Longbow Finance SA

data from 30/09/2025

Capitalization

$ 1.013 B 8.13 %

Average holding period

5 ans

Performance

$ 519.306 M 59.22 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Longbow Finance SA

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA Corporation 8.87% 89.872 M $ 481681 2023/03/31 14.090 M $ 18.10 %
2025/09/30 MSFT Microsoft Corporation 7.30% 73.973 M $ 142818 2022/12/31 2.742 M $ 4.13 %
2025/09/30 AAPL Apple Inc. 6.44% 65.270 M $ 256333 2022/12/31 12.732 M $ 24.11 %
2025/09/30 GOOG Alphabet Inc. 4.05% 41.004 M $ 168359 2022/12/31 13.709 M $ 37.30 %
2025/09/30 META Meta Platforms, Inc. 4.03% 40.851 M $ 55627 2024/03/31 -197.208 K $ -0.50 %
2025/09/30 AVGO Broadcom Inc. 3.80% 38.476 M $ 116627 2024/03/31 4.224 M $ 19.68 %
2025/09/30 AMZN Amazon.com, Inc. 3.42% 34.683 M $ 157960 2022/12/31 36.274 K $ 0.08 %
2025/09/30 JPM JPMorgan Chase & Co. 2.69% 27.256 M $ 86408 2022/12/31 2.205 M $ 8.80 %
2025/09/30 XOM Exxon Mobil Corporation 2.50% 25.369 M $ 225005 2022/12/31 1.294 M $ 4.59 %
2025/09/30 ABBV Abbvie Inc. 2.26% 22.886 M $ 98843 2024/03/31 4.539 M $ 24.74 %
2025/09/30 ORCL Oracle Corporation 1.68% 17.032 M $ 60559 2024/03/31 1.813 M $ 28.64 %
2025/09/30 AJG Arthur J. GallagherA & Co. 1.59% 16.131 M $ 52079 2025/03/31 -616.156 K $ -3.24 %
2025/09/30 BRK-B Berkshire Hathaway Inc. 1.55% 15.691 M $ 31210 2022/12/31 645.793 K $ 3.49 %
2025/09/30 AZO AutoZone, Inc. 1.47% 14.887 M $ 3470 2025/06/30 1.373 M $ 15.57 %
2025/09/30 WMT Walmart Inc. 1.44% 14.551 M $ 141190 2024/03/31 747.853 K $ 5.40 %
2025/09/30 RSG Republic Services, Inc. 1.39% 14.124 M $ 61546 2025/06/30 -599.875 K $ -6.95 %
2025/09/30 CBOE Cboe Global Markets, Inc. 1.38% 14.017 M $ 57153 2025/09/30 0.000 $ 0.00 %
2025/09/30 GS The Goldman Sachs Group, Inc. 1.33% 13.508 M $ 16963 2024/03/31 1.503 M $ 12.52 %
2025/09/30 CAT Caterpillar Inc. 1.33% 13.452 M $ 28193 2025/06/30 2.907 M $ 22.91 %
2025/09/30 MA Mastercard Incorporated 1.29% 13.090 M $ 23013 2025/06/30 105.172 K $ 1.22 %
2025/09/30 PANW Palo Alto Networks, Inc. 1.29% 13.030 M $ 63994 2023/12/31 -48.736 K $ -0.50 %
2025/09/30 NFLX Netflix, Inc. 1.24% 12.572 M $ 10486 2023/06/30 -805.927 K $ -10.47 %
2025/09/30 WFC Wells Fargo & Company 1.23% 12.466 M $ 148726 2024/03/31 452.772 K $ 4.62 %
2025/09/30 BSX Boston Scientific Corporation 1.17% 11.897 M $ 121861 2025/03/31 -606.672 K $ -9.11 %
2025/09/30 TJX The TJX Companies, Inc. 1.11% 11.212 M $ 77569 2025/06/30 1.832 M $ 17.05 %
2025/09/30 GE GE Aerospace 1.10% 11.194 M $ 37212 2024/12/31 1.616 M $ 16.87 %
2025/09/30 WMB The Williams Companies, Inc. 1.09% 11.059 M $ 174565 2025/09/30 0.000 $ 0.00 %
2025/09/30 AXP American Express Company 1.09% 11.054 M $ 33278 2024/03/31 372.638 K $ 4.13 %
2025/09/30 UBER Uber Technologies, Inc. 1.09% 11.001 M $ 112287 2024/09/30 345.500 K $ 5.01 %
2025/09/30 STT State Street Corporation 1.07% 10.824 M $ 93306 2024/12/31 902.269 K $ 9.09 %
2025/09/30 MCK McKesson Corporation 1.04% 10.568 M $ 13680 2023/12/31 628.685 K $ 5.43 %
2025/09/30 ABC Cencora, Inc. 1.04% 10.553 M $ 33767 2025/09/30 0.000 $ 0.00 %
2025/09/30 WELL Welltower Inc. 1.04% 10.492 M $ 58895 2025/06/30 1.438 M $ 15.88 %
2025/09/30 CEG Constellation Energy Corporation 1.03% 10.459 M $ 31783 2025/09/30 0.000 $ 0.00 %
2025/09/30 USFD US Foods Holding Corp. 1.02% 10.333 M $ 134859 2024/12/31 -38.340 K $ -0.51 %
2025/09/30 GILD Gilead Sciences, Inc. 1.02% 10.302 M $ 92811 2025/03/31 8.939 K $ 0.12 %
2025/09/30 LLY Eli Lilly and Company 1.00% 10.160 M $ 13316 2023/06/30 -313.293 K $ -2.12 %
