Longbow Finance SA
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Longbow Finance SA reported 72 stock positions worth $915.1 million. Its top holding was Nvidia (NVDA) at 9.5% of the portfolio, followed by Apple (AAPL, 9.0%) and Microsoft (MSFT, 7.1%). Compared with Q3 2024, it opened 29 new positions, sold out of 44, added to 37 and reduced 3. The biggest buy was Nvidia (NVDA, shares +23%) and the biggest sale an exit from SS Consumer Disc Select Sect (XLY).
- Most Recent 13F
- Q2 2026
- Location
- LUTRY, V8
- CIK
- 0001965552
- Portfolio Value
- $915.1M (Q4 2024)
- SEC Filing
- 0001104659-25-009112 ↗ filed Feb 4, 2025
Holdings Value
Holdings 72 stocks · $915.1M
| NVDA Nvidia Corp. | 9.50% | 647,575 | $87.0M | Add +23.2% |
| AAPL Apple Inc. | 8.98% | 328,254 | $82.2M | Add +5.0% |
| MSFT Microsoft Corp. | 7.07% | 153,401 | $64.7M | Reduce -10.6% |
| GOOG Alphabet Inc. Class C | 5.08% | 244,010 | $46.5M | Add +5.0% |
| META Meta Platforms Inc. Class A | 4.57% | 71,428 | $41.8M | Add +5.0% |
| AVGO Broadcom Inc. | 3.18% | 125,374 | $29.1M | Add +32.3% |
| AMZN Amazon.com Inc. | 3.15% | 131,300 | $28.8M | Add +18.4% |
| JPM JPMorgan Chase & Co. | 2.75% | 104,964 | $25.2M | Reduce -3.7% |
| WMT Walmart Inc. | 2.35% | 238,410 | $21.5M | Add +83.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.25% | 45,322 | $20.5M | Add +5.0% |
| V Visa Inc. Class A | 1.92% | 55,714 | $17.6M | Add +49.7% |
| NFLX Netflix Inc. | 1.78% | 18,264 | $16.3M | Add +30.3% |
| LNG Cheniere Energy Inc. | 1.67% | 71,030 | $15.3M | New |
| BKNG Booking Holdings Inc. | 1.58% | 2,902 | $14.4M | New |
| LLY Eli Lilly & Co. | 1.54% | 18,253 | $14.1M | Add +5.0% |
| XOM Exxon Mobil Corp. | 1.53% | 130,000 | $14.0M | Reduce -42.8% |
| UNH Unitedhealth Group Inc. | 1.39% | 25,150 | $12.7M | Add +5.0% |
| VST Vistra Corp. | 1.31% | 86,655 | $11.9M | New |
| ORCL Oracle Corp. | 1.26% | 69,077 | $11.5M | Add +5.0% |
| WFC Wells Fargo & Co. | 1.21% | 157,710 | $11.1M | Add +90.2% |
| KMI Kinder Morgan Inc. | 1.10% | 367,604 | $10.1M | New |
| CAH Cardinal Health Inc. | 1.08% | 83,895 | $9.9M | New |
| LIN Linde PLC | 1.08% | 23,632 | $9.9M | Add +5.0% |
| CSCO Cisco Systems Inc. | 1.03% | 158,843 | $9.4M | Add +5.0% |
| UAL United Airlines Holdings Inc. | 1.02% | 96,385 | $9.4M | New |
| GE General Electric filed as GE AEROSPACE | 1.01% | 55,509 | $9.3M | New |
| VRTX Vertex Pharmaceuticals Inc. | 1.00% | 22,699 | $9.1M | Add +240.3% |
| YUMC Yum China Holdings Inc. | 0.99% | 188,467 | $9.1M | New |
| C Citigroup Inc. | 0.99% | 128,728 | $9.1M | New |
| USFD US Foods Holding Corp. | 0.98% | 133,432 | $9.0M | New |
| GEV GE Vernova Inc. | 0.98% | 27,251 | $9.0M | New |
| STT State Street Corp. | 0.98% | 91,316 | $9.0M | New |
| SYK Stryker Corp. | 0.97% | 24,692 | $8.9M | New |
| PNC PNC Financial Services Group | 0.97% | 45,892 | $8.9M | New |
| MAR Marriott International Class A | 0.97% | 31,690 | $8.8M | New |
| HON Honeywell International Inc. | 0.96% | 38,995 | $8.8M | New |
| EMR Emerson Electric Co. | 0.96% | 70,688 | $8.8M | New |
| HD Home Depot Inc. | 0.95% | 22,407 | $8.7M | New |
| COST Costco Wholesale Corp. | 0.92% | 9,173 | $8.4M | Add +5.0% |
| CRM Salesforce Inc. | 0.84% | 22,986 | $7.7M | Add +5.0% |
| LYV Live Nation Entertainment Inc. | 0.82% | 57,703 | $7.5M | Add +174.1% |
| MU Micron Technology Inc. | 0.78% | 85,007 | $7.2M | New |
| GS Goldman Sachs Group Inc. | 0.78% | 12,473 | $7.1M | Add +27.0% |
| ABBV Abbvie Inc. | 0.76% | 39,265 | $7.0M | Add +5.0% |
| APH Amphenol Corp. Class A | 0.75% | 99,043 | $6.9M | Add +5.0% |
