Longbow Finance SA
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Longbow Finance SA reported 55 stock positions worth $552.2 million. Its top holding was Nvidia (NVDA) at 7.5% of the portfolio, followed by Apple (AAPL, 7.3%) and Exxon Mobil (XOM, 5.6%). Compared with Q4 2025, it opened 6 new positions, sold out of 13, added to 22 and reduced 24. The biggest buy was Exxon Mobil (XOM, shares +2%) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).
- Most Recent 13F
- Q2 2026
- Location
- LUTRY, V8
- CIK
- 0001965552
- Portfolio Value
- $552.2M (Q1 2026)
- SEC Filing
- 0001104659-26-059440 ↗ filed May 12, 2026
Holdings Value
Holdings 55 stocks · $552.2M
| NVDA Nvidia Corp. | 7.53% | 238,348 | $41.6M | Reduce -4.8% |
| AAPL Apple Inc. | 7.34% | 159,624 | $40.5M | Add +11.5% |
| XOM Exxon Mobil Corp. | 5.60% | 182,325 | $30.9M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 5.40% | 103,933 | $29.8M | Add +6.9% |
| MSFT Microsoft Corp. | 4.73% | 70,617 | $26.1M | Reduce -12.3% |
| AMZN Amazon.com Inc. | 3.94% | 104,529 | $21.8M | Reduce -3.8% |
| AVGO Broadcom Inc. | 3.11% | 55,520 | $17.2M | Reduce -20.3% |
| WMT Walmart Inc. | 2.63% | 117,019 | $14.5M | Add +31.6% |
| GS Goldman Sachs Group Inc. | 2.62% | 17,116 | $14.5M | Add +89.0% |
| MCK McKesson Corp. | 2.52% | 16,090 | $13.9M | Add +14.2% |
| KLAC KLA Corp. | 2.28% | 8,567 | $12.6M | Add +70.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.24% | 77,570 | $12.4M | Add +105.9% |
| JPM JPMorgan Chase & Co. | 1.89% | 35,530 | $10.5M | Reduce -24.3% |
| ABBV Abbvie Inc. | 1.81% | 45,918 | $10.0M | Reduce -24.9% |
| LLY Eli Lilly & Co. | 1.81% | 10,843 | $10.0M | Add +46.1% |
| C Citigroup Inc. | 1.78% | 86,523 | $9.8M | Add +21.5% |
| GE General Electric filed as GE AEROSPACE | 1.75% | 34,098 | $9.7M | Add +44.1% |
| TRV The Travelers Cos Inc. | 1.66% | 31,499 | $9.2M | Add +11.7% |
| RL Ralph Lauren Corp. | 1.59% | 25,471 | $8.8M | Add +83.6% |
| WAB Wabtec Corp. | 1.54% | 34,031 | $8.5M | Add +18.4% |
| INTC Intel Corp. | 1.54% | 192,369 | $8.5M | New |
| CBOE Cboe Global Markets Inc. | 1.52% | 29,796 | $8.4M | Reduce -23.9% |
| HWM Howmet Aerospace Inc. | 1.51% | 36,166 | $8.3M | Reduce -10.5% |
| PH Parker Hannifin Corp. | 1.50% | 9,248 | $8.3M | New |
| CSCO Cisco Systems Inc. | 1.42% | 100,903 | $7.8M | Add +85.5% |
| WELL Welltower Inc. | 1.37% | 38,372 | $7.6M | Add +7.5% |
| HLT Hilton Worldwide Holdings Inc. | 1.36% | 24,690 | $7.5M | Add +15.8% |
| PANW Palo Alto Networks Inc. | 1.35% | 46,335 | $7.4M | Reduce -7.1% |
| CRH CRH PLC | 1.31% | 68,655 | $7.2M | Add +65.0% |
| MCD McDonald's Corp. | 1.29% | 22,885 | $7.1M | Add +21.8% |
| VLO Valero Energy Corp. | 1.29% | 28,772 | $7.1M | New |
| GILD Gilead Sciences Inc. | 1.28% | 50,754 | $7.1M | Add +14.1% |
| PWR Quanta Services Inc. | 1.27% | 12,732 | $7.0M | Reduce -0.4% |
| MNST Monster Beverage Corp. | 1.22% | 92,896 | $6.7M | Add +18.1% |
| CAT Caterpillar Inc. | 1.22% | 9,475 | $6.7M | Reduce -33.0% |
| LIT Global X Lithium & Battery T | 1.05% | 80,000 | $5.8M | No change |
| STT State Street Corp. | 1.05% | 45,666 | $5.8M | Reduce -26.8% |
| KO The Coca-Cola Co. | 1.02% | 74,410 | $5.7M | Reduce -7.0% |
| GEV GE Vernova Inc. | 0.93% | 5,856 | $5.1M | Reduce -16.3% |
| WMB Williams Cos Inc. | 0.93% | 70,207 | $5.1M | Reduce -24.6% |
| CEG Constellation Energy | 0.92% | 18,181 | $5.1M | Reduce -16.1% |
| SO The Southern Co. | 0.89% | 51,158 | $4.9M | No change |
| AMAT Applied Materials Inc. | 0.88% | 14,188 | $4.8M | Add +33.1% |
| ORLY O'reilly Automotive Inc. | 0.86% | 51,198 | $4.7M | Reduce -33.0% |
| FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD | 0.85% | 72,100 | $4.7M | Reduce -43.5% |
| FCX Freeport-McMoran Inc. | 0.84% | 78,827 | $4.6M | Reduce -23.8% |
| META Meta Platforms Inc. Class A | 0.79% | 7,593 | $4.3M | Reduce -57.2% |
| APH Amphenol Corp. Class A | 0.78% | 34,180 | $4.3M | Reduce -42.5% |
| COR Cencora Inc. | 0.75% | 13,107 | $4.1M | Reduce -17.0% |
| CDNS Cadence Design SYS Inc. | 0.74% | 14,791 | $4.1M | Reduce -49.1% |
