83 is the total number of securities Longbow Finance SA has owned. The longest Longbow Finance SA has owned a single stock is 4 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MSFT | Microsoft Corporation | 4 | 4 | 6.44% | 6.90% | 7.43% | Q4 2022 | Q3 2023 | 4 |
| AAPL | Apple Inc. | 4 | 4 | 4.96% | 6.82% | 8.56% | Q4 2022 | Q3 2023 | 4 |
| GOOG | ALPHABET INC | 4 | 4 | 4.58% | 6.42% | 8.35% | Q4 2022 | Q3 2023 | 4 |
| MRK | Merck & Company, Inc. | 4 | 4 | 2.05% | 3.00% | 3.41% | Q4 2022 | Q3 2023 | 4 |
| AMAT | APPLIED MATERIALS INC | 4 | 4 | 1.21% | 2.67% | 3.26% | Q4 2022 | Q3 2023 | 4 |
| V | VISA INC | 4 | 4 | 2.43% | 2.62% | 2.74% | Q4 2022 | Q3 2023 | 4 |
| BRKA | BERKSHIRE HATHAWAY INC... | 4 | 4 | 2.46% | 2.58% | 2.68% | Q4 2022 | Q3 2023 | 4 |
| KO | Coca Cola Company | 4 | 4 | 1.88% | 2.51% | 3.29% | Q4 2022 | Q3 2023 | 4 |
| XOM | Exxon Mobil Corporation | 4 | 4 | 0.75% | 2.49% | 4.47% | Q4 2022 | Q3 2023 | 4 |
| AMZN | AMAZON COM INC | 4 | 4 | 1.18% | 2.25% | 4.02% | Q4 2022 | Q3 2023 | 4 |
| AZO | AUTOZONE INC | 4 | 4 | 1.88% | 2.13% | 2.67% | Q4 2022 | Q3 2023 | 4 |
| JPM | JP MORGAN CHASE & CO | 4 | 4 | 1.35% | 2.10% | 2.91% | Q4 2022 | Q3 2023 | 4 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 4 | 0.92% | 1.95% | 2.55% | Q4 2022 | Q3 2023 | 4 |
| PEP | PEPSICO INC | 4 | 4 | 1.50% | 1.92% | 2.60% | Q4 2022 | Q3 2023 | 4 |
| ANTM | ELEVANCE HEALTH INC | 4 | 4 | 1.59% | 1.82% | 2.33% | Q4 2022 | Q3 2023 | 4 |
| HUM | HUMANA INC | 4 | 4 | 1.57% | 1.81% | 2.06% | Q4 2022 | Q3 2023 | 4 |
| VRTX | Vertex Pharmaceuticals... | 4 | 4 | 1.60% | 1.80% | 2.25% | Q4 2022 | Q3 2023 | 4 |
| WAB | Westinghouse Air Brake... | 4 | 4 | 1.58% | 1.60% | 1.65% | Q4 2022 | Q3 2023 | 4 |
| SLB | SCHLUMBERGER LTD | 4 | 4 | 1.31% | 1.54% | 2.08% | Q4 2022 | Q3 2023 | 4 |
| BRKB | BERKSHIRE HATHAWAY INC... | 4 | 4 | 1.46% | 1.51% | 1.57% | Q4 2022 | Q3 2023 | 4 |
| HD | HOME DEPOT INC | 4 | 4 | 1.15% | 1.43% | 2.24% | Q4 2022 | Q3 2023 | 4 |
| DHI | D R HORTON INC | 4 | 4 | 0.80% | 1.39% | 1.76% | Q4 2022 | Q3 2023 | 4 |
| GWW | W.W. Grainger, Inc. | 4 | 4 | 1.18% | 1.33% | 1.46% | Q4 2022 | Q3 2023 | 4 |
| UNP | Union Pacific Corporation | 4 | 4 | 0.91% | 1.23% | 2.11% | Q4 2022 | Q3 2023 | 4 |
| DE | Deere & Company | 4 | 4 | 0.68% | 1.17% | 1.73% | Q4 2022 | Q3 2023 | 4 |
| JNJ | JOHNSON & JOHNSON | 4 | 4 | 0.75% | 1.05% | 1.66% | Q4 2022 | Q3 2023 | 4 |
| FISV | FISERV INC | 4 | 4 | 0.92% | 1.04% | 1.30% | Q4 2022 | Q3 2023 | 4 |
| LOW | LOWE'S COMPANIES INC | 4 | 4 | 0.94% | 1.03% | 1.26% | Q4 2022 | Q3 2023 | 4 |
| TJX | TJX COMPANIES INC NEW | 4 | 4 | 0.76% | 1.00% | 1.64% | Q4 2022 | Q3 2023 | 4 |
| MLM | MARTIN MARIETTA MATERI... | 4 | 4 | 0.90% | 0.97% | 1.08% | Q4 2022 | Q3 2023 | 4 |
| CAT | CATERPILLAR INC | 4 | 4 | 0.52% | 0.84% | 1.01% | Q4 2022 | Q3 2023 | 4 |
| CCI | CROWN CASTLE INC | 4 | 4 | 0.61% | 0.82% | 1.00% | Q4 2022 | Q3 2023 | 4 |
| CSX | CSX CORPORATION | 4 | 4 | 0.77% | 0.81% | 0.86% | Q4 2022 | Q3 2023 | 4 |
| OTIS | Otis Worldwide Corpora... | 4 | 4 | 0.76% | 0.81% | 0.84% | Q4 2022 | Q3 2023 | 4 |
| LIT | Global X Funds | 4 | 4 | 0.53% | 0.59% | 0.64% | Q4 2022 | Q3 2023 | 4 |
| PLUG | PLUG POWER INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
| UNH | UnitedHealth Group Inc... | 3 | 3 | 2.47% | 2.74% | 3.12% | Q4 2022 | Q2 2023 | 3 |
| NVDA | NVIDIA Corporation | 3 | 3 | 1.73% | 2.46% | 2.90% | Q1 2023 | Q3 2023 | 3 |
| OXY | Occidental Petroleum C... | 3 | 3 | 1.78% | 1.94% | 2.03% | Q1 2023 | Q3 2023 | 3 |
| AXP | American Express Company | 3 | 3 | 1.39% | 1.78% | 1.99% | Q4 2022 | Q2 2023 | 3 |
| ATVI | ACTIVISION BLIZZARD INC | 3 | 3 | 0.80% | 1.65% | 2.38% | Q4 2022 | Q2 2023 | 3 |
| Linde plc | 3 | 3 | 1.31% | 1.60% | 2.16% | Q1 2023 | Q3 2023 | 3 | |
