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Longbow Finance SA

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13F filer, CIK 1965552, LUTRY, Switzerland

Longbow Finance SA reported $552,175,149 across 55 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 45.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-059440

Period
2026-03-31
Reported value
$552M
Holdings
55
Top 10 weight
45.43%
New
6
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTCnew+192,369$8.49M
PHnew+9,248$8.28M
VLOnew+28,772$7.11M
GSadded+8,059$6.82M
TJXadded+39,903$6.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BRK-Bexited-25,563-$12.8M
WFCexited-106,048-$9.88M
MAexited-11,650-$6.65M
AXPexited-16,524-$6.11M
BACexited-109,475-$6.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001104659-26-059440, largest first. % of portfolio is the value over $552,175,149, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525,818 shares; 2024Q4: 647,575 shares; 2025Q1: 487,346 shares; 2025Q2: 492,842 shares; 2025Q3: 481,681 shares; 2025Q4: 250,258 shares; 2026Q1: 238,348 shares 238,348$41.6M7.53%-11,910Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,708 shares; 2024Q4: 328,254 shares; 2025Q1: 215,875 shares; 2025Q2: 257,419 shares; 2025Q3: 256,333 shares; 2025Q4: 143,135 shares; 2026Q1: 159,624 shares 159,624$40.5M7.34%+16,489Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,404 shares; 2024Q4: 130,000 shares; 2025Q1: 130,000 shares; 2025Q2: 261,418 shares; 2025Q3: 225,005 shares; 2025Q4: 178,529 shares; 2026Q1: 182,325 shares 182,325$30.9M5.6%+3,796Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,454 shares; 2024Q4: 244,010 shares; 2025Q1: 293,932 shares; 2025Q2: 207,210 shares; 2025Q3: 168,359 shares; 2025Q4: 97,186 shares; 2026Q1: 103,933 shares 103,933$29.8M5.4%+6,747Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,661 shares; 2024Q4: 153,401 shares; 2025Q1: 121,997 shares; 2025Q2: 133,484 shares; 2025Q3: 142,818 shares; 2025Q4: 80,530 shares; 2026Q1: 70,617 shares 70,617$26.1M4.73%-9,913Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,844 shares; 2024Q4: 131,300 shares; 2025Q1: 231,838 shares; 2025Q2: 201,526 shares; 2025Q3: 157,960 shares; 2025Q4: 108,686 shares; 2026Q1: 104,529 shares 104,529$21.8M3.94%-4,157Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,757 shares; 2024Q4: 125,374 shares; 2025Q1: 155,818 shares; 2025Q2: 77,856 shares; 2025Q3: 116,627 shares; 2025Q4: 69,692 shares; 2026Q1: 55,520 shares 55,520$17.2M3.11%-14,172Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,822 shares; 2024Q4: 238,410 shares; 2025Q1: 172,019 shares; 2025Q2: 141,639 shares; 2025Q3: 141,190 shares; 2025Q4: 88,905 shares; 2026Q1: 117,019 shares 117,019$14.5M2.63%+28,114Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,819 shares; 2024Q4: 12,473 shares; 2025Q1: 12,473 shares; 2025Q2: 16,963 shares; 2025Q3: 16,963 shares; 2025Q4: 9,057 shares; 2026Q1: 17,116 shares 17,116$14.5M2.62%+8,059Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,409 shares; 2024Q4: 9,877 shares; 2025Q1: 8,131 shares; 2025Q2: 15,812 shares; 2025Q3: 13,680 shares; 2025Q4: 14,086 shares; 2026Q1: 16,090 shares 16,090$13.9M2.52%+2,004Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,024 shares; 2026Q1: 8,567 shares 8,567$12.6M2.28%+3,543Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,987 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,026 shares; 2025Q3: 77,569 shares; 2025Q4: 37,667 shares; 2026Q1: 77,570 shares 77,570$12.4M2.24%+39,903Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,961 shares; 2024Q4: 104,964 shares; 2025Q1: 86,408 shares; 2025Q2: 86,408 shares; 2025Q3: 86,408 shares; 2025Q4: 46,946 shares; 2026Q1: 35,530 shares 35,530$10.5M1.89%-11,416Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,405 