Longbow Finance SA
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Longbow Finance SA reported 80 stock positions worth $834.8 million. Its top holding was Nvidia (NVDA) at 6.3% of the portfolio, followed by Apple (AAPL, 5.7%) and Alphabet Class C (GOOG, 5.5%). Compared with Q4 2024, it opened 25 new positions, sold out of 17, added to 14 and reduced 36. The biggest buy was a new position in Coca-Cola (KO) and the biggest sale Apple (AAPL, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- LUTRY, V8
- CIK
- 0001965552
- Portfolio Value
- $834.8M (Q1 2025)
- SEC Filing
- 0001104659-25-045148 ↗ filed May 7, 2025
Holdings Value
Holdings 80 stocks · $834.8M
| NVDA Nvidia Corp. | 6.33% | 487,346 | $52.8M | Reduce -24.7% |
| AAPL Apple Inc. | 5.74% | 215,875 | $48.0M | Reduce -34.2% |
| GOOG Alphabet Inc. Class C | 5.50% | 293,932 | $45.9M | Add +20.5% |
| MSFT Microsoft Corp. | 5.49% | 121,997 | $45.8M | Reduce -20.5% |
| AMZN Amazon.com Inc. | 5.28% | 231,838 | $44.1M | Add +76.6% |
| META Meta Platforms Inc. Class A | 4.06% | 58,801 | $33.9M | Reduce -17.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.16% | 49,593 | $26.4M | Add +9.4% |
| AVGO Broadcom Inc. | 3.13% | 155,818 | $26.1M | Add +24.3% |
| LLY Eli Lilly & Co. | 3.03% | 30,674 | $25.3M | Add +68.0% |
| KO The Coca-Cola Co. | 2.76% | 321,668 | $23.0M | New |
| JPM JPMorgan Chase & Co. | 2.54% | 86,408 | $21.2M | Reduce -17.7% |
| UBER Uber Technologies Inc. | 2.01% | 230,647 | $16.8M | Add +707.5% |
| XOM Exxon Mobil Corp. | 1.85% | 130,000 | $15.5M | No change |
| NFLX Netflix Inc. | 1.82% | 16,312 | $15.2M | Reduce -10.7% |
| WMT Walmart Inc. | 1.81% | 172,019 | $15.1M | Reduce -27.9% |
| C Citigroup Inc. | 1.60% | 187,893 | $13.3M | Add +46.0% |
| ABBV Abbvie Inc. | 1.54% | 61,217 | $12.8M | Add +55.9% |
| LNG Cheniere Energy Inc. | 1.33% | 48,081 | $11.1M | Reduce -32.3% |
| BKNG Booking Holdings Inc. | 1.32% | 2,389 | $11.0M | Reduce -17.7% |
| USFD US Foods Holding Corp. | 1.30% | 166,381 | $10.9M | Add +24.7% |
| UNH Unitedhealth Group Inc. | 1.30% | 20,704 | $10.8M | Reduce -17.7% |
| VST Vistra Corp. | 1.22% | 86,655 | $10.2M | No change |
| ISRG Intuitive Surgical Inc. | 1.17% | 19,699 | $9.8M | Add +132.0% |
| CAH Cardinal Health Inc. | 1.14% | 69,064 | $9.5M | Reduce -17.7% |
| WFC Wells Fargo & Co. | 1.12% | 129,830 | $9.3M | Reduce -17.7% |
| GE General Electric filed as GE AEROSPACE | 1.10% | 45,696 | $9.1M | Reduce -17.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.09% | 18,686 | $9.1M | Reduce -17.7% |
| LIN Linde PLC | 1.09% | 19,454 | $9.1M | Reduce -17.7% |
| PGR Progressive Corp. | 1.08% | 31,983 | $9.1M | New |
| KMI Kinder Morgan Inc. | 1.03% | 302,619 | $8.6M | Reduce -17.7% |
| MRSH Marsh & McLennan Cos | 0.98% | 33,501 | $8.2M | New |
| APH Amphenol Corp. Class A | 0.98% | 124,557 | $8.2M | Add +25.8% |
| YUMC Yum China Holdings Inc. | 0.97% | 155,150 | $8.1M | Reduce -17.7% |
| CSCO Cisco Systems Inc. | 0.97% | 130,763 | $8.1M | Reduce -17.7% |
| SYK Stryker Corp. | 0.91% | 20,327 | $7.6M | Reduce -17.7% |
| COST Costco Wholesale Corp. | 0.86% | 7,551 | $7.1M | Reduce -17.7% |
| HWM Howmet Aerospace Inc. | 0.83% | 53,210 | $6.9M | New |
| GS Goldman Sachs Group Inc. | 0.82% | 12,473 | $6.8M | No change |
| HON Honeywell International Inc. | 0.81% | 32,101 | $6.8M | Reduce -17.7% |
| STT State Street Corp. | 0.81% | 75,173 | $6.7M | Reduce -17.7% |
| GILD Gilead Sciences Inc. | 0.80% | 59,377 | $6.7M | New |
| EMR Emerson Electric Co. | 0.76% | 58,192 | $6.4M | Reduce -17.7% |
| BSX Boston Scientific Corp. | 0.75% | 62,032 | $6.3M | New |
| PCAR Paccar Inc. | 0.66% | 56,593 | $5.5M | New |
