Longbow Finance SA
13F Reported Value
ⓘ$552.2M
Holdings
55
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Longbow Finance SA disclosed 55 positions worth $552.2M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 7.5% of the equity portfolio, followed by $AAPL and $XOM. During the quarter the fund opened 6 new positions and exited 13 — including a new stake in $INTC and a full exit from $BRK-A. The portfolio is most concentrated in Technology (42.6% of disclosed assets). All figures are sourced directly from Longbow Finance SA’s Form 13F-HR filing with the SEC under CIK 1965552.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$41.6M238,348 sh - 76.1#112
Quality
$40.5M159,624 sh - 61.8#782
Quality
$30.9M182,325 sh - 80.2
Quality
$29.8M103,933 sh - 83.7
Quality
$26.1M70,617 sh - 74.6
Quality
$21.8M104,529 sh - 86.4
Quality
$17.2M55,520 sh - 63.2
Quality
$14.5M117,019 sh - —
Quality
$14.5M17,116 sh - 63.7
Quality
$13.9M16,090 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $41.6M | 238,348 |
 Apple Inc.$AAPL | 76.1#112 | $40.5M | 159,624 |
 EXXON MOBIL CORP$XOM | 61.8#782 | $30.9M | 182,325 |
 Alphabet Inc.$GOOGL | 80.2 | $29.8M | 103,933 |
 MICROSOFT CORP$MSFT | 83.7 | $26.1M | 70,617 |
 AMAZON COM INC$AMZN | 74.6 | $21.8M | 104,529 |
 Broadcom Inc.$AVGO | 86.4 | $17.2M | 55,520 |
 Walmart Inc.$WMT | 63.2 | $14.5M | 117,019 |
 GOLDMAN SACHS GROUP INC$GS | — | $14.5M | 17,116 |
 MCKESSON CORP$MCK | 63.7 | $13.9M | 16,090 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Longbow Finance SA's 55 positions.
Showing top 10 of 55 holdings.
Sector Allocation
Technology
$235.0M
Consumer Discretionary
$80.5M
Financials
$58.1M
Energy
$43.2M
Industrials
$34.1M
Consumer Staples
$30.4M
Healthcare
$27.2M
Materials
$20.2M
Full Holdings — Longbow Finance SA (Q1 2026)
All 55 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $41.6M | 7.5% | -5% | 90.2 |
| 2 | $AAPL | Apple Inc. | $40.5M | 7.3% | +12% | 76.1 |
| 3 | $XOM | EXXON MOBIL CORP | $30.9M | 5.6% | +2% | 61.8 |
| 4 | $GOOGL | Alphabet Inc. | $29.8M | 5.4% | +7% | 80.2 |
| 5 | $MSFT | MICROSOFT CORP | $26.1M | 4.7% | -12% | 83.7 |
| 6 | $AMZN | AMAZON COM INC | $21.8M | 3.9% | -4% | 74.6 |
| 7 | $AVGO | Broadcom Inc. | $17.2M | 3.1% | -20% | 86.4 |
| 8 | $WMT | Walmart Inc. | $14.5M | 2.6% | +32% | 63.2 |
| 9 | $GS | GOLDMAN SACHS GROUP INC | $14.5M | 2.6% | +89% | — |
| 10 | $MCK | MCKESSON CORP | $13.9M | 2.5% | +14% | 63.7 |
| 11 |  $KLAC | KLA CORP | $12.6M | 2.3% | +71% | 84.4 |
| 12 |  $TJX | TJX COMPANIES INC /DE/ | $12.4M | 2.2% | +106% | 70.7 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $10.5M | 1.9% | -24% | 35.6 |
| 14 |  $ABBV | AbbVie Inc. | $10.0M | 1.8% | -25% | 59.3 |
| 15 |  $LLY | ELI LILLY & Co | $10.0M | 1.8% | +46% | 89.3 |
| 16 |  $C | CITIGROUP INC | $9.8M | 1.8% | +22% | 54.8 |
| 17 |  $GE | GENERAL ELECTRIC CO | $9.7M | 1.8% | +44% | 74.8 |
| 18 |  $TRV | TRAVELERS COMPANIES, INC. | $9.2M | 1.7% | +12% | 71.5 |
