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Livermore
Livermore
ZHEN

Longbow Finance SA

SEC CIK
0001965552
Latest filing
Jul 29, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
69
−2 vs. Q2 2025
Portfolio value
$1.01B
+$76.2M (+8.1%) vs. Q2 2025
Filed
Nov 6, 2025
SEC
Holdings of Longbow Finance SA in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock481,681$89.9M8.9%−11,161−2.3%ReducedHistory
MSFTMicrosoft CorpStock142,818$74.0M7.3%+9,334+7.0%AddedHistory
AAPLApple Inc.Stock256,333$65.3M6.4%−1,086−0.4%ReducedHistory
GOOGAlphabet Inc.Stock168,359$41.0M4.0%−38,851−18.7%ReducedHistory
METAMeta Platforms, Inc.Stock55,627$40.9M4.0%+2,471+4.6%AddedHistory
AVGOBroadcom Inc.Stock116,627$38.5M3.8%+38,771+49.8%AddedHistory
AMZNAmazon Com IncStock157,960$34.7M3.4%−43,566−21.6%ReducedHistory
JPMJPMorgan Chase & CoStock86,408$27.3M2.7%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM225,005$25.4M2.5%−36,413−13.9%ReducedHistory
ABBVAbbVie Inc.Stock98,843$22.9M2.3%00.0%UnchangedHistory
ORCLOracle CorpStock60,559$17.0M1.7%+31,607+109.2%AddedHistory
AJGArthur J. Gallagher & Co.COM52,079$16.1M1.6%−7,281−12.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock31,210$15.7M1.5%−6,845−18.0%ReducedHistory
AZOAutoZone IncCOM3,470$14.9M1.5%+1,094+46.0%AddedHistory
WMTWalmart Inc.Stock141,190$14.6M1.4%−449−0.3%ReducedHistory
RSGRepublic Services, Inc.COM61,546$14.1M1.4%+26,527+75.8%AddedHistory
CBOECboe Global Markets, Inc.COM57,153$14.0M1.4%+57,153NewHistory
GSGoldman Sachs Group IncStock16,963$13.5M1.3%00.0%UnchangedHistory
CATCaterpillar IncStock28,193$13.5M1.3%−4,494−13.7%ReducedHistory
MAMastercard IncStock23,013$13.1M1.3%+7,704+50.3%AddedHistory
PANWPalo Alto Networks IncStock63,994$13.0M1.3%+16,213+33.9%AddedHistory
NFLXNetflix IncStock10,486$12.6M1.2%+4,738+82.4%AddedHistory
WFCWells Fargo & CompanyStock148,726$12.5M1.2%+26,355+21.5%AddedHistory
BSXBoston Scientific CorpStock121,861$11.9M1.2%+59,829+96.4%AddedHistory
TJXTJX Companies IncStock77,569$11.2M1.1%−9,457−10.9%ReducedHistory
GEGeneral Electric CoStock37,212$11.2M1.1%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM174,565$11.1M1.1%+174,565NewHistory
AXPAmerican Express CoStock33,278$11.1M1.1%+5,005+17.7%AddedHistory
UBERUber Technologies, IncStock112,287$11.0M1.1%+38,304+51.8%AddedHistory
STTState Street CorpCOM93,306$10.8M1.1%00.0%UnchangedHistory
MCKMcKesson CorpStock13,680$10.6M1.0%−2,132−13.5%ReducedHistory
CORCencora, Inc.Stock33,767$10.6M1.0%+33,767NewHistory
WELLWelltower Inc.REIT58,895$10.5M1.0%00.0%UnchangedHistory
CEGConstellation Energy CorpStock31,783$10.5M1.0%+31,783NewHistory
USFDUS Foods Holding Corp.COM134,859$10.3M1.0%+36,549+37.2%AddedHistory
GILDGilead Sciences, Inc.Stock92,811$10.3M1.0%+24,044+35.0%AddedHistory
LLYEli Lilly & CoStock13,316$10.2M1.0%−5,637−29.7%ReducedHistory
