1y return+16.4%S&P 500 +20.9%
3y return+56.9%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $148 against $157 in the S&P 500.2
B. Metzler seel. Sohn & Co. AGS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $733.3M | 6.3% | −6.1% |
| AAPLApple Inc | $711.7M | 6.1% | +16.0% |
| GOOGLAlphabet Inc | $651.4M | 5.6% | −8.3% |
| AMZNAmazon Com Inc | $540.8M | 4.7% | −13.9% |
| MSFTMicrosoft Corp | $485.1M | 4.2% | −22.3% |
| AVGOBroadcom Inc | $329.3M | 2.8% | +27.1% |
| KOCoca Cola Co | $272.7M | 2.4% | −17.5% |
| PANWPalo Alto Networks Inc | $266.1M | 2.3% | −18.0% |
| JPMJpmorgan Chase & Co | $247.0M | 2.1% | −20.5% |
| METAMeta Platforms Inc | $244.9M | 2.1% | −19.7% |
| VVisa Inc | $241.1M | 2.1% | −18.5% |
| TMOThermo Fisher Scientific Inc | $227.8M | 2.0% | −21.8% |
| TSMTaiwan Semiconductor Manufac | $221.8M | 1.9% | −6.4% |
| ABBVAbbvie Inc | $218.3M | 1.9% | −8.7% |
| GEGe Aerospace | $212.9M | 1.8% | +36.4% |
| CCitigroup Inc | $176.2M | 1.5% | −19.9% |
| MCDMcdonalds Corp | $170.7M | 1.5% | −16.6% |
| AMDAdvanced Micro Devices Inc | $164.9M | 1.4% | −5.7% |
| LLYEli Lilly & Co | $153.8M | 1.3% | +4.6% |
| SPGIS&p Global Inc | $132.8M | 1.1% | −19.8% |
| ABTAbbott Laboratories | $119.0M | 1.0% | −28.1% |
| VRTXVertex Pharmaceuticals Inc | $114.9M | 1.0% | −54.7% |
| MUMicron Technology Inc | $114.7M | 1.0% | −38.0% |
| TSLATesla Inc | $103.5M | 0.9% | +18.9% |
| GOOGAlphabet Inc | $102.2M | 0.9% | −5.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $733.3M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $88.5M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $329.3M |
| CATCaterpillar Inc | December 31, 2021 | +415.1% | $66.8M |
| AMATApplied Matls Inc | December 31, 2021 | +359.5% | $101.8M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $153.8M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $164.9M |
| APHAmphenol Corp | December 31, 2021 | +303.2% | $97.3M |
| TSMTaiwan Semiconductor Manufac | December 31, 2021 | +296.9% | $221.8M |
| GEGe Aerospace | December 31, 2021 | +295.6% | $212.9M |
Sold off last quarter
- Honeywell IntlCUSIP 438516106 was $4.1M
- PRIMPrimoris Services Corp. was $3.2M
- SMTCSemtech Corp. was $3.0M
- Topbuild Corp.CUSIP 89055F103 was $2.7M
- Dupont De Nemours Inc.CUSIP 26614N102 was $2.4M
- RHRh was $1.9M
- EPAMEpam Systems Inc. was $1.8M
- GAPGap Inc. was $1.8M
- YMMFull Truck Al. was $1.8M
- EQHEquitable Hldgs was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.7% | +14.8% |
| March 31, 2026 | −6.7% | −4.6% |
| December 31, 2025 | +3.1% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −4.4% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +4.0% | +4.0% |
| March 31, 2024 | +9.2% | +10.0% |
| December 31, 2023 | +12.2% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +9.6% | +8.3% |
| March 31, 2023 | +8.1% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −16.1% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: B. Metzler seel. Sohn & Co. AG Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1847838&type=13F-HR&dateb=&owner=include&count=40CIK 1847838
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1847838/000094787126000780/Filed August 11, 2026 · accession 0000947871-26-000780