Holders — by stockHoldings — by fund
B. Metzler seel. Sohn & Co. AG
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1847838
$11.57B
disclosed book value
709
positions
6.3%
largest position share
Positions, as of 2026-06-30
top 100 of 709 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 3.7M | $733.3M | 6.3% |
| 2 | AAPLAPPLE INC | 2.5M | $711.7M | 6.1% |
| 3 | GOOGLALPHABET INC | 1.8M | $651.4M | 5.6% |
| 4 | AMZNAMAZON COM INC | 2.3M | $540.8M | 4.7% |
| 5 | MSFTMICROSOFT CORP | 1.3M | $485.1M | 4.2% |
| 6 | AVGOBROADCOM INC | 871,867 | $329.3M | 2.8% |
| 7 | KOCOCA COLA CO | 3.4M | $272.7M | 2.4% |
| 8 | PANWPALO ALTO NETWORKS INC | 780,246 | $266.1M | 2.3% |
| 9 | JPMJPMORGAN CHASE & CO | 754,633 | $247.0M | 2.1% |
| 10 | METAMETA PLATFORMS INC | 434,801 | $244.9M | 2.1% |
| 11 | VVISA INC | 702,654 | $241.1M | 2.1% |
| 12 | TMOTHERMO FISHER SCIENTIFIC INC | 454,402 | $227.8M | 2% |
| 13 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 464,509 | $221.8M | 1.9% |
| 14 | ABBVABBVIE INC | 867,621 | $218.3M | 1.9% |
| 15 | GEGE AEROSPACE | 569,610 | $212.9M | 1.8% |
| 16 | CCITIGROUP INC | 1.3M | $176.2M | 1.5% |
| 17 | MCDMCDONALDS CORP | 631,407 | $170.7M | 1.5% |
| 18 | AMDADVANCED MICRO DEVICES INC | 283,925 | $164.9M | 1.4% |
| 19 | LLYELI LILLY & CO | 128,222 | $153.8M | 1.3% |
| 20 | SPGIS&P GLOBAL INC | 325,996 | $132.8M | 1.1% |
| 21 | ABTABBOTT LABORATORIES | 1.3M | $119.0M | 1% |
| 22 | VRTXVERTEX PHARMACEUTICALS INC | 231,381 | $114.9M | 1% |
| 23 | MUMICRON TECHNOLOGY INC | 99,397 | $114.7M | 1% |
| 24 | TSLATESLA INC | 246,012 | $103.5M | 0.9% |
| 25 | GOOGALPHABET INC | 289,377 | $102.2M | 0.9% |
| 26 | AMATAPPLIED MATLS INC | 140,817 | $101.8M | 0.9% |
| 27 | APHAMPHENOL CORP | 551,664 | $97.3M | 0.8% |
| 28 | CSCOCISCO SYS INC | 809,027 | $95.0M | 0.8% |
| 29 | LRCXLAM RESEARCH CORP | 204,254 | $88.5M | 0.8% |
| 30 | MAMASTERCARD INCORPORATED | 166,934 | $85.7M | 0.7% |
| 31 | HDHOME DEPOT INC | 233,415 | $82.3M | 0.7% |
| 32 | JNJJOHNSON & JOHNSON | 310,590 | $78.9M | 0.7% |
| 33 | CATCATERPILLAR INC | 62,731 | $66.8M | 0.6% |
| 34 | TXNTEXAS INSTRS INC | 220,702 | $65.8M | 0.6% |
| 35 | NFLXNETFLIX INC. | 846,472 | $60.4M | 0.5% |
| 36 | UBERUBER TECHNOLOGIES INC | 831,153 | $60.0M | 0.5% |
| 37 | PGPROCTER & GAMBLE CO | 397,455 | $58.3M | 0.5% |
| 38 | MRKMERCK & CO INC | 443,208 | $57.0M | 0.5% |
| 39 | ADIANALOG DEVICES INC | 138,570 | $55.0M | 0.5% |
| 40 | ANETARISTA NETWORKS INC | 304,596 | $51.7M | 0.4% |
| 41 | HWMHOWMET AEROSPACE INC | 192,199 | $51.7M | 0.4% |
| 42 | PEPPEPSICO INC | 377,115 | $51.1M | 0.4% |
| 43 | BRK/ABERKSHIRE HATHAWAY INC DEL | 65 | $48.7M | 0.4% |
| 44 | APPAPPLOVIN CORP | 86,674 | $44.7M | 0.4% |
| 45 | WDCWESTERN DIGITAL CORP | 69,916 | $44.7M | 0.4% |
| 46 | BACBANK OF AMER CORP | 757,641 | $43.2M | 0.4% |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 80,113 | $40.1M | 0.3% |
| 48 | URIUNITED RENTALS INC | 35,079 | $39.7M | 0.3% |
