FLOSSBACH VON STORCH AG

CIK
0001575677
City
COLOGNE
State / Country
2M

Top Portfolio Positions

98 positions · $23,360,366,192 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
GOOGL
Alphabet Inc.
Communication Services
5,965,970 $1,867,348,610 7.99%
MSFT
Microsoft Corp
Technology
3,137,572 $1,517,392,570 6.50%
AMZN
Amazon Com Inc
Consumer Cyclical
6,505,958 $1,501,705,225 6.43%
TMO
Thermo Fisher Scientific Inc.
Healthcare
2,178,901 $1,262,564,184 5.40%
SCHW
Schwab Charles Corp
Financial Services
10,465,592 $1,045,617,296 4.48%
APH
Amphenol Corp /De/
Technology
7,280,823 $983,930,420 4.21%
DHR
Danaher Corp /De/
Healthcare
4,075,809 $933,034,196 3.99%
AAPL
Apple Inc.
Technology
3,263,728 $887,277,094 3.80%
PEP
Pepsico Inc
Consumer Defensive
6,107,676 $876,573,659 3.75%
NKE
NIKE, Inc.
Consumer Cyclical
12,753,317 $812,513,826 3.48%

Portfolio Trend

24 quarters · across all stocks

Holdings in APH

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2025-12-31 $983,930,420 7,280,823
2025-09-30 $1,089,909,315 8,807,348
2025-06-30 $981,415,222 9,938,382
2025-03-31 $747,576,389 11,397,719
2024-12-31 $855,235,357 12,314,404
2024-09-30 $804,571,570 12,347,630
2024-06-30 $922,433,004 13,692,044
2024-03-31 $451,418,130 7,826,929
2023-12-31 $390,281,402 7,874,133
2023-09-30 $332,109,772 7,908,317
2023-06-30 $329,489,576 7,757,259
2023-03-31 $308,729,007 7,555,776
2022-12-31 $313,787,063 8,242,371
2022-09-30 $354,801,085 10,597,404
2022-06-30 $336,204,109 10,444,365
2022-03-31 $399,535,463 10,604,790
2021-12-31 $418,302,332 9,565,569
2021-09-30 $338,708,522 9,250,540
2021-06-30 $285,228,209 8,338,787
2021-03-31 $3,703,357 112,274