Fund HoldingsWORMSER FRERES GESTION

Total Portfolio Value
$176.00M
Total Bought
$21.57M
Total Sold
$29.16M
Net Transaction
-$7.58M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
DANAHER CORPORATION(DHR)5,51337,860+32,3471,0938,6704.93%+7,577
AUTOMATIC DATA PROCESSING IN12,14430,011+17,8673,5907,7224.39%+4,133
ALPHABET INC(GOOG)38,43037,558-8729,40311,7606.68%+2,357
THERMO FISHER SCIENTIFIC INC(TMO)21,67222,006+33410,58412,7567.25%+2,171
INTUITIVE SURGICAL INC9,2679,467+2004,1695,3643.05%+1,195
SALESFORCE INC(CRM)31,03732,381+1,3447,4068,5814.88%+1,175
ACCENTURE PLC IRELAND
SHS CLASS A
30,35331,188+8357,5358,3714.76%+836
ABBOTT LABS3676,968+6,601498730.50%+824
AMAZON COM INC(AMZN)52,56052,805+24511,65112,1936.93%+542
ALCON AG(ALC)98,55297,620-9327,2997,7994.43%+500
VISA INC(V)30,45931,137+67810,46810,9246.21%+455
EDWARDS LIFESCIENCES CORP94,53491,851-2,6837,3897,8334.45%+444
NVIDIA CORPORATION(NVDA)32,23234,783+2,5516,0566,4893.69%+433
ELI LILLY & CO(LLY)486677+1913717280.41%+357
SELECT SECTOR SPDR TR
ST STR ENERG ETF
2,1954,390+2,1951964030.23%+207
MSCI INC7,9688,126+1584,5504,6642.65%+113
ITRON INC(ITRI)1,6682,749+1,0812082550.15%+48
ISHARES GOLD TR(IAU)34,52830,784-3,7442,5042,5481.45%+44
ALPHABET INC(GOOG)49949901211570.09%+35
IDEXX LABS INC(IDXX)754+474370.02%+32
APPLE INC(AAPL)40040001021090.06%+7
ISHARES TR7,0007,00001081150.07%+7
VEEVA SYS INC(VEEV)125186+6137420.02%+4
ILLUMINA INC(ILMN)919109120.01%+3
ALIGN TECHNOLOGY INC8888011140.01%+3
INTEL CORP(INTC)1751750660.00%+1
VANECK ETF TRUST
AGRIBUSINESS ETF
700700051520.03%0
ISHARES INC1,5001,500059580.03%-0
UNITEDHEALTH GROUP INC(UNH)7070024230.01%-1
CAPRI HOLDINGS LIMITED
SHS
1300-13030-3
META PLATFORMS INC(META)150-15110-11
FIRST SOLAR INC(FSLR)890-89200-20
SPDR SERIES TRUST
ST STR SP METAL
2,0001,535-4651861570.09%-29
DESCARTES SYS GROUP INC(DSGX)7610-761720-72
MOTOROLA SOLUTIONS INC(MSI)1,058973-854843730.21%-111
VERISK ANALYTICS INC(VRSK)15,43916,807+1,3683,9083,7612.14%-147
STRYKER CORPORATION(SYK)27,18628,298+1,11210,1159,9495.65%-166
KLA CORP(KLAC)365158-2073941920.11%-202
TETRA TECH INC NEW(TTEK)11,4440-11,4443820-382
XYLEM INC(XYL)7,8575,372-2,4851,1597320.42%-427
FERRARI N V
COM
3,7343,364-3701,8031,2600.72%-544
ECOLAB INC(ECL)30,56229,957-6058,4207,8674.47%-553
QIAGEN NV(QGEN)24,486524-23,9621,084240.01%-1,060
PTC INC(PTC)53,03455,551+2,51710,8379,6815.50%-1,156
PALO ALTO NETWORKS INC(PANW)54,42754,056-37111,1569,9605.66%-1,195
MICROSOFT CORP(MSFT)26,71026,249-46113,92012,6997.22%-1,221
EMERSON ELEC CO(EMR)48,7682,302-46,4666,4383060.17%-6,132
ZOETIS INC(ZTS)47,7852,136-45,6497,0342690.15%-6,765
ORACLE CORP(ORCL)25,8041,113-24,6917,3022170.12%-7,085
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