Longbow Finance SA

CIK

1965552

Location

LUTRY, V8

Portfolio Value

Small $516,541,866

Diversification

Diversified

Filing Date

Global Rank

#2,267 / 8,232 ▲ 42

Top Industry

Semiconductors 13.8%

3Y Alpha vs SPY

-2.8%

Period ended 2 months ago

Filed May 12, 2026 · 33d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.8%

SPY

+76.3%

Annualised alpha

-2.4%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−0.4 pts

Top 5

31.2%

−0.2 pts

Top 10

45.2%

+0.4 pts

HHI

325

Diversified+8

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.0%	$186,098,077	14
Consumer Cyclical	12.8%	$65,907,935	7
Financial Services	11.2%	$58,085,918	6
Industrials	10.4%	$53,609,153	7
Healthcare	8.8%	$45,249,932	6
Energy	8.4%	$43,151,909	3
Consumer Defensive	5.9%	$30,642,953	4
Basic Materials	2.3%	$11,850,464	2
Utilities	1.9%	$10,014,814	2
Real Estate	1.5%	$7,586,528	1
Communication Services	0.8%	$4,344,183	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	+46,496	100,903	$7,829,063
TJX	Tjx Companies Inc /De/	+39,903	77,570	$12,387,929
WMT	Walmart Inc.	+28,114	117,019	$14,543,121
CRH	Crh Public Ltd Co	+27,055	68,655	$7,217,013
AAPL	Apple Inc.	+16,489	159,624	$40,510,974
C	Citigroup Inc	+15,319	86,523	$9,812,573
MNST	Monster Beverage Corp	+14,242	92,896	$6,731,244
RL	Ralph Lauren Corp	+11,598	25,471	$8,761,769
GE	General Electric Co	+10,434	34,098	$9,675,989
GS	Goldman Sachs Group Inc	+8,059	17,116	$14,479,964
GILD	Gilead Sciences, Inc.	+6,287	50,754	$7,073,584
WAB	Westinghouse Air Brake Technologies Corp	+5,299	34,031	$8,504,687
MCD	Mcdonalds Corp	+4,101	22,885	$7,112,429
XOM	Exxon Mobil Corp	+3,796	182,325	$30,933,259
KLAC	Kla Corp	+3,543	8,567	$12,614,136
AMAT	Applied Materials Inc /De	+3,531	14,188	$4,849,316
LLY	ELI LILLY & Co	+3,422	10,843	$9,973,066
HLT	Hilton Worldwide Holdings Inc.	+3,362	24,690	$7,507,735
TRV	Travelers Companies, Inc.	+3,299	31,499	$9,187,628
WELL	Welltower Inc.	+2,691	38,372	$7,586,528
MCK	Mckesson Corp	+2,004	16,090	$13,923,642
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
FLEX	Flex Ltd.	−55,593	72,100	$4,719,666
ORLY	O Reilly Automotive Inc	−25,273	51,198	$4,726,087
APH	Amphenol Corp /De/	−25,221	34,180	$4,318,643
FCX	Freeport-Mcmoran Inc	−24,567	78,827	$4,633,451
WMB	Williams Companies, Inc.	−22,898	70,207	$5,109,665
STT	State Street Corp	−16,688	45,666	$5,779,488
ABBV	AbbVie Inc.	−15,209	45,918	$9,986,705
CDNS	Cadence Design Systems Inc	−14,244	14,791	$4,109,975
AVGO	Broadcom Inc.	−14,172	55,520	$17,183,995
NVDA	Nvidia Corp	−11,910	238,348	$41,567,891
JPM	Jpmorgan Chase & Co	−11,416	35,530	$10,451,504
META	Meta Platforms, Inc.	−10,159	7,593	$4,344,183
MSFT	Microsoft Corp	−9,913	70,617	$26,140,294
CBOE	Cboe Global Markets, Inc.	−9,339	29,796	$8,374,761