| MU Micron Technology Inc. | 0.70% | 11,469 | $3.9M | New |
| COST Costco Wholesale Corp. | 0.67% | 3,723 | $3.7M | New |
| RCL Royal Caribbean Cruises Ltd. | 0.66% | 13,234 | $3.6M | Reduce -15.4% |
| LITE Lumentum Holdings Inc. | 0.45% | 3,503 | $2.5M | New |
| INKT Mink Therapeutics Inc. | 0.03% | 16,667 | $176K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −2.18 |
| MSFT Microsoft Corp. | Reduce -12.3% | 4.73% | −1.86 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −1.67 |
| META Meta Platforms Inc. Class A | Reduce -57.2% | 0.79% | −1.20 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −1.13 |
| AXP American Express Co. | Sold out | 0.00% | −1.03 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.02 |
| AVGO Broadcom Inc. | Reduce -20.3% | 3.11% | −0.97 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.88 |
| CDNS Cadence Design SYS Inc. | Reduce -49.1% | 0.74% | −0.79 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.76 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.73 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.73 |
| JPM JPMorgan Chase & Co. | Reduce -24.3% | 1.89% | −0.67 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.63 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.62 |
| APH Amphenol Corp. Class A | Reduce -42.5% | 0.78% | −0.58 |
| ABBV Abbvie Inc. | Reduce -24.9% | 1.81% | −0.56 |
| FLEX Flex Ltd. | Reduce -43.5% | 0.85% | −0.45 |
| CEG Constellation Energy | Reduce -16.1% | 0.92% | −0.38 |
| NVDA Nvidia Corp. | Reduce -4.8% | 7.53% | −0.37 |
| ORLY O'reilly Automotive Inc. | Reduce -33.0% | 0.86% | −0.33 |
| STT State Street Corp. | Reduce -26.8% | 1.05% | −0.32 |
| LBRX LB Pharmaceuticals Inc. | Sold out | 0.00% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -3.8% | 3.94% | −0.30 |
| PANW Palo Alto Networks Inc. | Reduce -7.1% | 1.35% | −0.21 |
| COR Cencora Inc. | Reduce -17.0% | 0.75% | −0.16 |
| CAT Caterpillar Inc. | Reduce -33.0% | 1.22% | −0.16 |
| CBOE Cboe Global Markets Inc. | Reduce -23.9% | 1.52% | −0.15 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -15.4% | 0.66% | −0.08 |
| FCX Freeport-McMoran Inc. | Reduce -23.8% | 0.84% | −0.05 |
| WMB Williams Cos Inc. | Reduce -24.6% | 0.93% | −0.02 |
| PLUG Plug Power Inc. | Sold out | 0.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -7.0% | 1.02% | +0.08 |
| HWM Howmet Aerospace Inc. | Reduce -10.5% | 1.51% | +0.11 |
| GEV GE Vernova Inc. | Reduce -16.3% | 0.93% | +0.15 |
| PWR Quanta Services Inc. | Reduce -0.4% | 1.27% | +0.35 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +2.1% | 5.60% | +1.96 |
| INTC Intel Corp. | New | 1.54% | +1.54 |
| PH Parker Hannifin Corp. | New | 1.50% | +1.50 |
| VLO Valero Energy Corp. | New | 1.29% | +1.29 |
| GS Goldman Sachs Group Inc. | Add +89.0% | 2.62% | +1.27 |
| TJX TJX Companies Inc. | Add +105.9% | 2.24% | +1.26 |
| KLAC KLA Corp. | Add +70.5% | 2.28% | +1.25 |
| WMT Walmart Inc. | Add +31.6% | 2.63% | +0.96 |
| RL Ralph Lauren Corp. | Add +83.6% | 1.59% | +0.76 |
| AAPL Apple Inc. | Add +11.5% | 7.34% | +0.75 |
| CSCO Cisco Systems Inc. | Add +85.5% | 1.42% | +0.71 |
| MU Micron Technology Inc. | New | 0.70% | +0.70 |
| COST Costco Wholesale Corp. | New | 0.67% | +0.67 |
| MCK McKesson Corp. | Add +14.2% | 2.52% | +0.57 |
| GE General Electric | Add +44.1% | 1.75% | +0.52 |
| WAB Wabtec Corp. | Add +18.4% | 1.54% | +0.50 |
| LLY Eli Lilly & Co. | Add +46.1% | 1.81% | +0.46 |
| LITE Lumentum Holdings Inc. | New | 0.45% | +0.45 |
| CRH CRH PLC | Add +65.0% | 1.31% | +0.43 |
| AMAT Applied Materials Inc. | Add +33.1% | 0.88% | +0.41 |
| C Citigroup Inc. | Add +21.5% | 1.78% | +0.37 |
| GILD Gilead Sciences Inc. | Add +14.1% | 1.28% | +0.36 |
| HLT Hilton Worldwide Holdings Inc. | Add +15.8% | 1.36% | +0.32 |
| MCD McDonald's Corp. | Add +21.8% | 1.29% | +0.32 |
| TRV The Travelers Cos Inc. | Add +11.7% | 1.66% | +0.28 |
| WELL Welltower Inc. | Add +7.5% | 1.37% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +6.9% | 5.40% | +0.24 |
| MNST Monster Beverage Corp. | Add +18.1% | 1.22% | +0.20 |
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 |