shares; 2024Q4: 39,265 shares; 2025Q1: 61,217 shares; 2025Q2: 98,843 shares; 2025Q3: 98,843 shares; 2025Q4: 61,127 shares; 2026Q1: 45,918 shares 45,918$9.99M1.81%-15,209Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,389 shares; 2024Q4: 18,253 shares; 2025Q1: 30,674 shares; 2025Q2: 18,953 shares; 2025Q3: 13,316 shares; 2025Q4: 7,421 shares; 2026Q1: 10,843 shares 10,843$9.97M1.81%+3,422Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,728 shares; 2025Q1: 187,893 shares; 2025Q2: 137,515 shares; 2025Q3: 99,059 shares; 2025Q4: 71,204 shares; 2026Q1: 86,523 shares 86,523$9.81M1.78%+15,319Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,509 shares; 2025Q1: 45,696 shares; 2025Q2: 37,212 shares; 2025Q3: 37,212 shares; 2025Q4: 23,664 shares; 2026Q1: 34,098 shares 34,098$9.68M1.75%+10,434Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,200 shares; 2026Q1: 31,499 shares 31,499$9.19M1.66%+3,299Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,209 shares; 2025Q2: 25,398 shares; 2025Q3: 25,398 shares; 2025Q4: 13,873 shares; 2026Q1: 25,471 shares 25,471$8.76M1.59%+11,598Timeline
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,745 shares; 2025Q1: 18,724 shares; 2025Q2: 18,724 shares; 2025Q3: 39,827 shares; 2025Q4: 28,732 shares; 2026Q1: 34,031 shares 34,031$8.5M1.54%+5,299Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192,369 shares 192,369$8.49M1.54%newTimeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,153 shares; 2025Q4: 39,135 shares; 2026Q1: 29,796 shares 29,796$8.37M1.52%-9,339Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,210 shares; 2025Q2: 37,705 shares; 2025Q3: 40,397 shares; 2025Q4: 40,397 shares; 2026Q1: 36,166 shares 36,166$8.33M1.51%-4,231Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,248 shares 9,248$8.28M1.5%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,320 shares; 2024Q4: 158,843 shares; 2025Q1: 130,763 shares; 2025Q2: 103,512 shares; 2025Q3: 77,384 shares; 2025Q4: 54,407 shares; 2026Q1: 100,903 shares 100,903$7.83M1.42%+46,496Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,895 shares; 2025Q3: 58,895 shares; 2025Q4: 35,681 shares; 2026Q1: 38,372 shares 38,372$7.59M1.37%+2,691Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,328 shares; 2026Q1: 24,690 shares 24,690$7.51M1.36%+3,362Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,422 shares; 2024Q4: 30,278 shares; 2025Q1: 24,925 shares; 2025Q2: 47,781 shares; 2025Q3: 63,994 shares; 2025Q4: 49,855 shares; 2026Q1: 46,335 shares 46,335$7.43M1.35%-3,520Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,175 shares; 2025Q2: 75,287 shares; 2025Q3: 75,287 shares; 2025Q4: 41,600 shares; 2026Q1: 68,655 shares 68,655$7.22M1.31%+27,055Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,852 shares; 2025Q3: 27,852 shares; 2025Q4: 18,784 shares; 2026Q1: 22,885 shares 22,885$7.11M1.29%+4,101Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,772 shares 28,772$7.11M1.29%newTimeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,377 shares; 2025Q2: 68,767 shares; 2025Q3: 92,811 shares; 2025Q4: 44,467 shares; 2026Q1: 50,754 shares 50,754$7.07M1.28%+6,287Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,679 shares; 2025Q4: 12,784 shares; 2026Q1: 12,732 shares 12,732$6.99M1.27%-52Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,654 shares; 2026Q1: 92,896 shares 92,896$6.73M1.22%+14,242Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,687 shares; 2025Q3: 28,193 shares; 2025Q4: 14,153 shares; 2026Q1: 9,475 shares 9,475$6.71M1.22%-4,678Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000$5.82M1.05%0Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,316 shares; 2025Q1: 75,173 shares; 2025Q2: 93,306 shares; 2025Q3: 93,306 