Fund HoldingsB. Metzler seel. Sohn & Co. AG

Total Portfolio Value
$10.77B
Total Bought
$794.62M
Total Sold
$1.26B
Net Transaction
-$463.94M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
S&P GLOBAL INC.(SPGI)0406,514+406,5140172,9071.60%+172,907
GE AEROSPACE(GE)83,006417,506+334,50025,618118,4761.10%+92,858
COCA-COLA CO.(KO)3,963,2264,066,717+103,491277,122309,2742.87%+32,151
MICRON TECHN. INC.(MU)78,633160,227+81,59422,54854,1310.50%+31,583
FASTENAL CO.(FAST)0740,973+740,973034,3810.32%+34,381
UNITED RENTALS INC.(URI)044,643+44,643032,5250.30%+32,525
ABBVIE INC.(ABBV)833,677950,385+116,708190,659206,6991.92%+16,040
WESTN DIGITAL(WDC)070,075+70,075018,9550.18%+18,955
NETFLIX INC.(NFLX)814,119931,753+117,63476,30389,5880.83%+13,285
JOHNSON & JOHNSON(JNJ)480,148460,388-19,76099,356112,5371.04%+13,182
EXXON MOBIL CORP.193,155200,608+7,45323,25334,0350.32%+10,782
APPLOVIN CORP.(APP)16,25051,031+34,78111,09320,3100.19%+9,217
CONOCOPHILLIPS(COP)0103,914+103,914013,7160.13%+13,716
LAM RESEARCH CORP(LRCX)141,819143,315+1,49624,31230,6200.28%+6,308
US FOODS HLDG CORP(USFD)285,015301,904+16,88921,54427,8390.26%+6,294
TEXAS INSTR.(TXN)0268,126+268,126052,0540.48%+52,054
TAIWAN SEMICONDUCTOR MANUFAC(TSM)536,041496,202-39,839161,733167,6911.56%+5,958
GE VERNOVA INC.(GEV)016,767+16,767014,6360.14%+14,636
MERCK CO.(MRK)465,812454,985-10,82749,08654,7300.51%+5,643
INSMED INC.(INSM)039,243+39,24306,4170.06%+6,417
NEXTERA ENERGY INC.(NEE)150,897190,048+39,15112,11717,6510.16%+5,534
APPLIED MATERIALS INC.151,184128,449-22,73538,89143,9030.41%+5,012
KLA CORP.(KLAC)15,02515,711+68618,29423,1330.21%+4,839
T-MOBILE US INC.(TMUS)55,19974,793+19,59411,21715,7080.15%+4,491
KNIGHT-SWIFT TR. HLDGS(KNX)076,150+76,15004,3840.04%+4,384
CHEVRON CORP.(CVX)060,405+60,405012,4980.12%+12,498
QUANTA SVCS027,788+27,788015,2560.14%+15,256
WALMART(WMT)304,537304,684+14733,95337,8660.35%+3,913
AMEREN CORP.(AEE)056,074+56,07406,1640.06%+6,164
VALERO ENERGY CORP.(VLO)037,487+37,48709,2620.09%+9,262
MCDONALDS CORP.(MCD)0757,480+757,4800235,4172.19%+235,417
PHILLIPS 66(PSX)72,63572,496-1399,37713,2070.12%+3,830
FERGUSON ENTERPRISES INC.(FERG)037,318+37,31808,7050.08%+8,705
VERTIV HOL.(VRT)021,252+21,25205,3250.05%+5,325
CHENIERE ENERGY(LNG)034,381+34,38109,7560.09%+9,756
MARATHON PETROLEUM(MPC)59,62252,847-6,7759,70512,9040.12%+3,199
PRIMORIS SERVICES CORP.(PRIM)022,162+22,16203,1700.03%+3,170
HALLIBURTON CO.(HAL)0195,021+195,02107,6040.07%+7,604
COHERENT CORP.(COHR)011,884+11,88402,8310.03%+2,831
FORGENT POWER SOLUTIONS INC(FPS)096,120+96,12002,8130.03%+2,813
NEWMONT CORP.(NEM)080,317+80,31708,6940.08%+8,694
CATERPILLAR INC.(CAT)69,69460,141-9,55339,93642,6070.40%+2,671
GLOBUS MED.A NEW(GMED)030,655+30,65502,6410.02%+2,641
LPL FINANCIAL HLDS(LPLA)047,550+47,550014,3040.13%+14,304
DONALDSON CO.(DCI)030,240+30,24002,5660.02%+2,566
BRINKS CO(BCO)024,050+24,05002,4920.02%+2,492
