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Longbow Finance SA

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1965552
Institutional-grade research for retail investors

Sector Allocation

  • Technology41.4%$323.7M
  • Financials13.7%$106.8M
  • Consumer Discretionary11.4%$88.8M
  • Industrials10.1%$79.1M
  • Consumer Staples6.7%$52.5M
  • Healthcare5.3%$41.8M
  • Energy4.6%$35.8M
  • Materials3.5%$27.2M
  • Real Estate2.0%$15.9M
  • Other0.8%$6.2M

AUM History

13fpro.ai/research/fund/longbow-finance-sa-1965552

Conviction and streaks

Diversifying · top 10 = 42.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

NVDA$NVDAConviction hold8.1% weight · held 8 quartersAAPL$AAPLConviction hold6.9% weight · held 8 quartersGOOG$GOOGConviction hold6.8% weight · held 8 quartersAMZN$AMZNConviction hold4.5% weight · held 8 quartersMSFT$MSFTConviction hold4.1% weight · held 8 quartersAAPL$AAPLAccumulating+30% shares · 2 quarters runningGOOG$GOOGAccumulating+56% shares · 2 quarters runningGS$GSAccumulating+129% shares · 2 quarters runningGE$GEAccumulating+86% shares · 2 quarters runningWAB$WABAccumulating+110% shares · 2 quarters runningCAT$CATTrimming-80% shares · 4 quarters runningPWR$PWRTrimming-31% shares · 3 quarters runningABBV$ABBVTrimming-75% shares · 3 quarters runningPANW$PANWTrimming-73% shares · 3 quarters runningINTC$INTCTrimming-71% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/longbow-finance-sa-1965552

Longbow Finance SA 13F holdings — Q2 2026

$782.1M portfolio (+41.6% QoQ) · 59 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio

All holdings — Longbow Finance SA (Q2 2026)

59 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
TJX$TJXTJX COMPANIES INC /DE/$16.2M+38%
AXP$AXPAMERICAN EXPRESS CO$16.1MNew
WELL$WELLWELLTOWER INC.$15.9M+83%
WMT$WMTWalmart Inc.$15.8M+19%
KO$KOCOCA COLA CO$15.7M+160%
JPM$JPMJPMORGAN CHASE & CO$15.3M+31%
PH$PHParker-Hannifin Corp$14.0M+55%
IBKR$IBKRInteractive Brokers Group, Inc.$14.0MNew
RL$RLRALPH LAUREN CORP$13.9M+36%
MU$MUMICRON TECHNOLOGY INC$13.7M+3%
HLT$HLTHilton Worldwide Holdings Inc.$13.7M+68%
BNY$BNYBank of New York Mellon Corp$13.1MNew
LLY$LLYELI LILLY & Co$11.9M-9%
HWM$HWMHowmet Aerospace Inc.$11.8M+21%
KLAC$KLACKLA CORP$11.0M+324%

What changed in Q2 2026

Against the previous quarter's 13F: 13 new, 29 added to, 15 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.

New positions (13)

  • AXP$AXPAMERICAN EXPRESS CO$16.1M

    first bought this quarter

  • IBKR$IBKRInteractive Brokers Group, Inc.$14.0M

    first bought this quarter

  • BNY$BNYBank of New York Mellon Corp$13.1M

    first bought this quarter

  • EXPE$EXPEExpedia Group, Inc.$10.2M

    first bought this quarter

  • CMI$CMICUMMINS INC$9.8M

    first bought this quarter

  • ANET$ANETArista Networks, Inc.$8.3M

    first bought this quarter

+7 more in the Excel export

Added to (29)

  • GOOG$GOOGAlphabet Inc.+45%

    now $53.4M · held 8+ qtrs, 2 adds in a row

  • NVDA$NVDANVIDIA CORP+34%

    now $63.7M · held 8+ qtrs

  • AMZN$AMZNAMAZON COM INC+40%

    now $34.8M · held 8+ qtrs

  • KO$KOCOCA COLA CO+160%

    now $15.7M · held 6 qtrs

  • KLAC$KLACKLA CORP+324%

    now $11.0M · held 3 qtrs

  • AAPL$AAPLApple Inc.+17%

    now $54.0M · held 8+ qtrs, 2 adds in a row

+23 more in the Excel export

Trimmed (15)

  • INTC$INTCINTEL CORP-65%

    now $9.3M · held 2 qtrs

  • PANW$PANWPalo Alto Networks Inc-63%

    now $5.8M · held 8+ qtrs, 3 trims in a row

  • XOM.R34088$XOM.R34088EXXON MOBIL CORP-29%

    now $17.8M · held 8+ qtrs

  • CSCO$CSCOCISCO SYSTEMS, INC.-54%

    now $5.5M · held 8+ qtrs

  • ABBV$ABBVAbbVie Inc.-46%

    now $6.2M · held 8+ qtrs, 3 trims in a row

  • AMAT$AMATAPPLIED MATERIALS INC /DE-38%

    now $6.3M · held 5 qtrs

+9 more in the Excel export

Sold out (9)

  • CBOE$CBOECboe Global Markets, Inc.was $8.4M

    held 3 qtrs

  • MCD$MCDMCDONALDS CORPwas $7.1M

    held 4 qtrs

  • CEG$CEGConstellation Energy Corpwas $5.1M

    held 3 qtrs

  • ORLY$ORLYO REILLY AUTOMOTIVE INCwas $4.7M

    held 2 qtrs

  • FLEX$FLEXFLEX LTD.was $4.7M

    held 5 qtrs

  • APH$APHAMPHENOL CORP /DE/was $4.3M

+3 more in the Excel export

Share

Holdings by quarter

Every 13F Longbow Finance SA has filed, 14 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Longbow Finance SA?

Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Longbow Finance SA's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

+4.0%

Value-weighted move of the 10 largest stock positions

Turnover

19%

Last quarter; 57% over the last 4

Top 10 weight

43%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

73%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Longbow Finance SA disclosed 59 positions worth $782.1M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 8.1% of the equity portfolio, followed by $AAPL and $GOOG. During the quarter the fund opened 13 new positions and exited 9 — including a new stake in $AXP and a full exit from $CBOE. The portfolio is most concentrated in Technology (41.4% of disclosed assets). All figures are sourced directly from Longbow Finance SA’s Form 13F-HR filing with the SEC under CIK 1965552.

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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt$130.38B 13F book · 8 shared top holdingsWELLPHAXPCRHWinslow Capital Management, LLC$29.06B 13F book · 7 shared top holdingsHLTKLACHWMPHDelta Accumulation, LLC$2.50B 13F book · 8 shared top holdingsTJXWELLBNYCSmith Group Asset Management, LLC$2.46B 13F book · 7 shared top holdingsAXPPHTJXKLACBURNEY CO/$3.66B 13F book · 9 shared top holdingsPHKLACEXPEANETL & S Advisors Inc$967.41M 13F book · 8 shared top holdingsBNYAXPCRL

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AI-Powered Hedge Fund Analysis: Longbow Finance SA

13F Pro is an AI hedge fund tracker and stock research platform. For Longbow Finance SA (SEC CIK: 1965552), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Longbow Finance SA's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.