account_balance
Investment manager · 13F filer · SEC CIK 1965552
Longbow Finance SA
Reported value$850Mas of Sep 30, 2026
Positions60 14 new, 13 sold out
Top 10 weight45.8%NVDA alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
8.1%Trimmed −5%
AAPLApple Inc.
7.3%
GOOGAlphabet Inc.
6.4%Added +5%
MSFTMicrosoft Corp
5.4%Added +6%
XOMExxonMobil Holdings Corp
3.7%Added +49%
AMZNAmazon.com Inc
3.6%Trimmed −16%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%New
LLYELI Lilly & Co
3.0%Added +121%
CCitigroup Inc
2.9%Added +164%
JNJJohnson & Johnson
2.1%
JPMJPMorgan Chase & Co
2.1%+17%
WABWestinghouse Air Brake Technologies Corp
2.0%−4%
NVDANVIDIA Corp
8.1%Trimmed −5%
AAPLApple Inc.
7.3%
GOOGAlphabet Inc.
6.4%+5%
MSFTMicrosoft Corp
5.4%+6%
XOMExxonMobil Holdings Corp
3.7%
AMZNAmazon.com Inc
3.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%
LLYELI Lilly & Co
3.0%
C2.9%JNJ2.1%JPM2.1%WABBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 8.1% Trimmed −5%AAPL Apple Inc. 7.3% HeldGOOG Alphabet Inc. 6.4% Added +5%MSFT Microsoft Corp 5.4% Added +6%XOM ExxonMobil Holdings Corp 3.7% Added +49%AMZN Amazon.com Inc 3.6% Trimmed −16%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.2% NewLLY ELI Lilly & Co 3.0% Added +121%C Citigroup Inc 2.9% Added +164%JNJ Johnson & Johnson 2.1% Added +143%JPM JPMorgan Chase & Co 2.1% Added +17%WAB Westinghouse Air Brake Technologies Corp 2.0% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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