KO	Coca Cola Co	−5,560	74,410	$5,658,880
CAT	Caterpillar Inc	−4,678	9,475	$6,712,658
HWM	Howmet Aerospace Inc.	−4,231	36,166	$8,334,816
AMZN	Amazon Com Inc	−4,157	104,529	$21,770,254
PANW	Palo Alto Networks Inc	−3,520	46,335	$7,428,427
CEG	Constellation Energy Corp	−3,475	18,181	$5,077,044
COR	Cencora, Inc.	−2,680	13,107	$4,117,432
RCL	Royal Caribbean Cruises Ltd	−2,406	13,234	$3,641,732
GEV	GE Vernova Inc.	−1,138	5,856	$5,111,702
PWR	Quanta Services, Inc.	−52	12,732	$6,990,122
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	192,369	$8,489,243
PH	Parker-Hannifin Corp	9,248	$8,279,179
VLO	Valero Energy Corp/Tx	28,772	$7,108,985
MU	Micron Technology Inc	11,469	$3,874,686
COST	Costco Wholesale Corp /New	3,723	$3,709,708
LITE	Lumentum Holdings Inc.	3,503	$2,461,768
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	25,563	$12,849,241
WFC	Wells Fargo & Company/Mn	106,048	$9,883,673
MA	Mastercard Inc	11,650	$6,650,752
AXP	American Express Co	16,524	$6,113,053
BAC	Bank Of America Corp /De/	109,475	$6,021,125
PLTR	Palantir Technologies Inc.	29,263	$5,201,498
BSX	Boston Scientific Corp	47,266	$4,506,813
AMD	Advanced Micro Devices Inc	20,071	$4,298,405
URI	United Rentals, Inc.	5,310	$4,297,489
ORCL	Oracle Corp	19,098	$3,722,391
NFLX	Netflix Inc	38,773	$3,635,356
LBRX	Lb Pharmaceuticals Inc	82,336	$1,832,799
PLUG	Plug Power Inc	20,841	$41,056
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $516,541,866 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	238,348	-11,910	$41,567,891	−10.9%	8.05%
AAPL	Apple Inc. Technology	Added	159,624	+16,489	$40,510,974	+4.1%	7.84%
XOM	Exxon Mobil Corp Energy	Added	182,325	+3,796	$30,933,259	+44.0%	5.99%
MSFT	Microsoft Corp Technology	Reduced	70,617	-9,913	$26,140,294	−32.9%	5.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	104,529	-4,157	$21,770,254	−13.2%	4.21%
AVGO	Broadcom Inc. Technology	Reduced	55,520	-14,172	$17,183,995	−28.8%	3.33%
WMT	Walmart Inc. Consumer Defensive	Added	117,019	+28,114	$14,543,121	+46.8%	2.82%
GS	Goldman Sachs Group Inc Financial Services	Added	17,116	+8,059	$14,479,964	+81.9%	2.80%
MCK	Mckesson Corp Healthcare	Added	16,090	+2,004	$13,923,642	+20.5%	2.70%
KLAC	Kla Corp Technology	Added	8,567	+3,543	$12,614,136	+106.6%	2.44%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	77,570	+39,903	$12,387,929	+114.1%	2.40%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	35,530	-11,416	$10,451,504	−30.9%	2.02%
ABBV	AbbVie Inc. Healthcare	Reduced	45,918	-15,209	$9,986,705	−28.5%	1.93%
LLY	ELI LILLY & Co Healthcare	Added	10,843	+3,422	$9,973,066	+25.1%	1.93%
C	Citigroup Inc Financial Services	Added	86,523	+15,319	$9,812,573	+18.1%	1.90%
GE	General Electric Co Industrials	Added	34,098	+10,434	$9,675,989	+32.7%	1.87%