| MCK McKesson Corp. | 0.66% | 8,131 | $5.5M | Reduce -17.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.63% | 21,227 | $5.3M | Reduce -17.7% |
| FISV Fiserv Inc. | 0.63% | 23,689 | $5.2M | Add +56.3% |
| TKO Tko Group Holdings Inc. | 0.58% | 31,549 | $4.8M | New |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.57% | 26,852 | $4.8M | New |
| RL Ralph Lauren Corp. | 0.56% | 21,209 | $4.7M | New |
| SNOW Snowflake Inc. | 0.53% | 30,301 | $4.4M | New |
| EXEL Exelixis Inc. | 0.52% | 118,351 | $4.4M | New |
| SPGI S&P Global Inc. | 0.52% | 8,583 | $4.4M | Reduce -17.7% |
| GM General Motors Co. | 0.51% | 90,638 | $4.3M | Reduce -17.7% |
| PANW Palo Alto Networks Inc. | 0.51% | 24,925 | $4.3M | Reduce -17.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.49% | 11,879 | $4.1M | New |
| FLEX Flex Ltd. | 0.49% | 123,095 | $4.1M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.48% | 47,901 | $4.0M | Reduce -17.7% |
| ORCL Oracle Corp. | 0.47% | 27,792 | $3.9M | Reduce -59.8% |
| AR Antero Resources Corp. | 0.45% | 92,880 | $3.8M | New |
| FITB Fifth Third Bancorp | 0.44% | 94,362 | $3.7M | New |
| EXPE Expedia Group Inc. | 0.43% | 21,495 | $3.6M | New |
| RCL Royal Caribbean Cruises Ltd. | 0.43% | 17,472 | $3.6M | New |
| LYV Live Nation Entertainment Inc. | 0.43% | 27,411 | $3.6M | Reduce -52.5% |
| CMI Cummins Inc. | 0.42% | 11,288 | $3.5M | New |
| UTHR United Therapeutics Corp. | 0.41% | 11,226 | $3.5M | New |
| MS Morgan Stanley | 0.41% | 29,358 | $3.4M | Reduce -17.7% |
| GEV GE Vernova Inc. | 0.41% | 11,216 | $3.4M | Reduce -58.8% |
| HD Home Depot Inc. | 0.41% | 9,276 | $3.4M | Reduce -58.6% |
| WAB Wabtec Corp. | 0.41% | 18,724 | $3.4M | Reduce -17.7% |
| DLR Digital Realty Trust Inc. | 0.39% | 22,668 | $3.2M | Add +94.4% |
| LIT Global X Lithium & Battery T | 0.37% | 80,000 | $3.1M | No change |
| CRH CRH PLC | 0.34% | 32,175 | $2.8M | New |
| LDOS Leidos Holdings Inc. | 0.33% | 20,207 | $2.7M | New |
| GMED Globus Medical Inc. Class A | 0.25% | 28,995 | $2.1M | New |
| FCX Freeport-McMoran Inc. | 0.24% | 52,211 | $2.0M | Add +52.9% |
| PODD Insulet Corp. | 0.24% | 7,510 | $2.0M | New |
| NFG National Fuel Gas Co. | 0.19% | 20,218 | $1.6M | New |
| INKT Mink Therapeutics Inc. | 0.02% | 16,667 | $144K | Reduce -90.0% |
| PLUG Plug Power Inc. | 0.00% | 20,841 | $28K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -34.2% | 5.74% | −3.24 |
| NVDA Nvidia Corp. | Reduce -24.7% | 6.33% | −3.18 |
| V Visa Inc. Class A | Sold out | 0.00% | −1.92 |
| MSFT Microsoft Corp. | Reduce -20.5% | 5.49% | −1.58 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −1.02 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.97 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.97 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.84 |
| ORCL Oracle Corp. | Reduce -59.8% | 0.47% | −0.79 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.78 |
| AXP American Express Co. | Sold out | 0.00% | −0.75 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.72 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.69 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.65 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.60 |
| AME Ametek Inc. | Sold out | 0.00% | −0.60 |
| GEV GE Vernova Inc. | Reduce -58.8% | 0.41% | −0.57 |
| HD Home Depot Inc. | Reduce -58.6% | 0.41% | −0.55 |
| WMT Walmart Inc. | Reduce -27.9% | 1.81% | −0.55 |
| META Meta Platforms Inc. Class A | Reduce -17.7% | 4.06% | −0.51 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.47 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.47 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.43 |
| LYV Live Nation Entertainment Inc. | Reduce -52.5% | 0.43% | −0.39 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.34 |
