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Latest Longbow Finance SA Stock Portfolio

$552Million | No. of Holdings #55

Longbow Finance SA Performance

2026 Q1-0.94%
YTD-0.94%
2025+20.06%

About Longbow Finance SA and 13F Hedge Fund Stock Holdings

On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Longbow Finance SA reported an equity portfolio of $552.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Longbow Finance SA are NVDA, AAPL, XOM. The fund has invested 7.5% of it's portfolio in NVIDIA CORPORATION and 7.3% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off BERKSHIRE HATHAWAY INC., WELLS FARGO & COMPANY (WFC) and MASTERCARD INCORPORATED (MA) stocks. They significantly reduced their stock positions in META PLATFORMS, INC. (META), CADENCE DESIGN SYSTEMS, INC. (CDNS) and FLEX LTD. (FLEX). Longbow Finance SA opened new stock positions in INTEL CORPORATION (INTC), PARKER-HANNIFIN CORPORATION (PH) and VALERO ENERGY CORPORATION (VLO). The fund showed a lot of confidence in some stocks as they added substantially to THE TJX COMPANIES, INC. (TJX), THE GOLDMAN SACHS GROUP, INC. (GS) and CISCO SYSTEMS, INC. (CSCO).
Longbow Finance SA Equity Portfolio Value
Last Reported on: 12 May, 2026
$552Million
  as of May 12, 2026

Longbow Finance SA Annual Return Estimates Vs S&P 500

Our best estimate is that Longbow Finance SA made a return of -0.94% in the last quarter. In trailing 12 months, it's portfolio return was 23.95%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel corporation8,489,240
parker-hannifin corporation8,279,180
valero energy corporation7,108,990
micron technology, inc.3,874,690
costco wholesale corporation3,709,710
lumentum holdings inc.2,461,770
New stocks bought by Longbow Finance SA

Additions

Ticker% Inc.
the tjx companies, inc.105
the goldman sachs group, inc.88.98
cisco systems, inc.85.46
ralph lauren corporation83.6
kla corporation70.52
crh plc65.04
eli lilly and company46.11
ge aerospace44.09
Additions to existing portfolio by Longbow Finance SA

Reductions

Ticker% Reduced
meta platforms, inc.-57.23
cadence design systems, inc.-49.06
flex ltd.-43.54
amphenol corporation-42.46
caterpillar inc.-33.05
oreilly automotive, inc.-33.05
state street corporation-26.76
abbvie inc.-24.88
Longbow Finance SA reduced stake in above stock

Sold off

Ticker$ Sold
bank of america corporation-6,021,120
wells fargo & company-9,883,670
lb pharmaceuticals inc.-1,832,800
boston scientific corporation-4,506,810
netflix, inc.-3,635,360
palantir technologies inc.-5,201,500
berkshire hathaway inc.-12,849,200
plug power inc.-41,057
Longbow Finance SA got rid off the above stocks

Sector Distribution

Longbow Finance SA has about 33.7% of it's holdings in Technology sector.

  • Technology
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Energy
  • Healthcare
  • Communication Services
  • Others
  • Consumer Defensive
  • Utilities
  • Real Estate
Sector%
Technology33.7
Consumer Cyclical11.9
Financial Services9
Industrials8.8
Energy7.8
Healthcare7.4
Communication Services6.2
Others5.5
Consumer Defensive5.5
Utilities1.8
Real Estate1.4

Market Cap. Distribution

Longbow Finance SA has about 95.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP61.5
LARGE-CAP33.7
UNALLOCATED4.8

Stocks belong to which Index?

About 93.1% of the stocks held by Longbow Finance SA either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50093.1
Others6.9
Top 5 Winners (%)%
XOM
exxon mobil corporation
40.4 %
ge vernova inc.
30.8 %
PWR
quanta services, inc.
30.0 %
AMAT
applied materials, inc.
27.8 %
CAT
caterpillar inc.
19.8 %
Top 5 Winners ($)$
XOM
exxon mobil corporation
8.9 M
KLAC
kla corporation
1.7 M
PWR
quanta services, inc.
1.6 M
CAT
caterpillar inc.
1.6 M
ge vernova inc.
1.4 M
Top 5 Losers (%)%
MSFT
microsoft corporation
-22.0 %
CEG
constellation energy corporation
-19.3 %
CRH
crh plc
-13.1 %
PANW
palo alto networks, inc.
-12.5 %
LLY
eli lilly and company
-12.4 %
Top 5 Losers ($)$
MSFT
microsoft corporation
-8.6 M
NVDA
nvidia corporation
-3.0 M
AAPL
apple inc.
-2.7 M
GOOG
alphabet inc.
-2.7 M
AMZN
amazon.com, inc.
-2.4 M

Longbow Finance SA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Longbow Finance SA

Longbow Finance SA has 55 stocks in it's portfolio. About 45.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Longbow Finance SA last quarter.

$552.18MTotal Value
68.00Positions
12 May, 2026Last Reported
Current holdings of Current Stock Holdings of Longbow Finance SA, last reported on 12 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AGNG
Global X Funds

Global X Funds

AGNG
Longbow Finance SA's holding in Global X Funds over time
1.05%80,000
$5.82M
1.05%
unchanged 0 percentunchanged
CRH
Crh Plc

Crh Plc

CRH
Longbow Finance SA's holding in Crh Plc over time
1.31%68,655
$7.22M
1.31%
increased 65.04 percentadded