Fund HoldingsWORMSER FRERES GESTION

Total Portfolio Value
$163.79M
Total Bought
$30.07M
Total Sold
$13.51M
Net Transaction
+$16.56M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
EMERSON ELEC CO(EMR)2,92576,871+73,9463338,4155.14%+8,082
ULTA BEAUTY INC(ULTA)014,569+14,56905,7073.48%+5,707
APTIV PLC(APTV)77060,080+59,310564,3602.66%+4,304
ACCENTURE PLC IRELAND
SHS CLASS A
28,56828,779+2118,95510,1686.21%+1,212
ALCON AG(ALC)89,37392,709+3,3368,2389,2745.66%+1,037
NIKE INC(NKE)65,07768,553+3,4765,0686,0793.71%+1,012
ZOETIS INC(ZTS)43,71644,827+1,1117,8308,7635.35%+933
THERMO FISHER SCIENTIFIC INC(TMO)14,53814,731+1938,3069,1115.56%+805
ILLUMINA INC(ILMN)26,91327,818+9052,9023,6302.22%+728
META PLATFORMS INC(META)12,04712,056+96,2766,8974.21%+621
STRYKER CORPORATION(SYK)24,86425,575+7118,7419,2445.64%+504
VISA INC(V)34,20835,456+1,2489,2769,7585.96%+482
ECOLAB INC(ECL)30,89931,450+5517,5998,0344.91%+436
SALESFORCE INC(CRM)28,46029,072+6127,5607,9814.87%+421
ALIGN TECHNOLOGY INC23,32123,756+4355,8176,0493.69%+232
DANAHER CORPORATION(DHR)4,2194,478+2591,0891,2390.76%+150
FERRARI N V
COM
2,7372,710-271,1531,2780.78%+125
QIAGEN NV(QGEN)20,47221,380+9088739720.59%+99
FIRST SOLAR INC(FSLR)631691+601471770.11%+30
TETRA TECH INC NEW(TTEK)1,2616,305+5,0442662970.18%+30
XYLEM INC(XYL)5,8576,207+3508218380.51%+17
JOHNSON CTLS INTL PLC
SHS
1,8831,88301291460.09%+17
ISHARES TR3,5003,500048510.03%+3
SPDR SER TR
ST STR SP METAL
1,0001,000061640.04%+2
UNITEDHEALTH GROUP INC(UNH)2525013150.01%+1
MCDONALDS CORP(MCD)333309100.01%+1
VANECK ETF TRUST
AGRIBUSINESS ETF
350350025260.02%+1
CAPRI HOLDINGS LIMITED
SHS
1301300460.00%+1
ISHARES INC750750028290.02%+1
INTEL CORP(INTC)225175-50740.00%-3
JOHNSON & JOHNSON(JNJ)4623-23740.00%-3
PALO ALTO NETWORKS INC(PANW)41041001441400.09%-3
SELECT SECTOR SPDR TR
ST STR ENERG ETF
1,0001,000094880.05%-6
ELI LILLY & CO(LLY)13613601271210.07%-7
INTUITIVE SURGICAL INC2,0411,914-1279389230.56%-15
MOTOROLA SOLUTIONS INC(MSI)785623-1623132800.17%-33
GRAIL INC(GRAL)3,1370-3,137490-49
PTC INC(PTC)46,73847,978+1,2408,7738,6845.30%-89
ITRON INC(ITRI)3,4842,425-1,0593562600.16%-97
ISHARES GOLD TR(IAU)48,41238,211-10,2012,1981,9111.17%-287
MICROSOFT CORP(MSFT)10,03310,090+574,6344,3392.65%-295
AMAZON COM INC(AMZN)49,77251,520+1,7489,9389,6195.87%-319
ALPHABET INC(GOOG)2,784512-2,272528860.05%-442
EDWARDS LIFESCIENCES CORP90,47292,223+1,7518,6356,1043.73%-2,530
APPLE INC(AAPL)41,95127,175-14,7769,1296,3143.86%-2,815
COMCAST CORP NEW(CCZ)115,6270-115,6274,6780-4,678
ALPHABET INC(GOOG)59,80437,970-21,83411,2556,2933.84%-4,962
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