Fund Holdings — B. Metzler seel. Sohn & Co. AG

Total Portfolio Value
$11.46B
Total Bought
$1.22B
Total Sold
$1.21B
Net Transaction
+$6.38M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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JPMORGAN CHASE(JPM)594,295974,901+380,606187,458314,2952.74%+126,836
VERTEX PHARMAC.(VRTX)315,422515,269+199,847123,532233,5832.04%+110,051
ABBVIE INC.(ABBV)498,622833,677+335,055115,450190,6591.66%+75,208
NVIDIA CORP.(NVDA)3,575,6083,923,890+348,282667,136732,6926.39%+65,556
UBER TECH.(UBER)459,0901,090,791+631,70144,97789,2080.78%+44,231
THERMO FISH.SCIENTIF.(TMO)616,501587,350-29,151299,015340,7862.97%+41,770
BERKSHIRE HATHAWAY INC DEL81069,066+68,25640734,7160.30%+34,309
ALPHABET INC.(GOOG)277,047322,820+45,77367,474101,3360.88%+33,862
CITIGROUP INC.(C)1,633,6331,644,024+10,391165,814191,9601.67%+26,147
FIFTH THIRD BANCORP(FITB)109,366640,533+531,1674,87230,0450.26%+25,172
ELI LILLY(LLY)139,793120,516-19,277106,662129,7001.13%+23,039
ALPHABET INC.(GOOG)2,519,4752,022,121-497,354612,484633,1505.52%+20,666
TAIWAN SEMICON.MANU.(TSM)505,588536,041+30,453141,206161,7331.41%+20,528
US FOODS HLDG CORP(USFD)29,002285,015+256,0132,22221,5440.19%+19,322
JOHNSON & JOHNSON(JNJ)434,690480,148+45,45880,60099,3560.87%+18,755
AMER. EXPRESS(AXP)94,363132,882+38,51931,34349,2960.43%+17,953
AMAZON.COM INC.(AMZN)2,669,3382,608,736-60,602586,105603,2875.26%+17,182
BROADCOM INC.(AVGO)633,525645,809+12,284209,006224,2201.96%+15,213
CISCO SYSTEMS(CSCO)853,406951,181+97,77558,39073,2800.64%+14,890
VISA INC.(V)866,302883,497+17,195295,738310,2732.71%+14,536
LAM RESEARCH CORP(LRCX)90,329141,819+51,49012,09524,3120.21%+12,217
MICROSOFT(MSFT)1,544,2841,675,512+131,228799,860811,7507.08%+11,890
CATERPILLAR INC.(CAT)59,09169,694+10,60328,19539,9360.35%+11,741
MERCK CO.(MRK)447,210465,812+18,60237,53449,0860.43%+11,552
NIKE INC.(NKE)56,050234,369+178,3193,90814,7650.13%+10,857
MICRON TECHN. INC.(MU)78,37878,633+25513,11422,5480.20%+9,434
BK N.Y. MELLON59,415134,760+75,3456,47415,6440.14%+9,170
COCA-COLA CO.(KO)4,043,0063,963,226-79,780268,132277,1222.42%+8,990
ADVANCED MICRO DEVICES INC(AMD)321,229279,862-41,36751,97160,0470.52%+8,076
AMERIPRISE FINL(AMP)4,60220,816+16,2142,26110,2180.09%+7,957
MCKESSON(MCK)6,86016,126+9,2665,30013,2450.12%+7,945
EXXON MOBIL CORP.138,546193,155+54,60915,62123,2530.20%+7,632
KLA CORP.(KLAC)10,02515,025+5,00010,81318,2940.16%+7,481
DISNEY (WALT) CO.(DIS)155,207214,095+58,88817,77124,4000.21%+6,629
CHUNGHWA(CHT)0157,095+157,09506,5540.06%+6,554
PHILLIPS 66(PSX)21,42772,635+51,2082,9159,3770.08%+6,463
MARVELL TECH. GRP(MRVL)107,676179,149+71,4739,05215,3920.13%+6,340
PARKER-HANNIFIN(PH)7,44913,287+5,8385,64711,6950.10%+6,048
HUNTINGTON BANCSHS(HBAN)489,930822,615+332,6858,46114,2810.12%+5,820
PACKAGING CORP. OF AMER.(PKG)7,10434,475+27,3711,5487,1230.06%+5,574
LOEWS CORP.(L)5,04756,968+51,9215076,0080.05%+5,502
APPLOVIN CORP.(APP)7,81816,250+8,4325,61811,0930.10%+5,476
GE AEROSPACE(GE)66,96483,006+16,04220,14425,6180.22%+5,474
ZOETIS INC.(ZTS)75,725130,989+55,26411,08016,4880.14%+5,408
UTD MICROELECTR.(UMC)0658,821+658,82105,1970.05%+5,197
EVERGY INC.(EVRG)4,52475,133+70,6093445,4460.05%+5,102
WIPRO LTD(WIT)01,784,104+1,784,10405,0750.04%+5,075
NETFLIX INC.(NFLX)59,543814,119+754,57671,38776,3030.67%+4,916
