Longbow Finance SA
- SEC CIK
- 0001965552
- Latest filing
- Jul 29, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Mar 24, 2023. Long positions only.
- Positions
- 57
- No filing for Q3 2022
- Portfolio value
- $742.4M
- No filing for Q3 2022
Longbow Finance SA did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 229,924 | $55.1M | 7.4% | – | – | History |
| AAPLApple Inc. | Stock | 283,573 | $36.8M | 5.0% | – | – | History |
| GOOGAlphabet Inc. | Stock | 383,456 | $34.0M | 4.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 300,818 | $33.2M | 4.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 43,715 | $23.2M | 3.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 161,156 | $21.6M | 2.9% | – | – | History |
| AZOAutoZone Inc | COM | 8,032 | $19.8M | 2.7% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 42 | $19.7M | 2.7% | – | – | History |
| VVisa Inc. | Stock | 86,980 | $18.1M | 2.4% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 231,245 | $17.7M | 2.4% | – | – | History |
| ELVElevance Health, Inc. | Stock | 33,750 | $17.3M | 2.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 52,624 | $16.6M | 2.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 75,792 | $15.7M | 2.1% | – | – | History |
| HUMHumana Inc | Stock | 29,938 | $15.3M | 2.1% | – | – | History |
| MCKMcKesson Corp | Stock | 40,649 | $15.2M | 2.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 137,278 | $15.2M | 2.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 179,332 | $15.1M | 2.0% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 202,821 | $14.6M | 2.0% | – | – | History |
| KOCoca Cola Co | Stock | 219,650 | $14.0M | 1.9% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 56,603 | $13.5M | 1.8% | – | – | History |
| DEDeere & Co | Stock | 29,919 | $12.8M | 1.7% | – | – | History |
| CICigna Group | Stock | 38,351 | $12.7M | 1.7% | – | – | History |
| JNJJohnson & Johnson | Stock | 69,616 | $12.3M | 1.7% | – | – | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 122,914 | $12.3M | 1.7% | – | – | History |
| TJXTJX Companies Inc | Stock | 152,994 | $12.2M | 1.6% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 41,063 | $11.9M | 1.6% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 141,451 | $11.8M | 1.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 36,657 | $11.3M | 1.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 61,498 | $11.1M | 1.5% | – | – | History |
| DHIHorton D R Inc | COM | 122,972 | $11.0M | 1.5% | – | – | History |
| RFRegions Financial Corp | COM | 497,041 | $10.7M | 1.4% | – | – | History |
| AXPAmerican Express Co | Stock | 69,795 | $10.3M | 1.4% | – | – | History |
| SLBSLB Limited | Stock | 190,251 | $10.2M | 1.4% | – | – | History |
| COPConocoPhillips | Stock | 83,730 | $9.88M | 1.3% | – | – | History |
| FISVFiserv Inc | Stock | 95,460 | $9.65M | 1.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 46,765 | $9.32M | 1.3% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 37,492 | $9.30M | 1.3% | – | – | History |
| AMATApplied Materials Inc | Stock | 92,503 | $9.01M | 1.2% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 94,442 | $8.97M | 1.2% | – | – | History |
| GWWW.W. Grainger, Inc. | Stock | 15,743 | $8.76M | 1.2% | – | – | History |
| SYYSysco Corp | Stock | 106,222 | $8.12M | 1.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 106,164 | $7.56M | 1.0% | – | – | History |
| CPBCAMPBELL'S Co | COM | 132,964 | $7.55M | 1.0% | – | – | History |
| CATCaterpillar Inc | Stock | 31,295 | $7.50M | 1.0% | – | – | History |
| CCICrown Castle Inc. | REIT | 54,928 | $7.45M | 1.0% | – | – | History |
| DINOHF Sinclair Corp | COM | 136,006 | $7.06M | 1.0% | – | – | History |
| ADBEAdobe Inc. | Stock | 20,267 | $6.82M | 0.9% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 20,015 | $6.76M | 0.9% | – | – | History |
| CSXCSX Corp | Stock | 207,008 | $6.41M | 0.9% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 77,873 | $6.10M | 0.8% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 159,140 | $6.05M | 0.8% | – | – | History |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 80,000 | $4.71M | 0.6% | – | – | – |
| UGIUgi Corp | Stock | 122,444 | $4.54M | 0.6% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 8,084 | $4.42M | 0.6% | – | – | History |
| AMTAmerican Tower Corp | REIT | 16,537 | $3.50M | 0.5% | – | – | History |
| INKTMiNK Therapeutics, Inc. | COM | 166,666 | $435.0K | 0.1% | – | – | History |
| PLUGPlug Power Inc | Stock | 20,841 | $257.8K | <0.1% | – | – | History |