Fund HoldingsWORMSER FRERES GESTION

Total Portfolio Value
$163.35M
Total Bought
$23.90M
Total Sold
$14.18M
Net Transaction
+$9.73M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PALO ALTO NETWORKS INC(PANW)1,30219,458+18,1562383,3722.06%+3,135
NVIDIA CORPORATION(NVDA)028,193+28,19303,1021.90%+3,102
APTIV PLC(APTV)046,560+46,56002,8301.73%+2,830
MICROSOFT CORP(MSFT)18,41227,182+8,7707,86310,2966.30%+2,434
ALCON AG(ALC)91,95093,153+1,2037,6858,9315.47%+1,247
VISA INC(V)35,04435,950+90611,14212,3747.57%+1,231
QIAGEN NV(QGEN)020,862+20,86208300.51%+830
ECOLAB INC(ECL)31,45832,282+8247,4608,0824.95%+622
STRYKER CORPORATION(SYK)25,58926,403+8149,2919,6615.91%+370
ELI LILLY & CO(LLY)333471+1382593890.24%+130
VERISK ANALYTICS INC(VRSK)0430+43001270.08%+127
ZOETIS INC(ZTS)45,20746,050+8437,4197,5384.61%+119
SELECT SECTOR SPDR TR
ST STR ENERG ETF
1,0002,000+1,000851860.11%+100
KLA CORP(KLAC)188308+1201192080.13%+89
MOTOROLA SOLUTIONS INC(MSI)574765+1912693320.20%+64
SPDR SER TR
ST STR SP METAL
1,0002,000+1,000571140.07%+57
ISHARES TR3,5007,000+3,50040810.05%+41
ISHARES INC7501,500+75027550.03%+29
VANECK ETF TRUST
AGRIBUSINESS ETF
350700+35023480.03%+25
XYLEM INC(XYL)6,9477,022+758298410.51%+12
ABBOTT LABS274300+2632390.02%+7
FERRARI N V
COM
2,5972,572-251,1131,1170.68%+4
VEEVA SYS INC(VEEV)99108+922250.02%+4
JOHNSON CTLS INTL PLC
SHS
378418+4031330.02%+2
ISHARES GOLD TR(IAU)41,40335,703-5,7002,0802,0821.27%+1
INTEL CORP(INTC)1751750440.00%0
GRAIL INC(GRAL)110000.00%-0
CAPRI HOLDINGS LIMITED
SHS
1301300330.00%-0
MCDONALDS CORP(MCD)330-33100-10
ALPHABET INC(GOOG)512499-1397780.05%-19
ITRON INC(ITRI)1,8631,676-1872051750.11%-30
FIRST SOLAR INC(FSLR)1,0691,092+231951390.09%-56
INTUITIVE SURGICAL INC2,0812,136+551,1311,0530.64%-78
UNITEDHEALTH GROUP INC(UNH)309128-181159660.04%-93
DANAHER CORPORATION(DHR)5,1285,336+2081,2111,1010.67%-110
TETRA TECH INC NEW(TTEK)6,5124,683-1,8292621370.08%-125
THERMO FISHER SCIENTIFIC INC(TMO)14,95315,318+3657,8417,6864.71%-156
EDWARDS LIFESCIENCES CORP92,12091,792-3286,8926,5324.00%-360
PTC INC(PTC)48,14652,239+4,0938,9118,1144.97%-796
NIKE INC(NKE)68,84168,386-4555,2404,3432.66%-897
ACCENTURE PLC IRELAND
SHS CLASS A
28,01329,484+1,4719,9299,0085.51%-921
QIAGEN NV(QGEN)20,6290-20,6299230-923
ULTA BEAUTY INC(ULTA)14,40514,399-66,3145,1963.18%-1,118
APPLE INC(AAPL)26,94725,803-1,1446,8145,6443.46%-1,170
AMAZON COM INC(AMZN)50,81252,042+1,23011,23410,0606.16%-1,174
EMERSON ELEC CO(EMR)74,81074,872+629,3648,1625.00%-1,202
ALIGN TECHNOLOGY INC24,35524,270-855,1083,8772.37%-1,231
ALPHABET INC(GOOG)37,34837,687+3397,1335,8363.57%-1,297
SALESFORCE INC(CRM)28,18129,533+1,3529,5077,9994.90%-1,508
ILLUMINA INC(ILMN)27,55126,550-1,0013,7152,1311.30%-1,584
APTIV PLC(APTV)46,1850-46,1852,7990-2,799
META PLATFORMS INC(META)12,0405,729-6,3117,1263,3152.03%-3,811
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