# EDGAR Filing Document

**Accession Number:** 0001965552
**File Stem:** 0001104659-26-014322
**Filing Date:** 2026-2
**Character Count:** 10444
**Document Hash:** 6feb9e1eca2849c529ab1dd67a3c3f52
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-26-014322.hdr.sgml**: 20260212

**ACCESSION NUMBER**: 0001104659-26-014322

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260212

**DATE AS OF CHANGE**: 20260212

**EFFECTIVENESS DATE**: 20260212

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Longbow Finance SA
- **CENTRAL INDEX KEY:** 0001965552

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** V8
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22949
- **FILM NUMBER:** 26626766

**BUSINESS ADDRESS:**
- **STREET 1:** 36, ROUTE DE LAVAUX
- **CITY:** LUTRY
- **STATE:** V8
- **ZIP:** 1095
- **BUSINESS PHONE:** 41 (0)58 800 52 00

**MAIL ADDRESS:**
- **STREET 1:** 36, ROUTE DE LAVAUX
- **CITY:** LUTRY
- **STATE:** V8
- **ZIP:** 1095

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Longbow Finance SA<br>**Address:** 36 ROUTE DE LAVAUX<br>LUTRY, V8 1095

**Form 13F File Number:** 028-22949

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Eric Verleyen and Janick Guillat Pedrozo<br>**Title:** CEO  CIO and Head of Back  Middle Office Operations<br>**Phone:** 41-0-58-800-52-00

**Signature, Place, and Date of Signing:**

/s/ Eric Verleyen and /s/ Janick Guillat Pedrozo  Luty, V8  02-11-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $590622764