| 49 | SYKSTRYKER CORPORATION | 120,896 | $38.1M | 0.3% |
| 50 | KLACKLA CORP | 125,048 | $37.7M | 0.3% |
| 51 | UNPUNION PAC CORP | 136,622 | $37.2M | 0.3% |
| 52 | UNHUNITEDHEALTH GROUP INC | 86,196 | $35.8M | 0.3% |
| 53 | WMTWALMART INC | 315,661 | $35.8M | 0.3% |
| 54 | FITBFIFTH THIRD BANCORP | 629,443 | $35.5M | 0.3% |
| 55 | MRVLMARVELL TECHNOLOGY INC | 118,257 | $35.2M | 0.3% |
| 56 | INTCINTEL CORP | 247,504 | $34.6M | 0.3% |
| 57 | FASTFASTENAL CO | 689,676 | $33.1M | 0.3% |
| 58 | MELIMERCADOLIBRE INC | 19,371 | $32.9M | 0.3% |
| 59 | USFDUS FOODS HLDG CORP | 305,102 | $31.2M | 0.3% |
| 60 | EXMOCEXXON MOBIL CORP | 226,391 | $31.0M | 0.3% |
| 61 | WMWASTE MGMT INC DEL | 138,650 | $30.9M | 0.3% |
| 62 | COSTCOSTCO WHOLESALE CORPORATION | 32,886 | $30.8M | 0.3% |
| 63 | AZOAUTOZONE INC | 9,069 | $29.0M | 0.3% |
| 64 | MSMORGAN STANLEY | 135,636 | $28.4M | 0.2% |
| 65 | GEVGE VERNOVA INC | 23,080 | $27.1M | 0.2% |
| 66 | AXPAMERICAN EXPRESS CO | 74,028 | $25.0M | 0.2% |
| 67 | WABWABTEC | 91,473 | $24.7M | 0.2% |
| 68 | ORCLORACLE CORP | 162,568 | $23.8M | 0.2% |
| 69 | BNYBANK OF NY MELLON CORP | 158,233 | $22.9M | 0.2% |
| 70 | GSGOLDMAN SACHS GROUP INC | 21,668 | $21.9M | 0.2% |
| 71 | IBMINTERNATIONAL BUSINESS MACHS | 76,960 | $21.6M | 0.2% |
| 72 | PLTRPALANTIR TECHNOLOGIES INC | 181,673 | $21.2M | 0.2% |
| 73 | DISDISNEY WALT CO | 217,672 | $21.0M | 0.2% |
| 74 | BLKBLACKROCK INC | 21,759 | $20.9M | 0.2% |
| 75 | TJXTJX COS INC NEW | 136,211 | $20.6M | 0.2% |
| 76 | PWRQUANTA SVCS INC | 28,281 | $20.4M | 0.2% |
| 77 | MCHPMICROCHIP TECHNOLOGY INC. | 211,137 | $19.3M | 0.2% |
| 78 | SCHWSCHWAB CHARLES CORP | 206,143 | $19.0M | 0.2% |
| 79 | DHRDANAHER CORP DEL | 92,424 | $17.6M | 0.2% |
| 80 | QCOMQUALCOMM INC | 94,229 | $17.4M | 0.2% |
| 81 | HBANHUNTINGTON BANCSHARES INC | 960,793 | $17.0M | 0.1% |
| 82 | MODMODINE MFG CO | 61,386 | $16.4M | 0.1% |
| 83 | WECWEC ENERGY GROUP INC | 137,178 | $16.0M | 0.1% |
| 84 | CRMSALESFORCE INC | 101,305 | $15.9M | 0.1% |
| 85 | NEENEXTERA ENERGY INC | 178,723 | $15.7M | 0.1% |
| 86 | MCKMCKESSON CORP | 20,288 | $15.3M | 0.1% |
| 87 | CMICUMMINS INC | 21,138 | $15.1M | 0.1% |
| 88 | CLCOLGATE PALMOLIVE CO | 157,966 | $14.5M | 0.1% |
| 89 | GILDGILEAD SCIENCES INC | 114,360 | $14.4M | 0.1% |
| 90 | BSXBOSTON SCIENTIFIC CORP | 333,583 | $14.2M | 0.1% |
| 91 | AMGNAMGEN INC | 39,041 | $14.1M | 0.1% |
| 92 | PHPARKER-HANNIFIN CORP | 14,253 | $13.9M | 0.1% |
| 93 | PFEPFIZER INC | 576,524 | $13.9M | 0.1% |
| 94 | SHWSHERWIN WILLIAMS CO | 39,904 | $13.7M | 0.1% |
| 95 | ROKROCKWELL AUTOMATION INC | 27,617 | $13.7M | 0.1% |
| 96 | WELLWELLTOWER INC | 59,902 | $13.6M | 0.1% |
| 97 | PGRPROGRESSIVE CORP | 61,962 | $13.5M | 0.1% |
| 98 | PLDPROLOGIS INC. | 99,560 | $13.5M | 0.1% |
| 99 | WFCWELLS FARGO & CO | 159,950 | $13.2M | 0.1% |
| 100 | VZVERIZON COMMUNICATIONS INC | 309,197 | $13.1M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.