WEC ENERGY GRP(WEC)98,970153,690+54,72011,34116,2080.14%+4,867
INFOSYS LTD.(INFY)230,773482,863+252,0903,7558,6200.08%+4,865
EMCOR GRP INC.(EME)3,44111,511+8,0702,2357,0520.06%+4,817
HYATT HOTELS(H)029,697+29,69704,7910.04%+4,791
MARATHON PETROLEUM(MPC)27,44359,622+32,1795,2899,7050.08%+4,416
DR REDDYS LABS(RDY)34,049344,786+310,7374764,8410.04%+4,365
ROPER TECHNOLOGIES(ROP)8,44919,223+10,7744,2138,5570.07%+4,343
APPLIED MATERIALS INC.168,749151,184-17,56534,55038,8910.34%+4,341
ANALOG DEVICES INC.(ADI)132,024135,139+3,11532,43836,6500.32%+4,211
MORGAN STANLEY(MS)108,290120,457+12,16717,21421,4220.19%+4,208
NORTHN TRUST CORP.(NTRS)19,77149,421+29,6502,6616,7630.06%+4,102
BANK AMERICA677,919704,492+26,57334,97438,7550.34%+3,781
LABCORP HLDGS INC.(LH)3,62819,099+15,4711,0414,7920.04%+3,750
ADOBE INC.(ADBE)42,28153,142+10,86114,91418,6430.16%+3,728
PHILIP MORRIS INTL INC.(PM)23,43246,688+23,2563,8017,4890.07%+3,688
AMBEV S.A.(ABEV)739,9042,128,785+1,388,8811,6505,2630.05%+3,613
BIOGEN INC.(BIIB)12,48229,971+17,4891,7485,2750.05%+3,526
AMERICAN HEALTHCARE REIT INC(AHR)074,240+74,24003,4940.03%+3,494
REGIONS FINANCIAL(RF)126,573250,809+124,2363,3386,8060.06%+3,468
H WORLD GROUP(HTHT)85,196142,947+57,7513,3326,7260.06%+3,394
WELLS FARGO & CO.(WFC)177,587194,416+16,82914,88518,1810.16%+3,296
GILEAD SCIENCES(GILD)90,125107,709+17,58410,00413,2240.12%+3,220
CROWDSTRIKE HLD.(CRWD)18,98726,303+7,3169,31112,4430.11%+3,133
MERCADOLIBRE INC.(MELI)15,47219,477+4,00536,15739,2680.34%+3,111
LENNOX INTL INC.(LII)5,47212,325+6,8532,8976,0070.05%+3,110
T-MOBILE US INC.(TMUS)34,03355,199+21,1668,14711,2170.10%+3,070
CHARL.RIV.LAB INTL(CRL)015,290+15,29003,0500.03%+3,050
PDD HOLDINGS(PDD)27,26358,208+30,9453,6036,6000.06%+2,997
CUMMINS INC.(CMI)24,49726,006+1,50910,34713,2750.12%+2,928
EPAM SYSTEMS INC.(EPAM)4,43617,297+12,8616693,5440.03%+2,875
CEMEX SAB DE CV(CX)0248,684+248,68402,8570.02%+2,857
ROCKWELL AU.(ROK)28,30632,520+4,2149,89412,6980.11%+2,804
WOORI FIN. GRP(WF)44,90789,881+44,9742,5225,2840.05%+2,762
INTUIT INC.(INTU)28,90033,877+4,97719,73622,4630.20%+2,727
MICROCHIP TECH.(MCHP)253,186295,698+42,51216,25918,9530.17%+2,694
ENSIGN GROUP INC.(ENSG)31,76746,660+14,8935,4888,1280.07%+2,640
AGILYSYS INC.(AGYS)022,065+22,06502,6220.02%+2,622
WALMART(WMT)304,025304,537+51231,33233,9530.30%+2,621
PLANET FITNESS(PLNT)024,073+24,07302,6110.02%+2,611
ADVANCED ENERGY INDS012,451+12,45102,6070.02%+2,607
NEXTERA ENERGY INC.(NEE)126,116150,897+24,7819,52012,1170.11%+2,597
ADVANCED DRAIN SYS INC DEL(WMS)4,02621,511+17,4855583,1150.03%+2,557
CAPITAL ONE FINL(COF)57,81660,968+3,15212,29114,7770.13%+2,487
HONEYWELL INTL(HON)1,09013,715+12,6252292,6760.02%+2,446
CENCORA15,90621,817+5,9114,9717,3730.06%+2,402
WABTEC(WAB)122,048124,812+2,76424,46726,8630.23%+2,396
KROGER CO.(KR)29,11969,119+40,0001,9634,3230.04%+2,360
APOLLO GLOBAL MGMT INC(APO)16,24331,167+14,9242,1654,5130.04%+2,348
STANDEX INTL CORP.(SXI)7,38817,950+10,5621,5663,9000.03%+2,335
CDW CORP.(CDW)19,13039,021+19,8913,0475,3150.05%+2,268
TARGA RESOURCES(TRGP)21,05331,275+10,2223,5275,7850.05%+2,257
CMS ENERGY CORP.(CMS)78,960114,254+35,2945,7857,9960.07%+2,211
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B. Metzler seel. Sohn & Co. AG — 13F Holdings — Q4 2025 | TickerTrail