| 19 |  $RL | RALPH LAUREN CORP | $8.8M | 1.6% | +84% | 76.6 |
| 20 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $8.5M | 1.5% | +18% | 70.8 |
| 21 |  $INTC | INTEL CORP | $8.5M | 1.5% | NEW | 41.5 |
| 22 |  $CBOE | Cboe Global Markets, Inc. | $8.4M | 1.5% | -24% | 81.2 |
| 23 |  $HWM | Howmet Aerospace Inc. | $8.3M | 1.5% | -10% | 79.1 |
| 24 |  $PH | Parker-Hannifin Corp | $8.3M | 1.5% | NEW | 73.8 |
| 25 |  $CSCO | CISCO SYSTEMS, INC. | $7.8M | 1.4% | +85% | 72.3 |
| 26 |  $WELL | WELLTOWER INC. | $7.6M | 1.4% | +8% | 75.7 |
| 27 |  $HLT | Hilton Worldwide Holdings Inc. | $7.5M | 1.4% | +16% | 73.1 |
| 28 |  $PANW | Palo Alto Networks Inc | $7.4M | 1.4% | -7% | 66.5 |
| 29 |  $CRH | CRH PUBLIC LTD CO | $7.2M | 1.3% | +65% | — |
| 30 |  $MCD | MCDONALDS CORP | $7.1M | 1.3% | +22% | 73.9 |
| 31 |  $VLO | VALERO ENERGY CORP/TX | $7.1M | 1.3% | NEW | 51.4 |
| 32 |  $GILD | GILEAD SCIENCES, INC. | $7.1M | 1.3% | +14% | 77.8 |
| 33 |  $PWR | QUANTA SERVICES, INC. | $7.0M | 1.3% | -0% | 62.6 |
| 34 |  $MNST | Monster Beverage Corp | $6.7M | 1.2% | +18% | 77 |
| 35 |  $CAT | CATERPILLAR INC | $6.7M | 1.2% | -33% | 67.8 |
| 36 | — | Global X Funds | $5.8M | 1.1% | +0% | — |
| 37 |  $STT | STATE STREET CORP | $5.8M | 1.1% | -27% | 61.5 |
| 38 |  $KO | COCA COLA CO | $5.7M | 1.0% | -7% | 74 |
| 39 |  $GEV | GE Vernova Inc. | $5.1M | 0.9% | -16% | 70.1 |
| 40 |  $WMB | WILLIAMS COMPANIES, INC. | $5.1M | 0.9% | -25% | 72.8 |
| 41 |  $CEG | Constellation Energy Corp | $5.1M | 0.9% | -16% | 62.5 |
| 42 |  $SO | SOUTHERN CO | $4.9M | 0.9% | +0% | 65.1 |
| 43 |  $AMAT | APPLIED MATERIALS INC /DE | $4.8M | 0.9% | +33% | 74.8 |
| 44 |  $ORLY | O REILLY AUTOMOTIVE INC | $4.7M | 0.9% | -33% | 72.7 |
| 45 |  $FLEX | FLEX LTD. | $4.7M | 0.8% | -44% | — |
| 46 |  $FCX | FREEPORT-MCMORAN INC | $4.6M | 0.8% | -24% | 73.1 |
| 47 |  $META | Meta Platforms, Inc. | $4.3M | 0.8% | -57% | 80.9 |
| 48 |  $APH | AMPHENOL CORP /DE/ | $4.3M | 0.8% | -42% | 80.5 |
| 49 |  $COR | Cencora, Inc. | $4.1M | 0.8% | -17% | 59.6 |
| 50 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $4.1M | 0.7% | -49% | 74.4 |
| 51 |  $MU | MICRON TECHNOLOGY INC | $3.9M | 0.7% | NEW | 88.4 |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.7M | 0.7% | NEW | 67 |
| 53 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $3.6M | 0.7% | -15% | — |
| 54 |  $LITE | Lumentum Holdings Inc. | $2.5M | 0.5% | NEW | 63.4 |
| 55 |  $INKT | MiNK Therapeutics, Inc. | $175,504 | 0.0% | +0% | — |
New Positions (6)
Exited Positions (13)
$BRK-A BERKSHIRE HATHAWAY INC
$WFC WELLS FARGO & COMPANY/MN
$MA Mastercard Inc
$AXP AMERICAN EXPRESS CO
$BAC BANK OF AMERICA CORP /DE/
$PLTR Palantir Technologies Inc.
$BSX BOSTON SCIENTIFIC CORP
$AMD ADVANCED MICRO DEVICES INC
$URI UNITED RENTALS, INC.
$ORCL ORACLE CORP
$NFLX NETFLIX INC
$LBRX LB PHARMACEUTICALS INC
$PLUG PLUG POWER INCBrowse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Longbow Finance SA
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