Longbow Finance SA
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Longbow Finance SA reported 71 stock positions worth $937.1 million. Its top holding was Nvidia (NVDA) at 8.3% of the portfolio, followed by Microsoft (MSFT, 7.1%) and Apple (AAPL, 5.6%). Compared with Q1 2025, it opened 21 new positions, sold out of 30, added to 20 and reduced 22. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Alphabet Class C (GOOG, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- LUTRY, V8
- CIK
- 0001965552
- Portfolio Value
- $937.1M (Q2 2025)
- SEC Filing
- 0001104659-25-073757 ↗ filed Aug 5, 2025
Holdings Value
Holdings 71 stocks · $937.1M
| NVDA Nvidia Corp. | 8.31% | 492,842 | $77.9M | Add +1.1% |
| MSFT Microsoft Corp. | 7.09% | 133,484 | $66.4M | Add +9.4% |
| AAPL Apple Inc. | 5.64% | 257,419 | $52.8M | Add +19.2% |
| AMZN Amazon.com Inc. | 4.72% | 201,526 | $44.2M | Reduce -13.1% |
| META Meta Platforms Inc. Class A | 4.19% | 53,156 | $39.2M | Reduce -9.6% |
| GOOG Alphabet Inc. Class C | 3.92% | 207,210 | $36.8M | Reduce -29.5% |
| XOM Exxon Mobil Corp. | 3.01% | 261,418 | $28.2M | Add +101.1% |
| JPM JPMorgan Chase & Co. | 2.67% | 86,408 | $25.1M | No change |
| AVGO Broadcom Inc. | 2.29% | 77,856 | $21.5M | Reduce -50.0% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.03% | 59,360 | $19.0M | Add +399.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.97% | 38,055 | $18.5M | Reduce -23.3% |
| ABBV Abbvie Inc. | 1.96% | 98,843 | $18.3M | Add +61.5% |
| KO The Coca-Cola Co. | 1.70% | 225,533 | $16.0M | Reduce -29.9% |
| LLY Eli Lilly & Co. | 1.58% | 18,953 | $14.8M | Reduce -38.2% |
| KMI Kinder Morgan Inc. | 1.55% | 494,957 | $14.6M | Add +63.6% |
| V Visa Inc. Class A | 1.49% | 39,359 | $14.0M | New |
| WMT Walmart Inc. | 1.48% | 141,639 | $13.8M | Reduce -17.7% |
| AMAT Applied Materials Inc. | 1.45% | 74,411 | $13.6M | New |
| CAT Caterpillar Inc. | 1.35% | 32,687 | $12.7M | New |
| GS Goldman Sachs Group Inc. | 1.28% | 16,963 | $12.0M | Add +36.0% |
| C Citigroup Inc. | 1.25% | 137,515 | $11.7M | Reduce -26.8% |
| MCK McKesson Corp. | 1.24% | 15,812 | $11.6M | Add +94.5% |
| ADP Automatic Data Processing | 1.22% | 37,168 | $11.5M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.15% | 87,026 | $10.7M | New |
| APH Amphenol Corp. Class A | 1.13% | 107,359 | $10.6M | Reduce -13.8% |
| FCX Freeport-McMoran Inc. | 1.06% | 229,227 | $9.9M | Add +339.0% |
| STT State Street Corp. | 1.06% | 93,306 | $9.9M | Add +24.1% |
| WFC Wells Fargo & Co. | 1.05% | 122,371 | $9.8M | Reduce -5.8% |
| PANW Palo Alto Networks Inc. | 1.04% | 47,781 | $9.8M | Add +91.7% |
| ISRG Intuitive Surgical Inc. | 1.04% | 17,971 | $9.8M | Reduce -8.8% |
| GE General Electric filed as GE AEROSPACE | 1.02% | 37,212 | $9.6M | Reduce -18.6% |
| PGR Progressive Corp. | 1.00% | 35,286 | $9.4M | Add +10.3% |
| WELL Welltower Inc. | 0.97% | 58,895 | $9.1M | New |
| AXP American Express Co. | 0.96% | 28,273 | $9.0M | New |
| HD Home Depot Inc. | 0.95% | 24,217 | $8.9M | Add +161.1% |
| AZO AutoZone Inc. | 0.94% | 2,376 | $8.8M | New |
| AMD Advanced Micro Devices | 0.94% | 61,981 | $8.8M | New |
| RSG Republic Services Inc. | 0.92% | 35,019 | $8.6M | New |
| MA Mastercard Inc. Class A | 0.92% | 15,309 | $8.6M | New |
| MCD McDonald's Corp. | 0.87% | 27,852 | $8.1M | New |
| NFLX Netflix Inc. | 0.82% | 5,748 | $7.7M | Reduce -64.8% |
| GILD Gilead Sciences Inc. | 0.81% | 68,767 | $7.6M | Add +15.8% |
| CAH Cardinal Health Inc. | 0.81% | 45,203 | $7.6M | Reduce -34.5% |
