Longbow Finance SA

Q3 2026 13F-HR Holdings

Location
Lutry, V8
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$849,770
Net value change ($000)
+67,629 (8.6%)
New positions
15
Sold out positions
14
Turnover %
34.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 31,619 NEW
TSM 26,868 NEW
C 14,583 144.2%
MSFT 14,430 45.3%
Vogenx, Inc. 13,679 NEW
LLY 13,451 113.1%
AME 12,803 NEW
CB 11,652 NEW
JNJ 10,934 152.9%
APH 8,827 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -17,774 -100.0%
TJX -16,212 -100.0%
AXP -16,054 -100.0%
WMT -15,797 -100.0%
AVGO -12,209 -46.9%
HWM -11,814 -100.0%
CDNS -10,240 -100.0%
CRH -9,938 -100.0%
CMI -9,848 -100.0%
TEVA -8,100 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type