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AbbVie Inc. | Common Stock | 00287Y109 |  | 13966908 | 61127 | SH |  | SOLE |  | 61127 | 0 | 0 |
| Advanced Micro Devices Inc. | Common Stock | 007903107 |  | 4298405 | 20071 | SH |  | SOLE |  | 20071 | 0 | 0 |
| Alphabet Inc. | Class C Common Stock | 02079K107 |  | 30496967 | 97186 | SH |  | SOLE |  | 97186 | 0 | 0 |
| Amazon.com Inc. | Common Stock | 023135106 |  | 25086903 | 108686 | SH |  | SOLE |  | 108686 | 0 | 0 |
| American Express Company | Common Shares | 025816109 |  | 6113054 | 16524 | SH |  | SOLE |  | 16524 | 0 | 0 |
| Amphenol Corporation | Class A Common Stock | 032095101 |  | 8027451 | 59401 | SH |  | SOLE |  | 59401 | 0 | 0 |
| Apple Inc. | Common Stock | 037833100 |  | 38912681 | 143135 | SH |  | SOLE |  | 143135 | 0 | 0 |
| Applied Materials Inc. | Common Stock | 038222105 |  | 2738742 | 10657 | SH |  | SOLE |  | 10657 | 0 | 0 |
| Bank of America Corporation | Common Stock | 060505104 |  | 6021125 | 109475 | SH |  | SOLE |  | 109475 | 0 | 0 |
| Berkshire Hathaway Inc. | Class B Common Stock | 084670702 |  | 12849242 | 25563 | SH |  | SOLE |  | 25563 | 0 | 0 |
| Boston Scientific Corporation | Common Stock | 101137107 |  | 4506813 | 47266 | SH |  | SOLE |  | 47266 | 0 | 0 |
| Broadcom Inc. | Common Stock | 11135F101 |  | 24120401 | 69692 | SH |  | SOLE |  | 69692 | 0 | 0 |
| Cadence Design Systems Inc. | Common Shares | 127387108 |  | 9075760 | 29035 | SH |  | SOLE |  | 29035 | 0 | 0 |
| Caterpillar Inc. | Common Stock | 149123101 |  | 8107829 | 14153 | SH |  | SOLE |  | 14153 | 0 | 0 |
| Cboe Global Markets Inc. | Common Stock | 12503M108 |  | 9822885 | 39135 | SH |  | SOLE |  | 39135 | 0 | 0 |
| Cencora Inc. | Common Stock | 03073E105 |  | 5332059 | 15787 | SH |  | SOLE |  | 15787 | 0 | 0 |
| Cisco Systems Inc. | Common Stock | 17275R102 |  | 4190971 | 54407 | SH |  | SOLE |  | 54407 | 0 | 0 |
| Citigroup Inc. | Common Stock | 172967424 |  | 8308795 | 71204 | SH |  | SOLE |  | 71204 | 0 | 0 |
| Constellation Energy Corporation | Common Stock | 21037T109 |  | 7650415 | 21656 | SH |  | SOLE |  | 21656 | 0 | 0 |
| CRH plc | Ordinary Shares | G25508105 |  | 5191680 | 41600 | SH |  | SOLE |  | 41600 | 0 | 0 |
| Eli Lilly and Company | Common Stock | 532457108 |  | 7975200 | 7421 | SH |  | SOLE |  | 7421 | 0 | 0 |
| Exxon Mobil Corporation | Common Stock | 30231G102 |  | 21484180 | 178529 | SH |  | SOLE |  | 178529 | 0 | 0 |
| Flex Ltd. | Ordinary Shares | Y2573F102 |  | 7715211 | 127693 | SH |  | SOLE |  | 127693 | 0 | 0 |
| Freeport-McMoRan Inc. | Common Stock | 35671D857 |  | 5251381 | 103394 | SH |  | SOLE |  | 103394 | 0 | 0 |
| GE Aerospace | Common Stock | 369604301 |  | 7289222 | 23664 | SH |  | SOLE |  | 23664 | 0 | 0 |
| GE Vernova Inc. | Common Stock | 36828A101 |  | 4571069 | 6994 | SH |  | SOLE |  | 6994 | 0 | 0 |
| Gilead Sciences Inc. | Common Stock | 375558103 |  | 5457880 | 44467 | SH |  | SOLE |  | 44467 | 0 | 0 |
| Global X Funds | Lithium  Battery Tech ETF | 37954Y855 |  | 5204000 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| Hilton Worldwide Holdings Inc. | Common Stock | 43300A203 |  | 6126468 | 21328 | SH |  | SOLE |  | 21328 | 0 | 0 |
| Howmet Aerospace Inc. | Common Stock | 443201108 |  | 8282193 | 40397 | SH |  | SOLE |  | 40397 | 0 | 0 |
| JPMorgan Chase  Co | Common Stock | 46625H100 |  | 15126940 | 46946 | SH |  | SOLE |  | 46946 | 0 | 0 |