TRV	Travelers Companies, Inc. Financial Services	Added	31,499	+3,299	$9,187,628	+12.3%	1.78%
RL	Ralph Lauren Corp Consumer Cyclical	Added	25,471	+11,598	$8,761,769	+78.6%	1.70%
WAB	Westinghouse Air Brake Technologies Corp Industrials	Added	34,031	+5,299	$8,504,687	+38.7%	1.65%
INTC	Intel Corp Technology	NEW	192,369	NEW	$8,489,243	NEW	1.64%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	29,796	-9,339	$8,374,761	−14.7%	1.62%
HWM	Howmet Aerospace Inc. Industrials	Reduced	36,166	-4,231	$8,334,816	+0.6%	1.61%
PH	Parker-Hannifin Corp Industrials	NEW	9,248	NEW	$8,279,179	NEW	1.60%
CSCO	Cisco Systems, Inc. Technology	Added	100,903	+46,496	$7,829,063	+86.8%	1.52%
WELL	Welltower Inc. Real Estate	Added	38,372	+2,691	$7,586,528	+14.6%	1.47%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	24,690	+3,362	$7,507,735	+22.5%	1.45%
PANW	Palo Alto Networks Inc Technology	Reduced	46,335	-3,520	$7,428,427	−19.1%	1.44%
CRH	Crh Public Ltd Co Basic Materials	Added	68,655	+27,055	$7,217,013	+39.0%	1.40%
MCD	Mcdonalds Corp Consumer Cyclical	Added	22,885	+4,101	$7,112,429	+23.9%	1.38%
VLO	Valero Energy Corp/Tx Energy	NEW	28,772	NEW	$7,108,985	NEW	1.38%
GILD	Gilead Sciences, Inc. Healthcare	Added	50,754	+6,287	$7,073,584	+29.6%	1.37%
PWR	Quanta Services, Inc. Industrials	Reduced	12,732	-52	$6,990,122	+29.6%	1.35%
MNST	Monster Beverage Corp Consumer Defensive	Added	92,896	+14,242	$6,731,244	+11.6%	1.30%
CAT	Caterpillar Inc Industrials	Reduced	9,475	-4,678	$6,712,658	−17.2%	1.30%
STT	State Street Corp Financial Services	Reduced	45,666	-16,688	$5,779,488	−28.2%	1.12%
KO	Coca Cola Co Consumer Defensive	Reduced	74,410	-5,560	$5,658,880	+1.2%	1.10%
GEV	GE Vernova Inc. Industrials	Reduced	5,856	-1,138	$5,111,702	+11.8%	0.99%
WMB	Williams Companies, Inc. Energy	Reduced	70,207	-22,898	$5,109,665	−8.7%	0.99%
CEG	Constellation Energy Corp Utilities	Reduced	18,181	-3,475	$5,077,044	−33.6%	0.98%
SO	Southern Co Utilities	Held	51,158	0	$4,937,770	+10.7%	0.96%
AMAT	Applied Materials Inc /De Technology	Added	14,188	+3,531	$4,849,316	+77.1%	0.94%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	51,198	-25,273	$4,726,087	−32.2%	0.91%
FLEX	Flex Ltd. Technology	Reduced	72,100	-55,593	$4,719,666	−38.8%	0.91%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	78,827	-24,567	$4,633,451	−11.8%	0.90%
META	Meta Platforms, Inc. Communication Services	Reduced	7,593	-10,159	$4,344,183	−62.9%	0.84%
APH	Amphenol Corp /De/ Technology	Reduced	34,180	-25,221	$4,318,643	−46.2%	0.84%
COR	Cencora, Inc. Healthcare	Reduced	13,107	-2,680	$4,117,432	−22.8%	0.80%
CDNS	Cadence Design Systems Inc Technology	Reduced	14,791	-14,244	$4,109,975	−54.7%	0.80%
MU	Micron Technology Inc Technology	NEW	11,469	NEW	$3,874,686	NEW	0.75%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	3,723	NEW	$3,709,708	NEW	0.72%