13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001965552
Total reported value
$782.1M
$782.1M
71 檔
35.9%
In Q2 2025, Longbow Finance SA's U.S. equity holdings reached a combined market value of $782.1M, distributed across 71 disclosed stock positions.
During Q2 2025, 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, MSFT, AAPL) accounted for 35.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.31% | +0.61% | +1.13% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.09% | -0.66% | +9.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.64% | -0.43% | +19.24% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.72% | +0.51% | -13.07% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.19% | +0.26% | -9.60% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.92% | +1.43% | -29.50% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 3.01% | -3.33% | +101.09% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.67% | +0.06% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | +0.22% | -50.03% | |
| 10 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.03% | — | +399.71% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.97% | — | -23.27% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.96% | -1.01% | +61.46% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.70% | +0.99% | -29.89% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.58% | -0.29% | -38.21% | |
| 15 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.55% | — | +63.56% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.49% | — | — | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.48% | -0.61% | -17.66% | |
| 18 | AMAT | Applied Materials Inc | Stock-Tech | 1.45% | -0.07% | — | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.35% | -0.33% | — | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.28% | +0.06% | +36.00% | |
| 21 | C | Citigroup Inc | Stock-Financials | 1.25% | -0.49% | -26.81% | |
| 22 | MCK | Mckesson CORP | Stock-Healthcare | 1.24% | -1.46% | +94.47% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.22% | — | — | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.15% | -0.17% | — | |
| 25 | APH | Amphenol Corp-cl A | Stock-Tech | 1.13% | -0.78% | EXIT | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.06% | -0.14% | +339.04% | |
| 27 | STT | State Street CORP | Stock-Financials | 1.06% | -0.02% | +24.12% | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 1.05% | — | -5.75% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.04% | -0.61% | +91.70% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.04% | — | -8.77% | |
| 31 | GE | General Electric | Stock-Industrials | 1.02% | +0.35% | -18.57% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 1.00% | — | +10.33% | |
| 33 | WELL | Welltower Inc | Stock-Real Estate | 0.97% | +0.67% | — | |
| 34 | AXP | American Express Co | Stock-Financials | 0.96% | +2.05% | NEW | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | — | +161.07% | |
| 36 | AZO | Autozone Inc | Stock-Consumer Disc | 0.94% | — | — | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.94% | — | — | |
| 38 | RSG | Republic Services Inc | Stock-Industrials | 0.92% | — | — | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.92% | — | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -1.29% | EXIT | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | — | -64.76% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.81% | -0.57% | +15.81% | |
| 43 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.81% | +0.81% | NEW | |
| 44 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.81% | — | -40.91% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.67% | EXIT | |
| 46 | VST | Vistra CORP | Stock-Utilities | 0.80% | — | -55.57% | |
| 47 | FLEX | Flex Ltd. | Stock-Tech | 0.77% | -0.85% | EXIT | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | -0.72% | -20.84% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.76% | +0.01% | +20.75% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.75% | — | — |
According to official SEC Form 13F filings, Longbow Finance SA reported a total U.S. public equity portfolio value of $782.1M across 71 disclosed positions in Q2 2025.
During Q2 2025, Longbow Finance SA's top holdings by market value included NVDA (8.3%)、MSFT (7.1%)、AAPL (5.6%). The largest single position, NVDA, represented 8.3% 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 Q2 2025, 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.