| LNG Cheniere Energy Inc. | Reduce -32.3% | 1.33% | −0.34 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.29 |
| BKNG Booking Holdings Inc. | Reduce -17.7% | 1.32% | −0.26 |
| JPM JPMorgan Chase & Co. | Reduce -17.7% | 2.54% | −0.21 |
| EMR Emerson Electric Co. | Reduce -17.7% | 0.76% | −0.19 |
| STT State Street Corp. | Reduce -17.7% | 0.81% | −0.17 |
| HON Honeywell International Inc. | Reduce -17.7% | 0.81% | −0.15 |
| GM General Motors Co. | Reduce -17.7% | 0.51% | −0.13 |
| WFC Wells Fargo & Co. | Reduce -17.7% | 1.12% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -17.7% | 0.51% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -17.7% | 1.30% | −0.09 |
| MS Morgan Stanley | Reduce -17.7% | 0.41% | −0.08 |
| KMI Kinder Morgan Inc. | Reduce -17.7% | 1.03% | −0.07 |
| SYK Stryker Corp. | Reduce -17.7% | 0.91% | −0.07 |
| WAB Wabtec Corp. | Reduce -17.7% | 0.41% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -17.7% | 0.86% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -17.7% | 0.97% | −0.06 |
| SPGI S&P Global Inc. | Reduce -17.7% | 0.52% | −0.04 |
| YUMC Yum China Holdings Inc. | Reduce -17.7% | 0.97% | −0.02 |
| BNY Bank of New York Mellon Corp. | Reduce -17.7% | 0.48% | −0.01 |
| LIN Linde PLC | Reduce -17.7% | 1.09% | +0.00 |
| INKT Mink Therapeutics Inc. | Reduce -90.0% | 0.02% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -17.7% | 0.63% | +0.01 |
| MCK McKesson Corp. | Reduce -17.7% | 0.66% | +0.04 |
| NFLX Netflix Inc. | Reduce -10.7% | 1.82% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| KO The Coca-Cola Co. | New | 2.76% | +2.76 |
| AMZN Amazon.com Inc. | Add +76.6% | 5.28% | +2.14 |
| UBER Uber Technologies Inc. | Add +707.5% | 2.01% | +1.82 |
| LLY Eli Lilly & Co. | Add +68.0% | 3.03% | +1.49 |
| PGR Progressive Corp. | New | 1.08% | +1.08 |
| MRSH Marsh & McLennan Cos | New | 0.98% | +0.98 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +9.4% | 3.16% | +0.92 |
| HWM Howmet Aerospace Inc. | New | 0.83% | +0.83 |
| GILD Gilead Sciences Inc. | New | 0.80% | +0.80 |
| ABBV Abbvie Inc. | Add +55.9% | 1.54% | +0.77 |
| BSX Boston Scientific Corp. | New | 0.75% | +0.75 |
| ISRG Intuitive Surgical Inc. | Add +132.0% | 1.17% | +0.68 |
| PCAR Paccar Inc. | New | 0.66% | +0.66 |
| C Citigroup Inc. | Add +46.0% | 1.60% | +0.61 |
| TKO Tko Group Holdings Inc. | New | 0.58% | +0.58 |
| MTB M & T Bank Corp. | New | 0.57% | +0.57 |
| RL Ralph Lauren Corp. | New | 0.56% | +0.56 |
| SNOW Snowflake Inc. | New | 0.53% | +0.53 |
| EXEL Exelixis Inc. | New | 0.52% | +0.52 |
| AJG Arthur J Gallagher & Co. | New | 0.49% | +0.49 |
| FLEX Flex Ltd. | New | 0.49% | +0.49 |
| AR Antero Resources Corp. | New | 0.45% | +0.45 |
| FITB Fifth Third Bancorp | New | 0.44% | +0.44 |
| EXPE Expedia Group Inc. | New | 0.43% | +0.43 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.43% | +0.43 |
| CMI Cummins Inc. | New | 0.42% | +0.42 |
| GOOG Alphabet Inc. Class C | Add +20.5% | 5.50% | +0.42 |
| UTHR United Therapeutics Corp. | New | 0.41% | +0.41 |
| CRH CRH PLC | New | 0.34% | +0.34 |
| LDOS Leidos Holdings Inc. | New | 0.33% | +0.33 |
| USFD US Foods Holding Corp. | Add +24.7% | 1.30% | +0.32 |
| FISV Fiserv Inc. | Add +56.3% | 0.63% | +0.29 |
| GMED Globus Medical Inc. Class A | New | 0.25% | +0.25 |
| PODD Insulet Corp. | New | 0.24% | +0.24 |
| APH Amphenol Corp. Class A | Add +25.8% | 0.98% | +0.23 |
| NFG National Fuel Gas Co. | New | 0.19% | +0.19 |
| DLR Digital Realty Trust Inc. | Add +94.4% | 0.39% | +0.16 |
| FCX Freeport-McMoran Inc. | Add +52.9% | 0.24% | +0.09 |
| AVGO Broadcom Inc. | Add +24.3% | 3.13% | −0.05 |
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 |