2025/09/30 BKNG Booking Holdings Inc. 1.00% 10.124 M $ 1875 2024/12/31 -329.524 K $ -6.74 %
2025/09/30 C Citigroup, Inc. 0.99% 10.054 M $ 99059 2024/12/31 2.252 M $ 19.24 %
2025/09/30 CRH CRH public limited company 0.89% 9.027 M $ 75287 2025/03/31 2.116 M $ 30.61 %
2025/09/30 AMAT Applied Materials, Inc. 0.88% 8.879 M $ 43367 2025/06/30 1.612 M $ 11.84 %
2025/09/30 MCD McDonaldA's Corporation 0.84% 8.464 M $ 27852 2025/06/30 326.425 K $ 4.01 %
2025/09/30 FCX Freeport-McMoRan Inc. 0.80% 8.126 M $ 207192 2024/06/30 -946.707 K $ -9.53 %
2025/09/30 WAB Westinghouse Air Brake Technologies Corporation 0.79% 7.984 M $ 39827 2024/12/31 -166.269 K $ -4.24 %
2025/09/30 RL Ralph Lauren Corporation 0.79% 7.964 M $ 25398 2025/03/31 997.633 K $ 14.32 %
2025/09/30 HWM Howmet Aerospace Inc. 0.78% 7.927 M $ 40397 2025/03/31 380.820 K $ 5.43 %
2025/09/30 V Visa Inc. 0.78% 7.867 M $ 23046 2022/12/31 -538.037 K $ -3.85 %
2025/09/30 CYBR CyberArk Software Ltd. 0.77% 7.778 M $ 16098 2025/06/30 904.028 K $ 18.75 %
2025/09/30 BAC Bank of America Corporation 0.76% 7.720 M $ 149650 2025/09/30 0.000 $ 0.00 %
2025/09/30 TMUS T-Mobile US, Inc. 0.75% 7.648 M $ 31948 2025/06/30 29.280 K $ 0.47 %
2025/09/30 KO The Coca-Cola Company 0.75% 7.643 M $ 115245 2022/12/31 -999.111 K $ -6.26 %
2025/09/30 ADP Automatic Data Processing, Inc. 0.73% 7.407 M $ 25238 2025/06/30 -553.803 K $ -4.83 %
2025/09/30 AMD Advanced Micro Devices, Inc. 0.73% 7.400 M $ 45736 2024/03/31 1.233 M $ 14.02 %
2025/09/30 APH Amphenol Corporation 0.73% 7.351 M $ 59401 2023/09/30 2.684 M $ 25.32 %
2025/09/30 KR The Kroger Co. 0.70% 7.115 M $ 105546 2025/09/30 0.000 $ 0.00 %
2025/09/30 CAH Cardinal Health, Inc. 0.70% 7.095 M $ 45203 2024/12/31 -499.041 K $ -6.57 %
2025/09/30 LIN Linde plc 0.69% 6.972 M $ 14678 2023/03/31 85.425 K $ 1.24 %
2025/09/30 SO The Southern Company 0.69% 6.968 M $ 73524 2025/06/30 216.160 K $ 3.20 %
2025/09/30 PWR Quanta Services, Inc. 0.68% 6.912 M $ 16679 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLTR Palantir Technologies Inc. 0.67% 6.769 M $ 37107 2024/12/31 1.711 M $ 33.82 %
2025/09/30 RCL Royal Caribbean Cruises Ltd. 0.61% 6.178 M $ 19093 2025/03/31 182.407 K $ 3.33 %
2025/09/30 GEV GE Vernova Inc. 0.57% 5.814 M $ 9455 2024/12/31 1.161 M $ 16.21 %
2025/09/30 FLEX Flex Ltd. 0.54% 5.517 M $ 95169 2025/03/31 1.166 M $ 16.13 %
2025/09/30 CSCO Cisco Systems, Inc. 0.52% 5.295 M $ 77384 2023/03/31 -99.371 K $ -1.38 %
2025/09/30 HD The Home Depot, Inc. 0.49% 4.935 M $ 12180 2022/12/31 933.565 K $ 10.51 %
2025/09/30 LIT Global X Funds 0.45% 4.548 M $ 80000 2022/12/31 1.476 M $ 48.05 %
2025/09/30 RBRK Rubrik, Inc. 0.41% 4.167 M $ 50657 2025/06/30 -383.742 K $ -8.19 %
2025/09/30 MiNK Therapeutics, Inc. 0.02% 233.338 K $ 16667 2025/06/30 110.168 K $ 89.47 %
2025/09/30 PLUG Plug Power, Inc. 0.00% 48.560 K $ 20841 2022/12/31 17.506 K $ 56.38 %
2025/09/30 VST Vistra Corp. 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ISRG Intuitive Surgical, Inc. 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 COST Costco Wholesale Corporation 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 IBM International Business Machines Corporation 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 MSI Motorola Solutions, Inc. 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PGR The Progressive Corporation 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SNPS Synopsys, Inc. 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 AMGN Amgen Inc. 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 KMI Kinder Morgan, Inc. 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %