Q2 2026 13F · SEC CIK 1965552

Longbow Finance SA

Investment managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $782.1M
Reported positions: 59
Top holdings a year, 3 yrs: +25.4%
Average holding period: 3.3 yrs

Longbow Finance SA is an investment manager that reported 59 positions worth $782.1M in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Nvidia Corporation (NVDA, 8.1%), Apple Inc (AAPL, 6.9%), Alphabet Inc (GOOG, 6.8%). A portfolio copying its top holdings returned 25.4% a year over the last 3 years, against 22.3% for the S&P 500.

Longbow Finance SA holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Longbow Finance SA 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	8.1%	7.5%	318,230	+33.5%	$63.7M
AAPLApple Inc	6.9%	7.3%	186,711	+17.0%	$54.0M
GOOGAlphabet Inc	6.8%	5.4%	151,086	+45.4%	$53.4M
AMZNAmazon Com Inc	4.5%	3.9%	146,089	+39.8%	$34.8M
MSFTMicrosoft Corp	4.1%	4.7%	85,425	+21.0%	$31.9M
AVGOBroadcom Inc	3.3%	3.1%	68,939	+24.2%	$26.0M
GSGoldman Sachs Group Inc	2.7%	2.6%	20,752	+21.2%	$21.0M
XOMExxon Mobil Corp	2.3%	5.6%	130,000	-28.7%	$17.8M
GEGe Aerospace	2.1%	1.8%	44,018	+29.1%	$16.5M
WABWabtec	2.1%	1.5%	60,307	+77.2%	$16.3M
TJXTjx Cos Inc New	2.1%	2.2%	107,009	+38.0%	$16.2M
AXPAmerican Express Co	2.1%	—	47,463	—	$16.1M
WELLWelltower Inc	2.0%	1.4%	70,272	+83.1%	$15.9M
WMTWalmart Inc	2.0%	2.6%	139,479	+19.2%	$15.8M
KOCoca Cola Co	2.0%	1.0%	193,332	+159.8%	$15.7M
JPMJpmorgan Chase & Co	2.0%	1.9%	46,628	+31.2%	$15.3M
PHParker-Hannifin Corp	1.8%	1.5%	14,336	+55.0%	$14.0M
IBKRInteractive Brokers Group in	1.8%	—	160,508	—	$14.0M
RLRalph Lauren Corp	1.8%	1.6%	34,595	+35.8%	$13.9M
MUMicron Technology Inc	1.8%	—	11,855	—	$13.7M
HLTHilton Worldwide Hldgs Inc	1.7%	1.4%	41,365	+67.5%	$13.7M
BNYBank of Ny Mellon Corp	1.7%	—	90,298	—	$13.1M
LLYEli Lilly & Co	1.5%	1.8%	9,917	-8.5%	$11.9M
HWMHowmet Aerospace Inc	1.5%	1.5%	43,940	+21.5%	$11.8M
KLACKla Corp	1.4%	2.3%	36,326	+324.0%	$11.0M
EXPEExpedia Group Inc	1.3%	—	40,035	—	$10.2M
CDNSCadence Design System Inc	1.3%	0.7%	27,284	+84.5%	$10.2M
CCitigroup Inc	1.3%	1.8%	72,275	-16.5%	$10.1M
WMBWilliams Cos	1.3%	0.9%	134,957	+92.2%	$10.0M
CRHCrh PLC	1.3%	1.3%	92,882	+35.3%	$9.9M
CMICummins Inc	1.3%	—	13,808	—	$9.8M
INTCIntel Corp	1.2%	1.5%	66,771	-65.3%	$9.3M
TRVTravelers Companies Inc	1.2%	1.7%	28,059	-10.9%	$9.3M
MCKMckesson Corp	1.1%	2.5%	10,987	-31.7%	$8.3M
ANETArista Networks Inc	1.1%	—	48,579	—	$8.3M
PWRQuanta Svcs Inc	1.1%	1.3%	11,454	-10.0%	$8.2M
METAMeta Platforms Inc	1.0%	0.8%	14,514	+91.1%	$8.2M
TEVATeva Pharmaceutical Inds Ltd	1.0%	—	239,068	—	$8.1M
STTState Str Corp	1.0%	1.0%	47,416	+3.8%	$8.0M
VLOValero Energy Corp	1.0%	1.3%	30,796	+7.0%	$8.0M
GEVGe Vernova Inc	0.9%	0.9%	6,237	+6.5%	$7.3M
JNJJohnson & Johnson	0.9%	—	28,164	—	$7.2M
VRTVertiv Holdings Co	0.9%	—	20,984	—	$7.0M
CATCaterpillar Inc	0.9%	1.2%	6,518	-31.2%	$6.9M
CAHCardinal Health Inc	0.8%	—	26,765	—	$6.4M
AMATApplied Matls Inc	0.8%	0.9%	8,736	-38.4%	$6.3M
MNSTMonster Beverage Corp New	0.8%	1.2%	65,683	-29.3%	$6.3M
LITGlobal X Fds	0.8%	1.1%	80,000	+0.0%	$6.2M
ABBVAbbvie Inc	0.8%	1.8%	24,793	-46.0%	$6.2M
PANWPalo Alto Networks Inc	0.7%	1.3%	17,056	-63.2%	$5.8M

What Longbow Finance SA bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+324.0% shares
KO Coca Cola Co+159.8% shares
WMB Williams Cos+92.2% shares
META Meta Platforms Inc+91.1% shares
CDNS Cadence Design System Inc+84.5% shares
WELL Welltower Inc+83.1% shares
WAB Wabtec+77.2% shares
HLT Hilton Worldwide Hldgs Inc+67.5% shares

Reduced

INTC Intel Corp-65.3% shares
PANW Palo Alto Networks Inc-63.2% shares
ABBV Abbvie Inc-46.0% shares
AMAT Applied Matls Inc-38.4% shares
MCK Mckesson Corp-31.7% shares
CAT Caterpillar Inc-31.2% shares
MNST Monster Beverage Corp New-29.3% shares
XOM Exxon Mobil Corp-28.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.7% /yr; S&P 500 +11.7%
3 years: +25.4% /yr; S&P 500 +22.3%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$782.1M	59
Q1 2026	$552.2M	55
Q4 2025	$590.6M	62
Q3 2025	$1.0B	69
Q2 2025	$937.1M	71
Q1 2025	$834.8M	80
Q4 2024	$915.1M	72
Q3 2024	$937.2M	87
Q2 2024	$967.4M	85
Q1 2024	$988.9M	84
Q4 2023	$985.0M	63
Q3 2023	$831.3M	60

Questions about Longbow Finance SA's portfolio

What stocks does Longbow Finance SA own?

Longbow Finance SA's latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 59 positions worth $782.1M. The largest are Nvidia Corporation (NVDA) at 8.1%, Apple Inc (AAPL) at 6.9%, Alphabet Inc (GOOG) at 6.8%, Amazon Com Inc (AMZN) at 4.5% and Microsoft Corp (MSFT) at 4.1%.

What did Longbow Finance SA buy last quarter?

In Q2 2026, Longbow Finance SA added Kla Corp (KLAC) (+324.0% shares), Coca Cola Co (KO) (+159.8% shares) and Williams Cos (WMB) (+92.2% shares), compared with its Q1 2026 filing.

What did Longbow Finance SA sell last quarter?

In Q2 2026, Longbow Finance SA cut from its top 50 Cboe Global Mkts Inc (CBOE), cut from its top 50 Cisco Sys Inc (CSCO), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Gilead Sciences Inc (GILD), cut from its top 50 Constellation Energy Corp (CEG), Intel Corp (INTC) (-65.3% shares), Palo Alto Networks Inc (PANW) (-63.2% shares) and Abbvie Inc (ABBV) (-46.0% shares), compared with its Q1 2026 filing.

How has Longbow Finance SA's portfolio performed?

A portfolio copying Longbow Finance SA's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.4% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +10.7% against +11.7%.

When is Longbow Finance SA's next 13F filing due?

13F filings are due 45 days after each quarter ends. Longbow Finance SA's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.