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
69 檔
39.8%
The Q3 2025 SEC filing reveals that Longbow Finance SA held a total portfolio value of $782.1M, covering 69 public equity positions.
In Q3 2025, Longbow Finance SA adopted a defensive or profit-taking posture, trimming 22 positions and completely liquidating 36 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 39.8% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.87% | +0.61% | -2.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.30% | -0.66% | +6.99% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.44% | -0.43% | -0.42% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.05% | +1.43% | -18.75% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.03% | +0.26% | +4.65% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.80% | +0.22% | +49.80% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.42% | +0.51% | -21.62% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.69% | +0.06% | — | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.50% | -3.33% | -13.93% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.26% | -1.01% | — | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.68% | — | +109.17% | |
| 12 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.59% | — | -12.27% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | — | -17.99% | |
| 14 | AZO | Autozone Inc | Stock-Consumer Disc | 1.47% | — | +46.04% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.44% | -0.61% | -0.32% | |
| 16 | RSG | Republic Services Inc | Stock-Industrials | 1.39% | — | +75.75% | |
| 17 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.38% | -1.52% | EXIT | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.33% | +0.06% | — | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.33% | -0.33% | -13.75% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.29% | — | +50.32% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.29% | -0.61% | +33.93% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.24% | — | +82.43% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 1.23% | — | +21.54% | |
| 24 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.17% | — | +96.45% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.11% | -0.17% | -10.87% | |
| 26 | GE | General Electric | Stock-Industrials | 1.10% | +0.35% | — | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 1.09% | +0.35% | — | |
| 28 | AXP | American Express Co | Stock-Financials | 1.09% | +2.05% | NEW | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 1.09% | — | +51.77% | |
| 30 | STT | State Street CORP | Stock-Financials | 1.07% | -0.02% | — | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 1.04% | -1.46% | -13.48% | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 1.04% | -0.75% | EXIT | |
| 33 | WELL | Welltower Inc | Stock-Real Estate | 1.04% | +0.67% | — | |
| 34 | CEG | Constellation Energy | Stock-Utilities | 1.03% | -0.92% | EXIT | |
| 35 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 1.02% | — | +37.18% | |
| 36 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.02% | -0.57% | +34.96% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | -0.29% | -29.74% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.00% | — | +121.89% | |
| 39 | C | Citigroup Inc | Stock-Financials | 0.99% | -0.49% | -27.96% | |
| 40 | CRH | CRH plc | Stock-Materials | 0.89% | -0.04% | — | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.88% | -0.07% | -41.72% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | -1.29% | EXIT | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.80% | -0.14% | -9.61% | |
| 44 | WAB | Wabtec CORP | Stock-Industrials | 0.79% | +0.54% | +112.71% | |
| 45 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.79% | +0.19% | — | |
| 46 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.78% | — | +7.14% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | — | -41.45% | |
| 48 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.77% | — | +35.81% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | — | — | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.75% | — | +22.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | -2.26% | Trim |
| 2 | MSFT | Microsoft CORP | +1.8% | +6.99% | Add |
| 3 | ORCL | Oracle CORP | +1.2% | +109.17% | Add |
| 4 | AJG | Arthur J Gallagher & Co | +1.1% | -12.27% | Add |
| 5 | PANW | Palo Alto Networks Inc | +0.8% | +33.93% | Add |
| 6 | ABBV | Abbvie Inc | +0.7% | — | Add |
| 7 | AAPL | Apple Inc | +0.7% | -0.42% | Add |
| 8 | AVGO | Broadcom Inc | +0.7% | +49.80% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.7% | -13.93% | Add |
| 10 | FCX | Freeport-mcmoran Inc | +0.6% | -9.61% | Add |
| 11 | CRH | CRH plc | +0.6% | — | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.5% | — | Add |
| 13 | BSX | Boston Scientific CORP | +0.4% | +96.45% | Add |
| 14 | MCK | Mckesson CORP | +0.4% | -13.48% | Add |
| 15 | WAB | Wabtec CORP | +0.4% | +112.71% | Add |
| 16 | STT | State Street CORP | +0.3% | — | Add |
| 17 | RL | Ralph Lauren CORP | +0.2% | — | Add |
| 18 | GILD | Gilead Sciences Inc | +0.2% | +34.96% | Add |
| 19 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +9.28% | Add |
| 20 | GEV | GE Vernova Inc | +0.2% | -30.19% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 22 | WFC | Wells Fargo & Co | +0.1% | +21.54% | Add |
| 23 | HD | Home Depot Inc | +0.1% | -49.70% | Add |
| 24 | LIT | Global X Lithium & Battery T | +0.1% | — | Unchanged |
| 25 | FLEX | Flex Ltd. | +0.1% | -34.31% | Trim |
| 26 | GE | General Electric | — | — | Trim |
| 27 | PLUG | Plug Power Inc | — | — | Unchanged |
| 28 | META | Meta Platforms Inc-class A | 0% | +4.65% | Trim |
| 29 | HWM | Howmet Aerospace Inc | -0.1% | +7.14% | Trim |
| 30 | APH | Amphenol Corp-cl A | -0.3% | -44.67% | Trim |
| 31 | USFD | US Foods Holding CORP | -0.3% | +37.18% | Trim |
| 32 | BKNG | Booking Holdings Inc | -0.3% | +121.89% | Trim |
| 33 | WMT | Walmart Inc | -0.4% | -0.32% | Trim |
| 34 | LIN | Linde plc | -0.4% | — | Trim |
| 35 | CAH | Cardinal Health Inc | -0.4% | — | Trim |
| 36 | CSCO | Cisco Systems Inc | -0.5% | -25.24% | Trim |
| 37 | NFLX | Netflix Inc | -0.6% | +82.43% | Trim |
| 38 | C | Citigroup Inc | -0.6% | -27.96% | Trim |
| 39 | UBER | Uber Technologies Inc | -0.9% | +51.77% | Trim |
| 40 | GOOG | Alphabet Inc-cl C | -1.5% | -18.75% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -1.6% | -17.99% | Trim |
| 42 | AMZN | Amazon.com Inc | -1.9% | -21.62% | Trim |
| 43 | KO | Coca-cola Co/the | -2% | -48.90% | Trim |
| 44 | LLY | Eli Lilly & Co | -2% | -29.74% | Trim |
| 45 | AZO | Autozone Inc | — | NEW | New buy |
| 46 | RSG | Republic Services Inc | — | NEW | New buy |
| 47 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 48 | CAT | Caterpillar Inc | — | NEW | New buy |
| 49 | MA | Mastercard Inc - A | — | NEW | New buy |
| 50 | TJX | Tjx Companies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Longbow Finance SA reported a total U.S. public equity portfolio value of $782.1M across 69 disclosed positions in Q3 2025.
During Q3 2025, Longbow Finance SA's top holdings by market value included NVDA (8.9%)、MSFT (7.3%)、AAPL (6.4%). The largest single position, NVDA, represented 8.9% 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.
Top New Position Initiated
AZO
市值: $14.9M
Top Position Liquidated / Trimmed
LNG
前期市值: $11.1M
In Q3 2025, Longbow Finance SA made 102 total portfolio adjustments, initiating 25 new buys, adding to 19 positions, trimming 22 holdings, and fully liquidating 36 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.