| INTC | Intel Corporation | 3 | 3 | 0.53% | 1.48% | 2.54% | Q1 2023 | Q3 2023 | 3 |
| PG | Procter & Gamble Company | 3 | 3 | 0.92% | 1.42% | 1.67% | Q1 2023 | Q3 2023 | 3 |
| NVR | NVR Inc | 3 | 3 | 0.92% | 1.32% | 1.56% | Q1 2023 | Q3 2023 | 3 |
| CSCO | Cisco Systems, Inc. | 3 | 3 | 1.23% | 1.29% | 1.33% | Q1 2023 | Q3 2023 | 3 |
| CDNS | Cadence Design System,... | 3 | 3 | 0.93% | 1.14% | 1.52% | Q1 2023 | Q3 2023 | 3 |
| PINS | Pinterest, Inc. | 3 | 3 | 1.10% | 1.14% | 1.19% | Q1 2023 | Q3 2023 | 3 |
| TMO | Thermo Fisher Scientif... | 3 | 3 | 0.54% | 0.73% | 1.08% | Q1 2023 | Q3 2023 | 3 |
| MNST | Monster Beverage Corpo... | 3 | 3 | 0.67% | 0.69% | 0.71% | Q1 2023 | Q3 2023 | 3 |
| FCX | FREEPORT-MCMORAN INC | 3 | 3 | 0.38% | 0.67% | 0.83% | Q4 2022 | Q2 2023 | 3 |
| YUMC | Yum China Holdings, Inc. | 3 | 3 | 0.54% | 0.59% | 0.65% | Q4 2022 | Q2 2023 | 3 |
| SCHW | SCHWAB CHARLES CORP | 2 | 2 | 1.40% | 1.49% | 1.59% | Q4 2022 | Q1 2023 | 2 |
| CI | The Cigna Group | 2 | 2 | 1.24% | 1.48% | 1.71% | Q4 2022 | Q1 2023 | 2 |
| MCK | McKesson Corporation | 2 | 2 | 0.78% | 1.42% | 2.05% | Q4 2022 | Q1 2023 | 2 |
| EL | The Estee Lauder Compa... | 2 | 2 | 1.18% | 1.21% | 1.25% | Q4 2022 | Q1 2023 | 2 |
| AMD | Advanced Micro Devices... | 2 | 2 | 0.99% | 1.10% | 1.20% | Q1 2023 | Q2 2023 | 2 |
| EW | Edwards Lifesciences C... | 2 | 2 | 0.94% | 1.09% | 1.25% | Q2 2023 | Q3 2023 | 2 |
| LLY | Eli Lilly and Company | 2 | 2 | 0.95% | 1.04% | 1.12% | Q2 2023 | Q3 2023 | 2 |
| ABT | Abbott Laboratories | 2 | 2 | 0.98% | 1.03% | 1.07% | Q2 2023 | Q3 2023 | 2 |
| ZTS | Zoetis Inc. | 2 | 2 | 0.73% | 0.96% | 1.20% | Q2 2023 | Q3 2023 | 2 |
| NFLX | Netflix, Inc. | 2 | 2 | 0.80% | 0.86% | 0.91% | Q2 2023 | Q3 2023 | 2 |
| UGI | UGI CORPORATION NEW | 2 | 2 | 0.61% | 0.82% | 1.03% | Q4 2022 | Q1 2023 | 2 |
| NKE | Nike, Inc. | 2 | 2 | 0.35% | 0.60% | 0.85% | Q1 2023 | Q2 2023 | 2 |
| MINK THERAPEUTICS INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2022 | Q4 2022 | 1 |
| ADP | AUTOMATIC DATA PROCESSING | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2022 | Q4 2022 | 1 |
| RF | REGIONS FINANCIAL CORP... | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2022 | Q4 2022 | 1 |
| COP | CONOCOPHILLIPS | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2022 | Q4 2022 | 1 |
| AEP | AMERICAN ELECTRIC POWE... | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2022 | Q4 2022 | 1 |
| ALGN | Align Technology, Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
| SYY | SYSCO CORP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2022 | Q4 2022 | 1 |
| PYPL | PAYPAL HOLDINGS INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
| CPB | CAMPBELL SOUP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
| HF SINCLAIR CORP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2022 | Q4 2022 | 1 | |
| NDAQ | Nasdaq, Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
| Kenvue Inc. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 | |
| KDP | Keurig Dr Pepper Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
| APH | Amphenol Corporation | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
| GGG | Graco Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
| GPC | Genuine Parts Company | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
| AMT | AMERICAN TOWER CORP NEW | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
| AKAM | Akamai Technologies, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including Microsoft Corporation, Apple Inc., and ALPHABET INC, are the highest-conviction holdings of Longbow Finance SA.
The conviction is calculated by counting the number of quarters a security has been reported by Longbow Finance SA. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Longbow Finance SA owns currently or has owned in the past.