| USFD US Foods Holding Corp. | 0.81% | 98,310 | $7.6M | Reduce -40.9% |
| COST Costco Wholesale Corp. | 0.80% | 7,551 | $7.5M | No change |
| VST Vistra Corp. | 0.80% | 38,500 | $7.5M | Reduce -55.6% |
| FLEX Flex Ltd. | 0.77% | 144,876 | $7.2M | Add +17.7% |
| CSCO Cisco Systems Inc. | 0.77% | 103,512 | $7.2M | Reduce -20.8% |
| GEV GE Vernova Inc. | 0.76% | 13,543 | $7.2M | Add +20.8% |
| AMGN Amgen Inc. | 0.75% | 25,332 | $7.1M | New |
| HWM Howmet Aerospace Inc. | 0.75% | 37,705 | $7.0M | Reduce -29.1% |
| RL Ralph Lauren Corp. | 0.74% | 25,398 | $7.0M | Add +19.8% |
| CRH CRH PLC | 0.74% | 75,287 | $6.9M | Add +134.0% |
| UBER Uber Technologies Inc. | 0.74% | 73,983 | $6.9M | Reduce -67.9% |
| LIN Linde PLC | 0.73% | 14,678 | $6.9M | Reduce -24.6% |
| MSI Motorola Solutions Inc. | 0.73% | 16,371 | $6.9M | New |
| SO The Southern Co. | 0.72% | 73,524 | $6.8M | New |
| BSX Boston Scientific Corp. | 0.71% | 62,032 | $6.7M | No change |
| ORCL Oracle Corp. | 0.68% | 28,952 | $6.3M | Add +4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.67% | 21,227 | $6.3M | No change |
| TMUS T-Mobile US Inc. | 0.66% | 26,143 | $6.2M | New |
| RCL Royal Caribbean Cruises Ltd. | 0.58% | 17,472 | $5.5M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.54% | 37,107 | $5.1M | New |
| BKNG Booking Holdings Inc. | 0.52% | 845 | $4.9M | Reduce -64.6% |
| CYBR Cyberark Software Ltd./Israel | 0.51% | 11,853 | $4.8M | New |
| RBRK Rubrik Inc. Class A | 0.50% | 52,281 | $4.7M | New |
| WAB Wabtec Corp. | 0.42% | 18,724 | $3.9M | No change |
| SNPS Synopsys Inc. | 0.39% | 7,105 | $3.6M | New |
| LIT Global X Lithium & Battery T | 0.33% | 80,000 | $3.1M | No change |
| INKT Mink Therapeutics Inc. | 0.01% | 16,667 | $123K | New |
| PLUG Plug Power Inc. | 0.00% | 20,841 | $31K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| GOOG Alphabet Inc. Class C | Reduce -29.5% | 3.92% | −1.58 |
| LLY Eli Lilly & Co. | Reduce -38.2% | 1.58% | −1.46 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −1.33 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.30 |
| UBER Uber Technologies Inc. | Reduce -67.9% | 0.74% | −1.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -23.3% | 1.97% | −1.19 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −1.09 |
| KO The Coca-Cola Co. | Reduce -29.9% | 1.70% | −1.06 |
| NFLX Netflix Inc. | Reduce -64.8% | 0.82% | −1.00 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.98 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −0.97 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.91 |
| AVGO Broadcom Inc. | Reduce -50.0% | 2.29% | −0.83 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.81 |
| BKNG Booking Holdings Inc. | Reduce -64.6% | 0.52% | −0.80 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.76 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.66 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.63 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.58 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.57 |
| AMZN Amazon.com Inc. | Reduce -13.1% | 4.72% | −0.57 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.53 |
| EXEL Exelixis Inc. | Sold out | 0.00% | −0.52 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.52 |
| GM General Motors Co. | Sold out | 0.00% | −0.51 |
| USFD US Foods Holding Corp. | Reduce -40.9% | 0.81% | −0.50 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.48 |