VERIZON COMM. INC.(VZ)0300,246+300,246015,0720.14%+15,072
PETROLEO BRASILEIRO(PBR)0242,957+242,95705,0410.05%+5,041
HERSHEY CO.(HSY)034,251+34,25107,1200.07%+7,120
ANALOG DEVICES INC.(ADI)135,139122,608-12,53136,65039,0070.36%+2,357
LUMENTUM HLDGS IN.(LITE)03,290+3,29002,3120.02%+2,312
MOTOROLA SOLUTIONS(MSI)027,244+27,244011,8230.11%+11,823
COSTCO WHOLESALE(COST)030,425+30,425030,3160.28%+30,316
SIMON PROPERTY(SPG)019,456+19,45603,6290.03%+3,629
EASTMAN CHEM. CO.(EMN)028,906+28,90602,2060.02%+2,206
PROLOGIS INC.(PLD)085,190+85,190011,2600.10%+11,260
BAKER HUGHES CO.(BKR)0189,923+189,923011,5950.11%+11,595
KEYSIGHT TECHS(KEYS)017,899+17,89905,0540.05%+5,054
EVERUS CONSTR.GRP(ECG)034,543+34,54304,0780.04%+4,078
DICK'S SPORTING(DKS)011,815+11,81502,3430.02%+2,343
QXO INC.(QXO)0353,300+353,30006,8610.06%+6,861
TJX COS INC.(TJX)0127,084+127,084020,2950.19%+20,295
WASTE MANAGEMENT(WM)0127,983+127,983029,4090.27%+29,409
LABCORP HLDGS INC.(LH)19,09925,179+6,0804,7926,7180.06%+1,926
TARGA RESOURCES(TRGP)31,27530,693-5825,7857,6950.07%+1,911
GAP INC.(GAP)076,086+76,08601,8410.02%+1,841
CIENA CORP(CIEN)09,095+9,09503,5310.03%+3,531
REGAL REXNORD CORP.(RRX)038,571+38,57107,2230.07%+7,223
MONDELEZ INTL INC.(MDLZ)0179,043+179,043010,3200.10%+10,320
CHAMPION HOMES(SKY)058,085+58,08504,3200.04%+4,320
SANDISK CORP.(SNDK)02,665+2,66501,6930.02%+1,693
ESCO TECH.(ESE)05,998+5,99801,6880.02%+1,688
BK N.Y. MELLON134,760145,929+11,16915,64417,3120.16%+1,667
ASE TECHNOLOGY HLDG CO LTD(ASX)093,521+93,52102,0280.02%+2,028
HCA HEALTHCARE INC.(HCA)018,780+18,78008,8870.08%+8,887
EMCOR GRP INC.(EME)11,51111,710+1997,0528,6460.08%+1,593
OMNICELL INC.(OMCL)046,462+46,46201,5510.01%+1,551
MARRIOTT INTL(MAR)012,450+12,45004,0720.04%+4,072
UNION PAC.(UNP)0155,759+155,759037,7900.35%+37,790
HONEYWELL INTL(HON)13,71518,334+4,6192,6764,1440.04%+1,468
COLGATE-PALMOLIVE(CL)0214,887+214,887018,3150.17%+18,315
TESLA INC.(TSLA)0206,830+206,830076,8890.71%+76,889
ADVANCED EN. INDS12,45112,45102,6074,0180.04%+1,411
EQUINIX INC.(EQIX)04,947+4,94704,8490.05%+4,849
AIR PROD. CHEM.015,099+15,09904,3860.04%+4,386
NEXTPOWER INC.010,748+10,74801,2960.01%+1,296
CMS ENERGY CORP.(CMS)114,254119,266+5,0127,9969,2530.09%+1,257
ONEOK INC NEW(OKE)071,721+71,72106,4830.06%+6,483
EOG RESOURCES(EOG)030,952+30,95204,4750.04%+4,475
ADVANCED MIC.DEV.(AMD)279,862301,022+21,16060,04761,2360.57%+1,190
SEA LTD(SE)047,676+47,67603,9480.04%+3,948
TERADYNE INC.(TER)06,560+6,56001,9450.02%+1,945
CORNING INC.(GLW)026,187+26,18703,5610.03%+3,561
CURTISS-WRIGHT(CW)01,697+1,69701,1560.01%+1,156
AT & T INC.(T)0256,072+256,07207,4240.07%+7,424
SAIA INC.(SAIA)020,271+20,27107,1210.07%+7,121
COMFORT SYST. USA(FIX)03,973+3,97305,4790.05%+5,479
SOUTHERN COPPER(SCCO)035,230+35,23006,0620.06%+6,062
GILEAD SCIENCES(GILD)107,709102,768-4,94113,22414,3230.13%+1,099
EPR PROPERTIES(EPR)021,978+21,97801,0980.01%+1,098
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