Fund HoldingsB. Metzler seel. Sohn & Co. AG

Total Portfolio Value
$11.46B
Total Bought
$1.17B
Total Sold
$1.21B
Net Transaction
-$41.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
JPMORGAN CHASE(JPM)594,295974,901+380,606187,458314,2952.74%+126,836
VERTEX PHARMAC.(VRTX)0515,269+515,2690233,5832.04%+233,583
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
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)0640,533+640,533030,0450.26%+30,045
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)0285,015+285,015021,5440.19%+21,544
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)0883,497+883,4970310,2732.71%+310,273
LAM RESEARCH CORP(LRCX)0141,819+141,819024,3120.21%+24,312
MICROSOFT(MSFT)01,675,512+1,675,5120811,7507.08%+811,750
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
MICRON TECHN. INC.(MU)78,37878,633+25513,11422,5480.20%+9,434
BK N.Y. MELLON0134,760+134,760015,6440.14%+15,644
COCA-COLA CO.(KO)03,963,226+3,963,2260277,1222.42%+277,122
ADVANCED MICRO DEVICES INC(AMD)321,229279,862-41,36751,97160,0470.52%+8,076
AMERIPRISE FINL(AMP)020,816+20,816010,2180.09%+10,218
MCKESSON(MCK)016,126+16,126013,2450.12%+13,245
EXXON MOBIL CORP.0193,155+193,155023,2530.20%+23,253
KLA CORP.(KLAC)015,025+15,025018,2940.16%+18,294
DISNEY (WALT) CO.(DIS)0214,095+214,095024,4000.21%+24,400
CHUNGHWA(CHT)0157,095+157,09506,5540.06%+6,554
PHILLIPS 66(PSX)072,635+72,63509,3770.08%+9,377
MARVELL TECH. GRP(MRVL)0179,149+179,149015,3920.13%+15,392
PARKER-HANNIFIN(PH)013,287+13,287011,6950.10%+11,695
HUNTINGTON BANCSHS(HBAN)0822,615+822,615014,2810.12%+14,281
PACKAGING CORP. OF AMER.(PKG)034,475+34,47507,1230.06%+7,123
LOEWS CORP.(L)056,968+56,96806,0080.05%+6,008
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)0130,989+130,989016,4880.14%+16,488
UTD MICROELECTR.(UMC)0658,821+658,82105,1970.05%+5,197
EVERGY INC.(EVRG)075,133+75,13305,4460.05%+5,446
WIPRO LTD(WIT)01,784,104+1,784,10405,0750.04%+5,075
NETFLIX INC.(NFLX)0814,119+814,119076,3030.67%+76,303
WEC ENERGY GRP(WEC)0153,690+153,690016,2080.14%+16,208
INFOSYS LTD.(INFY)0482,863+482,86308,6200.08%+8,620
EMCOR GRP INC.(EME)011,511+11,51107,0520.06%+7,052
HYATT HOTELS(H)029,697+29,69704,7910.04%+4,791
MARATHON PETROLEUM(MPC)059,622+59,62209,7050.08%+9,705
DR REDDYS LABS(RDY)0344,786+344,78604,8410.04%+4,841
ROPER TECHNOLOGIES(ROP)019,223+19,22308,5570.07%+8,557
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)0120,457+120,457021,4220.19%+21,422
NORTHN TRUST CORP.(NTRS)049,421+49,42106,7630.06%+6,763
BANK AMERICA677,919704,492+26,57334,97438,7550.34%+3,781
LABCORP HLDGS INC.(LH)019,099+19,09904,7920.04%+4,792
ADOBE INC.(ADBE)053,142+53,142018,6430.16%+18,643
PHILIP MORRIS INTL INC.(PM)046,688+46,68807,4890.07%+7,489
AMBEV S.A.(ABEV)02,128,785+2,128,78505,2630.05%+5,263
BIOGEN INC.(BIIB)029,971+29,97105,2750.05%+5,275
AMERICAN HEALTHCARE REIT INC(AHR)074,240+74,24003,4940.03%+3,494
REGIONS FINANCIAL(RF)0250,809+250,80906,8060.06%+6,806
H WORLD GROUP(HTHT)0142,947+142,94706,7260.06%+6,726
WELLS FARGO & CO.(WFC)177,587194,416+16,82914,88518,1810.16%+3,296
GILEAD SCIENCES(GILD)0107,709+107,709013,2240.12%+13,224
CROWDSTRIKE HLD.(CRWD)18,98726,303+7,3169,31112,4430.11%+3,133
MERCADOLIBRE INC.(MELI)019,477+19,477039,2680.34%+39,268
LENNOX INTL INC.(LII)012,325+12,32506,0070.05%+6,007
T-MOBILE US INC.(TMUS)055,199+55,199011,2170.10%+11,217
CHARL.RIV.LAB INTL(CRL)015,290+15,29003,0500.03%+3,050
PDD HOLDINGS(PDD)058,208+58,20806,6000.06%+6,600
CUMMINS INC.(CMI)24,49726,006+1,50910,34713,2750.12%+2,928
EPAM SYSTEMS INC.(EPAM)017,297+17,29703,5440.03%+3,544
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)089,881+89,88105,2840.05%+5,284
INTUIT INC.(INTU)033,877+33,877022,4630.20%+22,463
MICROCHIP TECH.(MCHP)253,186295,698+42,51216,25918,9530.17%+2,694
ENSIGN GROUP INC.(ENSG)046,660+46,66008,1280.07%+8,128
AGILYSYS INC.(AGYS)022,065+22,06502,6220.02%+2,622
WALMART(WMT)0304,537+304,537033,9530.30%+33,953
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)0150,897+150,897012,1170.11%+12,117
ADVANCED DRAIN SYS INC DEL(WMS)021,511+21,51103,1150.03%+3,115
CAPITAL ONE FINL(COF)060,968+60,968014,7770.13%+14,777
HONEYWELL INTL(HON)013,715+13,71502,6760.02%+2,676
CENCORA021,817+21,81707,3730.06%+7,373
WABTEC(WAB)122,048124,812+2,76424,46726,8630.23%+2,396
KROGER CO.(KR)069,119+69,11904,3230.04%+4,323
APOLLO GLOBAL MGMT INC(APO)031,167+31,16704,5130.04%+4,513
STANDEX INTL CORP.(SXI)017,950+17,95003,9000.03%+3,900
CDW CORP.(CDW)039,021+39,02105,3150.05%+5,315
TARGA RESOURCES(TRGP)031,275+31,27505,7850.05%+5,785
CMS ENERGY CORP.(CMS)0114,254+114,25407,9960.07%+7,996
DANAHER CORP.(DHR)088,036+88,036020,1600.18%+20,160
FREEPORT-MCMORAN INC.(FCX)0156,947+156,94707,9710.07%+7,971
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