| AR Antero Resources Corp. | Sold out | 0.00% | −0.45 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.44 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.43 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −0.43 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.42 |
| VST Vistra Corp. | Reduce -55.6% | 0.80% | −0.42 |
| UTHR United Therapeutics Corp. | Sold out | 0.00% | −0.41 |
| MS Morgan Stanley | Sold out | 0.00% | −0.41 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −0.39 |
| LIN Linde PLC | Reduce -24.6% | 0.73% | −0.35 |
| C Citigroup Inc. | Reduce -26.8% | 1.25% | −0.35 |
| WMT Walmart Inc. | Reduce -17.7% | 1.48% | −0.33 |
| CAH Cardinal Health Inc. | Reduce -34.5% | 0.81% | −0.33 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.33 |
| GMED Globus Medical Inc. Class A | Sold out | 0.00% | −0.25 |
| PODD Insulet Corp. | Sold out | 0.00% | −0.24 |
| CSCO Cisco Systems Inc. | Reduce -20.8% | 0.77% | −0.20 |
| NFG National Fuel Gas Co. | Sold out | 0.00% | −0.19 |
| ISRG Intuitive Surgical Inc. | Reduce -8.8% | 1.04% | −0.13 |
| HWM Howmet Aerospace Inc. | Reduce -29.1% | 0.75% | −0.08 |
| GE General Electric | Reduce -18.6% | 1.02% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -5.8% | 1.05% | −0.07 |
| INKT Mink Therapeutics Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +1.1% | 8.31% | +1.98 |
| MSFT Microsoft Corp. | Add +9.4% | 7.09% | +1.60 |
| AJG Arthur J Gallagher & Co. | Add +399.7% | 2.03% | +1.54 |
| V Visa Inc. Class A | New | 1.49% | +1.49 |
| AMAT Applied Materials Inc. | New | 1.45% | +1.45 |
| CAT Caterpillar Inc. | New | 1.35% | +1.35 |
| ADP Automatic Data Processing | New | 1.22% | +1.22 |
| XOM Exxon Mobil Corp. | Add +101.1% | 3.01% | +1.16 |
| TJX TJX Companies Inc. | New | 1.15% | +1.15 |
| WELL Welltower Inc. | New | 0.97% | +0.97 |
| AXP American Express Co. | New | 0.96% | +0.96 |
| AZO AutoZone Inc. | New | 0.94% | +0.94 |
| AMD Advanced Micro Devices | New | 0.94% | +0.94 |
| RSG Republic Services Inc. | New | 0.92% | +0.92 |
| MA Mastercard Inc. Class A | New | 0.92% | +0.92 |
| MCD McDonald's Corp. | New | 0.87% | +0.87 |
| FCX Freeport-McMoran Inc. | Add +339.0% | 1.06% | +0.82 |
| AMGN Amgen Inc. | New | 0.75% | +0.75 |
| MSI Motorola Solutions Inc. | New | 0.73% | +0.73 |
| SO The Southern Co. | New | 0.72% | +0.72 |
| TMUS T-Mobile US Inc. | New | 0.66% | +0.66 |
| MCK McKesson Corp. | Add +94.5% | 1.24% | +0.58 |
| HD Home Depot Inc. | Add +161.1% | 0.95% | +0.54 |
| PLTR Palantir Technologies Inc. Class A | New | 0.54% | +0.54 |
| PANW Palo Alto Networks Inc. | Add +91.7% | 1.04% | +0.53 |
| KMI Kinder Morgan Inc. | Add +63.6% | 1.55% | +0.52 |
| CYBR Cyberark Software Ltd./Israel | New | 0.51% | +0.51 |
| RBRK Rubrik Inc. Class A | New | 0.50% | +0.50 |
| GS Goldman Sachs Group Inc. | Add +36.0% | 1.28% | +0.47 |
| ABBV Abbvie Inc. | Add +61.5% | 1.96% | +0.42 |
| CRH CRH PLC | Add +134.0% | 0.74% | +0.40 |
| SNPS Synopsys Inc. | New | 0.39% | +0.39 |
| GEV GE Vernova Inc. | Add +20.8% | 0.76% | +0.35 |
| FLEX Flex Ltd. | Add +17.7% | 0.77% | +0.28 |
| STT State Street Corp. | Add +24.1% | 1.06% | +0.25 |
| ORCL Oracle Corp. | Add +4.2% | 0.68% | +0.21 |
| RL Ralph Lauren Corp. | Add +19.8% | 0.74% | +0.18 |
| GILD Gilead Sciences Inc. | Add +15.8% | 0.81% | +0.02 |
| INKT Mink Therapeutics Inc. | New | 0.01% | +0.01 |
| PGR Progressive Corp. | Add +10.3% | 1.00% | −0.08 |
| AAPL Apple Inc. | Add +19.2% | 5.64% | −0.11 |
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 |