Stock Taper 
LONGBOW FINANCE SA
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 3.8K | $3.26M |
 Western Digital Corporation | WDC | 4.76K | $3.04M |
 GE Vernova Inc. | GEV | 6.24K | $7.33M |
 Caterpillar Inc. | CAT | 6.52K | $6.94M |
 Applied Materials, Inc. | AMAT | 8.74K | $6.32M |
 Eli Lilly and Company | LLY | 9.92K | $11.89M |
 Bloom Energy Corporation | BE | 10.4K | $3.15M |
 McKesson Corporation | MCK | 10.99K | $8.3M |
 Quanta Services, Inc. | PWR | 11.45K | $8.25M |
 Micron Technology, Inc. | MU | 11.86K | $13.68M |
 Cummins Inc. | CMI | 13.81K | $9.85M |
 Parker-Hannifin Corporation | PH | 14.34K | $14.02M |
 Meta Platforms, Inc. | META | 14.51K | $8.18M |
 Palo Alto Networks, Inc. | PANW | 17.06K | $5.82M |
 The Goldman Sachs Group, Inc. | GS | 20.75K | $20.99M |
 Vertiv Holdings Co | VRT | 20.98K | $7.03M |
 AbbVie Inc. | ABBV | 24.79K | $6.24M |
 Cardinal Health, Inc. | CAH | 26.77K | $6.36M |
 Cadence Design Systems, Inc. | CDNS | 27.28K | $10.24M |
 The Travelers Companies, Inc. | TRV | 28.06K | $9.26M |