1y return+23.7%S&P 500 +20.9%
3y return+77.5%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, 2022: $198 against $195 in the S&P 500.2
Longbow Finance SAS&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 | $63.7M | 8.1% | +33.5% |
| AAPLApple Inc. | $54.0M | 6.9% | +17.0% |
| GOOGAlphabet Inc. | $53.4M | 6.8% | +45.4% |
| AMZNAmazon.com, Inc. | $34.8M | 4.5% | +39.8% |
| MSFTMicrosoft Corporation | $31.9M | 4.1% | +21.0% |
| AVGOBroadcom Inc. | $26.0M | 3.3% | +24.2% |
| GSThe Goldman Sachs Group, Inc. | $21.0M | 2.7% | +21.2% |
| Exxon Mobil CorporationCUSIP 30231G102 | $17.8M | 2.3% | −28.7% |
| GEGE Aerospace | $16.5M | 2.1% | +29.1% |
| WABWestinghouse Air Brake Technologies Corporation | $16.3M | 2.1% | +77.2% |
| TJXThe TJX Companies, Inc. | $16.2M | 2.1% | +38.0% |
| AXPAmerican Express Company | $16.1M | 2.1% | New |
| WELLWelltower Inc. | $15.9M | 2.0% | +83.1% |
| WMTWalmart Inc. | $15.8M | 2.0% | +19.2% |
| KOThe Coca-Cola Company | $15.7M | 2.0% | +159.8% |
| JPMJPMorgan Chase & Co | $15.3M | 2.0% | +31.2% |
| PHParker-Hannifin Corporation | $14.0M | 1.8% | +55.0% |
| IBKRInteractive Brokers Group, Inc. | $14.0M | 1.8% | New |
| RLRalph Lauren Corporation | $13.9M | 1.8% | +35.8% |
| MUMicron Technology, Inc. | $13.7M | 1.7% | +3.4% |
| HLTHilton Worldwide Holdings Inc. | $13.7M | 1.7% | +67.5% |
| BNYThe Bank of New York Mellon Corporation | $13.1M | 1.7% | New |
| LLYEli Lilly and Company | $11.9M | 1.5% | −8.5% |
| HWMHowmet Aerospace Inc. | $11.8M | 1.5% | +21.5% |
| KLACKLA Corporation | $11.0M | 1.4% | +324.0% |
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 | March 31, 2023 | +620.3% | $63.7M |
| GOOGAlphabet Inc. | December 31, 2022 | +298.2% | $53.4M |
| AVGOBroadcom Inc. | March 31, 2024 | +185.0% | $26.0M |
| AMZNAmazon.com, Inc. | December 31, 2022 | +183.7% | $34.8M |
| LLYEli Lilly and Company | June 30, 2023 | +155.8% | $11.9M |
| JPMJPMorgan Chase & Co | December 31, 2022 | +144.1% | $15.3M |
| GSThe Goldman Sachs Group, Inc. | March 31, 2024 | +142.1% | $21.0M |
| GEGE Aerospace | December 31, 2024 | +124.1% | $16.5M |
| AAPLApple Inc. | December 31, 2022 | +122.7% | $54.0M |
| HWMHowmet Aerospace Inc. | March 31, 2025 | +107.2% | $11.8M |
Sold off last quarter
- CBOECboe Global Markets, Inc. was $8.4M
- MCDMcDonalds Corporation was $7.1M
- CEGConstellation Energy Corporation was $5.1M
- ORLYOReilly Automotive, Inc. was $4.7M
- Flex Ltd.CUSIP Y2573F102 was $4.7M
- APHAmphenol Corporation was $4.3M
- CORCencora, Inc. was $4.1M
- COSTCostco Wholesale Corporation was $3.7M
- Royal Caribbean Cruises Ltd.CUSIP V7780T103 was $3.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.3% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +15.9% | +10.5% |
| March 31, 2025 | −5.5% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +4.6% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +8.5% | +8.3% |
| March 31, 2023 | +2.7% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Longbow Finance SA Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965552&type=13F-HR&dateb=&owner=include&count=40CIK 1965552
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965552/000110465926088172/Filed July 29, 2026 · accession 0001104659-26-088172