Fund HoldingsWORMSER FRERES GESTION

Total Portfolio Value
$167.99M
Total Bought
$20.24M
Total Sold
$34.18M
Net Transaction
-$13.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PALO ALTO NETWORKS INC(PANW)19,45849,275+29,8173,37210,0816.00%+6,709
ORACLE CORP(ORCL)024,550+24,55005,3663.19%+5,366
AUTOMATIC DATA PROCESSING IN010,488+10,48803,2331.92%+3,233
MICROSOFT CORP(MSFT)27,18226,524-65810,29613,1907.85%+2,893
NVIDIA CORPORATION(NVDA)28,19330,356+2,1633,1024,7952.85%+1,693
EMERSON ELEC CO(EMR)74,87273,860-1,0128,1629,8455.86%+1,683
ULTA BEAUTY INC(ULTA)14,39914,095-3045,1966,5923.92%+1,396
AMAZON COM INC(AMZN)52,04251,260-78210,06011,2436.69%+1,183
PTC INC(PTC)52,23952,445+2068,1149,0365.38%+921
ALPHABET INC(GOOG)37,68737,422-2655,8366,5933.92%+757
THERMO FISHER SCIENTIFIC INC(TMO)15,31820,793+5,4757,6868,4285.02%+742
STRYKER CORPORATION(SYK)26,40326,044-3599,66110,3016.13%+640
EDWARDS LIFESCIENCES CORP91,79291,393-3996,5327,1464.25%+614
TETRA TECH INC NEW(TTEK)4,68311,270+6,5871374050.24%+268
INTUITIVE SURGICAL INC2,1362,316+1801,0531,2580.75%+206
SALESFORCE INC(CRM)29,53329,936+4037,9998,1614.86%+162
ISHARES GOLD TR(IAU)35,70335,960+2572,0822,2421.33%+160
XYLEM INC(XYL)7,0227,720+6988419990.59%+158
FERRARI N V
COM
2,5722,604+321,1171,2700.76%+153
MSCI INC0252+25201450.09%+145
VERISK ANALYTICS INC(VRSK)430837+4071272610.16%+134
QIAGEN NV(QGEN)20,86219,668-1,1948309420.56%+112
KLA CORP(KLAC)308310+22082780.17%+70
MOTOROLA SOLUTIONS INC(MSI)765932+1673323920.23%+59
ITRON INC(ITRI)1,6761,671-51752200.13%+45
SPDR SERIES TRUST
ST STR SP METAL
2,0002,00001141340.08%+21
ISHARES TR7,0007,000081920.05%+11
ALPHABET INC(GOOG)499499078880.05%+10
ECOLAB INC(ECL)32,28230,035-2,2478,0828,0914.82%+8
ISHARES INC1,5001,500055600.04%+5
DESCARTES SYS GROUP INC(DSGX)036+36040.00%+4
VANECK ETF TRUST
AGRIBUSINESS ETF
700700048510.03%+4
VEEVA SYS INC(VEEV)10895-1325270.02%+2
ABBOTT LABS300300039410.02%+1
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,0002,195+1951861860.11%0
GRAIL INC(GRAL)10-100-0
INTEL CORP(INTC)1751750440.00%-0
CAPRI HOLDINGS LIMITED
SHS
1301300320.00%-0
ELI LILLY & CO(LLY)471481+103893750.22%-14
UNITEDHEALTH GROUP INC(UNH)128128066400.02%-26
JOHNSON CTLS INTL PLC
SHS
4180-418330-33
DANAHER CORPORATION(DHR)5,3365,352+161,1011,0570.63%-44
FIRST SOLAR INC(FSLR)1,09289-1,003139150.01%-125
ACCENTURE PLC IRELAND
SHS CLASS A
29,48429,321-1639,0088,7615.22%-247
ZOETIS INC(ZTS)46,05045,528-5227,5387,0984.23%-440
ALCON AG(ALC)93,15392,924-2298,9318,1804.87%-751
VISA INC(V)35,95029,574-6,37612,37410,4976.25%-1,876
ILLUMINA INC(ILMN)26,55091-26,4592,13190.01%-2,122
APTIV PLC(APTV)46,5600-46,5602,8300-2,830
ALIGN TECHNOLOGY INC24,2703,588-20,6823,8776790.40%-3,198
META PLATFORMS INC(META)5,7290-5,7293,3150-3,315
NIKE INC(NKE)68,3860-68,3864,3430-4,343
APPLE INC(AAPL)25,803400-25,4035,644820.05%-5,562
Page 1 of 1