $834.8M | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q4 2024 | 72 | $915.1M | NVDA, AAPL, MSFT, GOOG, META |
| Q3 2024 | 87 | $937.2M | XLY, MSFT, AAPL, NVDA, META |
| Q2 2024 | 85 | $967.4M | XLY, MSFT, XLI, AAPL, NVDA |
| Q1 2024 | 84 | $988.9M | XLY, XLI, MSFT, AAPL, NVDA |