| KLA Corporation | Common Stock | 482480100 |  | 6104562 | 5024 | SH |  | SOLE |  | 5024 | 0 | 0 |
| LB Pharmaceuticals Inc. | Common Stock | 50180M108 |  | 1832799 | 82336 | SH |  | SOLE |  | 82336 | 0 | 0 |
| Mastercard Incorporated | Class A Common Stock | 57636Q104 |  | 6650752 | 11650 | SH |  | SOLE |  | 11650 | 0 | 0 |
| McDonald's Corporation | Common Stock | 580135101 |  | 5740954 | 18784 | SH |  | SOLE |  | 18784 | 0 | 0 |
| McKesson Corporation | Common Stock | 58155Q103 |  | 11554605 | 14086 | SH |  | SOLE |  | 14086 | 0 | 0 |
| Meta Platforms Inc. | Class A Common Stock | 30303M102 |  | 11717918 | 17752 | SH |  | SOLE |  | 17752 | 0 | 0 |
| Microsoft Corporation | Common Stock | 594918104 |  | 38945919 | 80530 | SH |  | SOLE |  | 80530 | 0 | 0 |
| MiNK Therapeutics Inc. | Common Stock | 603693201 |  | 185837 | 16667 | SH |  | SOLE |  | 16667 | 0 | 0 |
| Monster Beverage Corporation | Common Stock | 61174X109 |  | 6030402 | 78654 | SH |  | SOLE |  | 78654 | 0 | 0 |
| Netflix Inc. | Common Stock | 64110L106 |  | 3635356 | 38773 | SH |  | SOLE |  | 38773 | 0 | 0 |
| NVIDIA Corporation | Common Stock | 67066G104 |  | 46673117 | 250258 | SH |  | SOLE |  | 250258 | 0 | 0 |
| O'Reilly Automotive Inc. | Common Stock | 67103H107 |  | 6974920 | 76471 | SH |  | SOLE |  | 76471 | 0 | 0 |
| Oracle Corporation | Common Stock | 68389X105 |  | 3722391 | 19098 | SH |  | SOLE |  | 19098 | 0 | 0 |
| Palantir Technologies Inc. | Class A Common Stock | 69608A108 |  | 5201498 | 29263 | SH |  | SOLE |  | 29263 | 0 | 0 |
| Palo Alto Networks Inc. | Common Stock | 697435105 |  | 9183291 | 49855 | SH |  | SOLE |  | 49855 | 0 | 0 |
| Plug Power Inc. | Common Stock | 72919P202 |  | 41057 | 20841 | SH |  | SOLE |  | 20841 | 0 | 0 |
| Quanta Services Inc. | Common Stock | 74762E102 |  | 5395615 | 12784 | SH |  | SOLE |  | 12784 | 0 | 0 |
| Ralph Lauren Corporation | Class A Common Stock | 751212101 |  | 4905632 | 13873 | SH |  | SOLE |  | 13873 | 0 | 0 |
| Royal Caribbean Cruises Ltd. | Common Stock | V7780T103 |  | 4362309 | 15640 | SH |  | SOLE |  | 15640 | 0 | 0 |
| State Street Corporation | Common Stock | 857477103 |  | 8044290 | 62354 | SH |  | SOLE |  | 62354 | 0 | 0 |
| The Coca-Cola Company | Common Stock | 191216100 |  | 5590703 | 79970 | SH |  | SOLE |  | 79970 | 0 | 0 |
| The Goldman Sachs Group Inc. | Common Stock | 38141G104 |  | 7961103 | 9057 | SH |  | SOLE |  | 9057 | 0 | 0 |
| The Southern Company | Common Stock | 842587107 |  | 4460978 | 51158 | SH |  | SOLE |  | 51158 | 0 | 0 |
| The TJX Companies Inc. | Common Stock | 872540109 |  | 5786028 | 37667 | SH |  | SOLE |  | 37667 | 0 | 0 |
| The Williams Companies Inc. | Common Stock | 969457100 |  | 5596542 | 93105 | SH |  | SOLE |  | 93105 | 0 | 0 |
| The Travelers Companies Inc. | Common Stock | 89417E109 |  | 8179692 | 28200 | SH |  | SOLE |  | 28200 | 0 | 0 |
| United Rentals Inc. | Common Stock | 911363109 |  | 4297489 | 5310 | SH |  | SOLE |  | 5310 | 0 | 0 |
| Walmart Inc. | Common Stock | 931142103 |  | 9904906 | 88905 | SH |  | SOLE |  | 88905 | 0 | 0 |
| Wells Fargo  Company | Common Stock | 949746101 |  | 9883674 | 106048 | SH |  | SOLE |  | 106048 | 0 | 0 |
| Welltower Inc. | Common Stock | 95040Q104 |  | 6622750 | 35681 | SH |  | SOLE |  | 35681 | 0 | 0 |
| Westinghouse Air Brake Technologies Corporation | Common Stock | 929740108 |  | 6132845 | 28732 | SH |  | SOLE |  | 28732 | 0 | 0 |

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