Fund HoldingsWORMSER FRERES GESTION

Total Portfolio Value
$153.43M
Total Bought
$15.70M
Total Sold
$1.71M
Net Transaction
+$13.98M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)39,90841,951+2,0436,9499,1295.95%+2,180
ALPHABET INC(GOOG)58,01459,804+1,7909,18911,2557.34%+2,066
NIKE INC(NKE)34,05065,077+31,0273,2085,0683.30%+1,860
ZOETIS INC(ZTS)39,88843,716+3,8286,7957,8305.10%+1,035
AMAZON COM INC(AMZN)48,17849,772+1,5948,9559,9386.48%+983
MICROSOFT CORP(MSFT)8,60410,033+1,4293,7214,6343.02%+913
ALCON AG(ALC)90,12989,373-7567,5828,2385.37%+656
ECOLAB INC(ECL)29,98730,899+9127,0407,5994.95%+558
META PLATFORMS INC(META)11,30512,047+7425,7606,2764.09%+516
INTUITIVE SURGICAL INC1,5712,041+4706379380.61%+302
ALPHABET INC(GOOG)1,6942,784+1,0902725280.34%+256
ISHARES GOLD TR(IAU)45,25048,412+3,1621,9692,1981.43%+229
EMERSON ELEC CO(EMR)1,3752,925+1,5501603330.22%+173
PALO ALTO NETWORKS INC(PANW)0410+41001440.09%+144
ELI LILLY & CO(LLY)0136+13601270.08%+127
XYLEM INC(XYL)5,6935,857+1647538210.54%+68
MOTOROLA SOLUTIONS INC(MSI)692785+932513130.20%+62
APTIV PLC(APTV)0770+7700560.04%+56
GRAIL INC(GRAL)03,137+3,1370490.03%+49
FIRST SOLAR INC(FSLR)63163101091470.10%+38
STRYKER CORPORATION(SYK)24,14724,864+7178,7108,7415.70%+31
ITRON INC(ITRI)3,5023,484-183263560.23%+30
TETRA TECH INC NEW(TTEK)1,2431,261+182402660.17%+26
DANAHER CORPORATION(DHR)4,1964,219+231,0711,0890.71%+19
UNITEDHEALTH GROUP INC(UNH)2525012130.01%+1
MCDONALDS CORP(MCD)33330990.01%-1
SPDR SER TR
ST STR SP METAL
1,0001,000063610.04%-1
ISHARES TR3,5003,500050480.03%-1
CAPRI HOLDINGS LIMITED
SHS
1301300640.00%-2
VANECK ETF TRUST
AGRIBUSINESS ETF
350350027250.02%-2
ISHARES INC750750030280.02%-2
JOHNSON & JOHNSON(JNJ)6246-161070.00%-3
SELECT SECTOR SPDR TR
ST STR ENERG ETF
1,0001,000099940.06%-5
INTEL CORP(INTC)275225-501270.00%-5
JOHNSON CTLS INTL PLC
SHS
2,0231,883-1401351290.08%-6
VISA INC(V)32,44434,208+1,7649,2989,2766.05%-21
QIAGEN NV(QGEN)20,92020,472-4489118730.57%-38
PTC INC(PTC)45,91546,738+8238,8318,7735.72%-58
COMCAST CORP NEW(CCZ)113,343115,627+2,2844,9074,6783.05%-229
THERMO FISHER SCIENTIFIC INC(TMO)14,50714,538+318,5548,3065.41%-247
EDWARDS LIFESCIENCES CORP91,45290,472-9808,8958,6355.63%-261
ACCENTURE PLC IRELAND
SHS CLASS A
26,63228,568+1,9369,2548,9555.84%-299
ILLUMINA INC(ILMN)26,38726,913+5263,5292,9021.89%-626
FERRARI N V
COM
4,2742,737-1,5371,8671,1530.75%-714
SALESFORCE INC(CRM)27,33728,460+1,1238,5337,5604.93%-973
ALIGN TECHNOLOGY INC22,90323,321+4187,4085,8173.79%-1,591
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