| AXP American Express Co. | 0.75% | 23,144 | $6.9M | Add +5.0% |
| PLTR Palantir Technologies Inc. Class A | 0.72% | 86,962 | $6.6M | New |
| ADBE Adobe Inc. | 0.69% | 14,170 | $6.3M | Add +5.0% |
| KVUE Kenvue Inc. | 0.65% | 280,568 | $6.0M | Add +5.0% |
| GM General Motors Co. | 0.64% | 110,102 | $5.9M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 25,785 | $5.7M | Add +5.0% |
| MCK McKesson Corp. | 0.62% | 9,877 | $5.6M | Add +5.0% |
| PANW Palo Alto Networks Inc. | 0.60% | 30,278 | $5.5M | Add +5.0% |
| AMD Advanced Micro Devices | 0.60% | 45,438 | $5.5M | Add +5.0% |
| AME Ametek Inc. | 0.60% | 30,371 | $5.5M | New |
| SPGI S&P Global Inc. | 0.57% | 10,426 | $5.2M | Add +5.0% |
| MS Morgan Stanley | 0.49% | 35,662 | $4.5M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.49% | 58,187 | $4.5M | New |
| ISRG Intuitive Surgical Inc. | 0.48% | 8,490 | $4.4M | New |
| NOW ServiceNow Inc. | 0.47% | 4,072 | $4.3M | New |
| WAB Wabtec Corp. | 0.47% | 22,745 | $4.3M | New |
| CMG Chipotle Mexican Grill Inc. | 0.47% | 71,010 | $4.3M | New |
| CVX Chevron Corp. | 0.43% | 27,056 | $3.9M | Add +5.0% |
| LIT Global X Lithium & Battery T | 0.36% | 80,000 | $3.3M | No change |
| FISV Fiserv Inc. | 0.34% | 15,157 | $3.1M | Add +5.0% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 54,908 | $3.1M | Add +5.0% |
| FICO Fair Isaac Corp. | 0.29% | 1,350 | $2.7M | New |
| DLR Digital Realty Trust Inc. | 0.23% | 11,663 | $2.1M | Add +5.0% |
| UBER Uber Technologies Inc. | 0.19% | 28,564 | $1.7M | Add +5.0% |
| FCX Freeport-McMoran Inc. | 0.14% | 34,145 | $1.3M | Add +5.0% |
| INKT Mink Therapeutics Inc. | 0.01% | 166,666 | $116K | No change |
| PLUG Plug Power Inc. | 0.00% | 20,841 | $44K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −8.35 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −2.99 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −1.44 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −1.38 |
| XOM Exxon Mobil Corp. | Reduce -42.8% | 1.53% | −1.32 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.26 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −1.19 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −1.17 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −1.08 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −1.03 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −1.02 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.97 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.93 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.85 |
| MSFT Microsoft Corp. | Reduce -10.6% | 7.07% | −0.82 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.76 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.75 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.73 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.69 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.64 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.63 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.61 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.56 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.53 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.44 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.44 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.43 |
| CI The Cigna Group | Sold out | 0.00% | −0.43 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.42 |
| COP Conocophillips | Sold out | 0.00% | −0.42 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.38 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.38 |
