Fund Holdings — WORMSER FRERES GESTION

Total Portfolio Value
$179.78M
Total Bought
$28.42M
Total Sold
$10.96M
Net Transaction
+$17.46M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
▲▼
Change
▲▼
MSCI INC2527,968+7,7161454,5502.53%+4,405
VERISK ANALYTICS INC(VRSK)83715,439+14,6022613,9082.17%+3,647
INTUITIVE SURGICAL INC2,3169,267+6,9511,2584,1692.32%+2,910
ALPHABET INC(GOOG)37,42238,430+1,0086,5939,4035.23%+2,810
THERMO FISHER SCIENTIFIC INC(TMO)20,79321,672+8798,42810,5845.89%+2,156
ORACLE CORP(ORCL)24,55025,804+1,2545,3667,3024.06%+1,936
PTC INC(PTC)52,44553,034+5899,03610,8376.03%+1,801
NVIDIA CORPORATION(NVDA)30,35632,232+1,8764,7956,0563.37%+1,261
PALO ALTO NETWORKS INC(PANW)49,27554,427+5,15210,08111,1566.21%+1,075
MICROSOFT CORP(MSFT)26,52426,710+18613,19013,9207.74%+730
FERRARI N V
COM
2,6043,734+1,1301,2701,8031.00%+534
AMAZON COM INC(AMZN)51,26052,560+1,30011,24311,6516.48%+408
AUTOMATIC DATA PROCESSING IN10,48812,144+1,6563,2333,5902.00%+356
ECOLAB INC(ECL)30,03530,562+5278,0918,4204.68%+330
ISHARES GOLD TR(IAU)35,96034,528-1,4322,2422,5041.39%+262
EDWARDS LIFESCIENCES CORP91,39394,534+3,1417,1467,3894.11%+243
XYLEM INC(XYL)7,7207,857+1379991,1590.64%+160
QIAGEN NV(QGEN)19,66824,486+4,8189421,0840.60%+141
KLA CORP(KLAC)310365+552783940.22%+116
MOTOROLA SOLUTIONS INC(MSI)9321,058+1263924840.27%+92
DESCARTES SYS GROUP INC(DSGX)36761+7254720.04%+68
SPDR SERIES TRUST
ST STR SP METAL
2,0002,00001341860.10%+52
DANAHER CORPORATION(DHR)5,3525,513+1611,0571,0930.61%+36
ALPHABET INC(GOOG)4994990881210.07%+33
APPLE INC(AAPL)4004000821020.06%+20
ISHARES TR7,0007,0000921080.06%+17
META PLATFORMS INC(META)015+150110.01%+11
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,1952,19501861960.11%+10
VEEVA SYS INC(VEEV)95125+3027370.02%+10
ABBOTT LABS300367+6741490.03%+8
FIRST SOLAR INC(FSLR)8989015200.01%+5
IDEXX LABS INC(IDXX)07+7040.00%+4
INTEL CORP(INTC)1751750460.00%+2
CAPRI HOLDINGS LIMITED
SHS
1301300230.00%0
VANECK ETF TRUST
AGRIBUSINESS ETF
700700051510.03%0
ILLUMINA INC(ILMN)91910990.00%-0
ISHARES INC1,5001,500060590.03%-2
ELI LILLY & CO(LLY)481486+53753710.21%-4
ITRON INC(ITRI)1,6711,668-32202080.12%-12
UNITEDHEALTH GROUP INC(UNH)12870-5840240.01%-16
TETRA TECH INC NEW(TTEK)11,27011,444+1744053820.21%-23
VISA INC(V)29,57430,459+88510,49710,4685.82%-29
ZOETIS INC(ZTS)45,52847,785+2,2577,0987,0343.91%-64
STRYKER CORPORATION(SYK)26,04427,186+1,14210,30110,1155.63%-185
ALIGN TECHNOLOGY INC3,58888-3,500679110.01%-668
SALESFORCE INC(CRM)29,93631,037+1,1018,1617,4064.12%-755
ALCON AG(ALC)92,92498,552+5,6288,1807,2994.06%-881
ACCENTURE PLC IRELAND
SHS CLASS A
29,32130,353+1,0328,7617,5354.19%-1,226
EMERSON ELEC CO(EMR)73,86048,768-25,0929,8456,4383.58%-3,407
ULTA BEAUTY INC(ULTA)14,0950-14,0956,5920—-6,592
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WORMSER FRERES GESTION — 13F Holdings — Q3 2025 | TickerTrail