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CIK: 0001965552
Total reported value
$782.1M
$782.1M
72 檔
41.2%
At the close of Q4 2024, Longbow Finance SA disclosed equity holdings valued at approximately $782.1M, spread across 72 reported holdings.
During Q4 2024, Longbow Finance SA's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 41.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.50% | +0.61% | +23.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.98% | -0.43% | +4.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.07% | -0.66% | -10.64% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.08% | +1.43% | +4.97% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.57% | +0.26% | +4.97% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.18% | +0.22% | +32.31% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.15% | +0.51% | +18.45% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.75% | +0.06% | -3.67% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.35% | -0.61% | +83.64% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.25% | — | +4.97% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.92% | — | +49.74% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 1.78% | — | +30.31% | |
| 13 | LNG | Cheniere Energy Inc | Stock-Energy | 1.67% | — | — | |
| 14 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.58% | — | — | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.54% | -0.29% | +4.97% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | -3.33% | -42.83% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.39% | — | +4.97% | |
| 18 | VST | Vistra CORP | Stock-Utilities | 1.31% | — | — | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.26% | — | +4.97% | |
| 20 | WFC | Wells Fargo & Co | Stock-Financials | 1.21% | — | +90.18% | |
| 21 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.10% | — | — | |
| 22 | CAH | Cardinal Health Inc | Stock-Healthcare | 1.08% | +0.81% | NEW | |
| 23 | LIN | Linde plc | Stock-Materials | 1.08% | — | +4.97% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.03% | -0.72% | +4.97% | |
| 25 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.02% | — | — | |
| 26 | GE | General Electric | Stock-Industrials | 1.01% | +0.35% | — | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.00% | — | +240.26% | |
| 28 | YUMC | Yum China Holdings Inc | Stock-Consumer Disc | 0.99% | — | — | |
| 29 | C | Citigroup Inc | Stock-Financials | 0.99% | -0.49% | — | |
| 30 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.98% | — | — | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.98% | +0.01% | — | |
| 32 | STT | State Street CORP | Stock-Financials | 0.98% | -0.02% | — | |
| 33 | SYK | Stryker CORP | Stock-Healthcare | 0.97% | — | — | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 0.97% | — | — | |
| 35 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.97% | — | — | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.96% | — | — | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.96% | — | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | — | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.67% | EXIT | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.84% | — | +4.97% | |
| 41 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.82% | — | +174.08% | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.78% | +1.05% | — | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.78% | +0.06% | +27.03% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | -1.01% | +4.97% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.75% | -0.78% | EXIT | |
| 46 | AXP | American Express Co | Stock-Financials | 0.75% | +2.05% | NEW | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.72% | — | — | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.69% | — | +4.97% | |
| 49 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.65% | — | +4.97% | |
| 50 | GM | General Motors Co | Stock-Consumer Disc | 0.64% | — | — |
According to official SEC Form 13F filings, Longbow Finance SA reported a total U.S. public equity portfolio value of $782.1M across 72 disclosed positions in Q4 2024.
During Q4 2024, Longbow Finance SA's top holdings by market value included NVDA (9.5%)、AAPL (9.0%)、MSFT (7.1%). The largest single position, NVDA, represented 9.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, Longbow Finance SA made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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