| NVR NVR Inc. | Sold out | 0.00% | −0.34 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.33 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.32 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.32 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.31 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.28 |
| HUM Humana Inc. | Sold out | 0.00% | −0.28 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.28 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.27 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.27 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.24 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.23 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.23 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.22 |
| JPM JPMorgan Chase & Co. | Reduce -3.7% | 2.75% | +0.30 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +23.2% | 9.50% | +2.69 |
| LNG Cheniere Energy Inc. | New | 1.67% | +1.67 |
| BKNG Booking Holdings Inc. | New | 1.58% | +1.58 |
| AVGO Broadcom Inc. | Add +32.3% | 3.18% | +1.43 |
| VST Vistra Corp. | New | 1.31% | +1.31 |
| WMT Walmart Inc. | Add +83.6% | 2.35% | +1.24 |
| AAPL Apple Inc. | Add +5.0% | 8.98% | +1.21 |
| KMI Kinder Morgan Inc. | New | 1.10% | +1.10 |
| CAH Cardinal Health Inc. | New | 1.08% | +1.08 |
| UAL United Airlines Holdings Inc. | New | 1.02% | +1.02 |
| GE General Electric | New | 1.01% | +1.01 |
| YUMC Yum China Holdings Inc. | New | 0.99% | +0.99 |
| C Citigroup Inc. | New | 0.99% | +0.99 |
| USFD US Foods Holding Corp. | New | 0.98% | +0.98 |
| GEV GE Vernova Inc. | New | 0.98% | +0.98 |
| STT State Street Corp. | New | 0.98% | +0.98 |
| SYK Stryker Corp. | New | 0.97% | +0.97 |
| PNC PNC Financial Services Group | New | 0.97% | +0.97 |
| MAR Marriott International Class A | New | 0.97% | +0.97 |
| HON Honeywell International Inc. | New | 0.96% | +0.96 |
| EMR Emerson Electric Co. | New | 0.96% | +0.96 |
| HD Home Depot Inc. | New | 0.95% | +0.95 |
| AMZN Amazon.com Inc. | Add +18.4% | 3.15% | +0.94 |
| GOOG Alphabet Inc. Class C | Add +5.0% | 5.08% | +0.93 |
| V Visa Inc. Class A | Add +49.7% | 1.92% | +0.83 |
| MU Micron Technology Inc. | New | 0.78% | +0.78 |
| PLTR Palantir Technologies Inc. Class A | New | 0.72% | +0.72 |
| NFLX Netflix Inc. | Add +30.3% | 1.78% | +0.72 |
| WFC Wells Fargo & Co. | Add +90.2% | 1.21% | +0.71 |
| VRTX Vertex Pharmaceuticals Inc. | Add +240.3% | 1.00% | +0.67 |
| GM General Motors Co. | New | 0.64% | +0.64 |
| AME Ametek Inc. | New | 0.60% | +0.60 |
| LYV Live Nation Entertainment Inc. | Add +174.1% | 0.82% | +0.57 |
| MS Morgan Stanley | New | 0.49% | +0.49 |
| BNY Bank of New York Mellon Corp. | New | 0.49% | +0.49 |
| ISRG Intuitive Surgical Inc. | New | 0.48% | +0.48 |
| NOW ServiceNow Inc. | New | 0.47% | +0.47 |
| WAB Wabtec Corp. | New | 0.47% | +0.47 |
| CMG Chipotle Mexican Grill Inc. | New | 0.47% | +0.47 |
| META Meta Platforms Inc. Class A | Add +5.0% | 4.57% | +0.41 |
| FICO Fair Isaac Corp. | New | 0.29% | +0.29 |
| GS Goldman Sachs Group Inc. | Add +27.0% | 0.78% | +0.26 |
| CRM Salesforce Inc. | Add +5.0% | 0.84% | +0.20 |
| CSCO Cisco Systems Inc. | Add +5.0% | 1.03% | +0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.0% | 2.25% | +0.12 |
| MCK McKesson Corp. | Add +5.0% | 0.62% | +0.12 |
| AXP American Express Co. | Add +5.0% | 0.75% | +0.11 |
| APH Amphenol Corp. Class A | Add +5.0% | 0.75% | +0.10 |
| COST Costco Wholesale Corp. | Add +5.0% | 0.92% | +0.09 |
| PANW Palo Alto Networks Inc. | Add +5.0% | 0.60% | +0.08 |
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 |