shares; 2025Q4: 62,354 shares; 2026Q1: 45,666 shares 45,666$5.78M1.05%-16,688Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,015 shares; 2024Q4: not reported; 2025Q1: 321,668 shares; 2025Q2: 225,533 shares; 2025Q3: 115,245 shares; 2025Q4: 79,970 shares; 2026Q1: 74,410 shares 74,410$5.66M1.02%-5,560Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,251 shares; 2025Q1: 11,216 shares; 2025Q2: 13,543 shares; 2025Q3: 9,455 shares; 2025Q4: 6,994 shares; 2026Q1: 5,856 shares 5,856$5.11M0.93%-1,138Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174,565 shares; 2025Q4: 93,105 shares; 2026Q1: 70,207 shares 70,207$5.11M0.93%-22,898Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,783 shares; 2025Q4: 21,656 shares; 2026Q1: 18,181 shares 18,181$5.08M0.92%-3,475Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,524 shares; 2025Q3: 73,524 shares; 2025Q4: 51,158 shares; 2026Q1: 51,158 shares 51,158$4.94M0.89%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,981 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,411 shares; 2025Q3: 43,367 shares; 2025Q4: 10,657 shares; 2026Q1: 14,188 shares 14,188$4.85M0.88%+3,531Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,471 shares; 2026Q1: 51,198 shares 51,198$4.73M0.86%-25,273Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,095 shares; 2025Q2: 144,876 shares; 2025Q3: 95,169 shares; 2025Q4: 127,693 shares; 2026Q1: 72,100 shares 72,100$4.72M0.85%-55,593Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,528 shares; 2024Q4: 34,145 shares; 2025Q1: 52,211 shares; 2025Q2: 229,227 shares; 2025Q3: 207,192 shares; 2025Q4: 103,394 shares; 2026Q1: 78,827 shares 78,827$4.63M0.84%-24,567Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,045 shares; 2024Q4: 71,428 shares; 2025Q1: 58,801 shares; 2025Q2: 53,156 shares; 2025Q3: 55,627 shares; 2025Q4: 17,752 shares; 2026Q1: 7,593 shares 7,593$4.34M0.79%-10,159Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,352 shares; 2024Q4: 99,043 shares; 2025Q1: 124,557 shares; 2025Q2: 107,359 shares; 2025Q3: 59,401 shares; 2025Q4: 59,401 shares; 2026Q1: 34,180 shares 34,180$4.32M0.78%-25,221Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,767 shares; 2025Q4: 15,787 shares; 2026Q1: 13,107 shares 13,107$4.12M0.75%-2,680Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,035 shares; 2026Q1: 14,791 shares 14,791$4.11M0.74%-14,244Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,469 shares 11,469$3.87M0.7%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,739 shares; 2024Q4: 9,173 shares; 2025Q1: 7,551 shares; 2025Q2: 7,551 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,723 shares 3,723$3.71M0.67%newTimeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,472 shares; 2025Q2: 17,472 shares; 2025Q3: 19,093 shares; 2025Q4: 15,640 shares; 2026Q1: 13,234 shares 13,234$3.64M0.66%-2,406Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,503 shares 3,503$2.46M0.45%newTimeline
INKTMINK THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,667 shares; 2025Q3: 16,667 shares; 2025Q4: 16,667 shares; 2026Q1: 16,667 shares 16,667$176K0.03%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL25,563$12.8Mshares
WFCWELLS FARGO & CO106,048$9.88Mshares
MAMASTERCARD INCORPORATED11,650$6.65Mshares
AXPAMERICAN EXPRESS CO16,524$6.11Mshares
BACBANK OF AMER CORP109,475$6.02Mshares
PLTRPALANTIR TECHNOLOGIES INC29,263$5.2Mshares
BSXBOSTON SCIENTIFIC CORP47,266$4.51Mshares
AMDADVANCED MICRO DEVICES INC20,071$4.3Mshares
URIUNITED RENTALS INC5,310$4.3Mshares
ORCLORACLE CORP19,098$3.72Mshares
NFLXNETFLIX INC.38,773$3.64Mshares
LBRXLB PHARMACEUTICALS INC82,336$1.83Mshares
PLUGPLUG PWR INC20,841$41.1Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-059440 base2026-05-12acceptance time not in the bulk data set