BKNGBooking Holdings Inc.Stock1,875$10.1M1.0%+1,030+121.9%AddedHistory
CCitigroup IncStock99,059$10.1M1.0%−38,456−28.0%ReducedHistory
CRHCRH Public Ltd CoORD75,287$9.03M0.9%00.0%UnchangedHistory
AMATApplied Materials IncStock43,367$8.88M0.9%−31,044−41.7%ReducedHistory
MCDMcDonalds CorpStock27,852$8.46M0.8%00.0%UnchangedHistory
FCXFreeport-McMoran IncStock207,192$8.13M0.8%−22,035−9.6%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock39,827$7.98M0.8%+21,103+112.7%AddedHistory
RLRalph Lauren CorpCL A25,398$7.96M0.8%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock40,397$7.93M0.8%+2,692+7.1%AddedHistory
VVisa Inc.Stock23,046$7.87M0.8%−16,313−41.4%ReducedHistory
Cyberark Software LtdM2682V108SHS16,098$7.78M0.8%+4,245+35.8%Added–
BACBank of America CorpStock149,650$7.72M0.8%+149,650NewHistory
TMUST-Mobile US, Inc.Stock31,948$7.65M0.8%+5,805+22.2%AddedHistory
KOCoca Cola CoStock115,245$7.64M0.8%−110,288−48.9%ReducedHistory
ADPAutomatic Data Processing IncStock25,238$7.41M0.7%−11,930−32.1%ReducedHistory
AMDAdvanced Micro Devices IncStock45,736$7.40M0.7%−16,245−26.2%ReducedHistory
APHAmphenol CorpCL A59,401$7.35M0.7%−47,958−44.7%ReducedHistory
KRKroger CoStock105,546$7.11M0.7%+105,546NewHistory
CAHCardinal Health IncStock45,203$7.10M0.7%00.0%UnchangedHistory
LINLinde PLCStock14,678$6.97M0.7%00.0%UnchangedHistory
SOSouthern CoStock73,524$6.97M0.7%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM16,679$6.91M0.7%+16,679NewHistory
PLTRPalantir Technologies Inc.Stock37,107$6.77M0.7%00.0%UnchangedHistory
RCLRoyal Caribbean Cruises LtdCOM19,093$6.18M0.6%+1,621+9.3%AddedHistory
GEVGE Vernova Inc.Stock9,455$5.81M0.6%−4,088−30.2%ReducedHistory
FLEXFlex Ltd.Stock95,169$5.52M0.5%−49,707−34.3%ReducedHistory
CSCOCisco Systems, Inc.Stock77,384$5.29M0.5%−26,128−25.2%ReducedHistory
HDHome Depot, Inc.Stock12,180$4.94M0.5%−12,037−49.7%ReducedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF80,000$4.55M0.4%00.0%Unchanged–
RBRKRubrik, Inc.Stock50,657$4.17M0.4%−1,624−3.1%ReducedHistory
INKTMiNK Therapeutics, Inc.COM NEW16,667$233.3K<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock20,841$48.6K<0.1%00.0%UnchangedHistory

Sold out since Q2 2025 (9)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Longbow Finance SA sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
KMIKinder Morgan, Inc.Stock494,957$14.6M1.6%History
ISRGIntuitive Surgical IncCOM NEW17,971$9.77M1.0%History
PGRProgressive CorpStock35,286$9.42M1.0%History
COSTCostco Wholesale CorpStock7,551$7.48M0.8%History
VSTVistra Corp.Stock38,500$7.46M0.8%History
AMGNAmgen IncStock25,332$7.07M0.8%History
MSIMotorola Solutions, Inc.Stock16,371$6.88M0.7%History
IBMInternational Business Machines CorpStock21,227$6.26M0.7%History
SNPSSynopsys IncCOM7,105$3.64M0.4%History